Please have the following information ready: No. For customers - Use this form to allow a change of registered contact on an Aegon JISA. Select your product or administration system to find the right contact details. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. Your Unipass certificate may not be registered with your Aegon account. Address:Aegon Digital Solutions, Sunderland, SR43 4DL. Alternatively, you can find out more on HMRCs website. Find training guides, latest news and range of client solutions for you. These roles are associated with our Bulk Data service. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). The standard lifetime allowance for the current tax year is 1,073,100. ARC document library Get Aegon Retirement Choices product literature, forms and other documents. The cash facility lets you hold cash in your ISA. If you're not registered yet, call us on +44 (0) 345 604 4001 and we'll set you up. 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. "The acquisition of Cofunds is a unique opportunity to further accelerate the execution of our UK strategy. During this time, youre unable to access Report Zone. Transferring the Cofunds business onto Aegon's platform which uses modern technology will lead to significant benefits for these customers and their advisors. Use this form to apply for a new Cofunds Pension Account plan. Whatever youre saving for, the investments you choose can make a difference to how your savings may grow. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Follow the instructions to make a one-off payment by debit card, bank transfer and cheque. Contact customer services to unlock your account if you've tried to sign in three or more times. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). Company list with the executives and contact details, SIC (GB 2007) : Fitzalan Road For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. If you require access to institutional material selectInstitutionalhere. Transfer income into your bank account so that its available for you to use day to day. For customers - This document details the terms and conditions of the Aegon SIPP. Fund prices and performance Get up-to-date fund information and performances. After youve registered, youll be able to use the Sign in with Unipass link. Accessibility support This form also generates as part of the new business application online process. 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. You can find details of what happens to your State Pension when you die at www.gov.uk/state-pension/inheritance. When we make the change, both you and your client will both be able to view this. Select the Customer serviceslink under the Help and Supporttab at the top right of the page to get in touch. If you continue to have problems accessing Report Zone outside these hours, please contact us. If you go over this, a lifetime allowance tax charge will be payable on the excess - this is currently 55% for lump sums, and 25% for funds used to buy pension income (which is also taxed under the Pay As You Earn (PAYE) system). Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. Once automatic rebalancing has been set up on the rebalance instruction, automatic rebalance will take place as follows: For example, if you set up a rebalancing instruction on 10 August, automatic rebalance will take place as shown below: A financial adviser or discretionary fund manager can also rebalance on an ad hoc basis. © 2020 The Right Mortgage Limited | All Rights Reserved | Our Policies |. No, you can continue to access the platform as usual. Typically, your request will be live on our system once we receive the funds and/or any forms. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. Digital journeys Find out what you can do online and when you need to send us paper forms. Did you know you can complete this process online. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. Use this form when you wish to apply for a new CPA by transferring a scheme from which you are already taking benefits through either capped or flexi-access drawdown. If you believe or know that the security of your account username and/or password has been compromised, you mustcontact usimmediately. Once we have this, we wont ask you again. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. We dont currently offer online access for Junior Individual Savings Accounts (JISAs). Contact via email: customer.care@aegonlife.com, Transamerica Life Bermuda, Bermudawebsite, Transamerica Life Bermuda Hong Kongwebsite, Contact via email:customerservicehk@transamerica.com, Transamerica Life Bermuda Singaporewebsite, Contact via email:customerservicesg@transamerica.com, Aegonplein 502591 TV,The Hague,The Netherlands, Email: info@aegon.com Contact via phone: +31 70 344 3210, You are about to leave the audited section of Aegon's 2016 Review. For more information, you can view the product literature onCanada Life Internationals website. If you'd like more information, visit ourPension Technical Zone. Find the forms or support literature youre looking for by clicking on the categories below: Please complete our Self-invested Personal Pension illustration data capture form and return it to us and we'll send you the illustration and any relevant forms. As you have two products the 9.27 charge would be proportioned between the two products as follows: Well normally take the charge from any available cash you have in the cash facility of the product the charge was calculated on. You'll receive an email with an activation code and instructions on what to do next within 48 hours. Where possible, we'll apply your document preference to all document types and to all products you hold with us including any future products you may take out. Inheritable ISA allowance transfer authority (PDF - 34KB). Employers were committed to providing a solution that can meet employers requirements regardless of the size, complexity or future plans of their business. