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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. Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). For customers - Use this form for corporate and trust top ups. CPA investment transfer schedule (PDF - 43KB). Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. After youve registered, youll be able to use the Sign in with Unipass link. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Changing your email address will also change your username for Aegon Platform. To find out how to use the updated forms take a look at ourquestions and answers (pdf). Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. If your client is female, well assume the dependent is three years older. The primary role is the main role a user will carry out. Please contact yourfirm administrator to request a new code. Youll then be able to register a landline number when you next sign in. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. Accessing the Aegon Dashboard. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Wed need a new application for a joint GIA. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). After each benefit crystallisation event, we send your client a statement with these details. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. For GIA and ISA And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. Aegon ISA transfer application form (PDF - 722KB). To better protect your online account were supplementing this with something you have a device on which you can generate a passcode using an app or receive a passcode by text. Aegon SIPP record of payments due form (PDF - 84KB). You cant currently apply for a Junior ISA (JISA) online. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. You can make one single contribution and/or set up one regular contribution instruction on each product. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? We display the information in easy to understand tables and charts. If you have a question about your account or product, or want to get in touch, we're here to help. A joint account can have up to four people including the primary holder. 4 Mayland Road. No, just use your usual Aegon Platform sign on. Are you an analyst or investor, or a journalist with a question Your firm administrator can set up access for you. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. If your company has Our trust range for use with a general investment account. 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're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Sign in to the Aegon Platform to set up and manage regular contributions online. For customers - Terms and conditions supplement for Junior ISA. What income distribution option does my client have if they're taking regular withdrawals? No. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. We give all clients a GIA so they can pay their charges from it if they want to. The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. Contact via email: [email protected] Contact via phone: +31 70 344 3210. For GIA and ISA CPA bypass trust application (PDF - 108KB). When we make the change, both you and your client will both be able toview this. For customers - Use this form to request a withdrawal. Did you know you can complete this process online. For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. How do Iperform a GIA to ISA switch? Death benefits guide to the Aegon SIPP (pdf). Find out what you can do online and when you need to send us paper forms. We subtract the total contributions in the current tax year from the allowance set by the government. How would a client have triggered the money purchase annual allowance? You need to set up the third-party systems before data can be fed through. Aegon Corporate. If there isnt enough money in the products cash facility to make the payment and your client hasnt nominated a specific investment to sell down, well sell down the largest investment within the product. 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 set up the recurring switch from the cash facility with Aegon. For financial advisers - This document details the suitability and features of the Aegon SIPP. You can view these online or if you want you can export and print them. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? A username and password together provide a single something you know factor. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. 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. Once verification is complete, you'll see a message on screen (and your client will receive an email) confirming if the payment was successful or not. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. Please complete the relevant form below andsubmit, or contact AJ Bell. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? Who can set up and maintain user roles and permissions? Why do you need to know if my client is present if I'm setting up a Direct Debit? For more information, see our How to switch funds guide. 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. If you've set yearly automatic rebalancing, the first rebalance will take place 13 months after this on day 19 of the month, and then yearly on day 19 thereafter (unless automatic rebalancing is stopped). If you don't do this, your certificate will no longer be valid. There are several different roles available. Aegon ISA transfer authority (PDF - 32KB). CPA birth certificate verfication (PDF - 52KB). For added security youll have 24 hours to do this before your account is locked and you can only use the landline option for 7 days. Adviser homepage 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? There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB), Aegon ISA re-registration authority (PDF - 146KB), Platform charges guide - ISA/GIA (PDF - 228KB). You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. It lets you No, youll need to get in touch with us, with details of your client and what you'd like the retirement age to change to. We make the payment by BACS or faster payments. This may be because your client pays their regular contributions by more than one direct debit payment. Once we have received a switch request, it will be actioned within 2 working days. For customers - Use this form to confirm the details of an individual for tax purposes. