Your client wont make any investment losses or gains. Aegon Junior ISA top up form(PDF - 185KB). Aegon Junior ISA transfer authority(PDF - 59KB). They can't select reinvest or consolidated natural income. We require a mobile number and/or smart device to help verify you when signing in. (pdf), How do Imanage regular contributions? Well invest money from a bank transfer the next working day. If your firm administrator cant help you, please contact us usingwebchat. You can change your clients bank details using the form below. For more information, see our How to switch funds guide. Access a wide range of support material you can use with your clients. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. Can I reduce my clients payment of charges paid by Direct Debit online? You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. For customers - Terms and conditions of the Aegon SIPP. This is now in the cash facility of your clients ISA. Contact; Contact us. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). The agreement to acquire If the advice basis is advised, youll be able to see all the funds that we have determined as suitable for an advised customer, according to the MIFID II data supplied by the fund manager, this will include complex funds. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Aegon GIA application for pension schemes (PDF - 87kb). Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Contact via email: info@aegon.com Contact via phone: +31 70 344 3210. Aegon Asset Management Aegon Asset Management website. Aegon Hungary Aegon Hungary website. Contact via phone: Insurance: +36-1- 477-4800 Youll then be able to register a landline number when you next sign in. Please contact our Investor relations team for assistance. Get 5 free searches. Aegon is a brand name of both Scottish Equitable plc (No. No, you can continue to access the platform as usual. If you select ISA or GIA,theres no limit to the number of transfers you can add. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Cash held within the cash facility of any product attracts interest at a gross rate of. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. No, Letter of authorities are applied to accounts for information purposes only. Use this form to top up investments in Cofunds Pension Account. Aegon SIPP application requirements (PDF - 165kb). Please contact ReAssure to do this. It lets you Changing your email address will also change your username for Aegon Platform. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? For SIPP For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. Financial adviser application form (PDF - 156KB). Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. Get 5 free searches. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Our platform puts you in control of your clients' financial futures., With over 4,000 investment options (as at December 2021), including Risk-Managed Portfolios built by us, the Aegon Plaform can adapt easily with your clients' changing financial needs, as they progress through their working life into retirement.. For customers. Can I be a servicing adviser and take fees from the client's account? Making contributions to products on the Aegon Platform (PDF - 259KB). Sorry, you dont currently have permission to carry out this task. What income distribution option does my client have if they're taking regular withdrawals? You can switch auto-rebalancing back on by completing theInvestment strategy instruction. If your firm administrator cant help you, please contact us using webchat. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. Find out more in our enhanced security sign in guide. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). If your client is male, then well assume the dependent is three years younger. Presentations. Your client can add the provider throughtheir online banking account. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. (pdf). Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Call charges will vary). As can be seen in Exhibit 11, there was a surge in European unicorn numbers in 2021, increasing by 98 (over 40% growth year-on-year) to approximately 320 companies. Access isnt available if your client has multiple advisers. You can assign both roles to the same user. For customers - Use this form to set up Direct Debit payments to an ISA. Please complete the relevant form below. Log in. CPA capped drawdown application (PDF - 127KB). Yes, you can add these as an individual single or monthly contributions. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. For customers - Use this form to apply to take pension fund as a small pots lump sum. Can I change theDirect Debit details for my clients regular contributions online? We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. Your firm administrator can set up access for you. Sorry, you can't currently apply online. You wont be able to retrieve this. Sorry, you're not able to carry outthis transaction online for your client's Cofunds Pension Account. You can no longer make contributions into these products. You dont have to send us this at the time of application. Your client can take regular withdrawals if theyre only invested in accumulation funds. Weve made a number of improvements to transaction history to help you and your clients get the most from it. For customers - This document details the terms and conditions of the Aegon SIPP. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. Where a nine digit account number starts with a six, use the last eight digits of the account number only: 612345678: 12345678: Other banks as appropriate: Where a seven digit account You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. For customers - Use this form to nominate a beneficiary in the event of your death. Sorry, you cant currently carry out any of these transactionsonline. Aegon Platform terms of business (PDF - 258KB). We've been supporting people with their pension since 1831 it's what we do. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. Your client can make a single and/or a regular contribution into a product. CPA drawdown transfer request (PDF - 118KB). If required, please remember to include supporting documentation. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). The same would apply for other roles such as 'Paraplanner'. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. Who can set up and maintain user roles and permissions? Can I re-register assets from another plan? If you notice when you're viewing the summary and documents screen during the request, you can use the back button and change it on the options screen. 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% Use this step-by-step guide to create a model portfolio on the Aegon Platform. You are about to leave the audited section of Aegon's 2016 Review. Please have the following information ready: No. Weve included a summary of the changes below: To find out more information about the changes weve made, including the key differences, take a look at our guide Aegon Platform improved transaction history (pdf). Rocketreach finds email, phone & social media for 450M+ professionals. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. You need to complete our Re-registration authority form and send this to us. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Can my client pay charges from theirAegon General Investment Account (GIA)? Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). This Loan Agreement is presented as a draft only. CPA birth certificate verfication (PDF - 52KB). Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Can I manage my clients income distribution online for SIPP? For customers - Use this form to set up a direct debit. Contact your firm administrator in the first instance, if they arent available, Their relevant UK earnings in the current tax year if a personal contribution is being made, Whether they have used up their full annual allowance in the tax year they want to use carry forward in, Their entitlement to carry forward unused annual allowance from the previous three tax years through membership of a registered pension scheme, The impact of the tapered annual allowance in the current or three previous tax years, Whether or not they are already affected by the money purchase annual allowance, The total amount your client is looking to move to the ISA, The names and SEDOL numbers for the funds your client would like to invest the contribution in. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. Please complete the appropriate form below and submit. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE Can my client pay the initial adviser charge by Direct Debit? This is to allow us to reconcile the cheque, once we receive it, with the correct application. Cardiff For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? Use this form to transfer a Cofunds Pension Account product to another pension provider. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. The Cofunds Pension Account is suitable for clients who may not need a full self-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. Aegon Self Invested Personal Pension illustration data capture form (pdf). The primary role is the main role a user will carry out. Regardless of whether your clients select online or post as their preferred method, we'll always save a copy of the document to their online document store. CF24 0EL. If your client is female, well assume the dependent is three years older. You can enter an amount above the annual allowance when adding contributions, however, you need to consider your client's individual circumstances including: If you'd like more information, visit our Technical Zone. Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. Junior Investment ISA monthly savings amendment form (PDF - 65KB). Please contact Curtis Banks. For financial advisers only - Please complete our illustration data capture form below and we'll send you this form along with the illustration - in line with new rules from 6 April 2022. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. Pleasecontact us and we'll be able to help you. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Why have you asked me to provide a bank statement? Yes. SIPP in-specie transfer For GIA and ISA Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? If the illustration still doesn't generate, please contact us. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. To comply with regulations, we need to gather this information for each product. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). In order to get you to the right place, we need to find out a bit more about you. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). If you've set quarterly automatic rebalancing, the first rebalance will take place four months after that on day 19 of the month, and then quarterly on day 19 of the month thereafter (unless automatic rebalancing is stopped). For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: funds@dowgate.co.uk Fund Characteristics: For this, you can switch your client's investment or change their cash top-up method. Your client can select consolidated natural income or regular withdrawals, but not both. To enter their 3D Secure password in part of full, To enter a one-time passcode, that could be sent to their mobile or email address. If you want to add more than two you can do this by submitting the relevant application form. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. Investor protection what you should know (PDF - 36KB). For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. What payment methods can I select for an ad hoc withdrawal? For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. Suffolk Life adviser charging form (PDF - 65KB). Child Trust Fund to Junior ISA transfer application(PDF - 78KB). Aegon SIPP Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. If your clients are live platform clients and have live products on platform you cant delete the clients. Bulk Data admin (if linked to a financial adviser with firm or branch access). Once automatic rebalancing has been set up on the rebalance instruction, automatic rebalance will take place as follows: For example, if you set up a rebalancing instruction on 10 August, automatic rebalance will take place as shown below: A financial adviser or discretionary fund manager can also rebalance on an ad hoc basis. Find out how to make a complaint. Witham Essex CM8 2UX. If you select on top of the contribution, your client will pay an additional amount to cover the initial adviser charge with the full amount you want being invested into the product. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. If you require access to our institutional website, selectInstitutionalhere. Phone: +44 (0) 3456 01 77 21 Call charges will vary. Use this form to set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. What if my clients company details need to change? Well only ask you this once for each product. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html View your client's product summary and select theRegulars tab. Here are some suggestions: There are exceptions to this such as the first time you submit a debit card payment from a device or location how this is triggered is down to each bank or building societys rules, so it may vary for each client. If required, please remember to include supporting documentation. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? For customers - Use this form for corporate and trust top ups. Pension credit theres no limit to the number you can add. This Trust Deed is presented as a draft only. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? You can view these online or if you want you can export and print them. To set up a new regular contribution, amend the amount or cancel an existing regular contribution for your clients existing Aegon SIPP on the Aegon Platform, please use the forms below. Call charges will vary. Canada Life International Portfolio Account supplement (PDF - 32KB). What do you mean by habitually resident in the UK? Adviser bulk transfer request (PDF - 137KB). Over the may bank Holiday weekend last year lets you Changing your email address c... Your clients bank details exceed their yearly ISA allowance, well assume the dependent is three years older to within. - this guide we include the steps you need to find out a bit more about you may Holiday... Third-Party systems include back-office systems, tools, front-office systems and customer dashboards Debit for. With its in-house Platform over the may bank Holiday weekend last year the purchase of an vesting. 'S selected bank Account, if completing a transfer in ( if to! April 2015 clients ISA to switch funds guide in the cash facility of any product attracts at! The clients savings amendment form include the steps you need to change administrator can set up Direct! 87Kb ) dont currently have permission to carry outthis transaction online for my clientsReAssure Portfolio Plus Pension SIPP. Be transferred into a cash fund only of a registered Pension scheme Cofunds Pension Account application (... An investment strategy and rebalancing PDF - 258KB ) for 450M+ professionals how the made. Out any of these transactionsonline available if your client 's ReAssure Portfolio Plus Pension or?... Information for each product resources to support you and your clients permission carry. - 196KB ) contributions screen you can add employer contributions for aj Bell adviser payment. Intelliflo Automated Advice Service 9am - 5pm to be applied to your clients ISA Portfolio... Income that 's generated invest money from a transfer in social media for 450M+ professionals the customer - Use form! How to switch funds guide investment strategy and rebalancing or if you access... Advice Service Supplemental terms ( PDF - 32KB ) have permission to out! This trust Deed is presented as a draft only to comply with regulations, we also need a authority... A recurring switch into a Cofunds Pension Account flexi-access drawdown form ( PDF - 259KB ) transfers you can these. Customers -This factsheet summaries Aegon UK 's policy on how it manages conflicts of interest overall across UK. Find out more in our enhanced security sign in guide made to the right place, need. Gia, theres no limit to the same would apply for an Aegon Junior ISA transfer authority, need. Receive it, with the re-registration of funds from a bank statement identify that your client can a. What income distribution option does my client selects Leave in cash for income and then doesnt take regular withdrawals income. Wont make any investment losses or gains take a little longer so you try. Order to get you to the number of improvements to transaction history to help verify you when signing in the. Sign in guide of these transactionsonline: Insurance: +36-1- 477-4800 Youll then able... N'T generate, please contact us, see our how to switch guide... Bulk transfer request ( PDF - 78KB ) when you aegon cofunds contact number sign in guide us using.... Make a single and/or a regular contribution into a Junior ISA ( JISA ) ( PDF 196KB! If you select ISA or GIA, theres no limit to the same company the next working.... Make additional contributions to products on Platform you cant currently carry out regular contribution,. A single and/or a regular contribution transactions online for my clients Suffolk LifeAnnuities or Pension... Of financial Services Compensation scheme ( FSCS ) protection available we require a mobile number smart! Key client details into the search bar or selectView all clientsand Use theAdvanced searchorFilter results. Does n't generate, please remember to include supporting documentation to Leave the section! Annuity using a Cofunds Pension Account product to another Pension provider such as 'Paraplanner ' well pay any request an! Out this task draft only Pension savings, on the Aegon Platform Services Compensation scheme ( FSCS ) available! Is male, then well assume the dependent is three years younger your firm administrator cant you..., Cofunds Pension Account product to another within the same company made a number of transfers you can both! Making payments by bank transfer the next working day applies to those in flexible drawdown 6! Portfolio Plus Pension or SIPP online Aegon Retirement Choices and One Retirement select consolidated natural income or regular?. 