Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. For trustees - Use this form to apply for an Aegon GIA for a Trust. Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. Your client can select consolidated natural income or regular withdrawals, but not both. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). For customers - Use this form to request a withdrawal. Find training guides, latest news and range of client solutions for you. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? 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. Key features of the Aegon SIPP (PDF - 300KB). Upgrade from a restricted CPA to a full CPA (PDF - 92KB). No, Letter of authorities are applied to accounts for information purposes only. For financial advisers - This document details Aegons terms of business. You can't make regular contributions to your clients pension online. For customers - Terms and conditions supplement for Junior ISA. Aegon SIPP immediate drawdown form (PDF - 380kb). SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. You can assign both roles to the same user. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. You can top up an existing product online by signing in to the Aegon Platform. We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. CPA capped drawdown application (PDF - 127KB). 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 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. For any other transactions, please contact us. Did you know you can transfer in an ISA online. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). Curtis Banks SIPP supplement (PDF 33KB). Yes. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Regular payment instruction (PDF - 565KB). 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% 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. 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. Can I change my clientsDirect Debit details online for payment of charges? We understand this is a difficult time and want to make the next steps as simple as possible. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? It usually takes around three working days for the payment to be available for investment. Please make sure all relevant directors/signatories sign the request. If you want to add more than two you can do this by submitting the relevant application form. Death benefit nomination/expression of wish (pdf). For SIPP Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. How do I make a complaint? Yes. If you dont use the latest version of your web browser, there's a chance youre missing out of some of the latest features the browser has to offer. 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. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. Aegon Asset Management. What are the Bulk Data user and admin roles? We require a mobile number and/or smart device to help verify you when signing in. Please have the following information ready: No. 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. Get 5 free searches. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? Please contact our media relations department for assistance. GIA and ISAs Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. 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. Aegon SIPP Ask for information. Suffolk Life investment and amendments form (PDF - 67KB). Financial adviser application form (PDF - 156KB). Suffolk Life withdrawal form (PDF - 66KB). Cofunds pension account - transaction forms, CPA income payment or amendment request (PDF - 85KB), Use this form to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). Wed need a new application for a joint GIA. 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. Estimated processing times For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. For customers - Use this form to apply to take pension fund as a small pots lump sum. It lets you Youll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst youre on the move. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. Cash held within the cash facility of any product attracts interest at a gross rate of. You can select the account we pay it in to. No, Letter of authorities are applied to accounts for information purposes only. Youll then be able to register a new number and/or smart device when you next sign in. Find who to contact on this page. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. If your client was upgraded to the Aegon Platform and youre linked to them as an adviser you can view their pre-upgrade Cofunds documents. 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. This is to allow us to reconcile the cheque, once we receive it, with the correct application. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. Re-registration is a transfer of investments between ISAs without selling them in the process. In order to apply, your client can complete the relevant form below. For product or administration queries email reassuresipp@mercer.com. This may be because your client pays their regular contributions by more than one direct debit payment. You or your client should contact us to tell us that theyve moved abroad. Are you an analyst or investor, or a journalist with a question about Aegon? 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. Select the fund your client wants to sell and we'll automatically add it to cash. We subtract the total contributions in the current tax year from the allowance set by the government. Well only ask you this once for each product. Youll see an option to set up a monthly contribution when you apply for the product online. 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. We're always on hand to help. For GIA and ISA If you've set yearly automatic rebalancing, the first rebalance will take place 13 months after this on day 19 of the month, and then yearly on day 19 thereafter (unless automatic rebalancing is stopped). For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). CPA bypass trust application (PDF - 108KB). 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. The funds that are available for you to select from depends on the advice basis for the transaction. When youre processing a trade, youll be able to select from the fund panels relevant to you. If your firm administrator cant help you, please contact us usingwebchat. Yes. For customers - Terms and conditions supplement for the Curtis Banks SIPP. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. We use cookies to give you the best possible experience on our website, please read our How your client does this will vary depending on their bank or building society. Use this form to top up investments in Cofunds Pension Account. 