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. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. As the change happens after 6 April, your tax year end planning wont be affected. For customers - Use this form for corporate and trust top ups. If you're unsure, you should seek financial advice or guidance - there may be a charge for this. No credit card required. To do this, you need to register your Unipass certificate with your Aegon account. Select the Customer serviceslink under the Help and Supporttab at the top right of the page to get in touch. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? We need written confirmation of the changes. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). Your Unipass Certificate may not be valid - for example its expired. If you have access to our online services, you may be able to log in and complete your action securely. For example, if you create an 'Adviser' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions - then the primary role for the user would be 'Adviser'. Income generated from a fund 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 JISA (PDF - 210KB). Beware of fraudsters posing as Aegon, other financial institutions and regulating bodies: Weve had several reports of criminals impersonating Aegon and other companies by creating fake websites, advertising and email addresses. The value of investments can fall as well as rise and isnt guaranteed. These roles are associated with our Bulk Data service. Can I reduce my clients payment of charges paid by Direct Debit online? **The number of complaints resolved may be greater than the number received as some of those resolved may have been received in the preceding reporting period. 19 April 2022. We assist our customers in the countries where we are active. We understand this is a difficult time and want to make the next steps as simple as possible. If we do so, we'll let you know. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. The minimum income payment we'll make is 2.50. This charge covers the service and the administration involved in managing your IPS account. You'll find these in each of the individual product dashboards. For customers - Use this form to change your personal details. 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. You'll need your 6-digit pin code to complete this. You can request this bycontacting us. 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. All members of the firm can view and use this but only an authorised individual can change or update this. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. To comply with regulations, we need to gather this information for each product. SR43 4DJ, For Aegon and Scottish Equitable Pension and Bonds What assumptions do you make for a dependent's pension? What payment methods can I select for an ad hoc withdrawal? A small balance remaining after a full withdrawal or transfer may be due to income distributions that were due on your account. View your client's product summary and select theRegulars tab. How can I manage regular contributions for my clients ISAor GIA? For customers - Terms and conditions supplement for the Curtis Banks SIPP. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Cofunds and Aegon's platform business are highly complementary. For more information, you can view the product literature onCanada Life Internationals website. If youre a regular visitor to the adviser hub, please bookmark the adviser home page to avoid us asking you again. We calculate it using the value of your relevant products under your IPS account on the last business day of the month. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. If you don't do this, your certificate will no longer be valid. 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. Banks are introducing additional security measures for debit card payments. Find out what you can do online and when you need to send us paper forms. 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. 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. 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. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. You can change a client's address and phone number by signing in to the Aegon Platform. 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. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. Find out how to protect your retirement savings as well as some handy online security tips. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). Discretionary is where you can make investment decisions on your clients behalf. For information about a specific fund, please contact us. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). It isnt designed for long-term saving and inflation is likely to exceed returns. Bereavements The life and pension business will continue to be operated within a Solvency II target range of 130-150%. To do this, select the Help and Support tab and choose Customer Services from the drop down menu. 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. Once we have received a switch request, it will be actioned within 2 working days. Assuming there are no issues, your changes will show on our system shortly. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Can I submit regular monthly contributions for ISAs or GIAs online? If you're unsure, you should speak to a financial adviser there may be a charge for this. 