Power of attorney and third party CVI (PDF - 155KB). Conflicts of interest policy (PDF - 29KB). For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. Yes. Estimated processing times Call charges will vary). For customers - Use this form to set up Direct Debit payments to an ISA. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). Please visit our Money out card on our Support page. We use your clients email address for service notifications and to allow clients to manage their accounts. Aegon ISA transfer application form (PDF - 722KB). This Loan Agreement is presented as a draft only. http://www.cofunds.co.uk. Yes, your client can move assets held within their GIA to their ISA. An individual panel - you can set this up and only you can view this. 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. Telephone lines are open Monday to Friday 9.00am to 5.00pm. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? We make the payment by BACS or faster payments. It's easy to use and works with your business, saving you time and money while supporting client relationships. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). CF24 0EL. Can I manage my clients income distribution online for SIPP? Aegon GIA application for pension schemes (PDF - 87kb). CPA bypass trust application (PDF - 108KB). For customers - This guide explains the key features of the Cofunds Pension Account. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Q2 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 85kb), Q2 2019 - Aegon researched fund panel update (PDF - 68kb), Researched fund panel update prepared by Morningstar, Q1 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 61kb), Q1 2019 - Aegon researched fund panel update (PDF - 83kb), Q4 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 101kb), Q4 2018 - Aegon researched fund panel update (PDF - 63kb), Q3 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 57kb), Q3 2018 - Aegon researched fund panel update (PDF - 53kb), Key features of the Aegon ISA (PDF - 251KB). Sorry, you cant carry outthis transaction online. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. For customers - Use this form to confirm the details of an individual for tax purposes. For trustees - Use this form to apply for an Aegon GIA for a Trust. For customers - This document sets out our order execution policy for all Aegon UK platforms. For customers. This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. 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. CPA drawdown transfer request (PDF - 118KB). Weve made a number of improvements to transaction history to help you and your clients get the most from it. CPA capped drawdown application (PDF - 127KB). You can set up or maintain regular contributions separately. This is to allow us to reconcile the cheque, once we receive it, with the correct application. We use cookies to give you the best possible experience on 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. You need to set up the third-party systems before data can be fed through. You or your client should contact us to tell us that theyve moved abroad. Any income generated will remain in the cash facility of the product and will be used for fees and charges. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. Log in. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Sorry, you dont currently have permission to carry out this task. The initial adviser charge is taken from your clients contribution. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Please contact your firm administrator to change your permissions. The primary role is the main role a user will carry out. Aegon Self Invested Personal Pension illustration data capture form (pdf). For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. Both are Aegon companies. 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. Aegon General Investment account - transfer forms. Access isnt available if your client has multiple advisers. Select another Aegon website from the list of links below. Bulk Data admin (if linked to a financial adviser with firm or branch access). As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Sorry, were unable to accept applications if your client isnt a UK resident. See below for the roles and what additional access you can give. If your client is paying more than this or wants a quicker way to invest onto the Aegon Platform, they can send us the payment by a bank transfer. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. Information on the combination of Aegon NL and a.s.r. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. For security reasons, the activation code we send you expires after 24 hours. Call charges will vary). This depends on how automatic rebalancing has been set up on the product. No you cant remove a person from your clients account. A branch panel is set up by your firm for use across the company. Well only ask you this once for each product. If your client is male, then well assume the dependent is three years younger. You need to complete our Re-registration authority form and send this to us. Alternatively, you can find out more on HMRCs website. Fitzalan Court Your client must be at least age 18 to invest in an ISA. The agreement to acquire Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. You dont have to send us this at the time of application. 4 Mayland Road. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. We hope you never have cause to For financial advisers - Use this form to apply a new initial charge, an ad-hoc adviser charge, and ongoing adviser charge or amend an ongoing adviser charge on an Aegon ISA or Aegon GIA. How do Iset up regular contributions online for existing clients? If you don't do this, your certificate will no longer be valid. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Key dates for intermediary charges (PDF - 98KB). Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. This Trust Deed is presented as a draft only. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. Youve been signed out of your account as youve changed your email address. Instructions for submission can be found on the form. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. For customers - Use this form to set up a new regular contribution, amend the amount or cancel an existing regular contribution for your Aegon Self-invested Personal Pension (Aegon SIPP) on the Aegon Platform. You can't carry out this transactions online for your clients Cofunds Pension Account. Your client can select consolidated natural income or regular withdrawals, but not both. Can I reduce my clients payment of charges paid by Direct Debit online? We aim to support older versions of browsers but updating to the latest version will give you the best experience. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. Application form - ISA transfer (PDF - 704KB). Please contact our Investor relations team for assistance. Alternatively, you should download the form from the documents screen youll see later in the online transaction you're carrying out, print this and ask your client to complete before returning this to us. Can my client pay the initial adviser charge by Direct Debit? 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.. It lets you For SIPP No. Can I cancel my clientsDirect Debit for payment of charges? (pdf). Your Unipass Certificate may not be valid - for example its expired. 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). For customers - Use this form to set up a direct debit. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. For customers - Terms and conditions of the Aegon SIPP. For customers - Use this form for corporate and trust top ups. We need written confirmation of the change signed by all relevant directors/signatories. 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. Some 2,500 people work When your Unipass certificate expires, youll have to add details of the new one. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Your client must be habitually resident in the UK for us to accept the business. Adviser homepage Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). 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. Yes. Call charges will vary). Call charges will vary). If you dont add a regular contribution when you set the product up, you can do this later. You can top up an existing product online by signing in to the Aegon Platform. For other transactions, please complete the relevant form below and submit. General Investment Account re-registration application form (PDF - 78KB). Once verification is complete, you'll see a message on screen (and your client will receive an email) confirming if the payment was successful or not. 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. We give all clients a GIA so they can pay their charges from it if they want to. These roles are associated with our Bulk Data service. Please speak to your firm administrator and they can update your email address. For customers - This guide explains the charges that could apply to your investment with us. This transaction completes the strategic transformation of Aegon's You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. You can assign both roles to the same user. For more information, you can view the product literature onCanada Life Internationals website. We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. Please note, only authorised individuals can change branch or network panels. Find out how to make a complaint. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. You wont be able to retrieve this. Unit and share class conversion form (PDF - 664KB). And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. Yes, you can carry out a switch online from the Client summary. For more information you can view the product literature onCanada Life Internationals website. For SIPP GIA and ISAs If you do transfer it, it will be updated to flexi-access drawdown. For financial advisers - Use this form to add a new firm, set up branches and Appointed Representatives, appoint and remove advisers, change of bank details and to request elevated access. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. If your client is female, well assume the dependent is three years older. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. 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 customers - Use this form to switch investments you currently hold with Aegon. To help process the application smoothly, it would be beneficial if you were able to send us details for your client's ex spouse/registered civil partner. Your client can make a single and/or a regular contribution into a product. Please select the box that applies to you.. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. Please complete the appropriate form below and submit. Trustee trustee investor for the GIA only. In order to get you to the right place, we need to find out a bit more about you. Our trust range for use with a general investment account. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). The remaining allowance doesnt include future regular contributions. Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Please make sure all relevant directors/signatories sign the request. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. Get 5 free searches. If you require access to our institutional website, selectInstitutionalhere. 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. We may still send some documents by post where an online version isn't currently available. Ifyour firm administrator cant help you, please contact us using webchat. Aegon SIPP Please contact your firm/DFM administrator to change your permissions. Cofunds Pension Account Annuity Purchase form (Immediate Vesting Option) (pdf), Cofunds Pension Account Annuity Purchase form (Open Market Option) (pdf), Cofunds Pension Account Adviser Charging Fee Model Affirmation form (pdf), Cofunds Pension Account - Bypass Trust (pdf), Cofunds Pension Account Transfer Out form (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Non-Private Individual) (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Private Individual) (pdf), Cofunds Pension Account Marriage/Registered Civil Partnership Certificate Verification form (pdf), Cofunds Pension Account Birth Certificate Verification form (pdf), Cofunds Pension Account Expression of Wish form (pdf). Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Curtis Banks SIPP supplement (PDF 33KB). For example, if you create an 'Adviser' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions - then the primary role for the user would be 'Adviser'. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. It may be that no further verification is required. If your company has Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE You can complete theDirect Debit instruction online if your client is present. Aegon ISA Transfer authority (PDF - 30KB). For customers - Use this form to transfer investments between Aegon GIAs held by different customers. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. Please check For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. Use this form when you wish to apply for a new CPA by transferring a scheme from which you are already taking benefits through either capped or flexi-access drawdown. For customers - Use this form to apply for an Aegon GIA for a registered charity. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Bereavements For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. For customers. Granting an adviser authority or appointment of adviser form (PDF - 166KB). Call the company. For customers - Terms and conditions of the Aegon Platform. If your clients are live platform clients and have live products on platform you cant delete the clients. Yes. Please contact your firm administrator to reset your verification method. The Bulk Data service provides you with MI on your clients. 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. What do I do if my mobile number and/or smart device used for sign in verification has changed? Why have you asked me to provide my client's bank statement? Discretionary is where you can make investment decisions on your clients behalf. To do this, please complete our Change to product details form. Paying money into Aegon Platform (PDF - 375KB). Sign in to the Aegon Platform to manage model portfolios. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Access a wide range of support material you can use with your clients. For financial advisers - This document provides details of the forms youll need for the Aegon Sipp for new or existing client product transactions or maintenance. You can do this during the quote and apply process, by selecting the Re-register from another provider option. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). Aegon SIPP terms and conditions (PDF - 235KB). We're always on hand to help. Contact via email: [email protected] Contact via phone: +31 70 344 3210. For customers - This guide explains the key features of the Aegon JISA. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html The value of an investment can fall as well as rise and isn't guaranteed. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Phone: +44 (0) 3456 01 77 21 Call charges will vary. Suffolk Life adviser charging form (PDF - 65KB). You are currently on the Aegon Group corporate website. 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 Were sorry to hear that something hasnt gone to plan. Joint you can add two investors online under the one general investment account (GIA). No, youll need to get in touch with us, with details of your client and what you'd like the retirement age to change to. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available.
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