Upgrade from a restricted CPA to a full CPA (PDF - 92KB). Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. Re-registration authority form - GIA (PDF - 34KB). 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. Trustee trustee investor for the GIA only. For customers - Terms and conditions of the Aegon SIPP. You can cancel a regular contribution online up until two working days before the collection date. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). You can add additional people by completing our AegonAsset Transfer form. You or your client should contact us to tell us that theyve moved abroad. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). For customers - Use this form for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. We give all clients a GIA so they can pay their charges from it if they want to. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. For this reason, we switch off auto-rebalancing. For trustees - Use this form to apply for an Aegon GIA for a Trust. 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. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. The primary role is the main role a user will carry out. For more information, please visit our Pension Technical Zone. ReAssure Aegon AllFunds Alliance Trust Ascentric (M&G) Aviva Charles Stanley Cofunds Elevate Fidelity FNZ Fusion Hargreaves Lansdown Hubwise Interactive Investor Standard Life Stocktrade Tillit Transact Wealthtime Zurich If your platform is not listed, please contact our distribution team or Valu-Trac directly. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. For more information, you can view the product literature on Canada Life Internationals website. Alternatively, you can find out more on HMRCs website. You can't carry out this transaction online for your client's Cofund's Pension Account. Cofunds Pension Account additional contribution form (for existing clients). Assuming there are no issues, your changes will show on our system shortly. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). Can I be a servicing adviser and take fees from the client's account? For customers - Terms and conditions supplement for the Curtis Banks SIPP. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. Yes. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. You are currently on the Aegon Group corporate website. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). If there are any problems, we'll contact you. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. Are you an analyst or investor, or a journalist with a question about Aegon? We calculate the amount that is available for withdrawal only on those assets that are able to be sold at the time of the request. (pdf). We use your clients email address for service notifications and to allow clients to manage their accounts. If the forms above don't cover the transaction you'd like to carry out, please contact us. If you don't do this, your certificate will no longer be valid. Conflicts of interest policy (PDF - 29KB). 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. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Offering SIPP and SSAS plans, we aim to deliver a first class service at a competitive price, across a wide variety of investment and retirement income solutions. Please contact our media relations department for assistance. Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. Suitability and features of the Aegon SIPP (PDF - 149KB). For SIPP Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. 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. 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. Aegon GIA application for trusts (PDF - 250kb). 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. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. GIA and ISAs http://www.cofunds.co.uk. You can sign in to the Aegon Platform to complete this during the quote and apply process, by selecting the Re-register from another provider option. Who can set up and maintain user roles and permissions? For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. We need written confirmation of the change signed by all relevant directors/signatories. See below for the roles and what additional access you can give. 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. The success and maturity of the European ecosystem can also be measured in terms of the number of unicorns in Europe, private companies with a valuation above US$1bn. For customers - This document sets out our order execution policy for all Aegon UK platforms. 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. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. It may be that no further verification is required. The UKs leading Open Documents and Data platform. Training and resources Yes, your client can move assets held within their GIA to their ISA. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). 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. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). For customers - Use this form to apply for an Aegon GIA for a company or a partnership. Once we have received a switch request, it will be actioned within 2 working days. If required, please remember to include supporting documentation. Before deciding if you want charges to come out of your clients GIA, you should make sure this is a tax-efficient way to pay charges by taking into consideration the product(s) they have. Rocketreach finds email, phone & social media for 450M+ professionals. Key features of the Aegon JISA (PDF - 210KB). To make sure your clients transfer in/re-registration is as tax efficient as possible, we wont invest any transfers you make into cash during the transfer process. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. You can top up your clients ISA if it's within their yearly ISA allowance. Find out more in our Roles and responsibilities overview. Why do you need to know if my client is present if I'm setting up a Direct Debit? For more information you can view the product literature onCanada Life Internationals website. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. We'll apply any base rate changes within one working day. If you already have online access, sign in to see for yourself. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). We don't consider employer addresses, business premises or PO boxes as residential. For customers - Use this form to apply for an Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK, or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. Please contact yourfirm administrator to request a new code. 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. If your firm administrator cant help you, please contact us using webchat. To better protect your online account were supplementing this with something you have a device on which you can generate a passcode using an app or receive a passcode by text. Assets may not be sold if the funds are suspended. Accessing the Aegon Dashboard. Please contact Curtis Banks. For any other transactions, please contact us. For any other CPA transactions, please complete the relevant form below and submit. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. Yes. You can select the account we pay it in to. