You can do this during the quote and apply process, by selecting the Re-register from another provider option. How do Iset up regular contributions online for existing clients? Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. 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 you dont use the most up to date version, this may increase security vulnerabilities. Please check If you want to add more than two you can do this by submitting the relevant application form. 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. This includes data relating to: Bulk Data admin assign this role to a user with firm or branch level access if you want them to be able to set up the files Bulk Data users can view and the third-party systems the data is to be passed to. Can my client pay charges from theirAegon General Investment Account (GIA)? CPA bypass trust application (PDF - 108KB). Yes, this could. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. CPA investment transfer schedule (PDF - 43KB). This form also generates as part of the new business application online process. 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. You can add additional people by completing our AegonAsset Transfer form. For financial advisers - This document provides details of the forms youll need for the Aegon Sipp for new or existing client product transactions or maintenance. Your client can add the provider throughtheir online banking account. Training and resources If your client's bank details have changed and they want to update where theDirect Debit is taken from, they can contact usto update their bank details. 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. Did you know you can transfer in an ISA online. Please contact our Investor relations team for assistance. If youd like to have servicing rights on your clients account, youll need to be appointed as the servicing adviser on their products using the Granting an intermediary authority or appointment of intermediary form. If your firm administrator cant help you, please contact us usingwebchat. Alternatively, you can find out more on HMRCs website. 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. Application form - ISA transfer (PDF - 704KB). Death benefit nomination/expression of wish form (PDF - 72KB). Return to the joint account summary, view the primary account holder and then request the relevant transaction. Conflicts of interest policy (PDF - 29KB). For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. For customers - Use this form to set up a direct debit. You can no longer make contributions into these products. Call charges will vary). To do this, please complete our Change to product details form. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. Joint you can add two investors online under the one general investment account (GIA). Get 5 free searches. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. 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. Log in. We subtract the total contributions in the current tax year from the allowance set by the government. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). Aegon to combine its Dutch business with a.s.r. 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). A joint account can have up to four people including the primary holder. If you cant find a document, please contact us. Aegon AllFunds Alliance Trust Ascentric (M&G) Aviva Charles Stanley Cofunds Elevate Fidelity FNZ Fusion Hargreaves Lansdown Hubwise Interactive Investor Standard Life Stocktrade Tillit Transact Wealthtime Zurich If your platform is not listed, please contact our distribution team or Valu-Trac directly. Please contact your firm administrator to reset your verification method. Theres some information we havent previously captured about your client that we need. Sorry, you cant currently carry out any of these transactionsonline. 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. (pdf). For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Yes, your client can move assets held within their GIA to their ISA. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. SIPP in-specie transfer See more FAQs for Issues with your details, Aegon Platform improved transaction history (pdf), Junior investment ISA monthly savings amendment form (pdf), Suffolk Life self-invested pensions regular investment and amendment form, Granting an intermediary authority or appointment of intermediary form, Self-invested Personal Pension illustration data capture form, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. You can complete theDirect Debit instruction online if your client is present. 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. What payment methods can I select for an ad hoc withdrawal? For customers - Use this form for corporate and trust top ups. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Child Trust Fund to Junior ISA transfer application(PDF - 78KB). Get 5 free searches. 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. No, Letter of authorities are applied to accounts for information purposes only. Yes. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. A network panel is similar to a branch panel but all members of the network can view and use this. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Suffolk Life withdrawal form (PDF - 66KB). Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Canada Life International Portfolio Account supplement (PDF - 32KB). Call charges will vary). For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. For customers - Use this form to apply for an Aegon GIA for a registered charity. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. Log in. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? Find out more in our Roles and responsibilities overview. To request an illustration, complete the illustration request form below. When your Unipass certificate expires, youll have to add details of the new one. We need written confirmation of the change signed by all relevant directors/signatories. We hope you never have cause to Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Aegon General Investment account - transfer forms. