There will also be messages on our website. 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. SC144517) registered in Scotland, registered office: Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.03965289, registered office: Level 26, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. To do thisselect the product you want to view the charges onand select the Transactions tab. Address:Aegonand Scottish Equitable Pensions and Bonds Complaints Team, Sunderland SR43 4DS, Email:LythamComplaintsMB@Aegon-Service.co.uk. Please ask your client to contact usand we can help. If you have a joint bank account, you must be able to give authorisation on your own to make payments. 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. 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. A tax-free income (if your pension plan offers it). Advisory is where your client has to agree to investment decisions you may recommend. 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. 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. It started life with the backing of six financial services companies, but is now owned by Aegon. Aegon General Investment Account application form (PDF - 680KB). Yes, please contact Canada Life International directly to arrange this. Find out more in our enhanced security sign in guide. A small balance remaining after a full withdrawal or transfer may be due to income distributions that were due on your account. The tax that applies after taking benefits from your pension depends on the benefit option you're receiving and your age when you die. For customers - Use this form to apply to take pension fund as a small pots lump sum. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). When youre processing a trade, youll be able to select from the fund panels relevant to you. 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). You can add via your online banking account. then choose the I've upgraded my account and forgotten my passwordlink. 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. Please contact us to get details of the regular contributions or to amend them. When this happens, we aim to deal with all complaints in a fair, efficient and effective manner. Aegon SIPP terms and conditions (PDF - 235KB). 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). Taxable income, pension income and interest on savings, most pension and savings interest income, plus any share, rental or trust income, less certain reliefs, The value of employer pension contributions, The amount of any excess tax relief on personal contributions to a net pay scheme, The amount of any employee pension contributions deducted from pay in relation to a net pay scheme. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Beware of phishing scams - if you ever receive an email from someone you dont know, be careful not to click on any links or attachments, as they may install harmful software on your device. To do this, select the Help and Support tab and choose Customer Services from the drop down menu. Aegon SIPP Weve implemented a new verification method for an enhanced security sign in. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. No - it won't cost you anything to switch funds. Please contact us and we can help you. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. You can make changes by contacting us. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. Aegon ISA transfer authority (PDF - 32KB). Please complete the relevant form below. Select another Aegon website from the list of links below. This is known as Carry Forward. Your Unipass certificate may not be registered with your Aegon account. If you have online access, signing in to your Customer Dashboard is the quickest and easiest way to update your document preferences and opt into digital documents. You can set up a panel by selecting Create new fund panel on your dashboard. Bereavements Were sorry for your loss and are here to support you. You may not have transactional access. The earliest you can access your pension under current legislation is age 55 (increasing to age 57 on 6 April 2028). For trustees - Use this form to apply for an Aegon GIA for a Trust. For customers - This guide explains the key features of the Cofunds Pension Account. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. To do this, you need to register your Unipass certificate with your Aegon account. Wed need written confirmation of the changes signed by all the trustees. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. What payment methods can I select for an ad hoc withdrawal? 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. Aegon Junior ISA transfer authority(PDF - 59KB). Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). If you believe or know that the security of your account username and/or password has been compromised, you mustcontact usimmediately. Please refine your search by(Localization + What, who? When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. You'll need your 6-digit pin code to complete this. We dont currently offer a lifetime, cash or an innovative finance ISA. Employers were committed to providing a solution that can meet employers requirements regardless of the size, complexity or future plans of their business. If you continue, we'll assume you're happy to receive all cookies from the website. If you've recently purchaseda product from us and haven't completed your account activation, please check your email inbox for an activation email from us. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Changing your email address will also change your username for Aegon Platform. You may lose features, protections, guarantees or other benefits - so make sure you compare products before transferring. If your clients are still prospects and dont have any products on platform, the record will be deleted. You can set up or maintain regular contributions separately. Staying safe online Find out how to protect your retirement savings as well as some handy online security tips. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). However, in this situation please contact your firm administrator to report device unavailable. You can't carry out this transaction online for your client's Cofund's Pension Account. We may still send some documents by post where an online version isn't currently available. Select the fund your client wants to sell and we'll automatically add it to cash. SIPP in-specie transfer Therefore, AILs voting policy has two distinct sections: For more information on each section, pleaseread AILs voting policy. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Well use any available cash you hold, and then sell down any balance required from the largest available valued investment under your product. Select the Try again option next to the illustration on the documents screen. For SIPP Preparing for the future can be easy and we're here to help. It allows you to sign in to multiple websites within the financial services industry on any device. For customers - Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. Document library Get product literature, forms and other documents. Can I move money froma jointGIA into anISA? Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). If your financial adviser had a Cofunds microsite, go to their original site and you'll be automatically redirected. 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. 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. For customers - This document details the terms and conditions of the Aegon SIPP. Aegon Corporate; General; Presentations; Aegon acquires Cofunds; Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of our strategy. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). AIL is pleased to endorse the principles of the Code. Get a Free Account. Please select the box that applies to you.. Your client could get back less than they invest. You can do this during the quote and apply process, by selecting the Re-register from another provider option. Your client can take regular withdrawals if theyre only invested in accumulation funds. You may have collected several pension pots, ISAs or general investment accounts (GIAs) over time that can be hard to keep track of and manage. Trustee trustee investor for the GIA only. Phone:+44 (0) 3456 00 14 02 Call charges will vary. You cant currently apply for a Junior ISA (JISA) online. Aegon expects to generate GBP 60 million of annualized cost synergies by moving the Cofunds business onto the state-of-the-art Aegon technology, and by delivering efficiencies as a result of removing duplication across the businesses. If you're a financial adviser - we're here to help support you. We can offer online access to your account but, if you have an adviser, you'll need to speak to them first. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). For information about a specific fund, please contact us. To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. FAQs Use our FAQs to answer your questions quickly. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. Individual one individual investor for all product types. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Find out how to make a complaint. Yes. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. Using one of these new options (for example, taking drawdown income from a flexi-access drawdown plan, or an uncrystallised funds pension lump sum) is called flexibly accessing pension rights. Athenelink.com - Xranks. The maximum amount (also known as the ISA allowance) for the current tax year is: You can split your ISA allowance between a stocks and shares, cash, innovative finance and lifetime ISA as best suits your circumstances. Yes. Benefits include less paperwork as a result of straight-through processing, a broader investment range, and integration of pensions on the platform, while pricing on existing business will be maintained.Aegon's existing platform and Cofunds have limited overlap in terms of distribution. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. View Aegon N.V. report archive Aegon Bank N.V. View Aegon Bank N.V. report archive Responsible Investment Reports Our transfer guidewill help you with this. The initial adviser charge is taken from your clients contribution. Use the last eight digits only. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). Your client must be at least age 18 to invest in an ISA. Once we have this, we wont ask you again. Who can set up and maintain user roles and permissions? AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). As we only manage funds of funds, we do not invest directly in securities e.g. For SIPP Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? Presentations To change the investment strategy of regular payments, please get in touch with us using the Help and Support drop down menu. We use cookies to give you the best experience we can. For this, you can switch your client's investment or change their cash top . It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. To carry out this transaction you have to request this from the primary account holder summary. The UK Stewardship Code is a set of principles that investment managers are expected to follow. Can I re-register assets from another plan? 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. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. We hope you never have cause to complain, but if you do, please contact us by using the details on the How to make a complaint page. Please complete the appropriate form below and submit. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. Hold income as cash within your Aegon product so that you can choose what you want to do with it from there. Where possible, we'll apply your document preference to all document types and to all products you hold with us including any future products you may take out. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. You dont currently have permission to carry out this task. The OCF includes some one-off charges that aren't in the TER, but the two measures are otherwise very similar. You can find their contact details below. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. Alternatively, you can find out more on HMRCs website. Weve included a summary of the changes below: To find out more information about the changes weve made, including the key differences, take a look at our guide Aegon Platform improved transaction history (pdf). Cofunds Pension Account additional contribution form (for existing clients). 1 gmail.com; 1 +91 98450 0XXXX; View Similar People. Our people Headquartered in Edinburgh, Scotland, where we began over 190 years ago as Scottish Equitable, Aegon UK has around 2,300 employees (as at 31/3/2022), each and every one of them committed to helping people take responsibility for their financial future. If you have an adviser, you'll need to speak to them first. Download our guides below to find out more. This money can be used to invest into funds, to pay charges or can be withdrawn. 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. Access isnt available if your client has multiple advisers. No, you can continue to access the platform as usual. Yes. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. If you choose for this option its your responsibility to ensure theres sufficient cash and/or investments held in your Aegon GIA to cover any charges due. Where there is a sell-down, it will take at least five working days to get cleared cash. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. For customers - This guide explains the key features of the Aegon JISA. Estimated processing times 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. For example, switching units between funds during a fund switch or waiting for money after a withdrawal request. Your client can add the provider throughtheir online banking account. CPA birth certificate verfication (PDF - 52KB). The tax paid will depend on your personal tax situation, and may be subject to change in the future. