Pay in up to £20,000 in 2020/21 tax year. Apply today. Aegon Customer Dashboard. Sector - there is a huge variety of funds on sale in the UK. However, the value of your ISA could still fall and the safeguard could limit returns in certain market conditions. Useful. I have a question about stocks & shares ISA - I've had a look around and can't see this answered but apologies if I've missed it. Talked over various possibilities with the Aegon Advisor, after which turning my phone off & on solved the problem. Guides and FAQs Customer services About Aegon. You can put your ISA allowance into a range of investments such as cash, government or corporate bonds, property or stocks and shares. Sign in details required. We keep 0.25% of your payments and transfer payments into your ISA in your cash facility to pay your service charge. £20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. £4,000 for a lifetime ISA. Any new funds you move your money into will have their own set of risks that will be detailed in the fund information available to you. 24 November 2020. Powered by Aegon. It’s up to you to decide if this is the right decision for you – so make sure you compare products before transferring/consolidating. The password or email address you’ve entered is incorrect. A simple and flexible way to save for the future, with a built in safeguard when you need it most. Use this form to re-register investments from an ISA with another ISA manager into an Aegon ISA. You’ll need to be comfortable with the basics, and happy to manage your investments online using the Aegon Customer Dashboard. We have a simple tiered annual Service Charge and no upfront costs. For example, you could have £17,000 in stocks and shares ISA and £3,000 in a cash ISA. Login to your Aegon Account. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) The Investment Association sectors provide a way of dividing around 3,000 of these funds into broad groups. This service is for Aegon Retirement Choices pension, ISA and GIA customers. This £20,000 covers the total amount paid into a stocks and shares ISA, cash ISA, an innovative finance ISA and a lifetime ISA. Through us you have access to a range of different investment opportunities and can invest a regular monthly amount, a lump sum – or both. Everyone in the UK over 18 has an annual £20,000 ISA allowance (for the 2020/21 tax year ending 5 April 2021). In each tax year you can save or invest up to £20,000 in an ISA. Choose from a tailored range of four funds, each designed to satisfy a different risk appetite. You can use all of this for a stocks & shares ISA if you want, or you can split it between stocks & shares and any of the other types of ISA: Cash ISAs, Lifetime ISAs and innovative finance ISAs. New clients The Retiready ISA is a stocks and shares ISA. Each fund comes with an added safeguard designed to limit the impact of sharp and sustained market falls. The ISA allowance for 2020/21 tax year is £20,000. The Retiready Individual Savings Account (ISA) is a flexible, tax efficient way to boost your savings. Sign in to continue. A lifetime ISA can’t be used to increase your limit to £24,000. Manage your account from your mobile, tablet, or desktop. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) If you continue, we'll assume you're happy to receive all cookies from the website. Guide to ISA. Your current ISA manager will sell your investment and transfer the resulting value to … You already have an account set up, please sign in. We use cookies to give you the best possible experience on our website, please read our Cookie Policy. The big difference between a Cash ISA and a Stocks and Shares ISA is the way your money is used. Existing clients. If there isn’t enough money in the cash facility to meet the service charge, there will be a delay in the charge being taken while we sell some of your investment. You’ve already activated your account by verifying your email address. You should be aware that you’re responsible for making sure there’s enough money to cover any payments. Please speak to a financial adviser if you're unsure. I must say, I have found Retiready to be especially user-friendly and well designed and I feel good about using it. Please note, this is included in the overall ISA limit of £20,000. We'll invest any ISA you transfer to us into a stocks and shares ISA. Simple, easy to open Stocks & Shares ISAs at Retiready from Aegon. Remember that tax benefits depend on your individual circumstances and may change in the future. The monthly Retiready investment charge includes an annual management charge of 0.35%. If your balance falls below 0.15% we’ll automatically top it up to 0.25% by selling some of your investment. With our online services, you can view and manage your investments wherever and whenever you want using your Aegon Dashboard. Aegon JISAs In this document ‘you’ means the registered contact unless the context requires otherwise, in which case ‘you’ means ‘the child’. Back. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) For further details on safeguard and how it works, please read our. This form will let you sign into the Aegon Customer Dashboard. Also use this service if … You can choose from a select range of funds managed by Aegon. In addition we provide a range of tools and information to help you construct and manage your portfolio. We only offer the Aegon JISA which is a Stocks and Shares Junior ISA and don’t offer a cash Junior ISA. Find a Star Rating Stocks and Shares ISA (Self-select) Let our expert ratings help you quickly find out what the quality of your ISA is. My reason for contact on this occasion was that I had been unable to login in to any Aegon site using my phone for 24hrs, despite good signal. You only pay a fixed monthly account fee of £5.00 per month and you can choose the dealing option to suit you. Once you have selected your fund, you can opt to