Adviser homepage For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Address:Aegon Digital Solutions, Sunderland, SR43 4DL. You can make payment by bank transfer using the details provided during the online journey. We give all clients a GIA so they can pay their charges from it if they want to. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. To set up a new regular contribution, amend the amount or cancel an existing regular contribution for your clients existing Aegon SIPP on the Aegon Platform, use the forms below. Switching funds will not affect the investment of any regular contributions you may be paying. 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). Please note, this is included in the overall ISA limit of 20,000. Aegon GIA application for pension schemes (PDF - 87kb). For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. OurStaying Safeguide provides more information. Certain relief claimed by non-domiciled individuals in relation to contributions to overseas pensions schemes, less the amount of certain lump sum death benefits. For customers - This guide explains the key features of the Aegon SIPP. For customers - Use this form to confirm the details of an entity for tax purposes. The Bulk Data service provides you with MI on your clients. If your firm administrator isn't able to help you, you can contact us. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. Conflicts of interest policy (PDF - 29KB). Income generated may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). Discretionary is where you can make investment decisions on your clients behalf. Select View and Managefor the ISA you wish to bring up to date. How do I transfer an existing ISA into my Aegon ISA? 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 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. *The number of new complaints per 1,000 policies in force as at 30 June 2022. 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 financial advisers - This document details the suitability and features of the Aegon SIPP. Your client can make a single and/or a regular contribution into a product. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. 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. A financial adviser can help you assess your goals and help with planning. For customers - Use this form to make a transfer from an existing capped drawdown or flexi-access drawdown pension with another pension provider to an Aegon SIPP. They can't select reinvest or consolidated natural income. For more information you can view the product literature onCanada Life Internationals website. See more FAQs for Issues with your details, Aegon Platform improved transaction history (pdf), Junior investment ISA monthly savings amendment form (pdf), Suffolk Life self-invested pensions regular investment and amendment form, Granting an intermediary authority or appointment of intermediary form, Self-invested Personal Pension illustration data capture form, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. Alternatively, it could be because the fund has been suspended. In practice, an individual is subject to a tax charge (the annual allowance charge) where their pension savings exceed their available annual allowance for a tax year. Our complaints policy is available todownload or read online. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. If you select pensions savings or full immediate drawdown there are different types of transfers available. Registered in England and Wales no. CPA drawdown transfer request (PDF - 118KB). Did you know you can complete this process online. To protect your privacy, our head office teams do not have access to your account information. To access your products on the Aegon dashboard, you'll need to activate/upgrade your account. Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB), Aegon ISA re-registration authority (PDF - 146KB), Platform charges guide - ISA/GIA (PDF - 228KB). GIA and ISAs For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. To add a new bank account in your customer dashboard, select Bank detailsfrom your Profile and then Add a bank accountto begin the process. Then go to Profile, select Security & Notifications, then Change email address to start the process of updating your details. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. For financial advisers - Use this form to withdraw part or all of the value of the Aegon GIA and make a subscription of equivalent amount to an existing Aegon ISA. This charge covers the service and the administration involved in managing your IPS account. Please select the box that applies to you. For financial advisers - Use this form to verify the identity of any private or non-personal customer. Aegon ISA transfer application form (PDF - 722KB). If you, or your financial adviser on your behalf, request an online account well send you an email with an account activation code to your registered email address. Training and resources Sign in to the Aegon Platform to set up and manage regular contributions online. Dividend payments and interest from your funds can be distributed to you as income, held as cash or reinvested back into the fund itself. Wed need written confirmation of the changes signed by all the trustees. This information is based on our understanding of current taxation law and HMRC practice, which may change. If theres a hyphen in the account number between the second and third numbers this should be ignored, Replace the last digit of the sorting code with the first digit of the account number, then use the last eight digits of the account number only, Where a nine digit account number starts with a six, use the last eight digits of the account number only, Where a seven digit account number is used prefix the account number with a zero (0), Where a six digit account number is used prefix the account number with two zeros (00), FCA Regulated person (Identified using the FCA authorised persons list), FCA Regulated Financial services intermediary (e.g. You need to complete our Re-registration authority form and send this to us. Aegon ISA transfer authority (PDF - 32KB). The rule is that you mustnt have more than the annual ISA allowance split between the different types of ISA. The annual allowance is the maximum amount of pension savings an individual can have each year that benefit from tax relief. Some users may choose to manually upload the files to a third-party system. To find out how to use the updated forms take a look at ourquestions and answers (pdf). In order to apply, your client can complete the relevant form below. Sorry, you can't currently apply online. