A flexible onshore bond
Offer your clients choice, flexibility and security with Investment Control, our onshore bond. It comes with a range of features, which you can tailor to fit around their lifestyle and investment goals.
Investment Control features
- Fund choice – a range of over 90 funds to choose from with varying degrees of risk.
- Yearly income – the choice to withdraw up to 5% of their investment each year on a tax-deferred basis.
- Anytime withdrawals – access to their money whenever they need it. Please remember, if your client withdraws more than 7.5% a year (of their original investment or fund value, whichever is greater), we may apply a charge.
- Death benefit - we’ll pay out 100.1% of the cash-in value of their bond when the last person covered by the bond dies.
It also offers:
- an anniversary bonus
- a range of trust options
- a phasing facility, and
- a dedicated Investment Control customer service team
AEGON secure income option
Many clients appreciate the security of guaranteed products. That’s why we also offer the AEGON secure income option on Investment Control, which gives your clients a number of guarantees.
A Five-Star rating from Defaqto
For the third year running, Investment Control has won the Defaqto Five-Star award. This recognises the high quality of our bond as well as the wide range of features it offers.
Literature
To download our core literature, visit our dedicated literature page.
Trust range
To find out more about how our trusts and Investment Control can work together to benefit your clients, visit our trust range page.