invest in stocks and shares ISA or … Our aim is to help you choose a better investment at a low cost. You can use it alongside a pension. A stocks and shares ISA is a tax efficient way to save for the medium to long-term. The value of any tax benefits will depend on individual circumstances. A Stocks and Shares ISA invests your money in the stock market. As a result, the charge you pay could be slightly different from the illustrated value and may be up to 0.38%. In a cash ISA your money is held on deposit, but in a stocks and shares ISA the value can fall as well as rise. You won’t benefit from any potential returns whilst a transfer is pending. Our First class Funds List filters down the more than 3,500 funds available to a more manageable number of around 130. Investors and their advisers can then compare funds in one or more sectors before looking in detail at individual funds. Invest in a tax-efficient Stocks and Shares ISA and manage online 24/7. Your relationship with your intermediary will stay exactly the same. Stocks and Shares Individual Savings Account (ISA) What is a stocks and shares ISA? Powered by Aegon. If you’re not sure, speak to a financial adviser – there may be a charge for this. Contact customer services to unlock your account. In a cash ISA your money is held on deposit, but in a stocks and shares ISA the value can fall as well as rise. Although our stocks and shares ISA has no fixed term, you should be prepared to hold your investment for at least five years, ideally longer. Moving existing ISAs into one place may help you take control and possibly save money. Aegon Retirement Choices (ARC) key information document PDF 99 KB (Opens in a new browser window). from both the UK (including AIM stocks) and on six international markets, you can also invest in funds Funds are managed by professionals and pool investors' money together and invest on their behalf. The cost of a Stocks and Shares ISA will vary depending on what type you choose and your ISA provider. Membership of our Premier Club, available for free to all clients on the Aegon platform, provides a six monthly overview of your investments. The added safeguard is designed to reduce investment risk. Share. The value has, of course, dropped sharply over the last few days. This £20,000 covers the total amount paid into a stocks and shares ISA, cash ISA, an innovative finance ISA and a lifetime ISA. Reply. A stocks and shares ISA is a tax efficient way to save for the medium to long term. Sign in to Dashboard. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) Shares are listed on a stock exchange and the price of all shares will fluctuate throughout the day. If you already have online access to your account, please click on the button below to login. Guides and FAQs Customer services About Aegon. It allows you to invest up to £20,000 this tax year, although you can invest smaller amounts too. Please visit aegon.co.uk to view our full festive period hours. A stocks and shares ISA is a tax efficient way to save for the medium to long term. For customers | Aegon Platform Aegon ISA re-registration application form (stocks and shares) In this form, Aegon means Cofunds Limited. Through us you have access to a range of different investment opportunities and can invest a regular monthly amount, a lump sum – or both. Compare projected returns on 1000's of stocks and shares ISAs from all the top providers, plus peace of mind with free monitoring for your investment. Web chat closed We will be operating reduced hours during the festive period. You can think of a Cash ISA as a normal savings account. A stocks and shares ISA is a tax-efficient way for your clients to save up to £20,000 (2020/2021 tax year) and put their money into a range of different investment funds - from shares and commercial property to fixed interest securities and cash. If you transfer you’ll be out of the market while the transfer takes place. The favourable tax treatment of ISAs may not be be maintained and is subject to change. I currently transfer £500/month to a medium-high risk stocks & shares ISA. Please note, this is included in the overall ISA limit of £20,000. It’s just that, with us, keeping track and managing your investments becomes easier and more straightforward. You can invest the whole allowance in one type of ISA, or if you prefer you can split your ISA allowance between a cash, stocks and shares, innovative finance, and lifetime ISA. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) This might not apply in some circumstances. The value of a stocks and shares ISA can fall as well as rise, isn't guaranteed and you may get back less than you invest. Transferring/Consolidating ISAs may not be the best option for you. The flexible ISA subscription rules introduced on 6 April 2016 don't apply to this ISA. Contact customer services to unlock your account if you’ve tried to sign in three or more times. If you’ve been given an activation code you can go ahead and setup your online access. • Aegon Individual Savings Account (ISA); • Aegon Junior ISA, and • Aegon General Investment Account (GIA). The value of an investment in a stocks and shares ISA may go down as well as up and you may get back less than you invest. A child can only hold one Stocks and Shares Junior ISA and one cash Junior ISA up to their 18th birthday. Our experts select and analyse between 30 and 100 features or benefits for every product on the market. With our Self-Select Stocks & Shares ISA, you’ll never have to worry about your fees rising with your success. Or you can choose a fund which is a mix of different investment types. Any gains are free of personal liability to capital gains tax and income from investments is free of personal liability to income tax. Profile Sign out. Continue, we 'll invest any ISA you transfer to us into a stocks and shares ISA! 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