Products

Investment Products

We arrange and administer a range of different financial products. We provide access to over 3,000 UK Authorised Funds on the Aegon Investment Platform.

You can access these as:

  • Stocks and Shares ISAs
  • General Investment Accounts (GIAs)
  • JISAs (Junior ISAs)

Please remember that unlike cash, investments can fall as well as rise in value – you could get back less than you invest. Investments should be made for the mid to long term (more than 5 years). Please read all the relevant information documents before you invest.

Stocks and Shares ISAs

Stocks and Shares ISAs are ideal for mid-long term investments plans. Sheltered from capital gains tax and with an annual allowance of £20,000 each tax year, the stocks and shares ISA offers you access to over 3,000 funds to invest in.

  • Annual allowance of £20,000
  • All gains are tax free
  • Invest from as little as £1
  • Access to over 3,000 funds
  • Access and manage your account online, 24/7

If you invest in a Stocks and Shares ISA before 30th June 2020 – you could be eligible for some cashback too! 

Invest online

Download a paper application form

Transfer an ISA from another provider

General Investment Accounts (GIAs)

If you have maximised your ISA allowance then a GIA can be used to invest in. With access to the same funds as the ISA, you can build up and manage your investment portfolio online.

  • No annual allowance
  • Invest from as little as £1
  • Access to over 3,000 funds
  • Access and manage your account online 24/7

Invest online

Download a paper application form

Junior ISAs (JISAs)

Build your child’s savings pot with a JISA. With an annual allowance of £9,000 you could build up a savings pot to help your child through university, buy a car or even place a deposit on their first home.

Up until the age of 16 the parent or nominated adult will have full control of the child's account. At 16 the control will pass to the child. Funds cannot be withdrawn until the child reaches the age of 18, whereupon the account will become a regular Stocks and Shares ISA. 

  • Annual allowance of £9,000
  • All gains are tax free
  • Invest from as little as £1
  • Access to over 3,000 funds

Contact us for a paper application form.

Charges

We operate a tiered charging schedule and our current maximum annual charge (including the Aegon Platform Charge) for managing your portfolio is 0.65%. Fund Manager charges will vary from fund to fund. More information can be found on our charges page.

Please contact our customer services team on 08085 498 477 or email [email protected] if you have any queries or require any further assistance. 

 

The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website aims to provide information to help you make your own informed decisions. It does not provide personal advice based on your circumstances. If you are unsure of how suitable an investment is for you, please seek personal advice from an independent financial adviser.