Guarantee options

AEGON Secure Trustee Investment

Recognising that not everyone wants the same things out of life, we’ve developed our AEGON Secure Trustee Investment plan to give you the choice of three different guarantees.

As the trustee of a SIPP or SSAS scheme, you know you’re responsible for acting in the best interest of the scheme at all times. But in turbulent times we appreciate this isn’t always an easy call to make.

AEGON Secure Trustee Investment gives you peace of mind in three different ways:

• Would you like the guarantee that, at the end of an agreed term, your fund value will be at least equal to the amount you originally invested while still having the potential for growth? If so, perhaps our guaranteed capital option could be just for you.
• Perhaps it would benefit your scheme to have a steady income stream for the next 20 years. If this sounds appealing, our guaranteed income option may work for you.
• If you’d like an indefinite income stream, you could consider our guaranteed lifetime income option.

If you decide one of these guarantees is for you, you could also choose our guaranteed death benefit option. This guarantees to return to you at least as much as your original investment on the death of the last person covered by the plan, but it could be more.

You should be aware if you select any of the guarantees under this plan we charge a guarantee option fee. You can find out details of how much this is on our Charges page.

If you’d like more information on any of these guarantees, please follow the links.