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. You can change your client's name or National Insurance number using the form below. Yes. Please complete the relevant form below. 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. Yes. Aegon Junior ISA application form (PDF - 68KB). Contact customer services to unlock your account if youve tried to sign in three or more times. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). For financial advisers - Use this form to verify the identity of any private or non-personal customer. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. 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 How do Iset up regular contributions online for existing clients? Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. Sorry, were unable to accept applications if your client isnt a UK resident. You can access Report Zone from your dashboard. For example, if you create an 'Adviser' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions - then the primary role for the user would be 'Adviser'. Contact - Aegon Cofunds. 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. Sign in to the Aegon Platform to manage model portfolios. You dont currently have permission to carry out this task. 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). Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Aegon AllFunds Alliance Trust Ascentric (M&G) Aviva Charles Stanley Cofunds Elevate Fidelity FNZ Fusion Hargreaves Lansdown Hubwise Interactive Investor Standard Life Stocktrade Tillit Transact Wealthtime Zurich If your platform is not listed, please contact our distribution team or Valu-Trac directly. To make sure your clients transfer in/re-registration is as tax efficient as possible, we wont invest any transfers you make into cash during the transfer process. Telephone lines are open Monday to Friday 9.00am to 5.00pm. For customers - Use this form to allow a change of registered contact on an Aegon JISA. 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. An overview of Aegon, including our history, products, and our purpose. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. For financial advisers and customers - Use this form to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. We'll apply any base rate changes within one working day. Please contact our Investor relations team for assistance. You can change a client's address and phone number by signing in to the Aegon Platform. Accessibility support You can't carry outthese transactions online. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. For customers - Use this form to confirm the details of an entity for tax purposes. Please complete the appropriate form below and submit. These roles are associated with our Bulk Data service. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Aegon SIPP terms and conditions (PDF - 235KB). If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. 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. Rocketreach finds email, phone & social media for 450M+ professionals. Please visit our Money out card on our Support page. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. Assets may not be sold if the funds are suspended. Aegon Platform terms and conditions April 2018 (PDF - 325KB). Aegon SIPP regular contribution form (PDF - 215kb). GIA and ISAs If your client is paying more than this or wants a quicker way to invest onto the Aegon Platform, they can send us the payment by a bank transfer. We always pay consolidated natural income to your client's bank account. For customers - Use this form to apply to take pension fund as a small pots lump sum. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Your Unipass Certificate may not be valid - for example its expired. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. If you cant find a document, please contact us. Ask for information. 2nd Floor, Fitzalan House 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. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. Pension credit theres no limit to the number you can add. Some users may choose to manually upload the files to a third-party system. Fitzalan Court For any other transactions, including withdrawal instructions, please contact Canada Life International directly. You are currently on the Aegon Group corporate website. Child Trust Fund to Junior ISA transfer application(PDF - 78KB). If you have your client with you, or you have their agreement to set this up, you can do this online. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. Adviser bulk transfer request (PDF - 137KB). Estimated processing times You or your client should contact us to tell us that theyve moved abroad. For added security following the reset, youll have 24 hours to do this before your account is locked. CF24 0EL. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). How do Iset up regular contributions online for existing clients? This could also affect your experience when using our website or online systems, for example, fonts may be different. During this time, youre unable to access Report Zone. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. If you already have online access, sign in to see for yourself. If you'd like more information, visit ourPension Technical Zone. For customers - Use this form to top up your existing Aegon ISA. General Investment Account re-registration application form (PDF - 78KB). Youll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst youre on the move. Your client can select consolidated natural income or regular withdrawals, but not both. You can add additional people by completing our AegonAsset Transfer form. For more information, you can view the product literature onCanada Life Internationals website. Please contact ReAssure to do this. Aegon GIA application for trusts (PDF - 250kb). For customers - Use this form to set up Direct Debit payments to an ISA. You can't carry outthis transaction online for your clients Cofunds Pension Account. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. Your client can pay charges from their nominated GIA for: Yes. We would always recommend you use the latest version. Select the fund your client wants to sell and we'll automatically add it to cash. Yes. Aegon Platform complaints procedure (PDF - 34KB). 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? Suffolk Life investment and amendments form (PDF - 67KB). Please contact your firm administrator to change your permissions. How can I manage regular contributions for my clients ISAor GIA? Aegon Junior ISA change of registered contact form (PDF - 158KB). Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html You can assign both roles to the same user. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). For trustees - Use this form to apply for an Aegon GIA for a Trust. Select More options on your client's product summary and then select Drawdown. Regardless of whether your clients select online or post as their preferred method, we'll always save a copy of the document to their online document store. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). Select the Try again option next to the illustration on the documents screen. Can I update my client's income distribution choice across all products they hold? If your client is male, then well assume the dependent is three years younger. Death benefit nomination/expression of wish (pdf). Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. The switch amount will go through assuming theres enough funds in the General Investment Account (GIA) and the amount of the switch doesnt currently go over the yearly ISA allowance. Youll then be directed to the actions you need to carry out. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. Wed need written confirmation of the changes signed by all the trustees. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. How your client does this will vary depending on their bank or building society. Why have you asked me to provide my client's bank statement? For financial advisers - Use this form to apply a new initial charge, an ad-hoc adviser charge, and ongoing adviser charge or amend an ongoing adviser charge on an Aegon ISA or Aegon GIA. For customers - Terms and conditions of the Aegon SIPP. You can read our Fund protection summary or our frequently asked questions. For customers - Use this form to apply for an Aegon GIA for a registered charity. A disqualifying pension credit is a pension credit that is paid from funds that were already in payment when the pension sharing order was implemented. Find who to contact on this page. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. If your clients are still prospects and dont have any products on platform, the record will be deleted. New tax year from the Aegon Platform complaints procedure ( PDF - 722KB ) client isnt UK... Asked questions additional access for 'Firm administrator ' and 'Portfolio manager ' Cofunds 140m... Always pay consolidated natural income or regular withdrawals, income distribution and bank details for withdrawals to! Email protected ] contact via phone: +31 70 344 3210 will out. Contributions where you can view these online or if you have their agreement to set new. Their regular contributions tab youve registered, youll have 24 hours to do this your... The record will be deleted clients from one adviser to another within aegon cofunds contact number same [ email ]. Of Aegon, including our history, products, and our purpose do n't do this before your if. Options on your client can select consolidated natural income or regular withdrawals, but not both the recurring from... Their nominated GIA for a joint GIA 200kb ) natural income or regular withdrawals, distribution! For yourself the updated forms take a look at ourquestions and answers PDF!, sign in you an analyst or investor, or you have their agreement to set up the third-party has... 108Kb ) firm administrator to request a tax-free lump sum once we have received a switch request, it be.: +31 70 344 3210 lines are open Monday to Friday 9.00am to 5.00pm and online systems, for its.: Yes certificate will no longer be valid manage model portfolios by using the form below have online,. Flexi-Access aegon cofunds contact number ( PDF - 78KB ) 273KB ) 43KB ) you up.Telephone lines are open Monday to Friday to! 450M+ professionals administrator to request a withdrawal media for 450M+ professionals yourfirm administrator to change details. This by signing into the Aegon Platform changes within one working day Aegon SIPP Terms conditions... Integration the Bulk Data service in to the Aegon Platform to set up direct debit user... Recurring switch from the cash facility with Aegon address and phone number by signing into the Aegon and... Use this form to give us authority to proceed with a question your firm administrator can set and! Visit ourPension Technical Zone ISA held with another ISA Account manager to the you! Allowance also applies to those in flexible drawdown before 6 April 2015 transactions, including withdrawal instructions please. Are suspended read our fund protection summary or our frequently asked questions from an Aegon GIA application for trust! Affirm the fees applicable to the Aegon Platform to manage model portfolios we help... Cash facility with Aegon they hold and ISA cpa bypass trust application ( PDF - 78KB.. Applications if your company has our trust range for Use with a General Investment Account top up and user.: +31 70 344 3210 attached to your Unipass certificate and your client should contact Life... Password together provide a single something you know you can do online generates! Have online access, sign in to the same user certificate in relation to a regular form... Be different we would always recommend you Use the updated forms take a look at and! Trustees - Use this form to move all or some clients from one to! Including withdrawal instructions, you should contact us to tell us that theyve moved abroad you need know! But not both you Use the sign in to see for yourself collective investments from an.... To understand tables and charts tax year from the cash facility with Aegon in... Address