Visit our about us page to find out more about our team and what were doing for our community and the environment. However, if you send transaction instructions to our Edinburgh address after 26 April 2021 there will be a delay of at least 24 hours on the recorded receipt date of the instruction. Financial adviser application form (PDF - 156KB). You can find a financial adviser near you by using the free and impartial government sponsored MoneyHelper. The maximum amount that can be paid into a Junior ISA for the current tax year is 9,000. If you require access to institutional material selectInstitutionalhere. All charges are subject to VAT and we may vary them in future. Why have I received an account activation email? If this is the case, our team will be in touch. In all cases, once you have successfully signed in, remember to bookmarkthis pagefor the next time you wish to access your account. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. If you've forgotten your customer number you can view this in the Your details section of your Profile. 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. Your Unipass Certificate may not be valid - for example its expired. Please contact us if you have any questions about where to send your payment. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. For financial advisers - Use this form to verify the identity of any private or non-personal customer. 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. You'll need your 6-digit pin code to complete this. Bereavements Purchase a For GIA and ISA Please contact yourfirm administrator to request a new code. No, you can continue to access the platform as usual. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. If there are any problems, we'll contact you. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. You have 30 days to cancel opening an ISA starting from the day you receive the documents with your contract details. You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. This doesn't take into account ISAs you may hold elsewhere. If you dont already have an ISA, then one will be set up as part of this process. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). Can I submit regular monthly contributions for ISAs or GIAs online? Typically, your request will be live on our system once we receive the funds and/or any forms. For customers. It's your responsibility to make sure you dont exceed the annual ISA allowance. Aegon Digital Solutions, For Protection 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. You also dont have to disclose them on a tax return. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. Cash held within the cash facility of any product attracts interest at a gross rate of. It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). You can find their contact details below. When your existing certificate expires, youll need to follow these steps again to register your new certificate. Aegon expects to generate GBP 60 million of annualized cost synergies by moving the Cofunds business onto the state-of-the-art Aegon technology, and by delivering efficiencies as a result of removing duplication across the businesses. Using one of these new options (for example, taking drawdown income from a flexi-access drawdown plan, or an uncrystallised funds pension lump sum) is called flexibly accessing pension rights. Before making any changes to your policy, we recommend that you speak to a financial adviser. 4 Mayland Road Contact customer services to unlock your account if you've tried to sign in three or more times. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Aegon Platform terms and conditions (PDF - 313KB). Who can set up and maintain user roles and permissions? Youll only be able to see a joint account online if youre the primary investor. 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, please use the forms below. Select the Try again option next to the illustration on the documents screen. Why have you asked me to provide a bank statement? Our UK team are focused on providing retirement, investment, workplace savings and protection solutions to over 3.8 million customers.1 To do that we work with financial advisers and employers, to help improve peoples' financial wellbeing. Fund prices and performance Get up-to-date fund information and performance, please click on the fund range that applies to you. They can't select reinvest or consolidated natural income. If you had an Aegon ISA valued at 15,000 and an Aegon GIA valued at 7,500 on the last working day of the month then your charge would be calculated as follows: As you can see from above, the overall annual charge is calculated as 111.25 which is equivalent to 0.4944% of your total account value of 22,500. 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. For this reason, we switch off auto-rebalancing. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. Dividend payments and interest from your funds can be distributed to you as income, held as cash or reinvested back into the fund itself. Aegon SIPP regular contribution form (PDF - 215kb). CPA drawdown transfer application form for new clients (PDF - 235kb). However, in some cases, you may be able to take them before age 55 if youre suffering from ill-health or serious ill-health, or have a protected pension age relating to benefits built up before 5 April 2006. Can I manage regular withdrawals from my Aegon ISA or General Investment Account (GIA)online? How do I transfer an existing ISA into my Aegon ISA? Reinvest income back into the fund at the next valuation point. The remaining allowance takes into account any money that you've already contributed and the value of any scheduled payments you've already set up for the current tax year. Please contact our Investor relations department for assistance. You can do this in the Aegon dashboard by going to a product page, selecting More options and then Manage income from funds. You can find out more about how to get in touch with us on our Support and contact page. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Stocks and Shares ISA) and select the Documents tab. This information is based on our understanding of current taxation law and HMRC practice, which may change. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). View your client's product summary and select Regulars tab. If a pension credit arose in whole or in part from a pension which came into payment on or after 6 April 2006, the recipient can apply toHM Revenue & Customs for a pension credit enhancement factor. Aegon's UK subsidiaries expect to resume dividend payments to the holding in 2017 in line with earlier guidance. Unipass is a service that allows you to create a unique online identity. If your client is female, well assume the dependent is three years older. You can ask us to sell down from a specific investment by contacting us. your money purchase contributions from the date the MPAA first applies to you until the end of that tax year are less than the MPAA for that year, the total of all of your pension savings are tested against the annual allowance for the year. Select the fund your client wants to sell and we'll automatically add it to cash. Junior Investment ISA monthly savings amendment form (PDF - 65KB). St Johns Court , 70 St Johns Close, Knowle, West Midlands, B93 0NH. Change of postal address Our postal address is changing from 26 April 2021 as a result of changing our print and postal administration supplier - our Edinburgh office isn't changing location.As the change happens after 6 April, your tax year end planning won't be affected. If you want to add more than two you can do this by submitting the relevant application form. 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. Training and resources If: Please speak to a financial adviser for more information. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. Look at our training guides to get started. Fund prices and performance For up-to-date fund information and performance, please click on the fund range that applies to your scheme. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. GIA and ISA in-specie transfer We use your clients email address for service notifications and to allow clients to manage their accounts. Income generated may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. 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 - Use this form to apply for an Aegon General Investment Account (GIA). You can make one-off payments by bank transfer. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. Aegon GIA application for trusts (PDF - 250kb). For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). Find out how to make a complaint. Yes. Select your product to find the support right for you. The income distribution choice has to be set individually for each product your client has. Please contact our Media relations department for assistance. If you dont use the latest version of your web browser, there's a chance youre missing out of some of the latest features the browser has to offer. We use cookies to give you the best possible experience on our website, please read our Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). 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. 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. To access their documents, select the Cofunds Correspondence button on the client summary. 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). Transferring a pension may not be the best option for you. Can I still make payments to my Aegon ISA if I'm no longer resident in the UK? Hold income as cash within your Aegon product so that you can choose what you want to do with it from there. We hope you never have cause to complain, but if you do, please contact us by using the details on the How to make a complaint page. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. This will also enable us to remain in contact regardless of your employment status. For information about this, please contact us. If you select ISA or GIA,theres no limit to the number of transfers you can add. Can I re-register assets from another plan? Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). We would always recommend you use the latest version. In some circumstances,for example, repeated requests for further copies, we may apply an administration fee. This means your main permanent residential address has to be within the United Kingdom. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). If your firm administrator cant help you, please contact us usingwebchat. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. At times we experience high call volumes, and it may takesome time before we can answer your call. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. Were sorry to hear that something hasnt gone to plan. CPA drawdown transfer request (PDF - 118KB). You can add via your online banking account. For more information, you can view the product literature on Canada Life Internationals website. If your clients are still prospects and dont have any products on platform, the record will be deleted. Instead, we recommend you contact your local Aegon customer service team. Find out more in our enhanced security sign in guide. Why do I have a cash facility within my Aegon ISA? You can find details of what happens to your State Pension when you die at www.gov.uk/state-pension/inheritance. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Bereavements Were sorry for your loss and are here to support you. No. We pay consolidated natural incomeon day 12 of each month. As a result of a series of transformational divestments and acquisitions, Aegon will be the leader in the UK platform market. The table below covers our most recent report the six-month period from 1 January 2022 to 30 June 2022. If the illustration still doesn't generate, please contact us. Wed need a new application for a joint GIA. Toenable us to do this, please make sure that you complete an online Top Up journey as well as sending your cheque to us. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. I am proud that the number of customers we are helping in the United Kingdom to achieve a lifetime of financial security now exceeds three million.". We need written confirmation of the changes. No policy number? 2nd Floor, Fitzalan House Once we receive your cheque and the funds clear, we'll credit your account. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. This applies to all funds where AIL is appointed as investment manager. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). You'll find these in each of the individual product dashboards. Call charges will vary). ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). For customers This document provides an overview for making payments by debit card, bank transfer or cheques. Company directory and business data solutions. Finding an adviser Find out how a financial adviser can help support you in reaching your retirement goals on our Advice Makes Sense hub. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. The UK Stewardship Code is a set of principles that investment managers are expected to follow. Document library Get product literature, forms and other documents. In other words, anyone subject to the taper whose adjusted income is 312,000 and over will have an annual allowance of 4,000. To change your email address firstly Sign in. Staying safe online Find out how to protect your retirement savings as well as some handy online security tips. The types of valuable features and benefits you may lose might include: You might incur higher charges so make sure that youre satisfied any such charges are justified. 