Do my existing Trusts and expression of wish forms carry over from my current Aegon pension to my new Retiready pension?
Updated 23 December 2015
No. Your new Retiready pension won’t be covered by:
- any trust you’ve set up for your current Aegon pension, or
- any expression of wish form you’ve completed to tell the scheme administrator who you’d like them to pay a lump sum death benefit to
You should think about whether you want to place your new Retiready pension under trust, and you might want to fill out a new expression of wish form