You can find the current value of your bond using online services. Once you're logged in your current value is shown on the 'Bond benefit' screen. If you're not registered for online services you can at Registering for your online account.
Please contact us using our general enquiries number to find out the value of the bond at a date in the past.
You can find the current value of your bond using online services. Once you're logged in your current value is shown on the 'Bond benefit' screen. If you're not registered for online services you can at Registering for your online account.
Please complete the Withdrawal or cash-in form to fully cash-in any of the bonds listed below:
- an existing Investment Control bond with or without a guaranteed option;
- an Investment Bond, and/or
- a Performance Bond.
Where you’ve selected the secure income option, by cancelling segments, the regular withdrawal and any guaranteed benefits will be reduced accordingly.
The taxation of life policies can be complex. You can find some general guidance on the tax issues affecting withdrawals in the notes at the end of the form above. However, we’re not authorised to give you tax advice and we strongly recommend you get professional tax advice before going ahead with cashing-in or making a withdrawal from your bond.
You can do this online on the 'Bond Summary' screen. Choose the 'Fund Switch' link on the right-hand side, where you'll be directed to the fund switch screens. Or you can complete and submit our Switch instruction form.
Depending on the version of the bond you hold, you may be able to pay an additional amount into your bond using our Additional investment form. Please contact us on our general enquiries number to find out which versions of the bond accept additional payments. If the bond version accepts additional payments the minimum amount you can pay in is £500.
You can find the current value of your bond using online services. Once you're logged in your current value is shown on the 'Bond details' screen. If you're not registered for online services you can at Registering for your online account.
To cash in your bond, you should complete and submit our Withdrawal or cash in form.
If you've chosen our Aegon secure income option, we guarantee to pay 5% income for 20 years. Additional withdrawals over and above the 5% must be taken by cashing in individual policies. This will reduce the guarantees on the bond.
Any guarantees are based on the ability of the issuing insurance company - in this case Scottish Equitable plc - to pay them. If, for example, that company no longer existed, then the guarantees it provides would be affected.
Regular withdrawals can be taken monthly, quarterly, half yearly or yearly.
If you want to set up or change the regular withdrawal details, please complete our Regular withdrawal form.
You can find the current value of your bond using online services. Once you're logged in your current value is shown on the 'Bond details' screen. If you're not registered for online services you can at Registering for your online account.
You can find the current value of your bond using online services. Once you're logged in your current value is shown on the 'Bond history' screen. If you're not registered for online services you can at Registering for your online account.
Once you're logged using online services select the ‘Personal details’ link on the ‘Bond summary’, where you’ll be directed to the ‘Personal details’ screens. At the bottom you’ll see the question, ‘Would you like to change this address?’. Choose ‘Yes’ to go to the address screens. Alternatively, the bondholder can write to us with the new details, quoting their bond number, at:
Aegon and Scottish Equitable Pension and Bonds
SUNDERLAND
SR43 4DS
Please complete and return the Changing Trustees Form.
Please complete and return the Individual Self Certification Declaration Form.
Please complete and return the Entity Self Certification Declaration Form.
You can complete and return our Switch Instruction Form.
Regular withdrawals can be taken monthly, quarterly, half yearly or yearly. If you want to set up or change the regular withdrawal details, please complete and return our Regular withdrawal form.