Occasionally we might need documentary evidence from you so we know where the money has come from. We need to know the source of wealth - this is how you got the money, for example from selling a property, an inheritance payment or a divorce settlement. Source of funds means the details of the bank account that the money has come from.

What documentary evidence do we need?

We need one of these, depending on where your money has come from:

1. Savings from salary (basic and/or bonus)

• Original or certified copy of a payslip (or bonus payment)
• Letter from employer confirming salary
• Latest audited accounts (if self-employed) and company bank statement

2. Sales of shares or other investments / liquidation of investment portfolio

• Certified investment/savings certificates, contract notes or cash-in statements
• Bank statement clearly showing receipt of funds and investment company name
• Signed letter detailing funds from a regulated accountant
  

3. Sale of property

• Signed letter from solicitor
• Certified copy sale contract
• Signed letter from estate agent

4. Inheritance

• Grant of probate (with a copy of the will), which must include the value of the estate
• Signed letter from solicitor

5. Company sale

• Signed letter from solicitor or regulated accountant
• Copy of contract of sale, plus bank statement showing proceeds
• Copies of media coverage (if applicable) as supporting evidence

6. Company profit

• Certified copy of latest audited company accounts

7. Gift

• Donor’s source of wealth (requirements of evidence as stated above for each individual source of wealth and a letter from the donor confirming details of the gift)

Where to send your evidence

When we ask for documentary evidence, you'll need to send it to us at:

Retiready Support,
Aegon Digital Solutions,
Sunderland,
SR43 4DL

Please remember to also quote your Retiready account number.