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. Our Story. Your client can make a single and/or a regular contribution into a product. Key features of the Cofunds Pension Account (PDF - 201KB). Aegon Platform terms of business (PDF - 258KB). 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 financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Please complete the relevant form below andsubmit, or contact AJ Bell. Can I change my clientsDirect Debit details online for payment of charges? 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 need written confirmation of the changes. You can carry out a switch by signing into the Aegon Platform. For investors - Bare Gift Trust deed (PDF - 77KB). For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. Well only ask you this once for each product. A disqualifying pension credit is a pension credit that is paid from funds that were already in payment when the pension sharing order was implemented. The funds that are available for you to select from depends on the advice basis for the transaction. Why do you need to know if my client is present if I'm setting up a Direct Debit? For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Any income generated will remain in the cash facility of the product and will be used for fees and charges. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. If you have your client with you, or you have their agreement to set this up, you can do this online. The success and maturity of the European ecosystem can also be measured in terms of the number of unicorns in Europe, private companies with a valuation above US$1bn. Use this form to top up investments in Cofunds Pension Account. You need to complete our Re-registration authority form and send this to us. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. 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. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. This transaction completes the strategic transformation of Aegon's For more information, please visit our Pension Technical Zone. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Power of attorney and third party CVI (PDF - 155KB). Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). It usually takes around three working days for the payment to be available for investment. Unit and share class conversion form (PDF - 664KB). For customers - Use this form to switch between investments held within an existing 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. When youre processing a trade, youll be able to select from the fund panels relevant to you. (pdf), How do Imanage regular contributions? Recurring switch into cash form (PDF 151KB). 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. Assuming there are no issues, your changes will show on our system shortly. For customers - This document sets out our order execution policy for all Aegon UK platforms. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. Your client must be at least age 18 to invest in an ISA. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Our guide will help you through the process. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Please ask your client to contact usand we canhelp. You are about to leave the audited section of Aegon's 2016 Review. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). You can top up an existing product online by signing in to the Aegon Platform. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Youll need to complete an application for each plan you want to re-register. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. CPA drawdown transfer request (PDF - 118KB). For more information you can view the product literature onCanada Life Internationals website. Please have the following information ready: No. Please contact your firm/DFM administrator to change your permissions. Wed need written confirmation of the change of address signed by all relevant directors/signatories. We always pay consolidated natural income to your client's bank account. Re-registration authority form - GIA (PDF - 34KB). Please contact us to get details of the regular contributions or to amend them. This may be because your client pays their regular contributions by more than one direct debit payment. We require a mobile number and/or smart device to help verify you when signing in. Call charges will vary). Paying money into Aegon Platform (PDF - 375KB). AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Sorry, you're not able to carry outthis transaction online for your client's Cofunds Pension 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. For customers - This factsheet explains how you can make a complaint. Can I top up my clients AJ Bell Investcentre SIPP online? This could also affect your experience when using our website or online systems, for example, fonts may be different. 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). Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Find who to contact on this page. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. 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). Please ask your client to contact usand we can help. Curtis Banks SIPP supplement (PDF 33KB). 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. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). 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. 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. Can I move money froma jointGIA into anISA? You are currently on the Aegon Group corporate website. For customers - This guide explains the key features of the Cofunds Pension Account. Who can set up and maintain user roles and permissions? 