We understand this is a difficult time and want to make the next steps as simple as possible.
Letting us know as soon as possible helps us to process everything quickly and smoothly for you. The first thing to do is to register the death at the local Register Office. They will give you a death certificate that you can use to formally notify people, like us.
When letting us know, we will ask for some information in order to process the notification, so it would really help if you had the following information:
Once you've notified us, our team will be in touch to let you know the next steps.
Unfortunately we're unable to provide specific timeframes during this process, as each case is different, we review on a case by case basis.
We will return any original documents you sent to us safely and securely.
To ensure no more communications are sent regarding the policy holder, we will stop all marketing communications.
You can get in touch to let us know someone has died by phone, email or by writing to us.
By clicking in the box below, please search using the policy number or by selecting the product taken out with us so that we can direct you to the correct team and provide you with the relevant contact details relating to the policy.
The pension and/or investments you have with us all have unique numbers. So, we can direct you to the correct place to log in, use this guide to find your unique number and the log in you need to select.
If you have a previous letter from us, for example a statement or annual review covering letter, you'll be able to find information below.
| Aegon Retirement Choices/ One Retirement |
Customer number:
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|---|---|
Wrapper number:
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| Retiready | Retiready account number:
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Wrapper number (number shown after product name):
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| Aegon & Scottish Equitable Pensions and Bonds | Plan number:
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| Aegon Platform | Customer number:
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Wrapper number:
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| If invested before 2017, this was previously Cofunds or Investor Portfolio Service (IPS). You may have a reference starting with a 5 but this is no longer in use. Please use your customer number or wrapper number starting with the numbers shown above. | |
| TargetPlan | Account number:
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| Aegon Platform (previously Nationwide Building Society | Customer number:
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Wrapper number:
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The pension and/or investments you have with us all have unique numbers. So, we can direct you to the correct place to log in, use this guide to find your unique number and the log in you need to select.
Aegon Retirement Choices/One Retirement
For customers with a six or eight digit customer number that starts with a 2. Or an eight digit wrapper number that starts with a 7.
Aegon & Scottish Equitable Pensions and Bonds
For customers with a six or seven digit plan number (excluding zeros at the start). Some may have UP at the start.
Aegon Platform
For customers with an eight digit customer number that starts with 3. Or an eight digit wrapper number that starts with a 3 or an 8. If invested before 2017, this was previously Cofunds or Investor Portfolio Service (IPS). You may have a reference starting with 5 but this is no longer in use. Please use your customer number or wrapper number starting with the numbers we show above.
TargetPlan
For customers with an account number that starts with A/00 and is nine digits long (after the A and including the zeros).
Retiready
For customers with a six or eight digit Retiready account number that starts with a 2. Or an eight digit wrapper number (number shown after product name on your statement) that starts with a 7.
Aegon Platform (previously Nationwide Building Society)
For customers with eight digit customer number that starts with a 4. Or eight digit wrapper number that starts with a 9.
Opening times:
Our opening hours are Monday to Friday, 8:30am to 5:30pm.
On Tuesdays, we’ll open slightly later at 9:45am while our team takes part in training – helping us continue to support you in the best possible way.
Charges may vary.
Aegon and Scottish Equitable Pension and Bonds, Sunderland, SR43 4DS
When writing to us, please remember to include the plan number and original death certificate if applicable.
Opening times:
Our opening hours are Monday to Friday, 8:30am to 5:30pm.
On Tuesdays, we’ll open slightly later at 9:45am while our team takes part in training – helping us continue to support you in the best possible way.
Charges may vary.
If you have access to our online services, you may be able to log in and complete your action securely.
Opening times:
Our opening hours are Monday to Friday, 8:30am to 5:30pm.
On Tuesdays, we’ll open slightly later at 9:45am while our team takes part in training – helping us continue to support you in the best possible way.
Charges may vary.
Aegon Platform 3, SUNDERLAND, SR43 4DP
When writing to us, please remember to include the policy number and original death certificate if applicable.
Opening times:
Our opening hours are Monday to Friday, 8:30am to 5:30pm.
On Tuesdays, we’ll open slightly later at 9:45am while our team takes part in training – helping us continue to support you in the best possible way.
Charges may vary.
Aegon Cofunds Administration, Sunderland, SR43 4DN
When writing to us, please remember to include the policy number and original death certificate if applicable.
Opening times:
Our opening hours are Monday to Friday, 8:30am to 5:30pm.
On Tuesdays, we’ll open slightly later at 9:45am while our team takes part in training – helping us continue to support you in the best possible way.
Charges may vary.
Aegon Digital Solutions, Sunderland, SR43 4DL
When writing to us, please remember to include the policy number and original death certificate if applicable.
