Change in circumstances

Yes. Please call our Client Engagement Hub on 0800 027 4675 to let us know and we will update your account. Call charges will vary. We will require evidence for some changes, such as change of name.

We’re very sorry for your bereavement. If you have a financial adviser or solicitor, they can contact us on your behalf. If you would prefer, you can give us a call on 0800 027 4675 and we can discuss the next steps with you. Call charges will vary.

Yes. We require a signed Death benefit nomination form in order to add a beneficiary to your SIPP. If you would like to remove an existing beneficiary, please confirm this in a signed letter. Forms and letters should be posted to: Aberdeen Client Servicing, Sunderland, SR43 4EE.

In order to allocate pension monies following a divorce we normally require a Pension Sharing Order. There are also other legal documents required, depending on which country’s courts have confirmed the divorce. You should speak to your solicitor about what is required.

If you would like information about how we process Pension Sharing Orders, please call the Client Engagement Hub on 0345 279 1001. Call charges will vary.

We will need a signed instruction from you to close your account. You will also need a bank account that has been verified for withdrawals on your account in order for us to send your monies to you. Please include the following in your letter and post it to: Aberdeen Client Servicing, Sunderland, SR43 4EE.

• Name
• Contact details
• Plan number
• Confirmation that you wish to close your ISA, PP, or the entire account
• Which bank account we should pay out to (this cannot be a third party bank account)
• Your signature

If the total balance of your account is less than £250, you can tell us over the phone that you would like us to close the account. Please call our Client Engagement Hub on 0800 027 4675. Call charges will vary.

This process does not apply to SIPPs. You must transfer your plan to another provider or take drawdown. Please call 0345 279 1001 to discuss your options. Call charges will vary.

We will pick up your request to close your account within 5 working days of receiving it. If you have investments, we will need to sell them down to cash before paying the proceeds to your verified bank account. It can take 10-18 working days to complete an account closure from when we receive your instruction.

Closing an account is different from transferring it to another provider. If you would like to transfer your products, please see the section on Withdrawals, payments, and transfers.

The platform has been built for use by financial professionals. Due to this design, some of the functionality has not been set up for client use, often due to the level of risk. If you would like to assign a financial adviser to your account, we require a signed instruction which states that your chosen firm needs full transactional access to your account. Your financial adviser may have a form for this purpose. This can be mailed to: Aberdeen Client Servicing, Sunderland, SR43 4EE.