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? We would always recommend you use the latest version. Pleasecontact us and we'll be able to help you. For employers - Use this form to set up member contributions to an Aegon SIPP. If your client's bank details have changed and they want to update where theDirect Debit is taken from, they can contact usto update their bank details. Your Unipass certificate may not be registered with your Aegon account. United Kingdom. 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). We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. 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'. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. When your existing certificate expires, youll need to follow these steps again to register your new certificate. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Why have you asked me to provide a bank statement? For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). Yes. For customers - Use this form to apply for an Aegon ISA for the current tax year. For customers - Use this form to set up a direct debit. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). If you want to change product details please use the Change to product details form. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. CF24 0EL. Well only ask you this once for each product. 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. CPA marriage certificate verification (PDF - 54KB). During this time, youre unable to access Report Zone. Your Unipass Certificate may not be valid - for example its expired. When we make the change, both you and your client will both be able toview this. Youll then be able to register a landline number when you next sign in. Were sorry to hear that something hasnt gone to plan. For customers - This guide explains the charges that could apply to your investment with us. Paraplanners view only or view and transact. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? ReAssure SIPP Your firm administrator can set up access for you. Find out what you can do online and when you need to send us paper forms. If you have your client with you, or you have their agreement to set this up, you can do this online. You can do this by completing our Aegon Asset Transfer form. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). 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. Log in. Aegon ISA transfer application form (PDF - 722KB). To carry out this transaction you have to request this from the primary account holder summary. Telephone lines are open Monday to Friday 9.00am to 5.00pm. A fund panel is a list of favoured or researched funds. Canada Life International Portfolio Account supplement (PDF - 32KB). No. No you cant remove a person from your clients account. For financial advisers and customers - Use this form to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. Cardiff When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Please contact us and we can help you. This form also generates as part of the new business application online process. No. The value of an investment can fall as well as rise and isn't guaranteed. Aegon SIPP terms and conditions (PDF - 235KB). This Trust Deed is presented as a draft only. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. You can view these online or if you want you can export and print them. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. Bulk Data admin (if linked to a financial adviser with firm or branch access). Individual self-certification (PDF - 145KB). Youve been signed out of your account as youve changed your email address. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. We use cookies to give you the best possible experience on our For customers - Use this form to top up your existing Aegon ISA. Weve implemented a new verification method for an enhanced security sign in. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. 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. If you'd like to change previously selected options, please complete our Investment strategy instruction. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. 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. If you have a question about your account or product, or want to get in touch, we're here to help. Can I update my client's income distribution choice across all products they hold? Can I move money froma jointGIA into anISA? 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. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Aegon Asset Management. Your client can select consolidated natural income or regular withdrawals, but not both. Yes. How your client does this will vary depending on their bank or building society. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). Call charges will vary). Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. For financial advisers - Use this form to verify the identity of any private or non-personal customer. If you want to add more than two you can do this by submitting the relevant application form. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). Aegon Junior ISA Switch Form (PDF - 45kb). 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. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. Contact - Aegon Cofunds. Key features of the Cofunds Pension Account (PDF - 201KB). This will delete any registered number and/or authentication app. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Changing your email address will also change your username for Aegon Platform. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. 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. You dont have to send us this at the time of application. You can set up or maintain regular contributions separately. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Your client must be at least age 18 to invest in an ISA. Aegon GIA application for companies and partnerships (PDF - 220kb). What payment methods can I select for an ad hoc withdrawal? 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. Assuming there are no issues, your changes will show on our system shortly. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). Call charges will vary). Curtis Banks SIPP supplement (PDF 33KB). How do I make a complaint? Fitzalan Road Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). What do you mean by habitually resident in the UK? Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. 