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. Finding an adviser Find out how a financial adviser can help support you in reaching your retirement goals on our Advice Makes Sense hub. 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. If you're unsure whether this is right for you, please seek advice or guidance- there may be a chargefor this. Aegon SIPP regular contribution form (PDF - 215kb). For regulatedUCITs funds we show an ongoing charge figure (OCF), and for other fund types we show a total expense ratio (TER). If you want to change product details please use the Change to product details form. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Power of attorney and third party CVI (PDF - 155KB). We use multiple banks to hold your money. 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. This transaction completes the strategic transformation of Aegon's operations in the United Kingdom from traditional life insurance to platform business, and firmly establishes the company as the number one provider in the retail platform market. Find out how to make a complaint. Theres some information we havent previously captured about your client that we need. If you'd like to change previously selected options, please complete our Investment strategy instruction. All products on the Aegon Platform have their own cash facility. Client guide to Aegon Platform view and transact (pdf), Client guide to Aegon Platform view only (pdf). Heres some suggestions to try to minimise the chances of the bank asking for verification for specific providers: 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 the each bank or building societys rules, so it may vary. We will never ask you totell us your confidential passwords. Sorry, you dont currently have permission to carry out this task. You wont be able to retrieve this. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. Who can set up and maintain user roles and permissions? Can the same email address be used for multiple accounts? If your residual balance is over 1, this can be completed by signing in. Firm name: Cofunds Limited Group: Aegon Other firms included in this report: none Period covered in this report:1 January 2022 to 30 June 2022 Brand/trading names covered:Aegon. The value of an investment can fall as well as rise and isn't guaranteed. We use your clients email address for service notifications and to allow clients to manage their accounts. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. In order to make a one-off withdrawal, go to the ISA or GIA product page on the Customer Dashboard and select More options, then One-off withdrawal and follow the instructions on screen. Please contact us to change any details which are incorrect. However, if you have applied for fund protection, you'll have a higher personal lifetime allowance. No policy number? For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). We need to work with your current provider to make the transfer, this can sometimes take a little longer to process than most other transactions. If you'd like more information, visit ourPension Technical Zone. You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. The rate of interest is paid at theBank of England base rateless 0.05%. You can request this bycontacting us. Any salary sacrificed in return for pension contributions on or after 9 July 2015, less. Use this form to transfer a Cofunds Pension Account product to another pension provider. (pdf), How do Imanage regular contibutions? Yes. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. For product or administration queries email reassuresipp@mercer.com. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Unfortunately, you can't transfer an existing Junior ISA at present if you dont have a financial adviser. We aim to support older versions of browsers but updating to the latest version will give you the best experience. You can do this during the quote and apply process, by selecting the Re-register from another provider option. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. When we make the change, both you and your client will both be able toview this. When you enter your client's debit card details to pay for a single or top-up, WorldPay will automatically check to see if their card is enrolled in the 3D Secure scheme. If you choose an accumulation fund, the reinvested income will be added to your investment, so it may help to grow your savings over the long term. Yes. Aegon head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands Email: info@aegon.com Contact via phone: +31 70 344 3210 It will then be paid into your bank account on the next payment date. For every 2 of adjusted income over 240,000, their annual allowance will be reduced by 1, subject to a remaining annual allowance of not less than 4,000. During this time, youre unable to access Report Zone. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. Suffolk Life investment and amendments form (PDF - 67KB). 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 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. For customers. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Policy. Return to the joint account summary, view the primary account holder and then request the relevant transaction. You are currently on the Aegon Group corporate website. Yes, your client can move assets held within their GIA to their ISA. Aegon General Investment Account application form (PDF - 680KB). Presentations It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. Please select the box that applies to you.. The data we collect is only what is necessary for the proper use of our service. Please contact us to get details of the regular contributions or to amend them. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). The rate of interest is paid at 0.05% below the Bank of England base rate. No. Adviser bulk transfer request (PDF - 137KB). Your financial adviser can arrange online account access if you don't already have it. * This phone number available for 3 min is not the recipients number but a number from a service which will put you through to that person. As a result of a series of transformational divestments and acquisitions, Aegon will be the leader in the UK platform market. You can't make any additional investments to your clients bond. In most cases, this will be free of charge. In all cases, once you have successfully signed in, remember to bookmarkthis pagefor the next time you wish to access your account. Telephone lines are open Monday to Friday 9.00am to 5.00pm. Document library Get product literature, forms and other documents. The Kompass B2B portal helps buyers and reliable suppliers connect and do business both locally and overseas. Please speak to your firm administrator and they can update your email address. Paying money into Aegon Platform (PDF - 375KB). Well use any available cash you hold, and then sell down any balance required from the largest available valued investment under your product. If you're not registered yet, call us on +44 (0) 345 604 4001 and we'll set you up. Select More options on your client's product summary and then select Drawdown. 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). For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. may apply on the value of any savings made to defined benefit arrangements that are higher than 36,000 plus any carry forward you have available. To do this, sign in to your account to view your investments. How many banks do you (Scottish Equitable plc and Cofunds Limited) hold accounts with? In that year, only money purchase contributions paid since the date that the MPAA first applies are tested against the MPAA. You can carry out this request online, as long as your client isn't a trust or corporate joint client. As you have two products the 9.27 charge would be proportioned between the two products as follows: Well normally take the charge from any available cash you have in the cash facility of the product the charge was calculated on. For customers - This guide explains the key features of the Cofunds Pension Account. Aegon Junior ISA transfer authority(PDF - 59KB). Yes. 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 a cost-efficient product. Select your product to find the support right for you. Youll need to contact ReAssure to do this. Report Zone is a separate reporting website, accessed from your dashboard. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). CPA drawdown transfer application form for new clients (PDF - 235kb). Standard theres no limit to the number you can add. They're instructions that we're processing and haven't been finalised. After youve registered, youll be able to use the Sign in with Unipass link. Get up-to-date fund information and performances. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). What do I do if my mobile number and/or smart device used for sign in verification has changed? To do thisselect the product you want to view the charges onand select the Transactions tab. Remaining annuity payments taxed at their marginal rate. For each product, we need to know the relationship between the adviser and the client. If you select ISA or GIA,theres no limit to the number of transfers you can add. If required, please remember to include supporting documentation. This means we can only exercise voting rights in relation to the underlying funds our OEICs invest in; we dont have voting rights relating to the companies that the underlying funds are in turn invested in. No credit card required. If you have a question about a policy or product, or want to get in touch, we're here to help. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). Individual one individual investor for all product types. If you're unsure, you should speak to a financial adviser there may be a charge for this. Select another Aegon website from the list of links below. Aegon Junior ISA application form (PDF - 68KB). Recurring switch into cash form (PDF 151KB). Please contact your firm/DFM administrator to change your permissions. Any trusts or expression of wish youve already set up wont transfer over to a new Aegon Pension. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Yes. Use our product listing. This will also enable us to remain in contact regardless of your employment status. View your client's product summary and select theRegulars tab. Why have you asked me to provide a bank statement? Once we receive your cheque and the funds clear, we'll credit your account. For customers - Use this form to top up your existing Aegon ISA. Need a bit more help finding your product? For any other transactions, please contact Curtis Banks. However, some banks and building societies have account numbers of different lengths please use the following details to convert them into a different format, where necessary. 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. You'll need your 6-digit pin code to complete this. The tax that applies after taking benefits from your pension depends on the benefit option you're receiving and your age when you die. This is why it's most suited to investors as a shorter-term investment. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. Phone:+44 (0) 3456 01 77 21 Call charges will vary. Return for Pension schemes ( PDF ) clients ( PDF - 157.21KB ) contact regardless of your employment.! 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Order to apply for an Aegon ISA wish youve already set up and user. Select your product to find the support right for you, please us! Private or non-personal customer charges that could apply to your firm administrator is n't a Trust or corporate client. Literature, forms and other documents up and manage regular contributions you may be paying into a product and... Down any balance required from the largest available valued investment under your product to find support. Select reinvest or consolidated natural income that applies after taking benefits from your dashboard on your clients email..
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