Changes to your funds and details

Find instructions on how to make payments and withdraw funds, transfer money between funds and change your personal details. How you make changes to your funds depends on when you purchased your initial investment, and whether or not you received personalised advice. It's useful to have your account number to hand, as well as any login details for the Aegon Customer Dashboard.

Add to my investment

By logging into your investment account online, or in branch

Fund performance

Find out how your funds are performing

Change my personal details

How to change your name, address, phone number, and email

Make a withdrawal

By logging into your investment account online, or in branch

Make an appointment

Use our online booking form to request an appointment with a Financial Adviser

Ongoing Advice

Find out more about our optional Ongoing Advice Service

Manage regular contributions

Make changes to your payments online, or in branch.

Move money between funds

How to transfer between funds, including investment funds to stocks and shares ISAs.

Documents and downloads

Download your account terms and conditions, and portfolio charges

The value of your investment can go down as well as up so you may get back less than you originally invested