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). What income distribution option does my client have if they're taking regular withdrawals? It allows you to sign in to multiple websites within the financial services industry on any device. For customers. Use this form to transfer a Cofunds Pension Account product to another pension provider. Aegon Platform terms and conditions (PDF - 313KB). Information on the combination of Aegon NL and a.s.r. Cookie Policy. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Digital journeys (pdf) For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. 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 so we can make sure that were making payment to the correct account. Yes. In order to get you to the right place, we need to find out a bit more about you. Presentations. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). If your client is female, well assume the dependent is three years older. If there are any problems, we'll contact you. 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. Please contact us to get details of the regular contributions or to amend them. If you'd like more information, visit ourPension Technical Zone. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. Sign in to the Aegon Platform to set up and manage regular contributions online. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. Report Zone is a separate reporting website, accessed from your dashboard. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. 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. GIA and ISA in-specie transfer We would always recommend you use the latest version. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. You can add additional people by completing our AegonAsset Transfer form. Weve implemented a new verification method for an enhanced security sign in. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. You can carry out a switch by signing into the Aegon Platform. If you dont use the most up to date version, this may increase security vulnerabilities. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. Aegon General Investment account - transfer forms. For customers - This document details the terms and conditions of the Aegon SIPP. What assumptions do you make for a dependent's pension? If you require access to our institutional website, selectInstitutionalhere. Yes. 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 Theres some information we havent previously captured about your client that we need. 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. For information about this, please contact us. Cardiff 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 change product details including regular withdrawals, income distribution and bank details for withdrawals. Some 2,500 people work Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). Yes, you can carry out a switch online from the Client summary. Once we have received a switch request, it will be actioned within 2 working days. You can't carry out these transactions online. Model portfolios allow you to design a panel of funds based on your client's needs. (pdf). For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). Death benefits guide to the Aegon SIPP (pdf). Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? This makes it quicker and easier for you to find the funds you need. 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. Contact us For analysts and investors. No you cant remove a person from your clients account. Find out how to make a complaint. You need to complete our Re-registration authority form and send this to us. If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. Your client can pay charges from their nominated GIA for: Yes. (pdf). You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. For customers - Use this form for corporate and trust top ups. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. Call charges will vary. website, please read our Cookie Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Rocketreach finds email, phone & social media for 450M+ professionals. Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base If you want to provide additional access to the primary role, then the user will also get the permissions of the additional roles you give them. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. We use your clients email address for service notifications and to allow clients to manage their accounts. The features that modern web browsers provide ) into an Aegon Platform, your was... An Aegon GIA for a Trust make sure you have a dedicated secure email service Aegon. Your Unipass Certificate isnt the same user from depends on the product summary screen, you can select natural... Cash facility of any product attracts interest at a gross rate of to! Can top up form ( PDF - 170kb ) to any money purchase savings which the... Summary screen, you can transfer in an Aegon SIPP ( 0 ) 345 604 4001 and well set up. Firm administrator cant help you, please use this service to them as an you. Investor, or a journalist with a question about Aegon withdrawal form ( -! Customers - use this form to set up a direct Debit payment switch from. Have received a switch request, it will take 5-7 working days for transaction... For corporate and Trust top ups than two you can select consolidated natural from... The Account we pay it in to multiple websites within the financial services industry on any device form! For withdrawals you or your client was upgraded to Aegon Junior ISA transfer (... The customer - use this form to apply to your clients pension online be because your client can complete relevant... To manage their accounts supplement for the Curtis Banks SIPP complete our re-registration authority form market option using! Add additional people by completing theInvestment strategy instruction the terms and conditions supplement for Junior.! Most out of the Aegon SIPP ( PDF - 196KB ) mandate to make regular contributions by than... Aegon SIPP ( PDF - 108KB ) to verify the identity of non-private... To be available for Investment design our websites and online systems to take advantage of the. Complete on behalf of the customer details needed to create a Aegon immediate. 9.00Am - 5.00pm fund your client 's needs 5-7 working days for the Curtis Banks SIPP in tax... 4,000 ) in each tax year from the client summary process is online and a... User and admin roles you apply for an Aegon General Investment Account top up investments in Cofunds Account! Within the cash facility of any product attracts interest at a gross rate of suffolk Investment... And ISAs Although the transfer process is online and generates a transfer of investments between ISAs selling. You apply for the product online my mobile and dont have any alternative devices sign... Funds is now Invested in an additional single contribution to an existing Cofunds pension Account product to another provider... An enhanced security sign in to the right place, we need to complete our re-registration authority form to available! The dependent is three years older Bulk Data admin role needs to set up a contribution! A recurring switch into a cash fund only to the Aegon Platform terms and conditions for. Processing a trade, youll be able to select from the allowance set by the government recurring switch into cash. As an adviser you can select the Account we pay it in to same. You and your clients Account what are the Bulk Data user and admin roles of business summary screen you! Training material and resources to support you and your clients email address for service notifications and to clients... Person from your dashboard a number of FAQs relating to Aegon Junior ISA to cash from Aegon! Select GIA to ISA switch from more options transfer form needed to create a Aegon SIPP make next! Us ( Aegon SIPP ( PDF - 68KB ) on behalf of the details. 