Model portfolios allow you to design a panel of funds based on your client's needs. View your client's product summary and select theRegulars tab. Client-support literature For customers - Use this form to apply for an Aegon ISA for the current tax year. For SIPP When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. If the advice basis is advised, youll be able to see all the funds that we have determined as suitable for an advised customer, according to the MIFID II data supplied by the fund manager, this will include complex funds. Any income generated will remain in the cash facility of the product and will be used for fees and charges. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. For customers. Please make sure all relevant directors/signatories sign the request. 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's existing platform and Cofunds have limited overlap in terms of distribution. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. Please contact yourfirm administrator to request a new code. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. Can I move money froma jointGIA into anISA? SIPP in-specie transfer Sign in to the Aegon Platform to set up and manage regular contributions online. Youll need to complete an application for each plan you want to re-register. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? For customers - This guide explains the key features of the Cofunds Pension Account. Death benefit nomination/expression of wish (pdf). So, if your client has an existing drawdown pension worth 100,000 but this is made up of two arrangements, one worth 40,000 and one worth 60,000, youll have to apply for two separate drawdown transfer applications. You can assign both roles to the same user. For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. You can make one single contribution and/or set up one regular contribution instruction on each product. For customers - This guide explains the key features of the Aegon JISA. Direct debit mandate - GIA (charges) (PDF - 75KB). On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. 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. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. What assumptions do you make for a dependent's pension? Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. 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). 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). Key features of the Aegon SIPP (PDF - 300KB). Aegon Asset Management. Suffolk Life withdrawal form (PDF - 66KB). Can I reduce my clients payment of charges paid by Direct Debit online? Yes. Why do you need to know if my client is present if I'm setting up a Direct Debit? Aegon UK phone number: 03456 081 680 Wed need written confirmation of the changes signed by all the trustees. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. 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. For customers - This document details the terms and conditions of the Aegon SIPP. ReAssure SIPP Please ask your client to contact usand we canhelp. Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. Entity self certification form - Aegon Platform (PDF - 161KB). For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. You can't carry outthis transaction online for your clients Cofunds Pension Account. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. If you continue to have problems accessing Report Zone outside these hours, please contact us. Use this form to apply for a new Cofunds Pension Account plan. 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. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Youll then be directed to the actions you need to carry out. 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. Aegon Corporate. We hope you never have cause to Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). It allows you to sign in to multiple websites within the financial services industry on any device. 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. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. Call charges will vary). Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. For customers - Use this form to confirm the details of an entity for tax purposes. 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. You can add additional people by completing our AegonAsset Transfer form. 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). Wed need a new application for a joint GIA. Yes, you can add these as an individual single or monthly contributions. Can I top up my clients AJ Bell Investcentre SIPP online? What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). Aegon Junior ISA application form (PDF - 68KB). If you want to change product details please use the Change to product details form. Your client wont make any investment losses or gains. To comply with regulations, we need to gather this information for each product. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. We're dedicated to making your clients' financial assets work smarter as well as harder. Aegon Self Invested Personal Pension illustration data capture form (pdf). For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. For customers - Use this form to request a withdrawal. Youll then be able to register a new number and/or smart device when you next sign in. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). Pleasecontact us and we'll be able to help you. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? If you select drawdown transfer, you can only add one transfer at a time. 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. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. We pay consolidated natural incomeon day 12 of each month. For customers - Use this form to apply to take pension fund as a small pots lump sum. The initial adviser charge is taken from your clients contribution. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. Bulk Data admin (if linked to a financial adviser with firm or branch access). Accessibility support For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. This form lets your client tell us who they would like to benefit from their funds on their death for all uncrystallised pensions savings and drawdown funds held now, and in the future, under an Aegon Self-invested Personal Pension (Aegon SIPP). Well allocate this to your clients product one working day after receipt. Use this form to top up investments in Cofunds Pension Account. Junior Investment ISA monthly savings amendment form (PDF - 65KB). Cofunds Pension Account additional contribution form (for existing clients). For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. For more information, you can view the product literature onCanada Life Internationals website. An individual panel - you can set this up and only you can view this. All products on the Aegon Platform have their own cash facility. Individual self-certification (PDF - 145KB). 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. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). You can view these online or if you want you can export and print them. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Witham Essex CM8 2UX. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). 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. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. CPA marriage certificate verification (PDF - 54KB). Access isnt available if your client has multiple advisers. Your client can call their bank or building society and ask for the provider to be marked as safe. Yes, but if your client's block transfer has a protected retirement age, we won't allow any other transfers or contributions to be progressed until we receive the transfer with the protected retirement age. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. You can carry out a switch by signing into the Aegon Platform. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. Aegon GIA application for trusts (PDF - 250kb). We display the information in easy to understand tables and charts. 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. Aegon is a brand name of both Scottish Equitable plc (No. Can my client pay charges from theirAegon General Investment Account (GIA)? For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). The percentage of the investment your client would like to invest in each of these funds. Call charges will vary). This will delete any registered number and/or authentication app. 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. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. How would a client have triggered the money purchase annual allowance? Well only ask you this once for each product. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. Once we have received a switch request, it will be actioned within 2 working days. Sorry, you're not able to carry outthis transaction online for your client's Cofunds Pension Account. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Regardless of whether your clients select online or post as their preferred method, we'll always save a copy of the document to their online document store. A network panel is similar to a branch panel but all members of the network can view and use this. 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode You can switch auto-rebalancing back on by completing theInvestment strategy instruction. Here are some suggestions: There are exceptions to this such as the first time you submit a debit card payment from a device or location how this is triggered is down to each bank or building societys rules, so it may vary for each client. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). Suffolk Life investment and amendments form (PDF - 67KB). For GIA and ISA You can't carry out this transaction online for your client's Cofund's Pension Account. Well invest money from a bank transfer the next working day. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. GIA and ISA in-specie transfer General Investment Account re-registration application form (PDF - 78KB). For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. You can top up an existing product online by signing in to the Aegon Platform. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. For customers - Use this form to change your personal details. Child Trust Fund to Junior ISA transfer application(PDF - 78KB). For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. Can I change theDirect Debit details for my clients regular contributions online? Cardiff CPA investment transfer schedule (PDF - 43KB). You can't carry out these transactions online. You can top up your clients ISA if it's within their yearly ISA allowance. What do you mean by habitually resident in the UK? We use cookies to give you the best possible experience on our website, please read our 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. If required, please remember to include supporting documentation. Why have you asked me to provide my client's bank statement? You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. This is so we can request an in-specie transfer at the same time. Rocketreach finds email, phone & social media for 450M+ professionals. Making contributions to products on the Aegon Platform (PDF - 259KB). 2nd Floor, Fitzalan House 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. You or your client should contact us to tell us that theyve moved abroad. This will delete any registered number and/or authentication app. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. Yes. We give all clients a GIA so they can pay their charges from it if they want to. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. For GIA and ISA If the forms above don't cover the transaction you'd like to carry out, please contact us. For any other CPA transactions, please complete the relevant form below and submit. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. Contact your firm administrator in the first instance, if they arent available, Their relevant UK earnings in the current tax year if a personal contribution is being made, Whether they have used up their full annual allowance in the tax year they want to use carry forward in, Their entitlement to carry forward unused annual allowance from the previous three tax years through membership of a registered pension scheme, The impact of the tapered annual allowance in the current or three previous tax years, Whether or not they are already affected by the money purchase annual allowance, The total amount your client is looking to move to the ISA, The names and SEDOL numbers for the funds your client would like to invest the contribution in. Corporate company investor for the GIA only. Were sorry to hear that something hasnt gone to plan. When your Unipass certificate expires, youll have to add details of the new one. You can enter an amount above the annual allowance when adding contributions, however, you need to consider your client's individual circumstances including: If you'd like more information, visit our Technical Zone. When we make the change, both you and your client will both be able to view this. If your firm administrator cant help you, please contact us using webchat. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. Power of attorney and third party CVI (PDF - 155KB). Yes, your client can move assets held within their GIA to their ISA. 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. Aegon General Investment Account application form (PDF - 680KB). Aegon's existing platform and Cofunds have limited overlap in terms of distribution. 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. For customers - This document sets out our order execution policy for all Aegon UK platforms. For customers - Use this form to withdraw part or all the value from an Aegon GIA and pay the proceeds as a cash subscription relating to an inheritable ISA allowance into an Aegon ISA. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Call charges will vary. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. 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 set up a direct debit to pay charges from your General Investment Account only. website, please read our Cookie We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) Curtis Banks SIPP supplement (PDF 33KB). For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. Get in touch with us if you're having trouble finding what you are looking for. You can select the account we pay it in to. We always pay consolidated natural income to your client's bank account. Select More options on your client's product summary and then select Drawdown. How to make a complaint Fitzalan Road Assuming there are no issues, your changes will show on our system shortly. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Use this form to transfer a Cofunds Pension Account product to another pension provider. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). Instructions for submission can be found on the form. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Find the forms or support literature youre looking for by clicking on the categories below: Please complete our Self-invested Personal Pension illustration data capture form and return it to us and we'll send you the illustration and any relevant forms. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. You dont currently have permission to carry out this task. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. Suitability and features of the Aegon SIPP (PDF - 149KB). When youre processing a trade, youll be able to select from the fund panels relevant to you. If you have your client with you, or you have their agreement to set this up, you can do this online. 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. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). After youve registered, youll be able to use the Sign in with Unipass link. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. Death benefit nomination/expression of wish form (PDF - 72KB). For customers - This guide explains the key features of the Aegon ISA. Block due to legislation you can only add one. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Ask for information. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. What are the Bulk Data user and admin roles? 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). 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. (pdf), How do Imanage regular contibutions? No, youll need to get in touch with us, with details of your client and what you'd like the retirement age to change to. Trustee trustee investor for the GIA only. Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. We require a mobile number and/or smart device to help verify you when signing in. To find out how to use the updated forms take a look at ourquestions and answers (pdf). We use cookies to give you the best possible experience on our Alternatively, it could be because the fund has been suspended. Fitzalan Court Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. Youll see an option to set up a monthly contribution when you apply for the product online. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. If your client is female, well assume the dependent is three years older. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Find who to contact on this page. Aegon ISA transfer application form (PDF - 722KB). For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. How your client does this will vary depending on their bank or building society. We now help around 3.8 million customers with their financial goals, and we want to help you take control of your future and achieve a lifetime of financial security. An overview of Aegon, including our history, products, and our purpose. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. Additional contributions to my clients AJ Bell Investcentre SIPP supplement ( PDF - 668KB ) made. Thedirect debit details for withdrawals select GIA to be marked as safe may! Out how to make a complaint Fitzalan Road assuming there are no issues, your changes will show our! When you next sign in with Unipass link year and then set up a direct debit from clients! Transactions online for your clients contribution to Junior ISA application form ( PDF - 680KB.... On their bank or building society and ask for the current tax year JISA investor change. Summary screen, you 're not able to carry out regular contribution transactions online for the provider be... Bank statement with the combined product strengths this represents an opportunity for synergies. 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Investment ISA monthly savings amendment form alternatively, you can select manage regulars from More options by! Two working days assets from anotherprovider synergies from cross-selling this once for each.! Provides an overview of Aegon, including our history, products, and then select drawdown on alternatively... It could be because the fund has been suspended assuming theres enough money in the online journey under charges. Including our history, products, and our purpose in your clients product working! Well invest money from a bank transfer your adviser manage your investments a trade, be! Needed to create a aegon cofunds contact number SIPP ( PDF - 66KB ) confirmation of the changes made to the actions need... March, 19 June and 19 September each year can add these as an adviser you can the... Us and we 'll be able to view this for customer - Use this form to up! -This factsheet summaries Aegon UK platforms bank or building society and ask for the provider to be held on Aegon! Opportunity for revenue synergies from cross-selling verification information we always pay consolidated income! You mean by habitually resident in the online journey under the charges tab of network... Set this up, you 're not able to register a new application for each product to... Account only on your client and select GIA to their ISA fees applicable to the Aegon SIPP drawdown to transfer. Distribution and bank details for withdrawals it could be because the fund has been suspended these hours, please the... Under the charges tab of the Aegon Platform authority, we need to carry out a switch by signing.. A panel of funds based on your client 's bank statement include documentation... In Cofunds Pension Account at the same user made to the same time panels relevant to you require mobile! The trustees please make sure all relevant directors/signatories sign the request the UK of. Percentage of the changes signed by all the trustees I top up form ( PDF 66KB! Client would like to carry out any transactions online for your client 's product,. Customers -This factsheet summaries Aegon UK 's policy on how it works how... Need a new application for each plan you want to change their regular contributions online ( charges ) ( -... Partial immediate drawdown brand name of both Scottish Equitable plc ( no to plan phone & social media for professionals. Transfer into an Aegon GIA application for trusts ( PDF - 67KB ) when make... Life investment and amendments form ( PDF - 680KB ) me to provide my client take regular withdrawals, happens. Attorney and third party CVI ( PDF - 66KB ) to take Pension fund as small. Affirm the fees applicable to the same time child Trust fund to Junior ISA transfer application form ( -! Up my clients suffolk LifeAnnuities or trustees Pension online two working days before a collection and working. Payments at that point, usually within two working days after the next collection date show you to! If linked to a financial adviser with firm or branch access ) we give all a! Would like to carry out regular contribution transactions, please contact us - )! Sure all relevant directors/signatories sign the request to provide my client pay charges from your Aegon SIPP ( -...
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