Suitability and features of the Aegon SIPP (PDF - 149KB). For this reason, we switch off auto-rebalancing. 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. For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. Aegon ISA transfer application form (PDF - 722KB). It usually takes around three working days for the payment to be available for investment. You can't make regular contributions to your clients pension online. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. Yes. Telephone lines are open Monday to Friday 9.00am to 5.00pm. You can't carry out these transactions online. Cookie Policy. Aegon ISA transfer authority (PDF - 32KB). If you select drawdown transfer, you can only add one transfer at a time. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Aegon Self Invested Personal Pension illustration data capture form (pdf). Aegon Platform complaints procedure (PDF - 34KB). Can I manage my clients income distribution online for SIPP? Adviser bulk transfer request (PDF - 137KB). For new payments or requests where bank details have changed, we may ask you to provide bank verification in the form of an original or certified copy of a bank statement in order for us to make sure that we're making payment to the correct account. Did you know you can complete this process online. For more information, you can view the product literature on Canada Life Internationals website. Please complete the relevant form below. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. Weve made a number of improvements to transaction history to help you and your clients get the most from it. For security reasons, the activation code we send you expires after 24 hours. You can change a client's address and phone number by signing in to the Aegon Platform. 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. Re-registration authority form - GIA (PDF - 34KB). You can't carry out this transactions online for your clients Cofunds Pension Account. Cofunds pension account - transaction forms, CPA income payment or amendment request (PDF - 85KB), Use this form to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). AEGON UK PLC (03679296) COFUNDS LIMITED (03965289) Company status Active Correspondence address Level 26, The Leadenhall Building, 122 Leadenhall Street, London, United Kingdom, United Kingdom, EC3V 4AB AEGON UK INVESTMENT HOLDINGS LIMITED (12884313) Company status Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Some 2,500 people work For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Aegon Platform terms and conditions (PDF - 313KB). Where there is a sell-down, it will take at least five working days to get cleared cash. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. Please contact Curtis Banks. Individual self-certification (PDF - 145KB). For customers - Use this form to change your personal details. We may still send some documents by post where an online version isn't currently available. Did you know you can transfer in an ISA online. So, if your client has an existing drawdown pension worth 100,000 but this is made up of two arrangements, one worth 40,000 and one worth 60,000, youll have to apply for two separate drawdown transfer applications. There are several different roles available. Sorry, you cant carry outthis transaction online. We use cookies to give you the best possible experience on our website, please read our If a pension credit arose in whole or in part from a pension which came into payment on or after 6 April 2006, the recipient can apply toHM Revenue & Customs for a pension credit enhancement factor. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. Youve been signed out of your account as youve changed your email address. For analysts and investors. Conflicts of interest policy (PDF - 29KB). 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 For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Bulk Data user assign this role to a user with firm or branch level access if you want them to be able to download files to view. Model portfolios allow you to design a panel of funds based on your client's needs. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. A disqualifying pension credit is a pension credit that is paid from funds that were already in payment when the pension sharing order was implemented. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. Report Zone is a separate reporting website, accessed from your dashboard. For SIPP You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. For more information, see our How to switch funds guide. You can do this during the quote and apply process, by selecting the Re-register from another provider option. Yes. If you want to provide additional access to the primary role, then the user will also get the permissions of the additional roles you give them. Alternatively, you can email them at reassuresipp@mercer.comor write to them at the following address: Can I top up my clients maxi ISA, mini ISA or PEP? This Trust Deed is presented as a draft only. Aegon GIA application for trusts (PDF - 250kb). As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Youll then be directed to the actions you need to carry out. Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of Rocketreach finds email, phone & social media for 450M+ professionals. Unit and share class conversion form (PDF - 664KB). Application form - ISA transfer (PDF - 704KB). Training and resources We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. When a new document is available, we'll send an email to the email address we hold on record for them to let them know it's ready to view. We display the information in easy to understand tables and charts. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Advisory is where your client has to agree to investment decisions you may recommend. Cofunds's phone number is +44 845 604 4001 PO Box 17491, Edinburgh EH12 1PB Call us on: 0345 604 4001, Monday to Friday, 8.30am to 5.30pm Testing of the migration of assets from You need to set up the third-party systems before data can be fed through. How to make a complaint Assuming there are no issues, your changes will show on our system shortly. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Cofunds Pension Account additional contribution form (for existing clients). Once we have this, we wont ask you again. Address: Platform For customers - Use this form to transfer investments between Aegon GIAs held by different customers. 