For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. Phone: +44 (0) 3456 01 77 21 Call charges will vary. Yes. (pdf), How do Imanage regular contributions? Discretionary Loan Trust - Loan agreement form (PDF - 38KB). Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. Yes, your client can move assets held within their GIA to their ISA. Accessing the Aegon Dashboard. You can't carry out this transaction online for your clients Cofunds Pension Account. From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. You can set up a panel by selecting Create new fund panel on your dashboard. Log in. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html Digital journeys (pdf) Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. A network panel is similar to a branch panel but all members of the network can view and use this. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. We would always recommend you use the latest version. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. How can I manage regular contributions for my clients ISAor GIA? Cookie Policy. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Yes, please contact Canada Life International directly to arrange this. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. No, you can continue to access the platform as usual. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. Please have the following information ready: No. Sorry, you cant carry outthis transaction online. Death benefit nomination/expression of wish form (PDF - 72KB). If you'd like to change previously selected options, please complete our Investment strategy instruction. 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. Cash held within the cash facility of any product attracts interest at a gross rate of. If you have your client with you, or you have their agreement to set this up, you can do this online. For security reasons, the activation code we send you expires after 24 hours. 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. If you dont add a regular contribution when you set the product up, you can do this later. Sorry, you cant currently carry out any of these transactionsonline. Assuming there are no issues, your changes will show on our system shortly. For customers - This guide explains the charges that could apply to your investment with us. For more information, please visit our Pension Technical Zone. This guide shows you what you need to do to submit a GIA to ISA switch. Can I manage my clients income distribution online for SIPP? Find out how to make a complaint. It usually takes around three working days for the payment to be available for investment. 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. No, Letter of authorities are applied to accounts for information purposes only. If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. Please contact our Investor relations team for assistance. Curtis Banks SIPP supplement (PDF 33KB). Total number of appointments 4 Date of birth January 1960. Re-registration is a transfer of investments between ISAs without selling them in the process. 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 Access isnt available if your client has multiple advisers. You can change a client's address and phone number by signing in to the Aegon Platform. Get 5 free searches. If you select ISA or GIA,theres no limit to the number of transfers you can add. Alternatively, it could be because the fund has been suspended. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. Youll see an option to set up a monthly contribution when you apply for the product online. For customers - This guide explains the key features of the Aegon ISA. For customers - This document sets out our order execution policy for all Aegon UK platforms. If required, please remember to include supporting documentation. Yes, but if your client's block transfer has a protected retirement age, we won't allow any other transfers or contributions to be progressed until we receive the transfer with the protected retirement age. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). If this is the case, our team will be in touch. Youll need to contact ReAssure to do this. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). For customers - Use this form to nominate a beneficiary in the event of your death. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. Power of attorney and third party CVI (PDF - 155KB). For employers - Use this form to set up member contributions to an Aegon SIPP. Can I move money froma jointGIA into anISA? After youve registered, youll be able to use the Sign in with Unipass link. You can top up an existing product online by signing in to the Aegon Platform. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. The remaining allowance doesnt include future regular contributions. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. Can I be a servicing adviser and take fees from the client's account? You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). This could also affect your experience when using our website or online systems, for example, fonts may be different. If the advice basis is advised, youll be able to see all the funds that we have determined as suitable for an advised customer, according to the MIFID II data supplied by the fund manager, this will include complex funds. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. For customers. Aegon Asset Management. There are several different roles available. View your client's product summary and select theRegulars tab. Canada Life International Portfolio Account supplement (PDF - 32KB). The income distribution choice has to be set individually for each product your client has. For customers - This factsheet explains how you can make a complaint. Can my client pay the initial adviser charge by Direct Debit? 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. Block due to legislation you can only add one. If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. We give all clients a GIA so they can pay their charges from it if they want to. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Your client can select consolidated natural income or regular withdrawals, but not both. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. 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. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). 