How do I switch some or all of my investment in your internal funds?

For Aegon Ireland policyholders only

You’ll find our Internal funds switch instruction form(Opens new window) here.

You should use this form if you wish to switch some, or all, of your investment in our internal funds.

It can be used for any of the following products:

  • 5 for Life
  • Aegon Secure Lifetime Income
  • Aegon Secure Income
  • Aegon Secure Capital
  • Aegon Secure Trustee Investment
  • Estate Planning Portfolio
  • Flexible Investment Plan
  • Investment Portfolio (Bond phase only)
  • Wealth Management Portfolio (where you don’t have a portfolio cash account and are investing solely in our internal funds)