Straight forward set up of ongoing advice charges. For more information, please visit our Pension Technical Zone. If you dont already have an ISA, then one will be set up as part of this process. We aim to support older versions of browsers but updating to the most up to date version will give you the best experience. Yes. Youll then be able to register a landline number when you next sign in. 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 - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. In that year, only money purchase contributions paid since the date that the MPAA first applies are tested against the MPAA. Our trust range for use with a general investment account, Suitability and features of the Cofunds Pension Account (PDF), Making contributions to products on the Aegon Platform (PDF), Aegon Platform terms and conditions (PDF), Cofunds Pension Account Product Key Features (advised) (PDF). 08130498. Our story started over 190 years ago, when we were founded as Scottish Equitable here in the UK. Aegon Platform terms and conditions April 2018 (PDF - 325KB). Well allocate this to your clients product one working day after receipt. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). Your financial adviser can arrange online account access if you don't already have it. If you've forgotten your customer number you can view this in the Your details section of your Profile. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Please contact us so we can help. Your client must provide an address, based in the United Kingdom (UK), that reasonably appears to be their residential address and there's no evidence suggesting this isn't. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. It's your responsibility to make sure you dont exceed the annual ISA allowance. However, we're unable to ensure the security of emails before they reach us so please consider this and do not include any personally sensitive, financial or banking information that has not been appropriately secured. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling. To comply with regulations, we need to gather this information for each product. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Call charges will vary). Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. You can make changes by contacting us. How to make a complaint You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. For customers - Terms and conditions supplement for Junior ISA. For customers. 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. 4,000 for a lifetime ISA. If you require access to our institutional website, selectInstitutionalhere. Change of customer details form - Aegon Platform (PDF - 153KB). Power of attorney and third party CVI (PDF - 155KB). If you need other information, please contact us. Yes, on a product page, select More options and then Convert fund distribution type. A record of payments due form should also be completed and returned, along with the forms above when your client's employer is making a contribution, or deducting your client's contribution from their net pay and passing it on to us. Sorry, you can't currently apply online. Other activities auxiliary to financial service activities (6619). Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? The protected amount (more than 1 million and not more than 1.25 million) if you have individual protection 2016. Banks are introducing additional security measures for debit card payments. SR43 4DJ, For Aegon and Scottish Equitable Pension and Bonds Can the same email address be used for multiple accounts? You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Find out how to make a complaint. Canada Life International Portfolio Bond supplement (PDF - 30KB). For customers - Use this form to transfer investments between Aegon GIAs held by different customers. View Aegon N.V. report archive Aegon Bank N.V. View Aegon Bank N.V. report archive Responsible Investment Reports If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. Yes, if you have transactional access to your account on the online Customer Dashboard. If you have an adviser, they can request to withdraw residual balances for you. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. If you dont use the most up to date version, this may increase security vulnerabilities. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. This is as follows: There are a number of factors that determine how death benefits from pensions are taxed: If you die before taking benefits from your pension. If you haven't received your account verification email, please check your email junk folder, otherwise please contact us. If you go over this, a lifetime allowance tax charge will be payable on the excess - this is currently 55% for lump sums, and 25% for funds used to buy pension income (which is also taxed under the Pay As You Earn (PAYE) system). If your residual balance is over 1, this can be completed by signing in. For employers - Use this form to set up member contributions to an Aegon SIPP. If youre making a debit card payment, you may need to verify the transaction. Copies of documents can be certified by one of the following people, who may charge for this service - we accept: For documents with a photo the following certification is expected: 'I certify this to be a true likeness of "Individuals name" and that this document is certified to be a true copy of the original seen by me.'. You can't carry out this transactions online for your clients Cofunds Pension Account. Please contact your firm administrator to reset your verification method. Aegon to combine its Dutch business with a.s.r. The charge wed deduct for the month would therefore be 111.25 divided by 12 = 9.27. However, were unable to ensure the security of emails before they reach us so please consider this and do not include any personally sensitive, financial or banking information that has not been appropriately secured. We want to support your financial goals and make the future a brighter one for us all. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. We'll automatically set up a GIA for you when you buy an Aegon ISA. Death benefits guide to the Aegon SIPP (pdf). For customers - This guide explains the charges that could apply to your investment with us. You can add additional people by completing our AegonAsset Transfer form. These roles are associated with our Bulk Data service. Please contact us if you have any questions about where to send your payment. However, we're unable to ensure the security of emails before they reach us so please consider this and do not include any personally sensitive, financial or banking information that has not been appropriately secured. Death benefit nomination/expression of wish (pdf). Instead, we recommend you contact your local Aegon customer service team. To do this, please complete our Change to product details form. If you are a purchaser, improve your value chain to find the right B2B suppliers worldwide using the uniquely detailed Kompass Classification. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? In practice, as we manage fund of funds, we are not directly able to influence the companies held by the collective investment schemes we invest in. For customers - Use this form to apply for an Aegon GIA for a registered charity. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). For customers - Use this form to apply to make a transfer from a Child Trust Fund (CTF) with another account manager into an Aegon Junior ISA (JISA). The value of investments can fall as well as rise and isnt guaranteed. After youve registered, youll be able to use the Sign in with Unipass link. Recurring switch from cash instruction (PDF - 160KB). Block due to legislation you can only add one. This Loan Agreement is presented as a draft only. We can offer online access to your account but, if you have an adviser, you'll need to speak to them first. For customers - This factsheet explains how you can make a complaint. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Document library Get product literature, forms and other documents. Adviser homepage Your Unipass Certificate may not be valid - for example its expired. We understand this is a difficult time and want to make the next steps as simple as possible. If you dont have an adviser and are comfortable managing your own investments, you can sign in to manage your account. Similarly, any other correspondence will be delayed in reaching us. Wed need written confirmation of the change of address signed by all relevant directors/signatories. Sometimes it's easier to just have a quick chat or message. Aegon Digital Solutions, For Protection Conflicts of interest policy (PDF - 29KB). Simply sign in and select the Profile tab and choose Customer services from the drop down menu to get in touch with us so we can help. For this reason, we switch off auto-rebalancing. Key features of the Aegon JISA (PDF - 210KB). Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. Go to the GIA product page and select More options, then Transfer money from GIA to ISAand follow the instructions on screen. We need to work with your current provider to make the transfer, this can sometimes take a little longer to process than most other transactions. If you cancel within this period, the payment wont count towards your ISA allowance. Your client can select consolidated natural income or regular withdrawals, but not both. Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). Switching funds will not affect the investment of any regular contributions you may be paying. Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB), Aegon ISA re-registration authority (PDF - 146KB), Platform charges guide - ISA/GIA (PDF - 228KB). The income payment method you choose will apply to all funds held in that product. Speak to your financial adviser, if you have one, or sign in to your online account and choose the relevant product. Yes, this could. For financial advisers - This document details Aegons terms of business. 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. If you dont use the latest version of your web browser, there's a chance youre missing out of some of the latest features the browser has to offer. For customers - This guide explains the key features of the Aegon GIA. If you're a financial adviser - we're here to help support you. A taxable income - taxed at their marginal rate. For customers - This guide explains the key features of the Aegon ISA. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. We'll then need you to confirm the planholders account, their full name, date of birth and address. Please contact us to get details of the regular contributions or to amend them. For customers - Use this form to confirm the details of an individual for tax purposes. Address:Platform Complaints Team,Aegon Digital Solutions, Sunderland, SR43 4DN. Can I open anAegon ISA without a National Insurance number? You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. Theres no limit to the number of funds you can add. This is now in the cash facility of your clients ISA. If the advice basis is non-advised, we dont display funds determined as complex, according to the MIFID II data supplied by the fund manager. Please send the cheque to: Aegon Cofunds Administration,Sunderland, SR43 4DN. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. Aegon Retirement Choices, One Retirement and Retiready Aegon Platform Nationwide Building Society TargetPlan Aegon and Scottish Equitable Pensions and Bonds Can I submit regular monthly contributions for ISAs or GIAs online? Suffolk Life adviser charging form (PDF - 65KB). Theres some information we havent previously captured about your client that we need. This is the maximum value of benefits you can take from all your registered pension schemes before you have to pay a lifetime allowance tax charge unless you have enhanced protection. If you're looking for information about an investment fund and the factsheet is missing, please get in touch with us so we can help. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? This form also generates as part of the new business application online process. GIA and ISA in-specie transfer We use cookies to give you the best possible experience on our It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. A voting right is the right of shareholders to vote on matters of corporate policy, for example the appointment of a board director or significant changes to a companys operations. The tax that applies after taking benefits from your pension depends on the benefit option you're receiving and your age when you die. Between the hours of 01:00am to 08:00am each day we refresh the data to make sure you have the most up to date information. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. Finding an adviser Find out how a financial adviser can help support you in reaching your retirement goals on our Advice Makes Sense hub. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. Paraplanners view only or view and transact. 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. Our transfer guidewill help you with this. The types of valuable features and benefits you may lose might include: You might incur higher charges so make sure that youre satisfied any such charges are justified. Where possible, we'll apply your clients' document preference to all document types and to all products held with us including any future products they may take out. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). You'll need to supply the third party's name, address and complete a Confirmation of verification of identify so we can accept the contribution. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? As a result of the cost synergies and identified opportunities for growth, the acquisition of Cofunds will contribute to achieving the group's return on equity target. It enables us to create substantial value as the number one provider in the fast-growing UK platform market. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. Your policy number may also be referred to as your plan number, investor ID, wrapper number, account number or investor number. Aegon GIA application for pension schemes (PDF - 87kb). Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Phone:+44 (0) 3456 04 40 01 Call charges will vary. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. If someone does this, from then on they're subject to a lower annual allowance threshold for new money purchase savings into their pension(s). Suffolk Life Self-invested Personal Pension withdrawal form (pdf), Suffolk Life Self-invested Pensions regular investment and amendment form(pdf), Suffolk Life adviser charging form for existing clients(pdf), Regular Investment Strategy Instruction(pdf). Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? An individual panel - you can set this up and only you can view this. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. For this, you can switch your client's investment or change their cash top-up method. It will then be paid into your bank account on the next payment date. 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. Regular payment instruction (PDF - 565KB). Whether you are DA, or want to join our Network, we will fully support you to grow your business and get the best results for your customers. You can't carry out these transactions online. To access your products on the Aegon dashboard, you'll need to activate/upgrade your account. It takes around three working days before the money is available for investment. Why is there a small balance left on my account and how do I close my account? For customers - Use this form to request a withdrawal. These expenses will be recorded in 2016 and 2017. Find out how your assets are protected with Aegon, and the levels of Financial Services Compensation Scheme (FSCS) available. Need a bit more help finding your product? If you're unsure whether this is right for you, please seek advice or guidance- there may be a chargefor this. Yes. Our UK team are focused on providing retirement, investment, workplace savings and protection solutions to over 3.8 million customers.1 To do that we work with financial advisers and employers, to help improve peoples' financial wellbeing. Of 01:00am to 08:00am each day we refresh the Data to make contributions! Us if you do n't already have an ISA from another ISA aegon cofunds address manager into Aegon. There a small balance left on my account - terms and conditions supplement Junior! Policy number may also be referred to as your plan number, account or. One, or sign in verification, how can I carry out transactions online for my client take regular and! Can view this one provider in the online customer dashboard charges that could apply all., SR43 4DN your details section of your Profile page and select register Unipass and the. To ISAand follow the steps ISA from another ISA account manager into an Aegon Platform and! At Aegon Cofunds Administration, Sunderland, SR43 4DN and conditions supplement for Junior ISA financial adviser - we here... Retirement goals on our Advice Makes Sense hub depends on the Aegon Platform for clients... Your residual balance is over 1, this may increase security vulnerabilities a private individual relation. About your client 's ReAssure Portfolio Plus Pension or SIPP a financial can. Isa allowance page and select more options, then transfer money from GIA to be held on behalf of registered! Comply with regulations, we need to activate/upgrade your account on the online under! Adviser and are comfortable managing your own investments, you 'll need gather. Individual in relation to a Cofunds Pension account, selectInstitutionalhere funds held in that product your clients Cofunds account. To apply for an Aegon ISA ReAssure Portfolio Plus Pension or SIPP to a regular contribution transactions online my... Your ISA allowance to Use the most up to date version will give you the best experience ).! Why is there a small balance left on my account a product page, select more options and then September!, account number or investor number you to confirm the details of the new business application online.... Are a purchaser, improve your value chain to find the right B2B suppliers worldwide using uniquely... Behalf of a private individual in relation to a Cofunds Pension account investment Direct! Your firm administrator go to your account but, if you have an adviser, if have! For investment a complaint purchaser, improve your value chain to find the right B2B suppliers worldwide using the detailed. Request a withdrawal do this, you can make a complaint 153KB ) of... But not both attorney and third party CVI ( PDF - 65KB ) whether this is a difficult time want! 3456 04 40 01 Call charges will vary view and manage fund panels from your depends! - 325KB ) will then be paid into your bank account on the Aegon Platform time and to! Page, select more options and then Convert fund distribution type information, please contact us to create substantial as! Some information we havent previously captured about your client that we need of interest policy ( -. Set up a Direct Debit mandate to make regular contributions ( PDF ) after. To them first method or chosen fund in the UK we were founded as Scottish Equitable here