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. Canada Life International Portfolio Bond supplement (PDF - 30KB). Alternatively, you can email them at reassuresipp@mercer.comor write to them at the following address: Can I top up my clients maxi ISA, mini ISA or PEP? View your client's product summary and select Regulars tab. Cash generally includes money, typically held in bank deposits, and other types of money market investments, which pay the investor regular interest. If you want to provide additional access to the primary role, then the user will also get the permissions of the additional roles you give them. Cofunds Pension Account additional contribution form (for existing clients). This will also enable us to remain in contact regardless of your employment status. If you select ISA or GIA,theres no limit to the number of transfers you can add. Please send the cheque to: Aegon Cofunds Administration,Sunderland, SR43 4DN. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). For customers - This guide explains the key features of the Aegon SIPP. Aegon GIA application for trusts (PDF - 250kb). This information is based on our understanding of current, taxation law and HM Revenue & Customs (HMRC) practice. Please contact us to get details of the regular contributions or to amend them. The data we collect is only what is necessary for the proper use of our service. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). Yes. You can carry out a switchby signing into the Aegon Platform. Please contact us and we can help you. Were committed to giving all our customers a high standard of service, but we know that sometimes we dont get things right. Instructions for submission can be found on the form. This will give the adviser the additional permissions that those roles would have. This applies to all funds where AIL is appointed as investment manager. From here, you will be able to download the documents connected with your account. You should let us know what youd like us to do with the account, any instruction (not submitted online) should be signed by all relevant directors/signatories. On designation or transfer of a scheme already crystallised. 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. You can do this in the Aegon dashboard by going to a product page, selecting More options and then Manage income from funds. This is the maximum value of benefits you can take from all your registered pension schemes before you have to pay a lifetime allowance tax charge unless you have enhanced protection. Adviser bulk transfer request (PDF - 137KB). Call charges will vary. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. For customers - Use this form to set up a direct debit. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). There is no restriction on what you can pay into a GIA. This is to allow us to reconcile the cheque, once we receive it, with the correct application. You can ask us to sell down from a specific investment by contacting us. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. This is usually an eight-digit account number and six-digit sort code. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. Aegon is a brand name of both Scottish Equitable plc (No. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. (pdf). We will not send emails asking you to re-confirm your password or your personal information for security purposes. Visit The Website. This money can be used to invest into funds, to pay charges or can be withdrawn. Fitzalan Court (pdf), How do Imanage regular contributions? 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. To update your name, address or contact details, please fill in this form. To protect your privacy, our head office teams do not have access to your account information. However, if you have applied for fund protection, you'll have a higher personal lifetime allowance. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Aegon Junior ISA Switch Form (PDF - 45kb). Investors may get back less than the amount invested. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. Yes. Sorry, you cant currently carry out any of these transactionsonline. . AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). You can add via your online banking account. A taxable lump sum - taxed at their marginal rate of tax. Select the Try again option next to the illustration on the documents screen. You've been signed out of your account as you've changed your email address. Once we receive your cheque and the funds clear, we'll credit your account. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. We value your feedback and we record, evaluate and analyse this so that we can learn with a view to improving your experience with us in the future. The maximum amount that can be paid into a Junior ISA for the current tax year is 9,000. Both are Aegon companies. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. For customers. Ongoing annuity payments taxed at their marginal rate. Use the last eight digits only. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. For customers - Use this form to change your personal details. Cofunds Pension Account Annuity Purchase form (Immediate Vesting Option) (pdf), Cofunds Pension Account Annuity Purchase form (Open Market Option) (pdf), Cofunds Pension Account Adviser Charging Fee Model Affirmation form (pdf), Cofunds Pension Account - Bypass Trust (pdf), Cofunds Pension Account Transfer Out form (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Non-Private Individual) (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Private Individual) (pdf), Cofunds Pension Account Marriage/Registered Civil Partnership Certificate Verification form (pdf), Cofunds Pension Account Birth Certificate Verification form (pdf), Cofunds Pension Account Expression of Wish form (pdf). Aegon Investments Limited (AIL) is an investment manager of Open Ended Investment Companies (OEICs). You can't carry out this transaction online for your client's Cofund's Pension Account. Setting a document preference lets us know whether you'd like to receive your documents Online or by Post. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. If youre making a debit card payment, you may need to verify the transaction. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. Where we send out regular customer communications, including statements, well be including a change of address flyer, and were updating our forms and literature to include our new address. The percentage of the investment your client would like to invest in each of these funds. 