Application form - Aegon UK
separate sheet and attach it to your completed application form.) *application form.) Employment basis (tick one box only) Employed full-time Employed part-time over 16 hours a week Employed part-time under 16 hours a week Self-employed Unemployed Total yearly earnings To be completed in all cases. (If you’re self-
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For customers Key features of the Whole of Life …
www.aegon.co.ukKey features of the Whole of Life policy For customers The Financial Conduct Authority is a financial services regulator. It requires us, Aegon, to give you
IMPORTANT: Please activate your online Retiready …
www.aegon.co.ukMr Andrew Sample Sample Street Sample Town Sample County SA1 1AS IMPORTANT: Please activate your online Retiready account Your Aegon pension has now been transferred to Retiready.
For customers Charge deduction instruction for an …
www.aegon.co.ukIn this consent, ‘I’ means the planholder and ‘you’ means Aegon. I authorise you to deduct the adviser charge agreed with my financial adviser and facilitate
For customers Key features of Aegon Retirement Choices
www.aegon.co.ukKey features of Aegon Retirement Choices The Financial Conduct Authority (FCA) is a financial services regulator. Scottish Equitable plc is regulated by the FCA in carrying out insurance business and is …
For customers Withdrawal instruction - Aegon UK
www.aegon.co.ukl d . If you need any help completing this instruction, call client services on 0345 680 1234. You should complete this form in BLOCK CAPITALS and ballpoint pen.
For customers Key features of Personal Protection
www.aegon.co.uk2 Key features | Personal Protection Here you can find out the main points about our Personal Protection policy. You’ll also get a personal illustration, so you can put figures to the benefits you’ve
For customers Death benefit nomination/ expression of wish ...
www.aegon.co.ukchoose who will benefit from any remaining funds held on my death and that any nomination(s) I’ve made under section 2 aren’t binding on you. I’m aware that special rules apply if I have a Secure retirement income account. 4.2 I’ve read the notes at the beginning of this form and also the Important information in section 5.
For customers Death benefits nomination form
www.aegon.co.ukDate of registration Percentage of benefits to the charity % Name of charity Charity number Date of registration Percentage of benefits to the charity % Page 5 of 7 2. Details of beneficiaries – continued 2.3 Details of beneficiaries Full forename(s) Surname Address Postcode Relationship to me Percentage of benefits %
For customers Full uncrystallised funds pension lump sum
www.aegon.co.ukbefore completing this payment instruction. Tax • Where the lump sum is paid before you reach age 75, up to 25% of each payment may be tax-free and the balance is taxed as pension income. • Where the lump sum is paid after you reach age 75, provided you have enough lifetime allowance left to cover the lump sum, 25% is tax-free, and the ...
For intermediaries only Body mass index (BMI) tables for ...
www.aegon.co.ukFor intermediaries only Body mass index (BMI) tables for protection business. Page 2 of 5 Your client’s BMI will affect the terms we can offer for all benefits. The decisions given in the tables below are for guidance on BMI only and assume your client has no other medical risk
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