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. You can do this by completing our Aegon Asset Transfer form. Inheritable ISA allowance transfer authority (PDF - 34KB). For customers - Use this form to switch between investments held within an existing Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Well only ask you this once for each product. Contact via email: [email protected] Contact via phone: +31 70 344 3210. We use cookies to give you the best possible experience on our Please contact your firm administrator to change your permissions. Our guide will help you through the process. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. For customers This document provides an overview for making payments by debit card, bank transfer or cheques. 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'. If the illustration still doesn't generate, please contact us. The same would apply for other roles such as 'Paraplanner'. This may be because your client pays their regular contributions by more than one direct debit payment. Bereavements Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? We display the information in easy to understand tables and charts. We use your clients email address for service notifications and to allow clients to manage their accounts. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). Theres no upper age limit. Aegon Platform complaints procedure (PDF - 34KB). Can I submit regular monthly contributions for ISAs or GIAs online? If your firm/DFM administrator isn't able to help you, you can contact us. If you don't do this, your certificate will no longer be valid. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Are you an analyst or investor, or a journalist with a question For information about a specific fund, please contact us. Why do you need to know if my client is present if I'm setting up a Direct Debit? Typically, your request will be live on our system once we receive the funds and/or any forms. View your client's product summary and select Regulars tab. You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. You can't carry out this transactions online for your clients Cofunds Pension Account. For customers - Use this form to apply for an Aegon GIA for a registered charity. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). You cant currently apply for a Junior ISA (JISA) online. If you want to change product details please use the Change to product details form. Model portfolios allow you to design a panel of funds based on your client's needs. If you select on top of the contribution, your client will pay an additional amount to cover the initial adviser charge with the full amount you want being invested into the product. Advisory is where your client has to agree to investment decisions you may recommend. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). You can enter an amount above the annual allowance when adding contributions, however, you need to consider your client's individual circumstances including: If you'd like more information, visit our Technical Zone. Call charges will vary. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. Youll then be able to register a landline number when you next sign in. We use cookies to give you the best possible experience on our website, please read our For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. How your client does this will vary depending on their bank or building society. Please complete the relevant form below. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. This Trust Deed is presented as a draft only. Find training guides, latest news and range of client solutions for you. We make the payment by BACS or faster payments. This Loan Agreement is presented as a draft only. Alternatively, you can find out more on HMRCs website. We've been supporting people with their pension since 1831 it's what we do. Discretionary is where you can make investment decisions on your clients behalf. For investors - Bare Gift Trust deed (PDF - 77KB). Our platform puts you in control of your clients' financial futures., With over 4,000 investment options (as at December 2021), including Risk-Managed Portfolios built by us, the Aegon Plaform can adapt easily with your clients' changing financial needs, as they progress through their working life into retirement.. 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. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. 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). You can select the account we pay it in to. For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. For SIPP These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. Direct debit mandate - GIA (charges) (PDF - 75KB). For customers - Use this form to make a transfer from an existing capped drawdown or flexi-access drawdown pension with another pension provider to an Aegon SIPP. It's easy to use and works with your business, saving you time and money while supporting client relationships. Our Story. 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. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). For trustees - Use this form to apply for an Aegon GIA for a Trust. Changing your email address will also change your username for Aegon Platform. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Your client can take regular withdrawals if theyre only invested in accumulation funds. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. 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? Please contact Curtis Banks. Aegon ISA Transfer authority (PDF - 30KB). If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. You need to set up the third-party systems before data can be fed through. You can select a collection date betweenday 1 and day 28 of each month. Bulk Data user assign this role to a user with firm or branch level access if you want them to be able to download files to view. To carry out this transaction you have to request this from the primary account holder summary. Sign in to the Aegon Platform to manage model portfolios. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. 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. 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. Wed need written confirmation of the change of address signed by all relevant directors/signatories. An individual panel - you can set this up and only you can view this. 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 can top up an existing product online by signing in to the Aegon Platform. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Can I top up my clients AJ Bell Investcentre SIPP online? Regular investment strategy instruction (for third party pension products) (PDF - 155KB). CPA bypass trust application (PDF - 108KB). You or your client should contact us to tell us that theyve moved abroad. Telephone lines are open Monday to Friday 9.00am to 5.00pm.
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