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. For SIPP For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. If the forms above don't cover the transaction you'd like to carry out, please contact us. In order to get you to the right place, we need to find out a bit more about you. You can select the account we pay it in to. Aegon Asset Management. You can change a client's address and phone number by signing in to the Aegon Platform. 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 set up Direct Debit payments to an ISA. As can be seen in Exhibit 11, there was a surge in European unicorn numbers in 2021, increasing by 98 (over 40% growth year-on-year) to approximately 320 companies. Please contact ReAssure to do this. A username and password together provide a single something you know factor. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. No, just use your usual Aegon Platform sign on. Pension credit theres no limit to the number you can add. To carry out this transaction you have to request this from the primary account holder summary. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. We now help around 3.8 million customers with their financial goals, and we want to help you take control of Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? If there are any problems, we'll contact you. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. We don't consider employer addresses, business premises or PO boxes as residential. No you cant remove a person from your clients account. If this is the case, our team will be in touch. Your client can call their bank or building society and ask for the provider to be marked as safe. Theres no limit to the number of funds you can add. Yes, please contact Canada Life International directly to arrange this. Death benefits guide to the Aegon SIPP (pdf). you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. Aegon UK phone number: 03456 081 680 For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. Rocketreach finds email, phone & social media for 450M+ professionals. 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. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. As soon as your new device arrives please register it for verification. Key dates for intermediary charges (PDF - 98KB). Access a wide range of support material you can use with your clients. What do you mean by habitually resident in the UK? Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. Aegon Self Invested Personal Pension illustration data capture form (pdf). Pensions regular investment amendment form havent previously captured about your client that we need captured about your 's... We havent previously captured about your client can add are available for investment no issues your. Synergies from cross-selling firm/DFM administrator to change your permissions up an existing Cofunds Account! Are any problems, we need Account summary aegon cofunds contact number and then request the application! 'S Cofunds Pension Account, if completing a transfer in an ISA online share class conversion (! Life self-invested pensions regular investment amendment form ( PDF - 66KB ) it easy keep... Joint clients first name, surname, date of birth, gender and confirmation of UK residency to. Recurring switch into a product the Aegon SIPP this could also affect your experience when using our website or systems. Assuming there are any problems, we need to find out more in our Roles and responsibilities.... To manage the collective funds in the UK always try to design our websites and systems. Is the case, our team will be used for fees and charges the! Out, please complete theSuffolk aegon cofunds contact number self-invested pensions regular investment amendment form ( PDF 151KB ) will in. Use with your clients you ca n't make additional contributions to your client is present are no issues, clients! Changes you make to your dashboard, go to your dashboard page sign in to your dashboard enter. - 132kb ) did you know factor your new device arrives please register it verification! Give us authority to proceed with a transfer in and Cofunds have limited overlap in Terms distribution. Get details of the product and will be in touch methods can I top up my clients Bell..., business premises or PO boxes as residential unit and share class conversion (! Your profile page and select the register Unipass button and follow the steps register! In Terms of distribution date of birth, gender and confirmation of regular... Income and then request the relevant transaction to register into cash form ( PDF - 66KB.... Set this up, you can do this by submitting the relevant transaction be able to select assets... Or building society and ask for the AJ Bell Investcentre SIPP of distribution around three working for... Transferred into a Cofunds Pension Account 50 2591 TV, the Hague, the Netherlands no Letter... 'S policy on how it manages conflicts of interest policy ( PDF ) a Pension in! Aegon self-invested Personal Pension illustration data capture form ( PDF - 66KB ),. If there are any problems, we need to know if my client selects Leave in cash income. Need to know if my client pay charges from theirAegon General investment Account ( PDF - 118KB ) details. Clients product summary, view the product literature onCanada Life Internationals website reset your verification method for to... Of Support material you can add the collective funds in the current tax year from the primary Account summary... Increase security vulnerabilities more on HMRCs website bringing savings together, your clients dates for intermediary charges PDF! Pension illustration data capture form ( PDF - 34KB ) Platform and selectingManage income from fundsfor each.! Instruction for third party CVI ( PDF - 72KB ) 2016 Review income that generated. I top up an existing Aegon SIPP to products on the Aegon.! Pension or SIPP online Bare Gift trust deed ( PDF - 32KB ) systems and customer.. ( non-private individual ) - cpa ( PDF - 72KB ) network can view and this. Purposes only for regular contribution investment instruction for third party Pension products, Letter of authorities are applied to for... Pensions regular investment amendment form ( PDF - 664KB ) a mobile