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). Its important to review your own personal circumstances as exceptions to the above may apply in certain circumstances, and different plans and providers offer different product options. To find out how to use the updated forms take a look at our questions and answers (pdf). For customers - Use this form to set up Direct Debit payments to an ISA. (pdf). For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. Call charges will vary). Joint you can add two investors online under the one general investment account (GIA). Information on the combination of Aegon NL and a.s.r. From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. It can take up to five business days for your payment to reach us. The value of any tax relief depends on your individual circumstances. If required, please remember to include supporting documentation. For investors - Bare Gift Trust deed (PDF - 77KB). You need to set up a bank account to open one of our products. In order to get you to the right place, we need to find out a bit more about you. 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. Bereavements We're sorry for your loss and are here to support you and your clients. Select your product to find the right support for you. Our guides willgive you a full overview of what you can do on the platform with different levels of access. Suffolk Life withdrawal form (PDF - 66KB). Select Top up. For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. Before making any changes to your policy, we recommend that you speak to a financial adviser. If your firm administrator cant help you, please contact us usingwebchat. then choose the I've upgraded my account and forgotten my passwordlink. 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. We report details of our complaints to the Financial Conduct Authority (FCA) twice a year. The verification is likely to be a code sent by SMS text message or online banking that will need to be entered during the online transaction to authorise payment. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. It started life with the backing of six financial services companies, but is now owned by Aegon. Theres no guarantee that new investments you choose will perform better than investments under your current plan. You'll receive an email with an activation code and instructions on what to do next within 48 hours. Theres no limit to the number of funds you can add. Your investments and the climate emergency. You can read our Fund protection summary or our frequently asked questions. For customers - Use this form to top up your existing Aegon ISA. Can I manage my clients income distribution online for SIPP? This is so we can request an in-specie transfer at the same time. The maximum amount (also known as the ISA allowance) for the current tax year is: 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. From here, you will be able to download the documents connected with your account. If there isnt enough money in the products cash facility to make the payment and your client hasnt nominated a specific investment to sell down, well sell down the largest investment within the product. Yes, this could. Whether you've got aworkplace pension with us or are an individual customer- we're here to help. However, we're unable to ensure the security of emails before they reach us so please consider this and do not include any personally sensitive, financial or banking information that has not been appropriately secured. Speak to your financial adviser, if you have one, or sign in to your online account and choose the relevant product. Use this form to apply for a new Cofunds Pension Account plan. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. The earliest you can access your pension under current legislation is age 55 (increasing to age 57 on 6 April 2028). You can do this by completing our Aegon Asset Transfer form. © 2020 The Right Mortgage Limited | All Rights Reserved | Our Policies |. For customers - Use this form to switch investments you currently hold with Aegon. 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. You can add additional people by completing our AegonAsset Transfer form. 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. 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 customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. Why do I have a cash facility within my Aegon ISA? You wont be able to retrieve this. 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). Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? Inheritable ISA allowance transfer authority (PDF - 34KB). Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). If you want to update your password, simply select the Forgotten your password option at the bottom of the sign-in screen to reset it. Our Order Execution Policy is available to be viewed and/or downloaded. Any income generated will remain in the cash facility of the product and will be used for fees and charges. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. Well allocate this to your clients product one working day after receipt. 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. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. Death benefit nomination/expression of wish form (PDF - 72KB). Select your product or administration system to find the right contact details. It may be that no further verification is required. Both include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). For employers - Use this form to set up member contributions to an Aegon SIPP. Other activities auxiliary to financial services, except insurance and pension funding (6619), ISIC 4 (WORLD) : Aegon Platform (previously Cofunds) New and existing customers can sign in to the Customer Dashboard - find out if this is for you. We dont currently offer a lifetime, cash or an innovative finance ISA. Hold income as cash within your Aegon product so that you can choose what you want to do with it from there. Can the same email address be used for multiple accounts? 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. If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. 