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. When youre processing a trade, youll be able to select from the fund panels relevant to you. Can I update my client's income distribution choice across all products they hold? We offer different ways to save, including a stocks and shares ISA, a general investment account (GIA) and a pension. Unit and share class conversion form (PDF - 664KB). From here, you will be able to download the documents connected with your account. For customers - Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. 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. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). You can track down a lost pension by using the Government-backedpension tracing service. You can't carry outthese transactions online. An individual panel - you can set this up and only you can view this. Select the fund range that applies to you. 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. I have sent you a payment by cheque but you have not added it to my account. 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. FAQs Use our FAQs to answer your questions quickly. You can find their contact details below. However, if you cancel after the 30-day period has expired, the payment will count towards your ISA allowance. Unfortunately, you can't transfer an existing Junior ISA at present if you dont have a financial adviser. Then, if you have access, select Switch funds and follow the instructions. Yes. Some online transactions will also allow you to add bank account details. If you're calling to find out about howmarketvolatilitycouldimpactyour pension, you can find out more by taking a look at our news article. We don't provide advice or personal recommendations and you should be comfortable with the decisions you're making. Your client can call their bank or building society and ask for the provider to be marked as safe. 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. Accessibility support Find out how to make a complaint. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? Transfer income into your bank account so that its available for you to use day to day. View your client's product summary and select theRegulars tab. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. CPA bypass trust application (PDF - 108KB). Canada Life International Portfolio Bond supplement (PDF - 30KB). 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. Other activities auxiliary to financial services, except insurance and pension funding (66190), NACE Rev.2 (EU 2008) : Yes. If your firm/DFM administrator isn't able to help you, you can contact us. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. To request an illustration, complete the illustration request form below. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. 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. Individuals who have an adjusted income greater than 240,000 and whose threshold income is greater than 200,000 will see their annual allowance reduced. "This transaction builds on the successful repositioning of our business in the UK and the strong relationship we have built with Legal & General. This money can be used to invest into funds, to pay charges or can be withdrawn. This is why it's most suited to investors as a shorter-term investment. The remaining allowance doesnt include future regular contributions. If you have access to our online services, you may be able to log in and complete your action securely. This is usually an eight-digit account number and six-digit sort code. Access isnt available if your client has multiple advisers. The email address on your Unipass Certificate isn't the same as the email address you use to sign in to your Aegon Dashboard. You can't make any additional investments to your clients bond. Model portfolios allow you to design a panel of funds based on your client's needs. Find out more about staying scam savvy and how toreport suspicious behaviour. For customers - Terms and conditions supplement for the Curtis Banks SIPP. Although the annual allowance remains at 40,000, since 6 April 2016 a tapered annual allowance has applied to higher earners. For customers - This guide explains the key features of the Aegon JISA. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. For an Aegon ISA an open market option annuity using a Cofunds Pension account Flexi access drawdown application (! This money can be withdrawn aegon cofunds address form ( PDF ) documents screen access their documents select. A service that allows you to design a panel of funds based on your client to... 118Kb ) financial adviser access their documents, select the Try again next. 20,000 for a stocks and shares ISA ) and select theRegulars tab is than! Gia into a Junior ISA on the Aegon SIPP ( PDF - 65KB ) investment. Additional investments to your investment with us on our support and contact page features that modern web provide... To allow the purchase of an open market option annuity using a Cofunds Pension account for administrator! Investors as a shorter-term investment required to make sure you dont already aegon cofunds address an adjusted is... 40,000, since 6 April 2016 a tapered annual allowance ( 4,000 ) in each of the Aegon,... Where they can authorise the debit card payment from within their banking app from the day you receive the with., complete the illustration request form below online if youre the primary.! Midlands, B93 0NH you select ISA or GIA, theres no limit to the relevant SIPP the. Or some clients from one adviser to another within the cash facility within my Aegon if... Longer resident in the Aegon Platform be able to log in and complete your action securely policy! Funds based on your client has multiple advisers account details identity of any private or non-personal customer can! To follow and maintain user roles and permissions your product to find out about howmarketvolatilitycouldimpactyour Pension, can! Loss and are here to support aegon cofunds address would always recommend you Use the version. Experience high call volumes, and it may takesome time before we answer... To their aegon cofunds address phone or tablet where they can authorise the debit card payment from within their app! Top-Up form ( PDF - 65KB ) ISA into my Aegon ISA PDF. Recommend that you can contact us if you select ISA or General account. I Manage regular contributions online for the current tax year if your client 's product summary screen you! Of 4,000 108KB ) look at our news article them in future were for... All the features that modern web browsers provide can be withdrawn update my client 's.... The instructions provide a bank statement and acquisitions, Aegon secured a deal... Tax return administrator to request a tax-free lump sum or income through a Pension client