If you continue, we'll assume you're happy to receive all cookies from the website. Your client must be habitually resident in the UK for us to accept the business. Our guides willgive you a full overview of what you can do on the platform with different levels of access. Telephone lines are open Monday to Friday 9.00am to 5.00pm. We use cookies to give you the best possible experience on our website, please read our Cookie Policy. Aegon UK document library Get Aegon UK product literature, forms and other documents. Sign in to the Aegon Platform to set up and manage regular contributions online. Investment strategy instruction form - Aegon Platform (PDF - 149KB). When you take your benefits, theyll be tested against your available standard lifetime allowance or personal lifetime allowance (unless you have enhanced protection). . Download presentation (pdf) PDF 527 KB August 11, 2016. * This number, only available 3 minutes, is not your correspondants number but the number of a service putting you through to that person. your money purchase contributions from the date the MPAA first applies to you until the end of that tax year exceed the MPAA, your money purchase contributions prior to the MPAA applying to you, together with any defined benefit pension savings that are tested against the alternative annual allowance of 36,000. 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. How would a client have triggered the money purchase annual allowance? Youll need to complete an application for each plan you want to re-register. The standard lifetime allowance for the current tax year is 1,073,100. You or your client should contact us to tell us that theyve moved abroad. To request an illustration, complete the illustration request form below. For security reasons, the activation code we send you expires after 24 hours. If your financial adviser had a Cofunds microsite, go to their original site and you'll be automatically redirected. The rate of interest is paid at the Bank of England base rate less 0.05%. If you're calling to find out about howmarketvolatilitycouldimpactyour pension, you can find out more by taking a look at our news article. Aegon SIPP record of payments due form (PDF - 84KB). Please complete the relevant form below andsubmit, or contact AJ Bell. If you do transfer it, it will be updated to flexi-access drawdown. No - you need to provide your National Insurance number during the application process. 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. We will never ask you totell us your confidential passwords. You need to register your Unipass certificate with your Aegon account. The remaining allowance doesnt include future regular contributions. Simply sign in and select the Profile tab and choose Customer services from the drop down menu to get in touch with us so we can help. Youll need to contact ReAssure to do this. "I am delighted that we are able to announce the acquisition of Cofunds," said Alex Wynaendts, CEO of Aegon. The maximum annual ISA allowance is 20,000 for the 2022/23 tax year. Recurring switch from cash instruction (PDF - 160KB). For this reason, we switch off auto-rebalancing. You can select a collection date betweenday 1 and day 28 of each month. You can't make any additional investments to your clients bond. For information about a specific fund, please contact us. Bereavements Your client can make a single and/or a regular contribution into a product. Pleasecontact us and we'll be able to help you. 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. 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. 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. Please contact our Media relations department for assistance. You have 30 days to cancel opening an ISA starting from the day you receive the documents with your contract details. We use cookies to give you the best experience we can. Follow the instructions to make a one-off payment by debit card, bank transfer and cheque. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? 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. If you need to tell us about the death of a planholder, well need you to firstly confirm your full name, contact number and address for correspondence. Instead, we recommend you contact your local Aegon customer service team. If you continue to use this site we will assume that you are happy with it. This may be because your client pays their regular contributions by more than one direct debit payment. For more information, you can view the product literature on Canada Life Internationals website. This means its price doesn't tend to move much either up or down on a daily basis. OurStaying Safeguide provides more information. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. 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. 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. If you require access to our institutional website, selectInstitutionalhere. Transferring your investments and consolidating your investment portfolio in one place could be beneficial for you and your financial adviser, if you have one, and . We will not send emails asking you to re-confirm your password or your personal information for security purposes. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. Client guide to Aegon Platform view and transact (pdf), Client guide to Aegon Platform view only (pdf). Where there is a sell-down, it will take at least five working days to get cleared cash. © 2020 The Right Mortgage Limited | All Rights Reserved | Our Policies |. Adviser bulk transfer request (PDF - 137KB). What rate of interest is payable on cash in my Aegon ISA cash facility? General Policy for the Protection of Personal Data. For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. We'll apply any base rate changes within one working day. Please contact ReAssure to do this. Your client could get back less than they invest. Why do I have a cash facility within my Aegon ISA? Find out how income is paid. 2nd Floor, Fitzalan House To change your email address firstly Sign in. An individual panel - you can set this up and only you can view this. Weve implemented a new verification method for an enhanced security sign in. If your firm administrator cant help you, please contact us using webchat. For this, you can switch your client's investment or change their cash top . Cost-of-living crisis and market volatility support. Bulk Data admin (if linked to a financial adviser with firm or branch access). Cofunds and Aegon's platform business are highly complementary. Speak to your financial adviser if you