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Deciding to invest for your future is a big step. These pages give you more details about our range of flexible, tax-friendly products, designed to give you choice and control.

The value of investments can fall as well as rise and isn’t guaranteed. What we pay out isn’t guaranteed and you may not get back the amount you originally invested.

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Our wealth management products

Whether you're looking to invest a lump sum or regularly contribute to a bond, we have a wealth management product to suit.

Wealth Management Portfolio

The Wealth Management Portfolio is an offshore bond that you can invest a lump sum or sums of money in. It offers a number of appealing features and benefits if you’re making financial plans for your future.

To make our Wealth Management Portfolio even more flexible, we created the European portability option for those who plan to move to France, Italy or Spain and want to take their bond with them.

Flexible Investment Plan

The Flexible Investment Plan is a flexible offshore investment plan that lets investors make both regular and single contributions at any time.

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Our guaranteed solutions

Our guaranteed products can offer you peace of mind in uncertain times.
  • AEGON Secure Lifetime Income
    Offers tax-efficient guaranteed income - for life.
  • NEW! AEGON Secure Income
    Offers a guaranteed income of 5% for 20 years (or less for longer), as well as the option to choose a guaranteed death benefit.
  • NEW! AEGON Secure Capital
    Guarantees to return your original investment amount, as well as providing the potential for investment growth and the option to choose a guaranteed death benefit.
  • NEW! AEGON Secure Trustee Investment
    Offers the choice of one of three different guarantees - income, capital or lifetime income plus death benefits - to trustees and administrators of SIPP and SSAS schemes.
 
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Tax benefits

The specific benefits of an offshore bond depend on your individual circumstances. But there are a number of generic benefits for UK residents which are described in our IHT planning section.

 

AEGON Variabele Lijfrente

AEGON Variabele Lijfrente is a product of AEGON Ireland plc and is not available to UK customers.