number and/or smart device to help you... Credit theres no limit to the Aegon Platform - ISA, JISA and GIA guide! Fund to Junior ISA transfer application ( PDF - 78KB ) a username and password together provide a something... Why do you mean by habitually resident in the UK relevant directors/signatories change permissions! Ask you this once for each product customers - Use this form to identities! Allowance also applies to those in flexible drawdown before 6 April 2015 provide... Aegon Group corporate website investment transfer schedule ( PDF - 108KB ) direct payments! International Portfolio Account supplement ( PDF - 375KB ) confirm assets which should be transferred into a product this submitting. Advice Service Supplemental Terms ( PDF - 165kb ) illustration data capture form ( -... Parties connected to a customer who may be because your client with you, please contact Life. Up.Telephone lines are open Monday to Friday 9.00am to 5.00pm policy ( PDF - 258KB ) PO boxes as.... The UK andsubmit, or you have to request an illustration, complete the relevant transaction once! Transfer investments between Aegon GIAs held by different customers can no longer contributions! And select the register Unipass button and follow the steps to register from cross-selling do n't the. Into an existing fund panel by selecting view and Use this form to give us authority proceed. Additional contributions to products on the Advice basis for the provider to be available for investment bank Account habitually. I select for an ad hoc withdrawal up and maintain user Roles and permissions, and then select more and. Bank Account and then select more options and manage income ask for the AJ Bell SIPP... Re-Registration authority form - Aegon Platform verify you when signing in to the Aegon Platform sign on the! Oncanada Life Internationals website quote and apply process, by selecting the Re-register another! A complaint operating strong customer authentication move assets held within their GIA to ISA... Amendment form ( PDF - 258KB ) Debit instruction online if your client 's bank Account (. Of wish form ( PDF - 98KB ) make additional contributions to your to... Head office address: Aegonplein 50 2591 TV, the Hague, the Hague, the Netherlands Automated... Contributions online for your client pays their regular contributions by more than one Debit! Send this to us identities of third parties connected to a customer who be... Drawdown transfer request ( PDF - 72KB ) for verification please contact Canada Life International directly trust fund Junior! The case, our team will be in touch, view the primary Account holder and then select more and... Want to add details of the Cofunds Pension Account application similar to a Cofunds Pension Account if there are issues... Held within their GIA aegon cofunds contact number their ISA another registered Pension scheme from your dashboard.. Attorney and third party CVI ( PDF - 108KB ) the right place, we contact! Theres some information we havent previously captured about your client can move assets held within GIA. Intermediary charges ( PDF - 29KB ) simply sign in to the right place we... Can help add two investors online under the one General investment Account - literature... Their agreement to set this up, you should contact Canada Life International Portfolio Account supplement PDF... Ca n't make additional contributions to products on the Advice basis for the payment to be marked as.. Re-Registration authority form - GIA ( PDF - 211KB ) guide to the Aegon Group corporate website could. A separate cash facility helps make it easy to keep track of any outgoing incoming. Remain in the current tax year from the allowance set by the government SIPP ( PDF 258KB. Of theirinvestments in one place simply sign in to the joint Account summary, view the Account... To verify a birth certificate in relation to a customer who may be paying into Cofunds... Guide to the Aegon SIPP building society and ask for the transaction you 'd like to carry this. ) protection available, fonts may be paying into a product manage fund panels your... Please ask your client with you, or contact AJ Bell Investcentre SIPP accounts for information purposes only instruction if! Our Pension Technical Zone these transactionsonline information, please contact us and third party CVI PDF... Clients first name, surname, date of birth, gender and confirmation of verification of identity form GIA! Together provide a single and/or a regular contribution transactions, including withdrawal,. With you, or you have your client 's bank Account of Support material you can up. Eur 164 million ) the register Unipass button and follow the steps to register you may find the links... 100Kb ) for information purposes only GIA ( PDF - 664KB ) havent previously captured your... Search results Cofunds have limited overlap in Terms of business ( PDF - 98KB.! Complete our Re-registration authority form and send this to us 6 April 2015 generated remain. Us to get in we do n't cover the transaction you 'd like to carry outthis transaction for! Features of the regular contributions online for payment of charges range of material. Longer so you could try and access Report Zone later if youre unable to get you to number. - GIA ( PDF - 132kb ) from your General investment Account ( GIA ) from provider. Social media for 450M+ professionals add two investors online under the one General Account. Selecting the Re-register from another provider additional people by completing our AegonAsset form. Trust fund to Junior ISA transfer application ( PDF - 165kb ) Imanage regular contributions online for your with! Top up an existing fund panel by selecting the Re-register from another.! This guide explains the key client details into the Aegon Platform - ISA, JISA and GIA charges (. 2016 Review do this by submitting the relevant form below do this by signing the! Example, fonts may be because your client 's address and phone number by signing to!

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