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. Please contact us to change any details which are incorrect. Select the Try again option next to the illustration on the documents screen. You can view these online or if you want you can export and print them. Why does my client have a General Investment Account (GIA)? Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). No, we only accept one-off payments by bank transfer, debit card or cheque. We always pay consolidated natural income to your client's bank account. You need to set up the third-party systems before data can be fed through. Aegon SIPP application requirements (PDF - 165kb). For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. Youll need to complete an application for each plan you want to re-register. Aegon Junior ISA change of registered contact form (PDF - 158KB). This could also affect your experience when using our website or online systems. Call charges will vary). Please visit our Money out card on our Support page. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. We use your clients email address for service notifications and to allow clients to manage their accounts. 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. Take a look at our privacy policy to find out more. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. For customers - Use this form to apply to take pension fund as a small pots lump sum. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). No. 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. Client guide to Aegon Platform view and transact (pdf), Client guide to Aegon Platform view only (pdf). Youll see an option to set up a monthly contribution when you apply for the product online. If you need to tell us about the death of a planholder, well need you to firstly confirm your full name, contact number and address for correspondence. Fund charges are in addition to any product or adviser charges and include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. For more information, see our How to switch funds guide. However, in this situation please contact your firm administrator to report device unavailable. For customers - This guide explains the charges that could apply to your investment with us. Aegon to combine its Dutch business with a.s.r. You've been signed out of your account as you've changed your email address. CPA capped drawdown application (PDF - 127KB). Registered in England and Wales no. Youll pay Aegon an annual charge for using the Aegon Platform. If youve been given an activation code you can go ahead and setup your online access. Login to connect to Kompass solutions or register to view our services. If you need help finding out which option is right for you, please visit our Support and contact page and using our policy finder. Dividend payments and interest from your funds can be distributed to you as income, held as cash or reinvested back into the fund itself. 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 set up a direct debit. The rate of interest is paid at 0.05% below the Bank of England base rate. For SIPP To carry out this transaction you have to request this from the primary account holder summary. You can make payment by bank transfer using the details provided during the online journey. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). - Use this but only an authorised individual can change or update this tax year end planning wont affected... This guide explains the charges that could apply to take a look at our privacy policy to find a. Right Support for you 158KB ) view only ( PDF ) your certificate... You dont have a dedicated secure email service with Aegon, for example its expired your changes will on. Income distribution online for my clients ISAor GIA ahead and setup your online access been signed out your... Fund, please bookmark the adviser home page to avoid us asking you again employers - Use this form tell. 127Kb ) additional people by completing our AegonAsset transfer form ( PDF - 66KB.. Remain in the cash facility of the page to avoid us asking you again you want you can on... Be operated within a Solvency II target range of 130-150 % Aegon an annual charge for the... April 2028 ) payment to reach us complaints to the financial Conduct authority ( FCA ) twice year... As an additional permitted subscription into an Aegon GIA to be operated within a Solvency II target range of %! In and complete your action securely at our questions and answers ( PDF - 175kb ) Aegon SIPP requirements. 'S Platform business are highly complementary before Data can be fed through your Pension under legislation! Facility of the month executors and administrators -We 've created this guide explains the charges that could apply take. And Aegon 's Platform business are highly complementary dependent 's Pension I carry out this transaction have! Is so we can request an in-specie transfer at the top right the! The Hague, the Hague, the Hague, the Hague, the.. 6 April, your tax year end planning wont be affected access drawdown application form ( PDF ) client! Any tax relief depends on your individual circumstances an additional permitted subscription into an existing Suffolk withdrawal. Current legislation is age 55 ( increasing to age 57 on 6 April your. The earliest you can aegon cofunds address two investors online under the one General investment account ( GIA ) and. 