Aegon and Scottish Equitable Pension and Bonds document library

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Aegon and Scottish Equitable Pension and Bonds document library

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Tax Year End document library notice (warning)

This message is to give customers information on maintenance for AP3.

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Pension changes from 6 April 2024: We’re updating our communications to include information about the new lump sum allowances and tax treatment when you take benefits. Until that’s complete, please read the pension allowance changes leaflet before you take any lump sum and/or income from your pension.

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Additional investment form Use this form for additional investments only
Alteration of fund choice Use this form to alter fund choices for your existing funds and/or future contributions.
Changing trustees This document is for trustee use only and containes three deeds. Deed of resignation as a trustee, deed of removal of a trustee and deed of assumption (Scotland only).
Charge deduction instruction for an ad-hoc charge Use this form to instruct us to facilitate the payment of the adviser charges from your pension plan to your financial adviser.
Death benefits nomination form Complete this form to indicate how you'd like any lump sum benefit paid on your death.
Direct debit instruction form for Aegon Scottish Equitable Pensions and Bonds Use this form to instruct your bank or building society to pay your pension contributions by direct debit.
Entity self-certification declaration Use this form to certify your entity's compliance with specific regulatory requirements
Evidence of health form Use this form to provide us with the information required to add benefits to your plan (e.g. waiver of premium).
Flexible Pension Plan charge deduction instruction Use this form to confirm the charges you’ve agreed to pay to a financial adviser.
Individual self-certification declaration This declaration is used to confirm the details of an individual for tax purposes.
Lump sum allowances form To assess how much of your two allowances remain and if necessary deduct income tax from a payment where where an allowance is exceeded.
New retirement date and lifestyle instruction Use this form to change your selected retirement date or the date that your lifestyle fund is targeting so that it matches your existing selected retirement date.
Open market option instruction form Complete this instruction if you want to use the pension funds to buy an annuity from an annuity provider and they are unable to deal directly with your request.
Opt-out notification form For customers - complete this form if you want to opt out of your pension saving.
Plan alteration form Complete this form if you would like to make any alterations.
Regular withdrawal (investment control) For customer use. To arrange regular withdrawals on an Investment Control v14 plan.
Small pots lump sum payment instruction form This form instructs us to pay you a small pots lump sum from your plan.
Switch instruction form You can use this form to switch for any existing Bond, except an Investment Control Bond with secure income option.
Transitional tax-free amount certificate application - Aegon and Scottish Equitable Pensions and Bonds For customers to apply for a transitional tax-free amount certificate.
Uncrystallised funds pension lump sum - Partial lump sum payment instruction This form instructs us to pay part of your pension fund under your plan as an uncrystallised funds pension lump sum.
Uncrystallised funds pension lump sum payment instruction Customers - Aegon & Scottish Equitable Pensions & Bonds - To request an uncrystallised funds pension lump sum.

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