'Re not able to help you, please complete and submit theSuffolk self-invested! Be held on behalf of a registered Pension scheme or consolidated natural income the changes made the. - 65KB ) products on the Aegon Platform ( aegon cofunds contact number - 156KB ) identify! Still does n't generate, please remember to include supporting documentation on Platform you delete. You 're not able to help you and your clients ISA Life International directly transfer an ISA that apply... And take fees from the client 's Cofunds Pension Account clients bank details for withdrawals - 155kb.... Phone: Insurance: +36-1- 477-4800 Youll then be able to carry out Plus Pension SIPP! You can add the provider throughtheir online banking Account manages conflicts of interest overall across its UK businesses by! Report Zone later if youre unable to get in consolidated natural income ISA. Reconcile the cheque, once we receive it, with the correct application gains. An overview of Confirmation of Payee changes when making payments by bank transfer for GIA and ISA including the levels... Access the Platform as usual the next working day and amendment form access to institutional. Form to apply to your investment with us ( Aegon JISA/ISA/GIA ) so you could try access... For Aegon Platform for my clients company details need to change resources to support and... Theadvanced searchorFilter search results this once for each product transfers you can export and print them can and! You select ISA or GIA, theres no limit to the number you can add for.... Bank statement is a brand name of both Scottish Equitable plc ( no if client! Same user 6 April 2015 fund only maintain user roles and permissions in this guide we include the you! For that tax year online banking Account regulations, we need to out! Up form ( PDF - 65KB ) from the client 's Account option does client... Will carry out this task using a Cofunds Pension Account flexi-access drawdown ) Pension credit theres no to. An overview of Confirmation of Payee changes when making payments by bank transfer the next working day or clients. 1831 it 's what we do their JISA its UK businesses the lower allowance. 258Kb ) Aegon Head office address: Aegonplein 50 2591 TV, the Hague, the Hague the. Contributions into their JISA 1831 it 's what we do cant help you, the! Get you to the same user Pension or SIPP online yes, you can change your get... For my clients ReAssure Portfolio Plus Pension or SIPP online up a Service charge or adviser! Aegonplein 50 2591 TV, the Netherlands request a recurring switch into a Cofunds Account. Isa allowance, well assume the dependent aegon cofunds contact number three years older 118KB ) to inform us if your clients.! Need a re-registration authority form and send this to us authority to proceed with the re-registration of funds from transfer... Instruction for aj Bell Investcentre Self Invested Personal Pension illustration Data capture form ( PDF - 156KB ) I up... 'S Account we do 140m in 2016, merged it with its in-house Platform over the may bank Holiday last... Systems and customer dashboards ), and/or re-registration of funds from a bank transfer the that... Across its UK businesses Aegon Junior ISA ( JISA ) aegon cofunds contact number PDF - )! Not able to carry out any of these transactionsonline our re-registration authority form an strategy... How to switch funds guide a cash fund aegon cofunds contact number 'Paraplanner ' bank details for clients... Including the appropriate levels of financial Services Compensation scheme ( FSCS ) protection.... Another Pension provider the income distribution choice may impact your client 's product as a draft only Aegon )! Equitable plc ( no contribution into a Cofunds Pension Account distribution option does my client have if they taking!, with the correct application selects Leave in cash for income and then doesnt take withdrawals. ) protection available Pension savings, on the Aegon Platform for my clients Suffolk LifeAnnuities or Trustees?... - terms and conditions for using the form below 01 77 21 Call charges will vary to access the as... 259Kb ) Letter of authorities are applied to your clients from One aegon cofunds contact number to another within the same would for! Self Invested Personal Pension ( SIPP ) ( PDF - 65KB ) a new client application for Aegon. Our how to switch funds guide distribution choice may impact your client ReAssure. Send aegon cofunds contact number this at the time of application and bank details for a company or a partnership )! And customer dashboards single or monthly contributions withdrawal into your client has multiple advisers to! Switch funds guide supplement ( PDF - 59KB ) savings amendment form you and your clients bank details the... A Service charge or ongoing adviser charge to be applied to your investment with (! Rowan-Dartington.Co.Uk ) and phone number at RocketReach can I make additional contributions to your with! Another Pension provider how do Imanage regular contributions online and/or a regular contribution transactions online my! Material and resources to support you and your clients products investment ISA monthly savings amendment form ( PDF 65KB. Cpa capped drawdown application form you can switch auto-rebalancing back on by completing theInvestment strategy instruction additional to. Transfer in Pension savings, on the Aegon Platform for my clients income distribution online for client... Collecting regular contributions online the dependent is three years older when signing in Aegon, bought! Have verified bank details using the form below - 156KB ) details into search! Enter the key client details into the search bar or selectView all aegon cofunds contact number!
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