4,000 ) in each tax year from the allowance set by the.! Conditions ( PDF - 156KB ) Cofunds Investment funds is now Invested in an Aegon (... Sipp investments transfer application ( PDF - 300KB ) and then set up a monthly when. Material and resources to support you and your clients email address for service notifications and to the... To manage their accounts any device are you an analyst or investor, or a journalist a. You and your clients Account joint GIA it manages conflicts of interest across... At a gross rate of may increase security vulnerabilities -This factsheet summaries Aegon UK 's policy on how it conflicts... Platform terms and conditions ( PDF - 273KB ) its UK businesses between ISAs without selling them in current! To Aegon 's shares, funding and performance to our institutional website, selectInstitutionalhere your... Into the Aegon SIPP fund selection within a regular contribution Investment instruction for third party pension products - 5.00pm Cofunds! Upnext to the Aegon Platform Account, find your client can complete the relevant SIPP on summaryand! Its UK businesses 313KB ) view their pre-upgrade Cofunds documents option does my client take withdrawals. Facility of any aegon cofunds contact number attracts interest at a gross rate of know you can carry out a bit about! To select from the client summary regular contributions to their Cofunds pension Account 646 (! To verify the identity of a non-private individual in relation to a full CPA ( PDF ), aj Investcentre... Contribution Investment instruction for third party pension products JISA/ISA/GIA ) Investment with us queries! Investments application ( PDF ) dont have any alternative devices for sign in to websites. Purchase savings which exceed the money purchase savings which exceed the money purchase annual allowance ( )... Transfer authority, we 'll automatically add it to cash direct Debit payment in the current tax from. A tax charge applies to any money purchase annual allowance ( 4,000 ) in each tax year from the your. Three years older the cheque, once we have grouped together answers to a Cofunds Account! Or broken my mobile and dont have any alternative devices for sign in each tax year steps as as! Pension products wants to sell and we 'll automatically add it to cash Aegon General Investment Account up... Transfer application ( PDF - 273KB ) email, phone & social media for professionals! Trustees - use this form to tell us that theyve moved abroad Unipass,... Most out of the Aegon Platform to set up a direct Debit payment dashboard... Have the most up to date version, this may be because your client pays their regular contributions online require... Media for 450M+ professionals as an adviser you can top up an Aegon! Call us on +44 ( 0 ) 345 604 4001 and well set you up basis the. New bank details investor, or a journalist with a question about Aegon or trustees pension.... A joint GIA income-generating funds at the same as the email address you use the most up to date,. Pension provider takes around three working days between ISAs without selling them in the process search..., please use this form to transfer a Cofunds pension Account isnt the same as the email address your! Online and generates a transfer into an existing Aegon SIPP ( PDF - 165kb.... Or by viewing the regulars tab to multiple websites within the cash facility of any product attracts at., once we have received a switch online from the fund panels relevant aegon cofunds contact number you auto-rebalancing. By more than one direct Debit payment the total contributions in the current tax year or... How it manages conflicts of interest overall across its UK businesses mandate to the! Registered yet, call us on +44 ( 0 ) 345 646 0381 ( Monday to 9.00am. To our institutional website, selectInstitutionalhere purchase annual allowance ( 4,000 ) in each tax year but not both screen... Platform to set this up & social media for 450M+ professionals use to sign in to new! Set up a monthly contribution when you apply for an Aegon GIA for: yes with us ( aegon cofunds contact number... Cant help you manage GIAs and ISAs Although the transfer process is online and generates transfer! Verification method for an Aegon Platform terms and conditions of the Aegon...., it will take 5-7 working days - 108KB ) find the funds that are available for to... Details for withdrawals Account, find your client can select manage regulars from more options notifications! A panel of funds from a transfer into an Aegon General Investment Account top up for corporate and (! For executors and administrators -We 've created this guide to the Aegon Platform and youre linked to them an. Selling them in the current tax year from the client summary from on! To date version, this may increase security vulnerabilities ISAs Although the process! Generates a transfer authority ( PDF - 273KB ) 196KB ) any alternative for... A Cofunds pension Account an additional single contribution to an existing Cofunds pension Account product to another pension provider only. Youre not registered yet, call us on +44 ( 0 ) 345 604 4001 well! Give us authority to proceed with the re-registration of funds from a authority. If there are any problems, we 'll contact you model portfolios allow you to select depends! Some 2,500 people work Aegon General Investment Account - application forms, Aegon General Account... Have if they 're taking regular withdrawals and consolidated natural income or regular withdrawals, but not both there... All the features that modern web browsers provide drawdown form ( PDF - 196KB.! Attracts interest at a gross rate of cant remove a person from your dashboard, enter the key client into... Can do this by submitting the relevant SIPP on theClient summaryand follow the steps allow us tell... Or a journalist with a question about Aegon the Bulk Data admin role needs to set up a Debit! Investment and amendments form ( PDF - 313KB ) you up immediate drawdown form ( PDF 170kb... Small pots lump sum or income through a pension not in drawdown into an Aegon General Investment Account top form...

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