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Welcome to Athora

Athora is the new name for Aegon Ireland. You are now being redirected to www.athora.com/ie

Updated on Monday, 10th December 2018:

The transfer of the Athora Ireland plc (Athora Ireland) offshore bond portfolio to Utmost Ireland DAC (Utmost) is expected to take place on 31st December 2018. As a result, the offshore bond portfolio will be owned by Utmost from 1st January 2019. The following offshore bond products are part of the transfer:

  • Estate Planning Portfolio
  • Investment Portfolio
  • Flexible Investment Plan
  • Money Market Portfolio
  • Private Client Portfolio
  • Wealth Management Portfolio
  • Wealth Planning Account

Who to contact?

For now, you should continue to contact the Athora Ireland Client Relations team (click here for our contact details). After the transfer takes effect, offshore bond customers and advisers should contact Utmost Customer Service with questions and queries regarding their offshore bonds. We will publish the Utmost contact details here once the transfer takes place.

Transition from Athora Ireland to Utmost

From 1st January 2019, your offshore bond policy will be administered by Utmost. However, for the period up to 31st March 2019, Athora will continue to provide online services for offshore bond policyholders and their advisers including:

Aegon/Athora documents and forms should continue to be used by offshore bond policyholders until 31st March 2019.

Offshore bond policyholders will also continue to receive policy documentation with Athora branding (and in some instances Aegon branding). You will also start to see Utmost branding in some communications from the 1st January 2019 and on all forms and communications from 31st March 2019.

In addition, policyholders with investments in insured funds transferring to Utmost may continue to see references to Aegon in the fund name over this period.

Athora Online Services

Customers and advisers who have already registered for and are users of Athora’s online services can continue to access this service until 31st March 2019 by clicking the relevant link below:

Adviser Online Services

Policyholder Online Services

Prior to 31st March 2019, Utmost will send you registration details for their new Online Service Portal which will be available from the 1st April 2019.

For more information about Athora Online Services, please click here: http://www.athora.com/ie/online-services .

Offshore bond policyholders who have not yet registered for Athora Online Services can continue to register for access during the transition from Athora to Utmost. To register for Athora online services, click here: http://www.athora.com/ie/online-services

Transfer Details

In April 2018, Athora Ireland plc (“Athora Ireland” and formerly Aegon Ireland plc) and Utmost Ireland dac (“Utmost”) entered an agreement which provided for the transfer of Athora Ireland’s non-guaranteed offshore bond portfolio to Utmost.

On 27th November 2018, the Irish High Court approved the Irish Scheme of Transfer and subsequent approval of the parallel Schemes of Transfer in Jersey and Guernsey was received on 4th December 2018 and 5th December 2018 respectively.

The transfer is expected to be effected on 31st December 2018.

Below are the documents which provide more details about the Transfer, including the application to the Irish High Court. 

You can also view the Independent Actuary’s Report, in respect of the proposed transfer. As legally required in a transfer of this type, and to safeguard the interests of policyholders, an Independent Actuary, Ms Rosemary Commons (of the actuarial firm Willis Towers Watson) was appointed to review the terms of the proposed transfer. The report concludes, subject to the points listed in section 6.1 of her full report, that there is no material adverse impact on the security of benefits for any policyholders because of the Schemes and no policyholders will suffer any reduction in reasonable benefit expectations because of the Schemes.

Scheme documents

1. Final Irish Scheme

2. Final Jersey Scheme

3. Final Guernsey Scheme

Court Papers

4. Final Irish Petition

5. Final Jersey Representation

6. Final Guernsey Representation

Reports

7. Full Independent Actuary report

8. Summary Independent Actuary report

9. Athora Ireland Head of Actuarial Function report

10. Utmost Ireland Head of Actuarial Function report

Sample Circular Letter

11. Sample circular policyholder letter issued to AI transferring policyholders

Legal Notices

12. Sample pre-transfer legal notices – Ireland

13. Sample pre-transfer legal notices – Jersey

14. Sample pre-transfer legal notices - Guernsey

Q&A for AI Policyholders

15. Your questions answered

Court Hearing Order

16. Irish Court Order – Directions Hearing

17. Jersey Court Order – Directions Hearing 

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