For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. We aim to support older versions of browsers but updating to the most up to date version will give you the best experience. Suffolk Life investment and amendments form (PDF - 67KB). It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. Yes. 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. You need to set up a bank account to open one of our products. To better protect your online account were supplementing this with something you have a device on which you can generate a passcode using an app or receive a passcode by text. You dont currently have permission to carry out this task. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Please send the cheque to: Aegon Cofunds Administration,Sunderland, SR43 4DN. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. Aegon & Scottish Equitable Pensions and Bonds, Aegon & Scottish Equitable Pensions and Bond. Aegon and Scottish Equitable Pension and Bonds. For customers - This document details the terms and conditions of the Aegon SIPP. Find out how an adviser can help support you. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). Youll then be directed to the actions you need to carry out. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. For security reasons, the activation code we send you expires after 24 hours. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. We subtract the total contributions in the current tax year from the allowance set by the government. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. Yes, please contact Canada Life International directly to arrange this. Please contact our Investor relations department for assistance. Go to the GIA product page and select More options, then Transfer money from GIA to ISAand follow the instructions on screen. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. Our people Headquartered in Edinburgh, Scotland, where we began over 190 years ago as Scottish Equitable, Aegon UK has around 2,300 employees (as at 31/3/2022), each and every one of them committed to helping people take responsibility for their financial future. We pay consolidated natural incomeon day 12 of each month. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. However, you can set up different payment methods for each product you hold. If you continue, we'll assume you're happy to receive all cookies from the website. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Theres no charge for this until you decide to use it. (pdf), How do Imanage regular contributions? Please use the relevant address below when youre sending us letters, documents or forms after 26 April 2021. 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. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. For re-registrations, if youre unable to find the fund youre looking for it may be because we dont currently hold this fund and we wont be able to accept it. 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. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). You can ask us to sell down from a specific investment by contacting us. Can I submit regular monthly contributions for ISAs or GIAs online? 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. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). Confirmation of Payee is a service used by banks to make sure payments go to the right place. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. These expenses will be recorded in 2016 and 2017. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. You can reset/change your password by signing in to your account . Address:Platform Complaints Team, Aegon Workplace Solutions,Sunderland, SR43 4DS. This will delete any registered number and/or authentication app. Aegon Digital Solutions, For Protection Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. An annual allowance charge would be payable on the excess and they would still be able to claim tax relief on all their personal and third party contributions up to the higher of 100% of an individuals relevant UK earnings or 3,600 per annum. Conflicts of interest policy (PDF - 29KB). CPA drawdown transfer application form for new clients (PDF - 235kb). 4,000 for a lifetime ISA. If you have an adviser, they can request to withdraw residual balances for you. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). If required, please remember to include supporting documentation. No. Guide to transfers. You may not have transactional access. Aegon UK document library Get Aegon UK product literature, forms and other documents. If you cant find a document, please contact us. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). The standard lifetime allowance for the current tax year is 1,073,100. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. For this, you can switch your client's investment or change their cash top-up method. If you believe or know that the security of your account username and/or password has been compromised, you mustcontact usimmediately. Select another Aegon website from the list of links below. You'll receive an email with an activation code and instructions on what to do next within 48 hours. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. They vary depending on the funds you choose and how they invest your money. Assuming there are no issues, your changes will show on our system shortly. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. This information is based on our understanding of current taxation law and HMRC practice, which may change. Learn More How It Works. CF24 0EL. If you signed in directly at cofunds.co.uk, please go to, resident and ordinarily resident in the UK (for further information see the, a Crown employee serving overseas and paid out of public revenue of the UK (for example, a member of the armed forces, or a diplomat), or. 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. You can request this bycontacting us. . Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. It can take up to five business days for your payment to reach us. Our Order Execution Policy is available to be viewed and/or downloaded. Full version (English)Printversie (Dutch)Presentation >, You are about to leave the audited section of Aegon's 2016 Review. Copies of documents can be certified by one of the following people, who may charge for this service - we accept: For documents with a photo the following certification is expected: 'I certify this to be a true likeness of "Individuals name" and that this document is certified to be a true copy of the original seen by me.'. Your remaining drawdown fund can be paid to your beneficiaries as: The income payments will normally stop when you die if you dont buy a joint-life annuity or a guaranteed annuity. For regulatedUCITs funds we show an ongoing charge figure (OCF), and for other fund types we show a total expense ratio (TER). For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Fund prices and performance Get up-to-date fund information and performance, please click on the fund range that applies to you. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). Pension credit theres no limit to the number you can add. A lifetime ISA cant be used to increase your limit to 24,000. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. 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. 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. We don't consider employer addresses, business premises or PO boxes as residential. Fitzalan Road General Policy for the Protection of Personal Data. You are currently on the Aegon Group corporate website. Transferring the Cofunds business onto Aegon's platform which uses modern technology will lead to significant benefits for these customers and their advisors. For more information, you can view the product literature onCanada Life Internationals website. *This sets out the extent to which AIL complies with the Financial Reporting Councils UK Stewardship Code. You can change your client's name or National Insurance number using the form below. Remember to check your spam folder if you havent received an email from us. GIA and ISAs If you're calling to find out about howmarketvolatilitycouldimpactyour pension, you can find out more by taking a look at our news article. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. Below you can find contact details of all our main country offices and businesses. St Johns Court , 70 St Johns Close, Knowle, West Midlands, B93 0NH. For more help, please read our activation guide. The UK Stewardship Code is a set of principles that investment managers are expected to follow. Visit our financial wellbeing hub to find articles, resources and insight that could help you find financial freedom through future planning. For customers - This guide explains the key features of the Aegon JISA. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. You can cancel a regular contribution online up until two working days before the collection date. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. This is known as Carry Forward. Find out more in our Roles and responsibilities overview. If you're a financial adviser - we're here to help support you. This means its price doesn't tend to move much either up or down on a daily basis. Customers whether youre an individual or have an Aegon workplace pension through your employer, were passionate about supporting you with your retirement plans and to make managing your savings easier. To help process the application smoothly, it would be beneficial if you were able to send us details for your client's ex spouse/registered civil partner. Information on the combination of Aegon NL and a.s.r. Sorry, youre not able to carry outthis transaction online. Accessibility support If you dont have an adviser, please get in touch with us by phone to withdraw residual balances under 100.00. The value of an investment can fall as well as rise and isn't guaranteed. You only need to activate your account once. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. 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. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). *The number of new complaints per 1,000 policies in force as at30 June 2022. The current annual allowance limit is 40,000. St Johns Court, 70 St Johns Close, Knowle, West Midlands, B93 0NH, The Right Mortgage Ltd is authorised and regulated by the Financial Conduct Authority (no 649443). Please select the box that applies to you. Digital journeys Find out what you can do online and when you need to send us paper forms. Generally considered the least volatile of all the main investment types. If: Please speak to a financial adviser for more information. We calculate it using the value of your relevant products under your IPS account on the last business day of the month. You can find a financial adviser near you by using the free and impartial government sponsored MoneyHelper. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Preparing for the future can be easy and we're here to help. Select your product or administration system to find the right contact details. 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. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. You wont be able to retrieve this. Why do I have a cash facility within my Aegon ISA? 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. Individual one individual investor for all product types. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. We use cookies to give you the best possible experience on our For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Need a bit more help finding your product? 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. Income generated may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. Can I open anAegon ISA without a National Insurance number? A wide range of investments to help you make the most of your savings. Application form - ISA transfer (PDF - 704KB). No, we can only accept regular payments by Direct Debit. It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). You can top up an existing product online by signing in to the Aegon Platform. website, please read our Cookie Well ask you what you want us to do with any income generated if you choose one or more income funds. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. If youre not sure, speak to a financial adviser - there may be a charge for this. Unipass is a service that allows you to create a unique online identity. 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. For full information regarding your cancellation rights, please see the Key Features document. Wed need written confirmation of the change of address signed by all relevant directors/signatories. We use your clients email address for service notifications and to allow clients to manage their accounts. You can add via your online banking account. If you have your client with you, or you have their agreement to set this up, you can do this online. We're committed to protecting and respecting your privacy and information. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). This could also affect your experience when using our website or online systems. You should also change your account password as soon as possible. ReAssure SIPP Granting an adviser authority or appointment of adviser form (PDF - 166KB). Youll see an option to set up a monthly contribution when you apply for the product online. For added security youll have 24 hours to do this before your account is locked and you can only use the landline option for 7 days. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. For customers - Use this form to apply for an Aegon ISA for the current tax year. How do I transfer an existing ISA into my Aegon ISA? Voting on a material change relating to an underlying fund we have invested in. Aegon Platform document library Get Aegon Platform product literature, forms and other documents. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. Aegon ISA charge = 15,000 multiplied by 0.4944% = 6.18, Aegon GIA charge = 7,500 multiplied by 0.4944% = 3.09. 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.
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