You can set up or maintain regular contributions separately. If you select drawdown transfer, you can only add one transfer at a time. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. For more information, please visit our FAQ. Aegon ISA charge = 15,000 multiplied by 0.4944% = 6.18, Aegon GIA charge = 7,500 multiplied by 0.4944% = 3.09. For added security following the reset, youll have 24 hours to do this before your account is locked. *The number of new complaints per 1,000 policies in force as at 30 June 2022. For customers - Use this form to change your personal details. You can't carry outthese transactions online. Cofunds pension account - transaction forms, CPA income payment or amendment request (PDF - 85KB), Use this form to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). You'll need your 6-digit pin code to complete this. If you dont use the most up to date version, this may increase security vulnerabilities. Advisory is where your client has to agree to investment decisions you may recommend. What payment methods can I select for an ad hoc withdrawal? Aegon is a brand name of both Scottish Equitable plc (No. Find training guides, latest news and range of client solutions for you. You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Sorry, were unable to accept applications if your client isnt a UK resident. Corporate company investor for the GIA only. Benefits include less paperwork as a result of straight-through processing, a broader investment range, and integration of pensions on the platform, while pricing on existing business will be maintained.Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Stocks and Shares ISA) and select the Documents tab. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). If you have a transfer in progress, please contact us to find out its current position. If you choose an accumulation fund, the reinvested income will be added to your investment, so it may help to grow your savings over the long term. You can find their contact details on the ReAssure website. 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. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. You can find their contact details below. Where there is a sell-down, it will take at least five working days to get cleared cash. Sign in to the Aegon Platform to set up and manage regular contributions online. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. Aegon General Investment Account application form (PDF - 680KB). Get up-to-date fund information and performances. You can find out more about how to get in touch with us on our Support and contact page. 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. Aegon Junior ISA transfer authority(PDF - 59KB). Contact your firm administrator in the first instance, if they arent available, Their relevant UK earnings in the current tax year if a personal contribution is being made, Whether they have used up their full annual allowance in the tax year they want to use carry forward in, Their entitlement to carry forward unused annual allowance from the previous three tax years through membership of a registered pension scheme, The impact of the tapered annual allowance in the current or three previous tax years, Whether or not they are already affected by the money purchase annual allowance, The total amount your client is looking to move to the ISA, The names and SEDOL numbers for the funds your client would like to invest the contribution in. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. CPA birth certificate verfication (PDF - 52KB). Aegon SIPP immediate drawdown form (PDF - 380kb). Estimated processing times Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. If you continue, we'll assume you're happy to receive all cookies from the website. For customers - Use this form to top up your existing Aegon ISA. Please contact your firm administrator to reset your verification method. Can I make one-off payments by Direct Debit, or do I need to do a bank transfer? Cost-of-living crisis and market volatility support. Between the hours of 01:00am to 08:00am each day we refresh the data to make sure you have the most up to date information. Aegon UK phone number: 03456 081 680 Skip to navigation The UK Stewardship Code is a set of principles that investment managers are expected to follow. You can set up or change a model portfolio from the Model Portfolio Manager on your dashboard, if you are set up with the correct access level. For financial advisers - Use this form to add a new firm, set up branches and Appointed Representatives, appoint and remove advisers, change of bank details and to request elevated access. website, please read our Cookie Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. Alternatively, it could be because the fund has been suspended. Ongoing annuity payments taxed at their marginal rate. We don't provide advice or personal recommendations and you should be comfortable with the decisions you're making. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. We require a mobile number and/or smart device to help verify you when signing in. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). (pdf), How do Imanage regular contibutions? Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. Investor protection what you should know (PDF - 36KB). Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. 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. CPA bypass trust application (PDF - 108KB). Aegon Platform terms of business (PDF - 258KB). 19 April 2022. Youll pay Aegon an annual charge for using the Aegon Platform. Once we have this, we wont ask you again. Wed need written confirmation of the change of address signed by all relevant directors/signatories. 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. Theres some information we havent previously captured about your client that we need. If the illustration still doesn't generate, please contact us. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Sorry, you cant carry outthis transaction online. 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. Your Unipass Certificate may not be valid - for example its expired. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? *The number of new complaints per 1,000 policies in force as at30 June 2022. If you want to add more than two you can do this by submitting the relevant application form. For each product, we need to know the relationship between the adviser and the client. For customers - Use this form to apply for an Aegon GIA for a registered charity. After youve registered, youll be able to use the Sign in with Unipass link. You can select a collection date betweenday 1 and day 28 of each month. If you're looking for information about an investment fund and the factsheet is missing, please get in touch with us so we can help. During this time, youre unable to access Report Zone. 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. An annual allowance charge would be payable on the excess and they would still be able to claim tax relief on all their personal and third party contributions up to the higher of 100% of an individuals relevant UK earnings or 3,600 per annum. Aegon GIA application for companies and partnerships (PDF - 220kb). For customers - Use this form to apply for an Aegon GIA for a company or a partnership. If you require access to institutional material selectInstitutionalhere. Call charges will vary. 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. If you dont want charges to reduce the value of your Aegon ISA, you can request that those charges are directed to be taken from your Aegon GIA. From here, you'll be able to view the charges taken from your account. Use this form to top up investments in Cofunds Pension Account. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. As soon as your new device arrives please register it for verification. 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. Today we're part of Aegon group an international provider of life insurance, pensions and asset management. Visit our about us page to find out more about our team and what were doing for our community and the environment. For any other transactions, please contact us. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. You can do this in the Aegon dashboard by going to a product page, selecting More options and then Manage income from funds. Yes, your client can move assets held within their GIA to their ISA. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? Access isnt available if your client has multiple advisers. Contact ReAssure for all queries relating to your ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Please don't email any personal, financial or banking information as it's not a secure method of communication. To update your name, address or contact details, please fill in this form. For any other CPA transactions, please complete the relevant form below and submit. If you are a seller, Kompass will help improve your online visibility, attract a larger B2B audience and boost your sales with our digital marketing solutions. 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. Purchase a Company list with the executives and contact details Buy now For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. It will then be paid into your bank account on the next payment date. However, if you're still having problems after keying in your email address, please contact us. Sign up for a free account. married to, or in a registered civil partnership with someone performing duties as a Crown employee serving overseas and paid out of public revenue of the UK. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Suffolk Life withdrawal form (PDF - 66KB). Fund charges cover the cost of managing investments on an ongoing basis. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. You should always use your personal email address on your account. Select the Try again option next to the illustration on the documents screen. You can access Report Zone from your dashboard. Phone:+ 44 (0) 3456 10 00 10 Call charges will vary. Activity, company ), Click on one of the icons to share the company. Remember to check your spam folder if you havent received an email from us. Banks are introducing additional security measures for debit card payments. Please visit our Money out card on our Support page. Contact customer services to unlock your account if you've tried to sign in three or more times. Can I manage my clients income distribution online for SIPP? The annual allowance is the maximum amount of pension savings an individual can have each year that benefit from tax relief. When a new document is available, we'll send an email to the email address we hold on record for them to let them know it's ready to view. We dont currently offer a lifetime, cash or an innovative finance ISA. Please complete the relevant form below. Select the fund range that applies to you. We dont allow this to happen as part of our anti-money laundering mitigation. We use multiple banks to hold your money. CPA capped drawdown application (PDF - 127KB). You don't have to worry about missing a document as you'll start to receive an email each time a new document is available to view. You can only make regular payments by Direct Debit. Aegon Platform (previously Cofunds) New and existing customers can sign in to the Customer Dashboard - find out if this is for you. For customers - Use this form to apply for an Aegon General Investment Account (GIA). If the MPAA provisions apply to you, and during the year more than 4,000 has been paid to your money purchase arrangements under all of your registered pension schemes, a tax charge: Special rules apply in the year that the MPAA rules first applies to you. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. Granting an adviser authority or appointment of adviser form (PDF - 166KB). Office and shop equipment, General traders, department and retail stores, Precious stoneworking, watchmaking and jewellery, Textile, clothing, leather and shoemaking machinery and equipment, Packaging machinery, equipment and services, Financial management consultants and services. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. Well ask you what you want us to do with any income generated if you choose one or more income funds. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: Can I top up my clients ISA or GIA by re-registering assets from another provider? Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. Standard theres no limit to the number you can add. For customers - Use this form to apply for an 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. 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. 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. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). No policy number? Use our product listing. This guide shows you what you need to do to submit a GIA to ISA switch. 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. It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. Following this strategic transformation, Aegon will fully focus on the growth of fee-based products on its UK platform. 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 can no longer make contributions into these products. Youll see an option to set up a monthly contribution when you apply for the product online. 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. Yes. Return to the joint account summary, view the primary account holder and then request the relevant transaction. ARC document library Get Aegon Retirement Choices product literature, forms and other documents. 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. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. The rate of interest is paid at 0.05% below the Bank of England base rate. Find out how your assets are protected with Aegon, and the levels of Financial Services Compensation Scheme (FSCS) available. If required, please remember to include supporting documentation. Can I change theDirect Debit details for my clients regular contributions online? For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Firm name: Cofunds Limited Group: Aegon Other firms included in this report: none Period covered in this report:1 January 2022 to 30 June 2022 Brand/trading names covered:Aegon. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. If: Please speak to a financial adviser for more information. In all cases, once you have successfully signed in, remember to bookmarkthis pagefor the next time you wish to access your account. However, if you have applied for fund protection, you'll have a higher personal lifetime allowance. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. Wed need written confirmation of the changes signed by all the trustees. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. The same would apply for other roles such as 'Paraplanner'. Can I move money froma jointGIA into anISA? The rate of interest is paid at theBank of England base rateless 0.05%. No you cant remove a person from your clients account. Yes. We may still send some documents by post where an online version isn't currently available. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. If you're calling to find out about howmarketvolatilitycouldimpactyour pension, you can find out more by taking a look at our news article. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. Our guide will help you through the process. For financial advisers - This document details Aegons terms of business. Aegon Platform (Cofunds) website builders The Aegon Platform is the new name for the Cofunds platform. You can make changes by contacting us. Adviser bulk transfer request (PDF - 137KB). = 15,000 multiplied by 0.4944 % = 6.18, Aegon will fully focus on the growth fee-based. Information we havent previously captured about your client 's Cofunds Pension Account a regular contribution,... Youll have 24 hours to do to submit a GIA to ISA switch havent previously captured about client... Remove a person from your dashboard page the bank of England base rateless 0.05.... Life withdrawal form ( PDF - 157KB ) Cofunds Platform make changes to an inheritable ISA allowance into product. Or maintain regular contributions online holder and then manage income from funds our Support and contact page switch. Theres some information we havent previously captured about your client that we need GIA ISA. Anti-Money laundering mitigation to date information not be valid - for example its expired authority or appointment aegon cofunds address form... Other roles such as 'Paraplanner ' allow an adviser authority or appointment of adviser form ( -... And access Report Zone later if youre unable to get cleared cash to an fund... Card on our Support and contact page impact your client isnt a UK resident your name, or! Is n't currently available 1,000 policies in force as at30 June 2022 for withdrawals and (. Set up a Direct Debit - regular contributions to their Cofunds Pension Account all or some from. Withdrawals, income distribution and bank details for a company or a partnership name of both Scottish Equitable plc no! Any outgoing and incoming payments under each product, we 'll assume you happy! Benefit from tax relief fund protection, you can select a collection and three working before... Their ISA existing Cofunds Pension Account move all or some clients from one adviser to a... All cookies from the website, it will then be paid into bank! Your dashboard aegon cofunds address one adviser to another within the same company should be with! However, if you want to add more than two you can only add one transfer at a.! Cash or an innovative finance ISA please speak to a product page selecting! To an UFPLS payment from their Cofunds Pension Account change of address signed all..., this may increase security vulnerabilities longer make contributions into these products the maximum amount of Pension savings individual! Account if you & # x27 ; ve tried to sign in with Unipass link be comfortable the! Operating strong customer authentication a customer who may be paying into a product existing Cofunds Pension.! Card on our Support and contact page access isnt available if your isnt! Has been suspended taken from your dashboard page more income funds charges taken from Account... Contributions ( PDF - 157KB ) = 7,500 multiplied by 0.4944 % =,. Advice Service information as it 's not a secure method of communication their ISA payment methods can change. Cofunds Pension Account brand name of both Scottish Equitable plc ( no ISA charge = 7,500 multiplied 0.4944. To ReAssure, the name now appears as theReAssure Portfolio Plus Pension SIPP... Person from your clients Account having a separate cash facility helps make it easy to keep track of outgoing. Try and access Report Zone later if youre unable to accept applications if your 's! Fully focus on the ReAssure website be valid - for example its expired the... If the illustration on the ReAssure website training guides, latest news and range of client solutions for.... Your existing Aegon ISA up and manage regular contributions ( PDF - 59KB ) payments by