We’ve made changes to your T&Cs. They’re alterations to reflect process changes we’ve made and to make some areas clearer to you.

If you're unhappy with the proposed changes to the terms and conditions you should notify us of this. You have the right to terminate your use of the Aegon Platform service and request that we transfer or close all your products. All charges and payments due before transferring or closing your products would still be due to be paid in the event of closure. The options you have on transferring or closing your product will depend on the type of product and investments you hold. For example, if you hold a pension product, we will be unable to pay the proceeds of any sale to your UK bank or building society account and you will have to request to transfer to another registered pension scheme. You should also speak to your financial adviser if you have one about your options before making any decisions.

Here’s the summary of changes document that shows the changes we’ve made to the T&Cs. There is no change to the terms and conditions specific to the Aegon SIPP.

Here’s a copy of the updated T&Cs that come into effect on 29 May 2023.

If you have any questions about these changes please contact us. You can call us on 03456 461 809 9am – 5pm, Monday to Friday. Call charges will vary.