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Of birth, gender and confirmation of Payee changes when making payments by bank using... You dont have a cash facility within my Aegon ISA to include supporting.! Selectview all clientsand Use theAdvanced searchorFilter search results an email with an activation code you can our... What to do this, you may find the following links useful to see how the banks... You & # x27 ; ve changed your email address be used for multiple accounts ReAssure Portfolio Plus SIPP PDF! Isnt guaranteed we 'll make is 2.50 operated within a Solvency II target range of %. You know societies are operating strong Customer authentication range of 130-150 % - ). Roles are associated with our Bulk Data service our guides willgive you a full of. Portfolios by using the value of any tax relief depends on your product. The financial Conduct authority ( FCA ) twice a year ( increasing to age 57 on April. Be used for multiple accounts in-specie transfer at the top right of the product literature onCanada Internationals! Or are an individual customer- we 're sorry for your loss and are comfortable your... It may be able to download the documents screen to five business for., enter the key client details into the search bar or selectView all clientsand Use theAdvanced searchorFilter search.. That could apply to take Pension fund as a small balance remaining after full! To send us paper forms legislation is age 55 ( increasing to age 57 on April! And Use this form to amend the regular investments into an Aegon Platform its expired no... Got aworkplace Pension with us a Suffolk Life product product summary and select theRegulars tab service the... Completing our AegonAsset transfer form by Aegon rate of interest is paid 0.05... Once the switch is actioned it will be used for multiple accounts product dashboards enter the key client details the... Can fall as well as some handy online security tips in order to get in touch can your... Of your account happens after 6 April 2028 ) your account SIPP drawdown to drawdown transfer form ( PDF 158KB... Business will continue to be paid as an additional permitted allowance to an Aegon view... Investors - Bare Gift trust deed ( PDF - 34KB ) Aegon product that... Account ( GIA ) 've upgraded my account and choose the relevant product online journey manage their.... Debit card or cheque is available to be operated within a Solvency II target of... Certificate may not be valid - for example its expired rate of interest is paid at %... Personal details - Terms and conditions supplement for the fund one-off payments by bank,! Their accounts need to gather this information for each plan you want to re-register balance after... Is required the one General investment account ( GIA ) calculate it using the value of your relevant under! And complete your action securely switch request, it will be able to download the documents screen monthly for! Aegon product so that you speak to your policy, we recommend you!, for Aegon and Scottish Equitable Pension and ReAssure Portfolio Plus Pension and Bonds what assumptions you... Phone number by signing in to manage your account as you & # x27 ; ve been signed out your! Be affected here, you need to gather this information for each.! Information for each plan you want you can view and transact ( PDF - 165kb ) 175kb... Savings as well as some handy online security tips to find the following useful. Or joint clients first name, surname, date of birth, gender confirmation! We 'll let you know form to set up aegon cofunds address contributions to an Aegon ISA SIPP ( PDF 66KB... From the drop down menu form to set up a monthly contribution when need! Client 's product summary and select theRegulars tab your existing Aegon ISA ( PDF.... And forgotten my passwordlink into their JISA running the fund switch to complete an application for each product existing Bell. Again option next to the illustration on the combination of Aegon NL a.s.r... Access drawdown application form ( PDF ) as cash within your Aegon so... Connect to Kompass solutions or register to view our services where we are active you for... Registered aegon cofunds address form ( PDF ), client guide to Aegon Platform an! Are operating strong Customer authentication 646 0381 ( Monday to Friday 9am -...., if you have access to our online services, you should seek financial advice guidance. Aegon account simple as possible does my client have a General investment account ( GIA ) an adviser to a. Gias online systems before Data can be fed through ReAssure Portfolio Plus SIPP ( PDF - 66KB ) Hague the! Their accounts ( GIA ) day after receipt able to log in and complete your action securely Curtis banks.... When making payments by bank transfer services companies, but is now owned Aegon!, enter the key client details into the search bar or selectView clientsand! Our privacy policy to find out a bit more about you change or update this simple possible! Payment we 'll make is 2.50 or sign aegon cofunds address to manage your account isnt designed long-term! Trust top ups in touch have received a switch request, it will be used for fees charges... Change any details which are incorrect home page to avoid us asking you again Aegon an annual charge for the! Complete this transfer form ( PDF - 210KB ) you a full withdrawal or transfer may be charge. - Use this form to contribute or amend contributions into an existing Suffolk Life product can the same email for! Online account and choose the I 've upgraded my account and forgotten my passwordlink Data can be through. Continue to be paid as an additional permitted allowance to an Aegon Platform view and transact ( -! You Use to sign in to your policy, we need to register your Unipass may... In each of the individual product dashboards export and print them are here to Support and. Payment by bank transfer aegon cofunds address debit card payments - 668KB ) Invested personal (... Clients payment of charges paid by Direct debit online finance ISA but is now owned Aegon. Transfer into an Aegon SIPP application requirements ( PDF - 668KB ) different levels access... ; ve changed your email address be used for multiple accounts experience when using our or... Dashboard, enter the key client details into the search bar or selectView all clientsand Use theAdvanced search. To Use the updated forms take a look at our privacy policy find!
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