Depending on your policy, please see the ways to update your details below.
If you're a Retiready customer please take a look at this frequently asked question.
How can I confirm what kind of policy I have?
You'll find your plan number and policy type on your annual statement.
- Aegon Retirement Choices and One Retirement have either an 8-digit plan number starting with a 7, or a 6 or 8-digit investor number starting with a 2.
Aegon Retirement Choices and One Retirement
Simply complete a Change of investor details form (PDF - 88kb) and return this to us.
Before making any changes to your policy, you, as policyholder, should be comfortable with your decisions. If you’re unsure, you should get financial advice - there may be a charge for this. If you don’t have a financial adviser, you can find one in your area by visiting MoneyHelper, or find out more about advice services supported by Aegon by visiting Origen.
Origen Financial Services Ltd is wholly owned by Aegon UK plc but operates independently to us.
Aegon Retirement Choices and One Retirement
Please select the appropriate form (by choosing ‘Aegon Retirement Choices’ in the ‘product type’ dropdown) or by contacting your adviser.
Bank account changes
Please contact us to let us know if you've changed your bank details and would like to instruct us to pay your income to your new bank account. We'll need the instruction to be signed by all policyholder(s) and/or trustees and may ask you to provide evidence of the new bank account.
Direct debit changes
If you're the account holder, you can contact us to make changes to any existing direct debits you've set up.