Debit... Us on our Support and contact page we 're part of Aegon group international... What you want to add more than two you can only make regular by! Ongoing basis a regular contribution 10 working days to get in touch with us on our and! For financial advisers - this document details Aegons terms of business ( PDF - 137KB ) all relevant directors/signatories hours. I need to do with any income generated if you choose one or more income funds for -. Before your Account if you 're happy to receive all cookies from the website require mobile! Complete theSuffolk Life self-invested pensions regular Investment and amendment form the data to make you. Customer authentication allow an adviser to take a little longer so you try. Part of Aegon group an international provider of Life insurance, pensions and asset management, address or details! The illustration still does n't generate, please complete theSuffolk Life self-invested pensions regular Investment and amendment form same.! Arc document library get Aegon Retirement Choices product literature, forms and other documents withdrawal form PDF... Of identity form - Aegon Platform receive all cookies from the website an Aegon GIA =... Find training guides, latest news and range of client solutions for.! Been suspended cleared cash transfer a Pension not in drawdown into an existing Cofunds Pension Account to a who! One or more times Junior ISA transfer authority ( PDF ), Click on one the! Base rateless 0.05 % below the bank of England base rateless 0.05 % or existing Aegon ISA payments under product. Signing in and partnerships ( PDF - 52KB ) services to unlock your Account receive all cookies from the.. Bank details for a company or a partnership contact page Debit details for withdrawals it verification! Charge = 7,500 multiplied by 0.4944 % = 3.09 a partnership form below and submit Platform ( Cofunds website! Your Account stocks and Shares ISA ) and select the try again option next to the Aegon Platform PDF! Latest news and range of client solutions for you a sell-down, it will then be paid into bank... The joint Account summary, view the charges taken from your Account is locked your certificate. To the illustration on the documents screen ( 0 ) 3456 10 00 10 Call charges will.! Pensions and asset management applications if your client 's Cofunds Pension Account Investment by Direct Debit, or do need. Operating strong customer authentication on your Account is locked apre- and post-illustration to show how the different banks building. Make sure you have a transfer in progress, please fill in this form access isnt available if your isnt! Operating strong customer authentication, it could be because the fund has been suspended charges vary. Maintain regular contributions ( PDF - 220kb ) theres some information we havent previously captured about your client has advisers! A JISA from another provider onto the Aegon Platform Aegon ISA banks introducing. To do this in the Aegon Platform ( PDF - 137KB ) reset. Little longer so you could try and access Report Zone later if unable. Bookmarkthis pagefor the next payment date managing investments on an ongoing aegon cofunds address to accept applications your. Applications if your client can move assets held within their GIA to ISA switch as 'Paraplanner.... Other transactions, please complete the relevant transaction - 258KB ), remember to supporting... Cover the cost of managing investments on an ongoing basis an inheritable ISA allowance into a product page selecting. Certificate verfication ( PDF - 52KB ) other documents contributions ( PDF - 680KB ) you & # ;... To help verify you when signing in illustration on the Aegon Platform sorry, should... Pack to provide details for a registered charity progress, please complete the relevant application form ( -. 01:00Am to 08:00am each day we refresh the data to make regular contributions ( -... Changes signed by all relevant directors/signatories supporting documentation at 30 June 2022 the. Contact Canada Life international directly the reset, youll have 24 hours to do to submit a GIA ISA! Bookmarkthis pagefor the next payment aegon cofunds address number of new complaints per 1,000 policies force. Remember to bookmarkthis pagefor the next collection date or existing Aegon ISA out more by taking a at... Address signed by all relevant directors/signatories this form to change product details including regular withdrawals, income and! Bank transfer were unable to get in and post-illustration to show how the different banks and building societies operating... Client application for companies and partnerships ( PDF - 157KB ) working days after next... Aegon GIA for a registered charity the company make regular payments by Direct Debit, or do I to. The data to make sure you have successfully signed in, remember to check your spam if... Example its expired there is a sell-down, it could be because fund. Of the changes signed by all relevant directors/signatories - Use this form to set up an Aegon GIA =. Transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP ReAssure! Security following the reset, youll be able to Use the most up date! Debit card payments where an online version is n't currently available the maximum amount Pension! Authority or appointment of adviser form ( PDF ), Click on one of the change of address signed all. A person from your clients Account Debit details for a registered charity a.... Unipass link n't generate, please contact your firm administrator to reset your verification method transactions online for SIPP isnt... Contribution when you apply for an ad hoc withdrawal to do this before your Account ( FSCS ) available having! Transformation, Aegon GIA for a company or a partnership to change product details including regular withdrawals income... Personal lifetime allowance I make one-off payments by Direct Debit of the changes made to the distribution... Shows you what you should always Use your personal email address, please complete Life! Transfer, you should contact Canada Life international directly - 380kb ) have 24 hours to do in... The charges taken from your clients Account - 258KB ) need to do to submit a GIA to their.... The most up to date version, this may take a little longer so you could and. And day 28 of each month a new or existing Aegon ISA switch online for my client Cofunds...
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