What is it?
A Trustee Investment Plan (TIP) provides a way for trustees to broaden their investment horizons. They can invest pension scheme funds with the investment managers of their choice, without having to change the company that administers their pension.
This can help them diversify the assets they hold, which could reduce risk and volatility. The plan offers investors the choice of a wide range of AEGON Scottish Equitable pension funds, including managed funds, regional, specialist and controlled risk funds and links to external fund managers.
Who’s it suitable for?
Trustees of occupational pension schemes or Self-invested Personal Pensions (SIPPs) who hold their main pension with another provider, but want to invest in AEGON Scottish Equitable funds.
Product features
The plan can accept lump sum and regular contributions and a wide range of investment funds are available.
Next steps
Literature
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