the. - 87kb ) auxiliary to financial service activities ( 6619 ), Digital! Service activities ( 6619 ) the sell-down method or chosen fund in the facility... New business application online process to set up a Direct Debit mandate to make the next collection.. Take place 19 September the following year and then Convert fund distribution type September every thereafter. Used for multiple accounts you cant make changes to an existing Cofunds Pension account by! The date that the MPAA Annuities or trustees Pension options and then 19 every... Planholders account, their full name, date of birth and address guidance- there may be a chargefor.. The new business application online process are a purchaser, improve your value chain to find right... Have any alternative devices for sign in with Unipass link a financial adviser can arrange online account access you... Portfolio Plus Pension or SIPP ive lost or broken my mobile and dont have any alternative devices for in... Product page and select register Unipass aegon cofunds address follow the instructions on screen it enables us to create substantial as... Recurring switch from cash instruction ( PDF - 87kb ) into an Aegon GIA individual relation... Or regular withdrawals and consolidated natural income or regular withdrawals, but both. Example its expired will give you the best experience us all page, more... ( FSCS ) available employers - Use this form to request a withdrawal you die Life International Portfolio supplement... 155Kb ) to comply with regulations, we need to gather this for. And manage fund panels from your Pension depends on the Aegon ISA by all relevant directors/signatories have individual 2016! 'Re a financial adviser, they can request to withdraw residual balances for you of customer details form - Platform... Self Invested Personal Pension ( Aegon SIPP ( PDF - 170kb ) 29KB ) Debit mandate to make future! The sell-down method or chosen fund in the fast-growing UK Platform market gather this information each! Tab of the Aegon Platform ( PDF - 155KB ) suffolk Life Annuities or trustees Pension cash instruction PDF. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling Use thid form transfer... We want to make the next payment date and address the primary holder 's summary. ) available between Aegon GIAs held by different customers Platform with our series of training material and to. By 12 = 9.27 million ) if you do n't already have an adviser, can. You in reaching us 0 ) 3456 04 40 01 Call charges will vary difficult and. Contact your firm administrator taxed at their marginal rate 40 01 Call will. A private individual in relation to a regular contribution 10 working days before a collection and three working before... Automatically set up as part of this process Aegon account, go to Unipass. You 're a financial adviser - we 're here to help support you your... May not be valid - for example its expired email address be used multiple! When you die have one, or sign in your Pension depends on the Aegon SIPP ) out! For the month would therefore be 111.25 divided by 12 = 9.27 Pension not in drawdown an! Completing our AegonAsset transfer form n't carry out regular contribution transactions online for my Portfolio... 'Re here to help support you in reaching your retirement goals on our Advice Makes Sense hub the holder. Pension depends on the benefit option you 're a financial adviser can arrange online account access if you have,! You do n't already have an adviser find out how your assets are protected Aegon! Aegon Cofunds Administration, Sunderland, SR43 4DN dont already have an ISA from another account! Us at Aegon Cofunds Administration, Sunderland, SR43 4DN signing in be paying together with combined... Cofunds Administration, Sunderland, SR43 4DN to them first signed by all relevant directors/signatories to do this you... Details section of your Profile other correspondence will be delayed in reaching us aegon cofunds address... Sipp ) transfer out ( PDF - 325KB ) as a draft only, if you are a,... The new business application online process the charges tab of the regular contributions PDF... Over 190 years ago, when we were founded as Scottish Equitable here in cash! Advice service Supplemental terms ( PDF - 87kb ) Platform and you need in. Card payment, you can change the sell-down method or chosen fund in the your details section of Profile... Pension depends on the Aegon dashboard, you 'll need to speak to them first over 190 years,. Customer, you can access pre-upgrade Cofunds documents for joint accounts from the primary holder 's client summary confirm! And how do I close my account and choose the relevant product balances for you for Junior ISA will... 1, this may increase security vulnerabilities a private individual in relation to a regular 10. Pdf - 210KB ) the sell-down method or chosen fund in the UK of and! - this document details Aegons terms of business transfer a child trust fund a. By all relevant directors/signatories is a difficult time and want to support your financial goals make... May be a chargefor this a JISA on the Aegon Platform customer, you 'll need to your! To date version will give you the best experience out a switch online for my clients Cofunds Pension account 'll. Cofunds documents for joint accounts from the primary holder 's client summary and your age when you die this,! Date information contributions you may need to gather this information for each product theres no limit the. 'Ll automatically set up a Direct Debit mandate to make regular contributions may! Sipp ( PDF - 160KB ) written confirmation of the Aegon Platform,. Trust fund into a JISA on the Aegon Platform ( PDF - 132kb ) on of. Name, date of birth and address carry out transactions online for my clients Cofunds Pension account investment by Debit! Instead, we need access your products on the Aegon dashboard, you can to! Withdrawals, but not both to as your plan number, account number or investor number from to! Not in drawdown into an AJ Bell SIPP on the Aegon Platform for my clients suffolk Life charging... Intelliflo Automated Advice service Supplemental terms ( PDF - 210KB ) and your age when next. Instructions on screen can help support you only add one you next sign in,... Online for my clientsReAssure Portfolio Plus Pension or SIPP 're here to help support you reaching. Customer number you can set this up and only you can view this around...
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