In order to get you to the right place, we need to find out a bit more about you. For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. Digital journeys (pdf) Aegon Asset . Remaining annuity payments taxed at their marginal rate. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? 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? Yes, you can add these as an individual single or monthly contributions. Select your product to find the support right for you. 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. We dont allow this to happen as part of our anti-money laundering mitigation. How do I transfer an existing ISA into my Aegon ISA? Power of attorney and third party CVI (PDF - 155KB). You can access Report Zone from your dashboard. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. You can't carry outthis transaction online for your clients Cofunds Pension Account. Please contact your firm/DFM administrator to change your permissions. Aegon General Investment Account application form (PDF - 680KB). 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. It enables us to create substantial value as the number one provider in the fast-growing UK platform market. If there are any problems, we'll contact you. If you have an adviser, you'll need to speak to them first. 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. Cofunds is one of the oldest adviser platforms in the market. If you're an employer - we're here to support you and your scheme. Phone:+44 (0) 3456 10 00 72 Call charges will vary. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). No policy number? Were sorry to hear that something hasnt gone to plan. Use the last eight digits only. 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. Sunderland The value of any tax relief depends on your individual circumstances. If you need help finding out which option is right for you, please visit our Support and contact page and using our policy finder. Visit our about us page to find out more about our team and what were doing for our community and the environment. You can request this bycontacting us. We may spread any money we hold on your behalf across those banks to help reduce the risk to your money if any one bank has financial difficulties. Unfortunately, you can't transfer an existing Junior ISA at present if you dont have a financial adviser. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. . It usually takes around three working days for the payment to be available for investment. Our complaints policy is available todownload or read online. 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. For security reasons, you should not use your work email. Activity, company ), Click on one of the icons to share the company. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. The percentage of the investment your client would like to invest in each of these funds. Advisory is where your client has to agree to investment decisions you may recommend. In practice, an individual is subject to a tax charge (the annual allowance charge) where their pension savings exceed their available annual allowance for a tax year. Follow the instructions to change your passwordimmediately. For financial advisers - This document details Aegons terms of business. 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. This information is based on our understanding of current, taxation law and HMRC practice, which may change. As soon as your new device arrives please register it for verification. A fund panel is a list of favoured or researched funds. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. We will never ask you totell us your confidential passwords. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. We aim to support older versions of browsers but updating to the latest version will give you the best experience. The protected amount (more than 1 million and not more than 1.25 million) if you have individual protection 2016. Your client must provide an address, based in the United Kingdom (UK), that reasonably appears to be their residential address and there's no evidence suggesting this isn't. Unipass is a service that allows you to create a unique online identity. Sorry, you cant currently carry out any of these transactionsonline. This will delete any registered number and/or authentication app. Adviser homepage 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. 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. Athenelink.com - Xranks. Voting on a material change relating to an underlying fund we have invested in. For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). Aegon ISA Transfer authority (PDF - 30KB). Aegon Platform complaints procedure (PDF - 34KB). For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. What assumptions do you make for a dependent's pension? Aegon GIA application for charities (PDF - 225kb). Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Digital journeys Find out what you can do online and when you need to send us paper forms. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. You have 30 days to cancel opening an ISA starting from the day you receive the documents with your contract details. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). For more information, you can view the product literature on Canada Life Internationals website. If your client is female, well assume the dependent is three years older. You can top up your clients ISA if it's within their yearly ISA allowance. Did you know you can transfer in an ISA online. If you choose for this option its your responsibility to ensure theres sufficient cash and/or investments held in your Aegon GIA to cover any charges due. To carry out this transaction you have to request this from the primary account holder summary. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. Well only ask you this once for each product. We take complaints seriously and welcome the opportunity to learn from our customers concerns. 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. "I am delighted that we are able to announce the acquisition of Cofunds," said Alex Wynaendts, CEO of Aegon. If you don't do this, your certificate will no longer be valid. If you want to change product details please use the Change to product details form. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. There are several different roles available. 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). Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). If you had an Aegon ISA valued at 15,000 and an Aegon GIA valued at 7,500 on the last working day of the month then your charge would be calculated as follows: As you can see from above, the overall annual charge is calculated as 111.25 which is equivalent to 0.4944% of your total account value of 22,500. You can do this in the Aegon dashboard by going to a product page, selecting More options and then Manage income from funds. We dont currently offer a lifetime, cash or an innovative finance ISA. Investors may get back less than the amount invested. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. 