How can I change my personal information?

Please choose the dropdown below that applies. Retiready customers should click here(Opens new window).

How can I confirm what kind of policy I have?

You’ll find your plan number and policy type on your annual statement.

  • 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.
  • Pension and bond customers have a 7-digit plan number, some plan numbers are prefixed with 'UP'.

Protection policies will start with the prefix ‘L0’

Aegon Retirement Choices and One Retirement

Customers should complete a Change of investor details form (PDF - 88kb)(Opens new window)

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?(Opens new window)

Other customers

Name changes

Please write to us confirming your policy number, address and the name currently registered on the policy. You should make sure the instruction is signed by all policyholder(s) and/or all trustees. Please include a certified copy of the:

  • Deed poll
  • Marriage certificate
  • Decree absolute of divorce
  • Civil partnership certificate

Please contact us(Opens new window) if you don’t have one of the above documents. Who can certify a document and how do they do it?(Opens new window)

Address and contact details

You can update these using our online services(Opens new window).

Alternatively you can call or write to us(Opens new window), unfortunately we can’t accept changes by email. Please make sure the instruction is signed by all policyholder(s) and/or all trustees. We might ask you to send us evidence of your new address.

Before making any changes to a policy, we recommend that you speak to your adviser.

Pension policies (excludes Aegon Retirement Choices and One Retirement)

Please complete the plan alteration form(Opens new window) if you want to:

  • restart contributions if you’ve stopped;
  • change how frequently you pay into your plan;
  • change your plan from a company pension to an individual pension;
  • tell us of employment or personal status (for example full-time education or carer) changes.

Aegon Retirement Choices and One Retirement

Please select the appropriate form(Opens new window) (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 contact us(Opens new window). You’ll only have to tell us about a change to your employment status 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 write to us and instruct us to pay your income to your new bank account. Please make sure the instruction is signed by all policyholder(s) and/or trustees. We may also ask you to send in evidence of the new bank account.

Direct debit changes

Please send us a new direct debit instruction(Opens new window)(Opens new window)(Opens new window) or call us(Opens new window)(Opens new window)(Opens new window). If you get in touch by phone, we'll need to speak to the account holder.

Protection customers - If your payments are outstanding for 30 days or more, your policy will stop. If you miss a payment, you can call us to reinstate your Direct Debit and we’ll collect the outstanding payment. Or you can send us a cheque made payable to Aegon.