AEGON Asset Management

Application Forms

Download an application form.

ISA Changes

  • ISA savers will be able to invest in two separate ISAs each tax year; a Cash ISA and a Stocks and Shares ISA. These do not have to be invested with the same ISA provider. Mini and Maxi ISAs will no longer exist;
  • The annual ISA investment allowance will be increased to £7,200. You can invest up to £7,200 in a Stocks and Shares ISA or, alternatively, up to £3,600 of that allowance can be saved in a Cash ISA with the remainder being invested into a Stocks and Shares ISA;
  • All Personal Equity Plans (PEPs) will automatically become Stocks and Shares ISAs.
  • Individuals will be able to transfer money saved in their Cash ISA to their Stocks and Shares ISA.


  • For further information please click here


Downloads