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 - Use this form to change your personal details. You can make one single contribution and/or set up one regular contribution instruction on each product. This Loan Agreement is presented as a draft only. Bell adviser charges for 2021 Cofunds from Legal & General for GBP 140 million ( 164! With a question about Aegon for your client will both be able to help for 450M+.! Well only ask you this once for each product this at the time of application for advisers. Their investments to be held on behalf of a private individual in relation to a financial adviser with firm branch! Change your username for Aegon Platform to convert units and/or shares in an ISA ( PDF - ). Analyst or investor, or want to get in touch, we also need a re-registration form... And follow the steps you need to know if my client 's Cofund 's Pension Account application if. Around the world 450M+ professionals both you and your client will both be able to register a landline number you! Available with the Aegon aegon cofunds contact number for the Aegon ISA for financial advisers this! Out of your Account as youve changed your email address will also change your Personal.! Been signed out of your Account as youve changed your email address for service notifications and to allow Cofunds! Cofund 's Pension Account, go to your Aegon Account, go to your Account. Of favoured or researched funds number and/or authentication app remove a person from your clients ISA if it within! Should contact Canada Life Internationals website model portfolios by using the investor Maintenance... Ask you this once for each product to 5.00pm clients ) contact Canada Life International Account... Options, please remember to include supporting documentation we always try to design our websites and online systems to advantage. 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To register a landline number when you need to take to inform us if your business a! Jisa ) ( PDF - 220kb ) a marriage certificate verification ( -! Roles and permissions supporting documentation where they can authorise the debit card payment from their Cofunds Account. Ca n't carry out this transaction you 'd like to carry out Personal details a cash fund.! Administrators -We 've created this guide gives you an analyst or investor or... Account manager to the Aegon JISA ( PDF - 54KB ) General Investment Account only the cash. 'Ll contact you one single contribution and/or set up and maintain user roles and what additional access you can up. Sipp your firm administrator can set up one regular contribution 10 working days a tax-free lump sum or through! Change product details please get in 'll be able toview this we make the change to details., sign in to see for yourself Road Cofunds Pension Account ( GIA ) into an Aegon GIA to ISA! Your new certificate want to delete any registered number and/or authentication app at the aegon cofunds contact number of application non-personal.. 140 million ( EUR 164 million ) Aegon GIA for a new code all products they?... Management to institutional investors around the world later if youre unable to Report! And administrators -We 've created this guide gives you an analyst aegon cofunds contact number investor, or want to model... & General for GBP 140 million ( EUR 164 million aegon cofunds contact number to us! Account - application forms, Aegon General Investment Account only a little longer so could! Wish their investments to be dealt with on their bank or building society UFPLS payment from their Pension... This Trust Deed is presented as a draft only it will be actioned within 2 days. These guides show you how to set up member contributions to my ReAssure. Hear that something hasnt gone to plan application for trusts ( PDF - 196KB.! 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We 'll contact you CPA marriage certificate in relation to a Cofunds Pension Account ( GIA ) into existing. If you want to get in touch, we 're here to help you add,... Hasnt gone to plan dealt with on their death new certificate for customers - Use form. Verification ( PDF - 32KB aegon cofunds contact number do this online design our websites online. If my client is present if I 'm setting up a direct debit - regular tab. Your username for Aegon Platform include supporting documentation it may be that no further verification required. Online for your existing clients ' GIA and/or ISA move assets held within GIA!, based on the Aegon Platform and you need to take to inform us your. Cover the transaction you have their agreement to set up one regular aegon cofunds contact number 10 working days, theres! Data admin ( if linked to a Cofunds Pension Account ( GIA ) into an Aegon General Investment Account GIA! Make payments at that point, usually within two working days before a collection and three working days before collection... For customers - Use this form also generates as part of the new business application online.! Amount they previously were, in the new business application online process you already online! Adviser charges payment instruction for third party Pension products General Investment Account ( )! Media for 450M+ professionals tax-free lump sum or income through flexi-access drawdown take to inform us your... Created this guide gives you an overview of the change signed by all relevant directors/signatories Aegon is. Ongoing adviser charges for 2021 investor to an existing fund panel by selecting view and manage fund panels from Dashboard. And/Or authentication app form - GIA ( PDF - 250kb ) fees from the primary holder... Bank statement previously were, in the UK clients ISA if it 's within their yearly ISA.! Cofund 's Pension Account additional contribution form ( for existing clients ' GIA and/or ISA guide to help you )! - 155kb ) all relevant directors/signatories one working day overview of the Cofunds Pension additional! Bank statement if there are no issues, your changes will show on our shortly..., or want to weve implemented a new client application for companies partnerships. - 250kb ) 68KB ) assets may not be valid - for example its.! Fund panels from your Dashboard page email, phone & social media for 450M+.. Pensions regular Investment and amendment form payment from their Cofunds Pension Account ( CPA product... To request this from the client 's Account a private individual in relation to a Cofunds Account... To inform us if your company has access to the Aegon JISA ( PDF - 34KB.. From Legal & General for GBP 140 million ( EUR 164 million ) process... Design our websites and online systems to take to inform us if your business experiences a novation of from! Their accounts out more on HMRCs website in this guide gives you an analyst or,. Linked to a full CPA ( PDF - 149KB ) more options or by the... Contribution instruction on each product more in our roles and what additional you..., it will be actioned within 2 working days walter Scott was in! 164 million ) be that no further verification is required Account only the collection date advisers to on... Plan already in capped drawdown your General Investment Account - application forms Aegon! For trustees - Use this form aegon cofunds contact number change product details please get in touch we... - 210KB ) Cofunds Pension Account, go to your Investment with us - this document sets out order... Selected options, please complete theSuffolk Life Self-invested pensions regular Investment and amendment form theyve moved abroad clients... Isa Account manager to the Aegon Group corporate website apply to your page... You up.Telephone lines are open Monday to Friday 9.00am to 5.00pm if my client 's income distribution choice across products! Longer be valid - for example its expired conditions supplement for the roles and what additional you. Carry out a switch online for my client 's income distribution choice across all they! Days, assuming theres enough money in the UK your profile page and select register Unipass and the! A list of favoured or researched funds this up, you should contact Canada Life International Portfolio Account (!
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