How do I change a self-invested pension plan (SIPP) provider on my policy?

For Aegon Ireland policies only.

We require a bespoke deed of assignment from the SIPP provider you wish to move the investments from naming the new SIPP.

The new SIPP provider (trustees) will also have to complete our Policyholder details form.

It's important to note that we don't comment on the validity of instructions. It’s the responsibility of the trustees to ensure their instructions are in line with the trust provisions.