Aegon has extended its tax year end offering with the launch of a new Junior ISA and an additional offshore bond partnership, giving advisers more options to support clients with tax-efficient and long-term planning solutions.
The new products build on a year of continued platform delivery, with more than 50 improvements made in 2025. Together, these enhancements help advisers keep client money invested, support intergenerational planning, and reduce unnecessary friction during the busy tax year end period.
The new Junior ISA allows parents or legal guardians to invest up to £9,000 per tax year on behalf of a child, with no annual platform charge applied until age 18.1 The Junior ISA offers a wide range of investment options, supporting long-term, tax-free growth and helping families to start planning for the future earlier. The addition of the Junior ISA follows the launch of the Junior SIPP, further extending Aegon’s intergenerational proposition.
Aegon has also added a new offshore bond partnership with Standard Life, completing a trio of providers alongside Canada Life and Utmost. Offshore bonds give advisers access to a broader range of investment opportunities that may not be available through onshore solutions, while also benefitting from online trading and integration with existing investment strategies held of the ARC platform.
Finally, Aegon has made it easier for advisers to move client money efficiently between accounts. Improvements to GIA to ISA transfers and the set-up of regular contributions for the next tax year are designed to support smoother, more straightforward planning beyond tax year end.
Ronnie Taylor, Chief Distribution Officer at Aegon, said:
“We start 2026 as we finished 2025, focused on delivering for advisers and supporting them through one of the busiest periods in the financial planning calendar. Continued investment in our proposition, processes and digital journeys means advisers can complete key tasks more easily – from ISA top-ups and SIPP contributions to existing GIA to ISA transfers.
“As regulatory and economic conditions continue to evolve, advisers need practical solutions that help them make tax-efficient decisions for clients with confidence. By expanding our proposition with new options such as the Junior ISA and offshore bond, alongside ongoing simplification across the platform, we’re making it easier for advisers to meet client needs with less complexity.”
