How do I change a SIPP provider on my policy?

The information below relates to products provided by Aegon Ireland.

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 Aegon doesn'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.