Document Library

Protecting your personal information

For customers - We are committed to protecting and respecting your privacy. This document tells you more.

Your guide to how we risk rate our funds

For customers - This guide explains how we risk rate our funds.

Adviser Charge Instruction – Guarantees

For Guarantees clients - Use this form if you want to instruct Athora Ireland to pay adviser charges from your plan

ASTI - One-off withdrawal/cash-in form

For trustees and scheme providers - use this form for one-off withdrawals or if you're fully cashing in your Secure Trustee Investment (ASTI) plan with Athora Ireland, or an ASTI invested through an Aegon Retirement Choices (ARC) plan or One Retirement account.

ASTI - Regular withdrawal & income form

For trustees and scheme providers - use this form to start taking regular withdrawals, or to start or stop taking guaranteed income from your Secure Trustee Investment (ASTI) plan with Athora Ireland, or an ASTI invested through an Aegon Retirement Choices (ARC) plan or One Retirement account.

Income / Withdrawal and Cash-in Form

For customers - Use this form for all types of withdrawals including one-off withdrawals, to begin taking regular withdrawals or income, or if you are fully cashing-in any of the following products: Secure Capital, Secure Income, Secure Lifetime Income, or 5 for Life.

Lost Policy Declaration

For customers - complete this form if you wish to cash in some or all of your policies and can't locate your policy schedule(s).

Policyholder Details Form

For customers - use this form if ownership of an Athora Ireland policy is being assigned to you. A separate deed of assignment must also be completed.

Self-certification declaration

Use this form if you have a change of circumstances on your Athora Ireland policy.

Switch form

For customers - use this form to switch some, or all, of your investment in our internal funds.

Bare Gift Trust Deed

For customers - Use this deed to set up a Bare Gift Trust.

Changing Trustees

For trustees - This document contains three deeds:

• Deed 1 – Deed of Resignation as a Trustee
• Deed 2 – Deed of Removal of a Trustee
• Deed 3 – Deed of Assumption and Conveyance and Minute of Resignation of Trustees (Scotland only)

Deed of Appointment of Additional Trustees

For customers - Deed of appointment of additional trustees.

Deed of Assignment

For customers - Deed of Assigment (England, Wales, Northern Ireland) and Assignation (Scotland)

Discretionary Gift Trust Deed

For customers - Use this deed to set up a Discretionary Gift Trust.

Probate Trust Deed

For customers - use this deed to set up a Probate Trust.

Application for a UK Agency

For financial advisers only - This form should be completed together with our Terms of Business (UK). If you’re a member of a network, our Terms of Business (UK) form is not required.

Terms of Business (UK)

For financial advisers only - These Terms of Business apply to UK financial advisers only and must not be distributed, or relied upon by, retail customers.