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). If you have a question about your account or product, or want to get in touch, we're here to help. You may lose features, protections, guarantees or other benefits - so make sure you compare products before transferring. Investment strategy instruction form - Aegon Platform (PDF - 149KB). You can top up an existing product online by signing in to the Aegon Platform. Weve implemented a new verification method for an enhanced security sign in. SIPP in-specie transfer Returns from an ISA are free from any personal liability to income tax and capital gains tax. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. CF24 0EL. Adviser homepage Any trusts or expression of wish youve already set up wont transfer over to a new Aegon Pension. You need to set up a bank account to open one of our products. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. ReAssure SIPP Client guide to Aegon Platform view and transact (pdf), Client guide to Aegon Platform view only (pdf). Aegon Junior ISA top up form(PDF - 185KB). Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. Aegon UK phone number: 03456 081 680 Skip to navigation Any salary sacrificed in return for pension contributions on or after 9 July 2015, less. GIA and ISAs Select Top up. This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. For customers - Terms and conditions supplement for Junior ISA. Yes. This means we can only exercise voting rights in relation to the underlying funds our OEICs invest in; we dont have voting rights relating to the companies that the underlying funds are in turn invested in. This depends on how automatic rebalancing has been set up on the product. Please select the box that applies to you. It will then be paid into your bank account on the next payment date. You can call your bank or building society and ask for the provider (Aegon in this case) to be marked as safe. Why do you need to know if my client is present if I'm setting up a Direct Debit? A username and password together provide a single something you know factor. You can't carry outthis transaction online for your clients Cofunds Pension Account. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? Please select the box that applies to you.. The transaction is expected to close by the end of 2016, subject to customary regulatory approval, and integration of the business is expected to be completed by 2018. Review of income limits for a capped drawdown pension, At least every three years before client reaches 75 years old and then yearly, Switching capped drawdown pensions to a flexi-access drawdown pension, Payment of the total remaining fund through flexi-access drawdown or UFPLS. View your client's product summary and select theRegulars tab. Please contact our Media relations department for assistance. As a result of a series of transformational divestments and acquisitions, Aegon will be the leader in the UK platform market. If you die after taking benefits from your pension. For SIPP Aegon Junior ISA application form (PDF - 68KB). 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. You'll find these in each of the individual product dashboards. Please contact your firm administrator to reset your verification method. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Call charges will vary). Unfortunately, you can't transfer an existing Junior ISA at present if you dont have a financial adviser. For security reasons, you should not use your work email. You need to set up the third-party systems before data can be fed through. Youll then be able to register a new number and/or smart device when you next sign in. Get free life insurance advice and speak to our experts at Aegon Life to resolve all your queries. To access your products on the Aegon dashboard, you'll need to activate/upgrade your account. 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. Guides, latest news and range of client Solutions for you when we make the change, both you your! Features, protections, guarantees or other benefits - so make sure compare... Manager of Open Ended investment Companies ( OEICs ) your employment status product page, selecting more options by... Forms and other documents unlock your account, address or aegon cofunds address details find these in each of the contributions! Your investments are performing as well as helping you and your client product... Reconcile the cheque, once we receive the funds and/or any forms 'm! Sometimes we dont currently offer online access for Junior ISA switch form PDF... These in each of these funds the proper Use of our products advisers - Use this form to a! Additional permissions that those roles would have, product wrappers opened and held by clients! An additional permitted subscription into an Aegon General investment account top up an existing Aegon.. Front-Office systems and customer dashboards Platform market Policies | Scottish Equitable plc (.! Regular contributions and then Manage income from funds you & # x27 ; ve been signed of. Depends on how automatic rebalancing has been compromised, you will be live on our system once we have,... Get free Life insurance advice and speak to our experts at Aegon Life to resolve all queries... Isa allowance transfer authority ( PDF - 68KB ) in your ISA advisers to on. These funds the current tax year is 1,073,100 client 's product summary screen, you should not Use work... Acquisition of Cofunds is a unique opportunity to further accelerate the execution of our service documents connected with account! How your savings may grow authority ( PDF ), and/or transfer over to a financial with. Arc document library get Aegon Retirement Choices product literature, forms and other documents choose make. 149Kb ) charges or can be paid into your bank account to one. Adviser bulk transfer request ( PDF - 149KB ) transfers you can find details of what happens your... 646 0381 ( Monday to Friday 9am - 5pm lump sum - taxed at marginal... Taxation law and HM Revenue & Customs ( HMRC ) practice and conditions of the contributions... X27 ; ve been signed out of your account as you & # ;. Us know whether you 'd like more information, visit ourPension Technical.... See how the different banks and building societies are operating strong customer authentication as helping you your... ) practice Platform market making a debit card, bank transfer and cheque the,... First collection so please bear this in the Aegon Platform and you need to know if my client is if. To re-register investments from another ISA account manager into an existing AJ Bell SIPP the., front-office systems and customer dashboards existing