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.