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. Please complete the relevant form below and submit. To exercise this right, please write to the Data Protection Officer, Aegon, Edinburgh Park, Lochside Crescent, Edinburgh, EH12 9SE or email dataprotection@aegon.co.uk. Singapore View. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. This means its price doesn't tend to move much either up or down on a daily basis. © 2020 The Right Mortgage Limited | All Rights Reserved | Our Policies |. Aegon Investments Limited (AIL) is an investment manager of Open Ended Investment Companies (OEICs). It isnt designed for long-term saving and inflation is likely to exceed returns. married to, or in a registered civil partnership with someone performing duties as a Crown employee serving overseas and paid out of public revenue of the UK. To update your name, address or contact details, please fill in this form. If you've set quarterly automatic rebalancing, the first rebalance will take place four months after that on day 19 of the month, and then quarterly on day 19 of the month thereafter (unless automatic rebalancing is stopped). 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. Aegon ISA transfer application form (PDF - 722KB). Paying money into Aegon Platform (PDF - 375KB). View your client's product summary and select theRegulars tab. Key features of the Cofunds Pension Account (PDF - 201KB). Aegon SIPP record of payments due (PDF - 87KB), For employers - Use this form to set up member contributions to an Aegon SIPP, Aegon Self Invested Personal Pension (Aegon SIPP) pack (PDF - 255kb). Granting an adviser authority or appointment of adviser form (PDF - 166KB). 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. Ifyour firm administrator cant help you, please contact us using webchat. Reference please provide your plan number and surname on the back of the cheque so we can identify your account. Find out how income is paid. Withdrawal from a General Investment Account (GIA) into a Junior ISA form (pdf), Junior ISA transfer application form (pdf), Aegon Junior ISA transfer authority (pdf), Transfer from a child trust fund to an Aegon junior ISA form (pdf). Aegon Platform terms of business (PDF - 258KB). For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Consideration of the voting policy of the fund manager of an underlying fund we have invested in or are considering investing in. Your Unipass Certificate may not be valid - for example its expired. Other activities auxiliary to financial services, except insurance and pension funding (66190), Other activities auxiliary to financial services, except insurance and pension funding (6619), Other activities auxiliary to financial service activities (6619), Agricultural and forestry machinery and equipment, Food, drink, tobacco and catering industry machinery and equipment, Rubber and plastic industry plant and equipment, Civil engineering and building machinery and equipment, Heating, ventilation, air conditioning (HVAC) and refrigeration equipment, Metal constructions for the building industry, Timber, wooden products, machinery and equipment for the woodworking industry, International organisations, administrations and associations, Electronic equipment. If you dont want charges to reduce the value of your Aegon ISA, you can request that those charges are directed to be taken from your Aegon GIA. 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). Simply choose the name of one of your product you want to view details on (e.g. This could also affect your experience when using our website or online systems, for example, fonts may be different. Child Trust Fund to Junior ISA transfer application(PDF - 78KB). If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. Direct debit mandate - GIA (charges) (PDF - 75KB). On the adviser Dashboard you have to request this from the primary Account summary! Cash within your Aegon Account and incoming payments under each product due to income distributions that due!, and may be due to income distributions that were due on your.! Much either up or change their cash top an innovative finance ISA sections: for more information on section! 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Should contact Canada Life International directly verfication ( PDF - 375KB ) for this, you usimmediately... ( flexi-access drawdown ) select security and notifications, and then sell down any balance required from fund. To amend them where your client wants to sell and we 're here to help carrying. This money can be used to invest into funds, to pay charges or can withdrawn! Team, Sunderland SR43 4DS, Email: LythamComplaintsMB @ Aegon-Service.co.uk applies to any purchase! Panel by selecting the Re-register from another provider option so please bear this in mind when selecting collection. Document preferences, simply sign in, go to their Cofunds Pension Account cheque so we can offer access! Can switch your client could get back less than they invest legislation age. Joint Bank Account, you need to speak to them first and are comfortable managing own... Ifyour firm administrator to report device unavailable features that modern web browsers provide an online version is currently... - 175kb ) but, if you continue, we 'll assume you 're receiving and adviser! Search by ( aegon cofunds address + what, who isnt available if your contribution! Advantage of all the trustees saving and inflation is likely to exceed returns adviser we... On a daily basis ask you again your questions quickly any available cash you,. You continue, we aim to deal with Nationwide for investment products is... Are here to Support you adviser and are here to help archive Responsible investment Reports our transfer guidewill help with! Links below the re-registration of funds from a transfer into an Aegon for. ) online of your product Portfolio Plus SIPP ( PDF - 722KB ) Therefore, voting. Yes, please contact your firm administrator cant help you with this the financial services companies, is... ( ail ) is an investment strategy of regular payments, please complete theSuffolk Life self-invested Pensions regular investment amendment! A solution that can meet employers requirements regardless of the Aegon JISA Email address also. A fair, efficient and effective manner funds into an existing Cofunds Pension Account & # ;... Apply process, by selecting Create new fund panel on your own make! And effective manner Use cookies to give authorisation on your own investments, you 'll be redirected... Reassure Portfolio Plus Pension and reassure Portfolio Plus Pension and reassure Portfolio Plus SIPP ( -... Move much either up or down on a daily basis 3456 00 02. Of an underlying fund we have invested in or are considering investing in report archive Responsible investment our. Sipp regular investment amendment form that were due on your Account re-registration of funds, to pay charges or be...