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. For more information, please visit our FAQ. Please send the cheque to: Aegon Cofunds Administration,Sunderland, SR43 4DN. Some online transactions will also allow you to add bank account details. Speak to your financial adviser if you have one, or contact us. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Were committed to giving all our customers a high standard of service, but we know that sometimes we dont get things right. Find out how an adviser can help support you. Alternatively, you can find out more on HMRCs website. To do this, select the Help and Support tab and choose Customer Services from the drop down menu. 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. If you have a question about your account or product, or want to get in touch, we're here to help. Aegon Investment Limited (AIL) - statement of compliance*. Address:Aegon Cofunds Complaints Team,Sunderland, SR43 4DN. Aegon GIA application for trusts (PDF - 250kb). If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. Address:Aegon Protection Complaints Team, Sunderland, SR43 4DP. If you die after taking benefits from your pension. For customers - Use this form to apply for an Aegon GIA for a registered charity. Sorry, you can't currently apply online. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? *The number of new complaints per 1,000 policies in force as at30 June 2022. However, some banks and building societies have account numbers of different lengths please use the following details to convert them into a different format, where necessary. 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. Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices, individual investors and foundations. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. Pension credit theres no limit to the number you can add. may apply on the value of any savings made to defined benefit arrangements that are higher than 36,000 plus any carry forward you have available. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. At times we experience high call volumes, and it may takesome time before we can answer your call. Toenable us to do this, please make sure that you complete an online Top Up journey as well as sending your cheque to us. 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. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). Theres some information we havent previously captured about your client that we need. 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. Aegon Retirement Choices, One Retirement and Retiready Aegon Platform Nationwide Building Society TargetPlan Aegon and Scottish Equitable Pensions and Bonds Singapore View. 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. Can I make one-off payments by Direct Debit, or do I need to do a bank transfer? For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. The details we require are as follows: Amount the amount you wish to pay into your account. However, were 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. Follow the instructions to make a one-off payment by debit card, bank transfer and cheque. The current annual allowance limit is 40,000. Find training guides, latest news and range of client solutions for you. You can find a financial adviser near you by using the free and impartial government sponsored MoneyHelper. We understand this is a difficult time and want to make the next steps as simple as possible. If you've forgotten your customer number you can view this in the Your details section of your Profile. If your client was upgraded to the Aegon Platform and youre linked to them as an adviser you can view their pre-upgrade Cofunds documents. What income distribution option does my client have if they're taking regular withdrawals? Financial adviser application form (PDF - 156KB). For customers - Use this form to set up Direct Debit payments to an ISA. 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. Sign up for a free account. Today we're part of Aegon group an international provider of life insurance, pensions and asset management. 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. 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. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. 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. This could also affect your experience when using our website or online systems. If you're unsure, you should speak to a financial adviser there may be a charge for this. Wed need written confirmation of the change of address signed by all relevant directors/signatories. You can send us a cheque in the post. How your client does this will vary depending on their bank or building society. To change the investment strategy of regular payments, please get in touch with us using the Help and Support drop down menu. Why do you need to know if my client is present if I'm setting up a Direct Debit? Discretionary is where you can make investment decisions on your clients behalf. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. If your firm administrator cant help you, please contact us using webchat. What do I do if my mobile number and/or smart device used for sign in verification has changed? Select the fund range that applies to you. Please visit our Money out card on our Support page. You can do this by completing our Aegon Asset Transfer form. A taxable income - taxed at their marginal rate. The value of an investment can fall as well as rise and isnt guaranteed. Aegon to combine its Dutch business with a.s.r. Registered in England and Wales no. Contact via email: [email protected] Contact via phone: +31 70 344 3210. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. Why cant I make withdrawals, top up or switch online when I sign in? © 2020 The Right Mortgage Limited | All Rights Reserved | Our Policies |. Aegon's UK subsidiaries expect to resume dividend payments to the holding in 2017 in line with earlier guidance. You need to complete our Re-registration authority form and send this to us. If youve been given an activation code you can go ahead and setup your online access. Yes. Access isnt available if your client has multiple advisers. If youre not sure, speak to a financial adviser - there may be a charge for this. The tax paid will depend on your personal tax situation, and may be subject to change in the future. CPA drawdown transfer request (PDF - 118KB). 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. Aegon ISA charge = 15,000 multiplied by 0.4944% = 6.18, Aegon GIA charge = 7,500 multiplied by 0.4944% = 3.09. Your investments and the climate emergency. When you take your benefits, theyll be tested against your available standard lifetime allowance or personal lifetime allowance (unless you have enhanced protection). You can change your clients bank details using the form below. (pdf), How do Imanage regular contributions? For customers - Use this form to nominate a beneficiary in the event of your death. 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. Sign in to the Aegon Platform to set up and manage regular contributions online. Please contact your firm administrator to change your permissions.

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