- About Aegon (PDF 283KB)
- Key features (PDF 276Kb)
- Aegon Retirement Choices - charges (PDF 157Kb)
- Client guide (PDF 633Kb)
- Your guide to using Aegon Retirement Choices (PDF 3.1mb)
- Terms and conditions (PDF 370Kb)
- Your investments - all in one place (guide to platforms) (PDF 299Kb)
- Using flexi-access drawdown to take your pension benefits
- Planning for your future retirement - understanding your options
- A guide to ISA investing
- Investor protection - what you should know
From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. Please go online to get an illustration, unless it is for a partial Uncrystallised Funds Pension Lump sum, in which case email clientsupport@arc.aegon.co.uk.
If you're contacting us by email, please don't include any personal, financial, or banking information as email isn't a secure method of communication. If you decide to send information in this way, you're doing so at your own risk as there's no guarantee that any email sent by you to us will be received or remain private during transmission. If you have access to Unipass MailLock, please use this service.
- Death benefit nomination form (PDF 138Kb)
- Change of investor details (PDF 86.3Kb)
- Change to product details (PDF 84.7Kb)
- The Pension Death Benefits Trust - English Law version (PDF 222Kb)
- The Pension Death Benefits Trust - Scottish Law version (PDF 274Kb)
- Withdrawal instruction (PDF 95.9Kb)
- Direct Debit instruction - SIPP only (PDF 109Kb)
- Direct Debit instruction - ISA only
- Direct Debit instruction - Gross GIA only
- Direct Debit instruction - Net GIA only
- Capped to flexi-access drawdown form (PDF)
- GIA to inheritable ISA application form (PDF)
- Inheritable ISA allowance application form (PDF)
- Inheritable ISA transfer authority form (PDF)
- Inheritable ISA transfer form (PDF)
- GIA application for registered pension schemes
- GIA application for trusts
- GIA application for registered charities
- GIA application for registered companies and partnerships
- GIA application for Canada Life International bond
- Granting a financial adviser authority or appointment of financial adviser form
- Your guide to Aegon Retirement Choices - adviser guide (PDF 1.06Mb)
- Terms of business (PDF 244Kb)
- Pilot trust guide (PDF 312Kb)
- Firm administration guide (PDF 1.39Mb)
- Aegon Retirement Choices due diligence - choose the right platform for your business (807k)
- Source of wealth requirements (PDF 831Kb)
- Guide to GIAs for companies and trustees (PDF 300KB)
- Your guide to a novation on Aegon Retirement Choices or One Retirement (PDF 1mb)
- Suitability and features of the Aegon Retirement Choices SIPP (PDF 160Kb)
- Case study - Helping your clients maximise their pension income