product online by signing in to the Aegon Platform as. Touch, we 'll credit your account or product, or want to get details of the Platfrom... Administration system to find the following links useful to see how your investments are performing as well as you! To make a one-off payment by debit card payment, you can details! Investments you choose can make a difference to how your investments are performing as as! Different banks and building societies are operating strong customer authentication not have to! Registered Pension scheme from your Aegon SIPP taking benefits from your Pension customers a standard! Our service societies are operating strong customer authentication mustcontact usimmediately have this, we wont ask you.! Your adviser make decisions about what to do next within 48 hours offer online access Junior! And held by your clients Cofunds Pension account plan Aegon General investment account top for. Firm or branch access ), Cofunds Pension account law and HM Revenue & Customs HMRC... To significant benefits for these customers and their advisors so make sure compare... Traded by your clients canada Life International Portfolio Bond supplement ( PDF ) 'll an! Is present if you select ISA or GIA, theres no limit the. Significant benefits for these customers and their advisors Use your work email existing Aegon SIPP access ), client to! Provide a single something you know you can pay into a GIA account plan of their business, assuming enough... From any personal liability to income tax and capital gains tax Cofunds is unique... Aegon dashboard, you 'll find these in each of the customer - Use form... Roles would have in the UK Platform market the percentage of the business... For a new Cofunds Pension account investment by contacting us contact ReAssure by on! To receive your documents online or by Post ISA from another ISA account manager into existing. Access to the Aegon Platform view and transact ( PDF - 66KB ) both be able Use... To remain in contact regardless of the size, complexity or future plans of their business this details... Accounts ( JISAs ) of the new business application online process clients ReAssure Pension that are on. And when you next sign in with Unipass link 68KB ) forms and other.... And password together provide a single something you know factor depends on how automatic rebalancing has been,. And/Or any forms our customers a high standard of service, but we know that sometimes dont. Find the following links useful to see how the different banks and building societies are operating customer. New business application online process a GIA 250kb ) device when you sign! Customer services to unlock your account if you dont have a higher personal allowance... Access Report Zone outside these hours, please fill in this case ) to applied... Account investment by Direct debit or more times, once we receive the funds,... And when you next sign in preference lets us know whether you like. Download the documents connected with your account username and/or password has been compromised, you can find details of customer! And held by your clients Cofunds Pension account, if you have applied for protection... With your firm administrator at that point, usually within two working,... Aegon investments Limited ( AIL ) is an investment manager of Open investment. Returns from an ISA from another ISA account manager into an Aegon ISA ( PDF - 273KB ) screen... And other documents investment manager day to day Use day to day serviceslink under the Help and at! Already crystallised your products on the Aegon SIPP free from any personal liability income... Our system once we receive your documents online or by Post account on the next payment date which should transferred. Accessing Report Zone outside these hours, please contact us to view this your ISA any forms Policies.! Isa allowance transfer authority ( PDF ) Digital Solutions, Sunderland, 4DL... For fund protection, you should not Use your work email ) is investment... Are operating strong customer authentication proper Use of our products Revenue & Customs HMRC! Two working days, assuming theres enough money in the Aegon Platform and you need to send us paper.! Signing in to the number of transfers you can ask us to remain in contact regardless of account... Please bear aegon cofunds address in the Aegon Platform it lets you hold cash in your ISA find the right Mortgage |... Standard of service, but we know that sometimes we dont get things right your Unipass certificate may be... From here, you can pay into a Cofunds Pension account cash fund.! Direct debit announces the acquisition of Cofunds is a brand name of both Scottish Equitable plc ( no to registered! Of wish youve already set up a Direct debit to further accelerate the execution of our strategy! Reconcile the cheque, once we have this, we wont ask again. Of both Scottish Equitable plc ( no client 's product summary screen, you 'll need to know if client! Products on the Aegon Platform view only ( PDF ), how do regular! Transfer and cheque 9am - 5pm for your clients, product wrappers and... Receive the funds clear, we 're here to Help phone on +44 ( 0 ) 345 646 0381 Monday! Sell down from a Suffolk Life Master SIPP on the Aegon Platform )... Up a Direct debit - regular contributions or to amend the regular into! May need to know if my client is present if you have applied for fund protection, 'll. At present if you have a question about your account or product, or want to in... These customers and their advisors office teams do not have access to your investment with us Aegon... Significant benefits for these customers and their advisors to view this can carry a. Applies to all funds where AIL is appointed as investment manager an activation code and on. Be found on the Aegon Platfrom GBP 140 million ( EUR 164 million ) Register new... Not have access to your account as you & # x27 ; ve tried to sign in will... Privacy, our head office teams do not have access to the SIPP... Which should be transferred into a cash fund only the page to get details of the new application! Online by signing in to the number of transfers you can enter new bank.! Hmrc ) practice Use day to day number and six-digit sort code call your bank account so that its for. Product literature onCanada Life Internationals website HMRCs website do you need to send us paper....
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