AEGON Secure Capital

By: Aegon  05/12/2011
Keywords: Financial Adviser, Investment Returns

With AEGON Secure Capital you have the security of knowing your capital is guaranteed and, at the same time, has the potential for growth.

In these uncertain market conditions, it makes sense for you to protect your capital and keep it secure from market downturns.

With AEGON Secure Capital you can do just that.

Key benefits

AEGON Secure Capital gives you:

  • a guarantee to provide a fund value of at least 100% of your originalinvestment at the end of the capital guarantee term selected, no matter what happens to the markets
  • the opportunity for your guaranteed capital value to increase through our capital escalator feature, which locks in gains through investment growth, every year on the bond anniversary, with no maximum levels set
  • the knowledge that your guaranteed capital value will never go down during the guaranteed period - unless you take withdrawals
  • a money-back guarantee on death during the capital guarantee term (if the guaranteed death benefit option is selected), adjusted if you take withdrawals
  • the potential for your guaranteed death benefit value to increase (if the guaranteed death benefit option is selected)
  • a range of Core and Multi-manager portfolios to choose from, with passive and active management to suit a wide range of differing needs - plus the option to invest in our UK Cash fund
  • access to your money at any time – giving you freedom and flexibility

The only circumstance in which the guarantees wouldn’t apply is if AEGON Ireland plc failed. In this unlikely event, the benefits from the bond may be affected.

Investment returns aren’t guaranteed and although the guaranteed capital value is guaranteed at the end of the capital guarantee term selected with AEGON Secure Capital, the fund value isn’t – so it could fall as well as rise.

Next steps

Contact your financial adviser for a copy of our support literature and to arrange for a personal illustration.

Keywords: Financial Adviser, Investment Returns

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