Take a fresh look at our simple online pension solution weve made it even easier to save

Dear

Take a look at some of the exciting changes we've made to One Retirement, to help make saving easier for your clients.
Lower annual charge - limited time only
  • Weve halved the standard annual charge from 0.3% to 0.15%.
  • Rate reduces further to 0% for any additional investment over the price cap of 250,000.
  • Applies to new accounts opened by midnight on 30 April 2020, when this offer ends and the rate will then return to 0.3%.
Open an account with only 1 initial investment
  • We've also reduced the minimum amounts for single and regular contributions to 1.
  • Our minimum transfer values are also now lower, at only 250.

Why One Retirement?

Its simple, flexible and managed from a single account. So your clients can move seamlessly into retirement without having to move their plan.
  • Your clients can grow their savings then choose from a range of flexible income options when they retire.
  • Our governed fund range offers quality funds across the asset classes, including access to our value-focused, easy-to-use Core Portfolios range.
  • It offers you integrated tools and reporting to help save you time, identify opportunities and demonstrate the value of advice.
To help you when speaking to your clients about One Retirement, weve created sample letters that you can use.

Remember that the value of an investment can fall as well as rise and investors may get back less than the amount invested.

What next? 

Speak to your usual Aegon contact. Or get in touch with the team on 03456 100 083 (choose option 1, then option 1 again), or email: advisersolutions@aegon.co.uk
Kind regards
Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com
Panacea is a trading style of Grantmell Ltd. Company registration number 5688007

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