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We offer a range of tax-friendly offshore investment plans to give your clients choice and control. Here we tell you more about the three main ones.

We've also just recently completed our review of our fixed charges for our products. View details of them here.

5 for life

5 for Life is no longer available to new customers. This doesn't affect the terms and conditions for existing customers.

If your client has yet to start taking their regular income and you have any questions about this please contact our Client Relations team on 08456 000 173 (lo-call from the UK) or +353 1 673 8840 (if calling from outside the UK) between 8.30am and 5.30pm, Monday to Friday. Alternatively, you can email us at client.relations@aegon.ie

Our products

AEGON Secure Lifetime Income
AEGON Secure Lifetime Income is our latest product to offer your clients valuable guarantees.

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.

Wealth Management Portfolio
Our Wealth Management Portfolio is an offshore, single contribution portfolio bond that combines the tax advantages of an offshore life policy with the investment flexibility of portfolio management service.

Wealth Planning Account
Our Wealth Planning Account (WPA) is a single contribution portfolio bond with a life assurance element.

Tax benefits
The specific benefits of an offshore bond depend upon your client's individual circumstances. But there are a number of generic benefits for UK residents which tend to apply in most situations.