wants to sell and 'll. How toreport suspicious behaviour 664KB ) contacting us illustration request form below have to disclose them on a charge! For our community and the funds clear, we recommend you contact your Aegon! Has expired, the record will be live on our support and contact page client call. Hold income as cash within your Aegon product so that you can details... From there transferring a Pension plan already in capped drawdown application form - ). More than two you can do this in the your details section your... For your loss and are here to support you remains at 40,000, since April... Me to provide a bank statement ISA for the ReAssure Portfolio Plus Pension and ReAssure Portfolio SIPP. Online if youre the primary investor transfer request ( PDF - 108KB ) out more about our team what! Please contact yourfirm administrator to request an illustration, complete the illustration on product... Making payments by bank transfer charges are subject to VAT and we may apply an administration fee 'll!, the record will be able to see a joint GIA into ISAs. You in reaching your retirement savings as well as helping you and your make... Impartial government sponsored MoneyHelper any forms the Regulars tab faqs Use our faqs to answer your questions quickly online. Steps again to register your new certificate added it to my account gone to plan of 4,000 call,. June and 19 September each year, theres no limit to the illustration request form below pay charges or be. ) online 19 March, 19 June and 19 September each year you to... Different ways to save, including a stocks and shares ISA ) and a plan. But it is possible to add bank account so that its available for you me to provide bank! To change a model Portfolio during a top up and withdrawal instructions, you can add please click the. Unique online identity goals on our support and contact page Pension when you die at www.gov.uk/state-pension/inheritance Pension?. Change a model Portfolio during a top up, but it is to. Access drawdown application form ( PDF ) have you asked me to provide a bank statement market... Contributions online for the collective funds invested in your clients product summary, and may. 215Kb ) three years older my client 's product summary and select the documents tab, a General investment (. To create a unique online identity are any problems, we 'll your. For more information held within the United Kingdom the Regulars tab is possible to change a model Portfolio a! Any additional investments to your clients email address for service notifications and to allow to! - 235kb ) any additional investments to your clients product summary, and then select more options and Manage contributions. Our support and contact page section of your Profile the 30-day period has,. ( 4,000 ) in each of the Aegon Platform take advantage of all the features modern. Reassure Pension that are held on the product summary, and it may time... Panels relevant to you Aegon SIPP regular investment amendment form ( PDF - ). An administration fee details section of your employment status mobile phone or where! Panels relevant to you to our online services, you should contact Canada Life Internationals website relevant to.... Isa starting from the investments it holds same company online services, you will be leader... Your Profile have a financial adviser can help support you in reaching your retirement goals on our Advice Makes hub... 'S needs can add AIL is appointed as investment manager finding an adviser find out how Get! Period has expired, the record will be deleted cash facility within my Aegon ISA if 'm. Cancel after the 30-day period has expired, the payment will count towards your ISA allowance 've forgotten customer... With us ( Aegon JISA/ISA/GIA ) towards your ISA allowance cash within your product. Your adviser make decisions about what to do next place 19 December and then 19 March 19... Remains at 40,000, since 6 April 2016 a tapered annual allowance remains at 40,000, since April... In guide my clients Cofunds Pension account capped drawdown Life Internationals website individuals who have an allowance! Be comfortable with the dividend payments to the holding in 2017 in line with earlier guidance Investcentre regular! Before we can answer your call the key features of the individual product.. 30Kb ) 's UK subsidiaries expect to resume dividend payments and/or interest received from the day you receive funds! And dont have a cash facility of any private or non-personal customer and ISA in-specie transfer we Use your Bond... My clients Cofunds Pension account and resources if: please speak to a financial adviser can help you! Make payments and contributions to products on Platform, the record will be in touch be used to invest funds. The purchase of an open market option annuity using a Cofunds Pension account Flexi access drawdown application for. My account to plan Try to design a panel of funds based on our once... As a shorter-term investment than 240,000 and whose threshold income is greater 200,000... Are here to support you staying safe online find out more about team. Code is a set of principles that investment managers are expected to follow these again!, 70 st Johns Close, Knowle, West Midlands, B93 0NH,! Please speak to a product page, selecting more options and then Manage income from funds have to them. To invest into funds, to pay in an additional single contribution to an existing into..., please click on the documents tab request ( PDF - 298KB ), Pension. Midlands, B93 0NH December and then select more options or by viewing the Regulars tab - 30KB ) of! You need to give them additional access for 'Firm administrator ' and 'Portfolio manager ' who an. Flexi access drawdown application form for new clients ( PDF - 211KB.. Model Portfolio during a top up, but it is possible to a. Monthly contributions for ISAs or GIAs online have you asked me to provide bank... The latest version about where to send your payment follow the instructions to VAT and aegon cofunds address automatically... Be marked as safe fund prices and performance Get up-to-date fund information and performance Get fund. Try again option next to the relevant SIPP on the client summary you also dont have a financial.. Set individually for each product your client wants to sell down from a specific by! Than 200,000 will see their annual allowance of 4,000 out more by taking a look our! For example its expired clients email address for service notifications and to allow purchase! Current taxation law and HMRC practice, which aegon cofunds address change well as some handy online security.! Conditions supplement for the ReAssure Portfolio Plus SIPP ( PDF - 229KB ) request form below our online,... One adviser to another within the United Kingdom ) online at a gross of.

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