As part of our ongoing commitment to make it easier for you to do business with us, we now accept scanned copies of the following client-signed forms by email:
- Pension transfer authority forms for your client’s Aegon Retirement Choices (ARC) Self-invested Personal Pension (SIPP) and/or One Retirement account(s).
- Re-registration authority forms, for your clients ARC SIPP, general investment account (GIA) and ISA. If your clients are re-registering their investments into their ARC SIPP they’ll need to complete both forms and send it to us in the same email.
Pension transfer authority forms are only available for transfers accepted by Origo Options (the Origo Transfer Service).
Re-registration authority forms are only available for transfers accepted by Altus Transfer Gateway (Altus).
If any transfers are declined by the Origo Transfer Service or Altus you'll need to send the original signed document to us.
If you'd like to email these forms to us take a look at our FAQs below to find out the steps you need to follow.
Please make sure you read all of these questions carefully as they explain the terms you're accepting if you submit a form to us by email.
If your client wants to transfer a pension from another provider to their ARC SIPP and/or their One Retirement account they need to complete and sign a pension transfer authority form.
If your client wants to transfer their investment from another provider to their ARC SIPP, GIA or ISA, and wants their investment to remain fully invested in the market during the transfer, they’ll need to complete and sign a re-registration authority form. If they’re looking to re-register their investments into their ARC SIPP they’ll also need to complete a pension transfer authority form and send it to us in the same email.
We want to make doing business with us easier for you and your clients – the ability to send forms by email will reduce postal delays, making the whole process quicker.
The pension transfer authority form is for customers who already have an ARC SIPP or One Retirement account with us, or a pending application with us for these products.
The re-registration authority form is for customers who already have an ARC SIPP, GIA or ISA with us or a pending application with us for one of these products. This can’t be used for corporate or trust GIAs.
We must receive the submitted form within six months of it being signed by your client. This applies to both the pension transfer authority form and the re-registration authority form.
No. If the pension or investment can’t be transferred using the Origo Transfer Service or Altus you’ll need to post the respective form(s) to us - the address details are on the forms.
We can only accept scanned copies of the pension transfer authority form for transfers accepted by the Origo Transfer Service and the re-registration authority form if you’re using Altus.
Yes.
Please send the form to us in PDF format.
Please send the PDF to platformtransfersin@aegon.co.uk. Please don't email any personal, financial or banking information as it's not a secure method of communication. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service.
By submitting the pension transfer authority form or re-registration authority form by email, you’re confirming that:
- The original paper form has been signed by your client and the information contained in the form has been provided by your client.
- You've kept the original signed copy of the form in case this is requested in future.
- The PDF is a true and complete copy of the original signed form.
- The information contained in the form is true, accurate and complete.
- You have your client’s authority to submit the request and to send the information electronically to us.
These questions are in addition to the Terms of Business. You must continue to comply with the current Terms of Business and also the Terms and conditions on behalf of your client.
Yes, please send both authority forms in the same email.
You’ll receive a system generated auto-reply confirming that we’ve received your request. If you don’t receive within an hour, check your junk mail and if it's not there, please get in touch with us to make sure that we’ve received your email.
If we receive your email but aren't able to open the file, we won't be able to action your request and we'll get in touch with you.
Yes, we'll continue to accept paper forms.
If you decide to submit the form by email, you're responsible for any claims against us, including in relation to the interception of data.
Unfortunately we can’t accept any responsibility when an email meant for us is sent to the wrong email address. This includes emails sent to Aegon addresses other than platformtransfersin@aegon.co.uk.
We trust that any email we receive from an adviser firm’s domain is genuine. We don’t need to check the sender or their authority to send it, although we might do.
Follow your company's own local procedures but please let us know as soon as possible if you think an unauthorised person has accessed your firm’s email system.
You’re responsible for all emails sent from your firm’s domain even if the access was unauthorised. We can't control the security of any emails coming to us until it's in our systems.