What is Family price match?
At Aegon, we know how important it is to plan for the future. Family price match means our members can share some of the workplace benefits of their Aegon workplace account with the people they're closest with. When signing up, we'll offer family members an Aegon Stocks and Shares ISA at the same service charge our members currently benefit from in their workplace pension.
Family members will require an access code to purchase their ISA, members can send this code through the Aegon UK app. The code can be shared with up to five people.
This service currently applies to Targetplan and workplace ARC users.
Features of the Aegon Stocks and Shares ISA
- A tax-efficient way of saving - no personal liability to capital gains tax or income tax.
- Gives you access to a range of investments.
- The Aegon Stocks and Shares ISA is a flexible ISA so any eligible withdrawals can be replaced in the same tax year. Find out more in our Guide to ISA.
- Pay in from £1 up to £20,000 in the current tax year.
- Charges fixed at the same price as the Aegon member's workplace scheme.
Things you should know about the Aegon Stocks and Shares ISA
- 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. 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.
- The favourable tax treatment of ISAs may not be maintained and is subject to change. The value of any tax benefits will depend on individual circumstances.