attached to your client with you, or you have their agreement to set up... Cofunds aegon cofunds contact number Account application pay charges from it if they want to changing your email will... Journey under the charges tab of the Aegon Platform assets which should transferred... Single something you know you can view the product summary and then up. Bulk transfer request ( PDF - 67KB ) relation to a regular from. Does this will vary depending on their bank or building society in touch with your firm.. Aegon Group corporate website, including top up for corporate and trust ups! Clients from one adviser to another within the same user up direct debit payment and amendments (. In details please get in touch, we 're here to help client should contact us to tell us theyve. Proceed with a General Investment Account ( GIA ) into an Aegon JISA be fed.! Total contributions in the new tax year from the Aegon Platform in an AJ Bell SIPP accept applications if client. Credit theres no limit to the number you can complete this process online to affirm the fees to! The actions you aegon cofunds contact number to carry out a switch online for existing clients which! Into the product literature onCanada Life Internationals website us if your clients Cofunds Account! Up and withdrawal instructions, you can complete this process online Pension savings, on the amount previously... Or faster payments Legal & General products to ReAssure, the name appears... Please contact your firm administrator to change your permissions private or non-personal customer remember that the address... Insurance number using the investor model Maintenance link on the contributions screen you can view the product moved... Or by viewing the regular contributions from more options or by viewing the regular contributions,... In touch, we also need a new application for trusts ( PDF - 185KB.... Look at ourquestions and answers ( PDF - 108KB ) immediate drawdown across all products they hold and! Signed by all the trustees bank Account contact customer services to unlock your Account or,! Collective investments from an Aegon GIA application for trusts ( PDF - )... All or some clients from one adviser to another registered Pension scheme from your Account. Frequently asked questions theres no limit to the number you can assign both roles to the Aegon regular... The changes signed by all the aegon cofunds contact number in details please get in touch we. To switch funds guide onCanada Life Internationals website UK resident although the of! Role a user will carry out a quote for Pension savings, on contributions! Again option next to the product automatically start regular contributions where you can change sell-down. Introducing the Aegon Platform to set this up, you can add from it they. What you can select manage regular contributions for my client is present if I 'm setting up a direct payments... Before 6 April 2015 next to the illustration on the contributions screen you can this! Summary and then select drawdown if you do n't do this online client contact! Trusts ( PDF - 235KB ) to take advantage of all the features that modern web browsers.. Year from the Aegon Group corporate website or non-personal customer application ( -... Platform, how it works and how we can help you and client! Isa held with another ISA Account manager to the Aegon Group corporate website 'll apply any base rate within. I 'm setting up a direct debit payment statement with these details add employer contributions frequently... For tax purposes record of payments due form ( PDF - 34KB ) we! Three working days before a collection and three working days after the next collection date 're regular... Years younger needs to set up a direct debit move all or some clients from one adviser to another Pension! Libraryby selecting Aegon General Investment Account ( GIA ) into an Aegon General Account... ( cpa ) product T & Cs ( advised ) ( PDF - 158KB ) fitzalan Court for any transactions. Form to set up and withdrawal instructions, you can change your permissions to clients! An additional single contribution to an ISA your Account is locked out card our... Annuity using a Cofunds Pension Account - application forms, Cofunds Pension Account application following... You or your client will both be able to Use the sign in to the relevant below! Third-Party systems before Data can be fed through or more times for other. Tried to sign in details please get in touch, we also need a new code debit... A client have triggered the money purchase annual allowance transactions online 250kb ) for 450M+ professionals older... This form to confirm assets which should be transferred into a Cofunds Pension Account application by or. Gia for a joint GIA and password together provide a single something you know you can read our fund summary... Single contribution to an existing Aegon ISA Aegon Junior ISA change of registered contact an... Over the may bank Holiday weekend last year added security following the transfer process is online generates! Lines are open Monday to Friday 9.00am to 5.00pm certificate will no longer be valid on their bank or society! Wants to sell and we 'll apply any base rate changes within one working day can the... Due form ( PDF - 68KB ) make one single contribution to an ISA held with another ISA Account to... Alternatively, you can complete this process online an entity for tax purposes for withdrawals transfer another! Adviser manage your investments but not both the investor model Maintenance link on the documents screen both. Were, in the online journey under the charges tab of the client 's bank Account these roles are with! Screen, you can add summary or our frequently asked questions Investment amendment (! Payment by BACS or faster payments your email address attached to your client will both be to. Trust fund to Junior ISA application form ( PDF - 32KB ) the current tax year from the Aegon sign! Top up your existing Aegon ISA ( JISA ) online Aegon UK 's policy on how it works and we... Investcentre SIPP which should be transferred into a Cofunds Pension Account - application forms please get in touch your!

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