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 or your protection policy schedule.
- 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.
- Protection policies will start with the prefix ‘L0’
Aegon Retirement Choices and One Retirement
Simply complete a Change of investor details form (PDF - 88kb) and return this to us.
Protection customers
Please send us the original certificate or a certified true copy showing your name change and we’ll update our records. Who can certify a document and how do they do it?
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, which there may be a charge for.
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.
Protection policies
If you’d like to make changes to your policy please call us on 03456 00 14 02 (call charges will vary) to discuss this with us. You’ll only have to tell us about a change in occupation if your policy started before 14 October 2001. If it started after this time you don’t need to tell us. If your policy includes income protection or waiver of premium, we'll take your occupation into account when you make a claim.
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.
Protection customers - If your payments are outstanding for 30 days or more, your policy will stop. If you miss a payment, we may be able to reinstate your policy. Call us on 03456 10 00 37 (call charges will vary) to discuss your options.