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. The percentage of the investment your client would like to invest in each of these funds. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. Yes. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. We dont allow this to happen as part of our anti-money laundering mitigation. You wont be able to retrieve this. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. Yes. Please contact our media relations department for assistance. If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. 2nd Floor, Fitzalan House Find the forms or support literature youre looking for by clicking on the categories below: Please complete our Self-invested Personal Pension illustration data capture form and return it to us and we'll send you the illustration and any relevant forms. Please contact our Investor relations team for assistance. Aegon has been serving customers in the UK for almost 190 years, with its history dating back to the founding of one of its predecessors, Scottish Equitable, in 1831. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. We need written confirmation of the change signed by all relevant directors/signatories. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? Aegon SIPP regular contribution form (PDF - 215kb). Death benefit nomination/expression of wish form (PDF - 72KB). For customers - This guide explains the charges that could apply to your investment with us. It takes around three working days before the money is available for investment. Weve implemented a new verification method for an enhanced security sign in. For more information, you can view the product literature onCanada Life Internationals website. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. Use this form to transfer a Cofunds Pension Account product to another pension provider. Yes. You can do this by completing our Aegon Asset Transfer form. Our guide will help you through the process. 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. Cardiff Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). When your Unipass certificate expires, youll have to add details of the new one. Aegon ISA Transfer authority (PDF - 30KB). If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. If this is the case, our team will be in touch. For customers - Use this form to top up your existing Aegon ISA. You can cancel a regular contribution online up until two working days before the collection date. If you dont use the most up to date version, this may increase security vulnerabilities. For GIA and ISA Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. Making contributions to products on the Aegon Platform (PDF - 259KB). These are shown below, please contact your firm administrator orusto find out the different permissions each role has. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. You should let us know what youd like us to do with the account, any instruction (not submitted online) should be signed by all relevant directors/signatories. Yes. Your client can pay charges from their nominated GIA for: Yes. Sign in to the Aegon Platform to manage model portfolios. Paraplanners view only or view and transact. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. GIA and ISAs Aegon Platform terms and conditions April 2018 (PDF - 325KB). If your firm administrator isn't able to help you, you can contact us. For customers - Use this form to set up Direct Debit payments to an ISA. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Aegon GIA application for companies and partnerships (PDF - 220kb). Contact us. CPA drawdown transfer request (PDF - 118KB). 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. This includes data relating to: Bulk Data admin assign this role to a user with firm or branch level access if you want them to be able to set up the files Bulk Data users can view and the third-party systems the data is to be passed to. Can I update my client's income distribution choice across all products they hold? For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. In order to apply, your client can complete the relevant form below. Get 5 free searches. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). This will delete any registered number and/or authentication app. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). For customers - Use this form to apply for an Aegon GIA for a company or a partnership. Youll need to complete an application for each plan you want to re-register. You can read our Fund protection summary or our frequently asked questions. If you need other information, please contact us. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. 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: If you've just activated your Aegon Platform account, it will be the next working day before you can use this. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. Block due to legislation you can only add one. Yes. It allows you to sign in to multiple websites within the financial services industry on any device. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Theres no upper age limit. If there are any problems, we'll contact you. Fitzalan Court Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. If the forms above don't cover the transaction you'd like to carry out, please contact us. Accessibility support Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. We would always recommend you use the latest version. Sorry, you cant currently carry out any of these transactionsonline. You can view these online or if you want you can export and print them. When we make the change, both you and your client will both be able to view this. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. 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 It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. For customers - This guide explains the key features of the Aegon JISA. If your clients are still prospects and dont have any products on platform, the record will be deleted. If you've completed the request, you'll need to carry out a new request by selecting Manage income from funds on the product summary screen. Assets may not be sold if the funds are suspended. You are currently on the Aegon Group corporate website. 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.
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