have one, or contact us. The minimum income payment we'll make is 2.50. website, please read our Cookie OurStaying Safeguide provides more information. Death benefit nomination/expression of wish form (PDF - 72KB). The charge wed deduct for the month would therefore be 111.25 divided by 12 = 9.27. You can't carry out this transaction online for your client's Cofund's Pension Account. For financial advisers - Use this form to withdraw part or all of the value of the Aegon GIA and make a subscription of equivalent amount to an existing Aegon ISA. As a result of the cost synergies and identified opportunities for growth, the acquisition of Cofunds will contribute to achieving the group's return on equity target. In most cases, this will be free of charge. Well use any available cash you hold, and then sell down any balance required from the largest available valued investment under your product. Yes, your client can move assets held within their GIA to their ISA. Visit our financial wellbeing hub to find articles, resources and insight that could help you find financial freedom through future planning. You can change your client's name or National Insurance number using the form below. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). You can make changes by contacting us. You can add additional people by completing our AegonAsset Transfer form. 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. 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. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Weve made a number of improvements to transaction history to help you and your clients get the most from it. View Aegon N.V. report archive Aegon Bank N.V. View Aegon Bank N.V. report archive Responsible Investment Reports If you have access to our online services, you may be able to log in and complete your action securely. The verification is likely to be a code sent by SMS text message or online banking that will need to be entered during the online transaction to authorise payment. Yes. 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. For customers - This guide explains the key features of the Aegon SIPP. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). 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. 19 April 2022. For documents without a photo the following certification is expected: 'I certify this to be a true copy of the original seen by me.'. 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. Below you can find contact details of all our main country offices and businesses. For product or administration queries email reassuresipp@mercer.com. For more information, please visit our FAQ. Youll see an option to set up a monthly contribution when you apply for the product online. Aegon GIA application for pension schemes (PDF - 87kb). * This phone number available for 3 min is not the recipients number but a number from a service which will put you through to that person. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Document library Get product literature, forms and other documents. 1.8 million if you have fixed protection 2012, 1.5 million if you have fixed protection 2014, 1.25 million if you have fixed protection 2016, The protected amount (more than 1.25 million and not more than 1.5 million) if you have individual protection 2014. In all cases, once you have successfully signed in, remember to bookmarkthis pagefor the next time you wish to access your account. The types of valuable features and benefits you may lose might include: You might incur higher charges so make sure that youre satisfied any such charges are justified. Regular payment instruction (PDF - 565KB). If you need other information, please contact us. 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. Find out how to make a complaint. This form also generates as part of the new business application online process. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. *This sets out the extent to which AIL complies with the Financial Reporting Councils UK Stewardship Code. Guide to paying your charges through our GIA, See more FAQs for General Investment Account (GIA), See more FAQs for Investment fund information, See more FAQs for Investor Portfolio Service (IPS) customers only - charges, A tax-free lump sum (up to your available lifetime allowance with any excess subject to a 55% tax charge), or, A taxable lump sum - taxed at their marginal rate of tax, or. Can I top up my clients AJ Bell Investcentre SIPP online? You can request this bycontacting us. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. We need written confirmation of the changes. Select another Aegon website from the list of links below. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. Curtis Banks SIPP supplement (PDF 33KB). Yes. This is the maximum value of benefits you can take from all your registered pension schemes before you have to pay a lifetime allowance tax charge unless you have enhanced protection. If: Please speak to a financial adviser for more information. Please remember to include any supporting information required. If you don't currently have access and would like to manage your account online, you can request online access to your account. Key dates for intermediary charges (PDF - 98KB). Sometimes it's easier to just have a quick chat or message. The tax that applies after taking benefits from your pension depends on the benefit option you're receiving and your age when you die. Changing your email address will also change your username for Aegon Platform. We take complaints seriously and welcome the opportunity to learn from our customers concerns. Other activities auxiliary to financial services, except insurance and pension funding (6619), ISIC 4 (WORLD) : Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). You can carry out a switch by signing into the Aegon Platform. You can make one-off payments by bank transfer. The same email cant be used for more than one customer account. You can carry out this request online, as long as your client isn't a trust or corporate joint client. Select View and Managefor the ISA you wish to bring up to date. Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. 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 customers - Use this form to apply for an Aegon GIA for a registered charity. Aegon Investment Limited (AIL) - statement of compliance*. Our guide will help you through the process. You can find a financial adviser near you by using the free and impartial government sponsored MoneyHelper. Wed need a new application for a joint GIA. Sorry, you dont currently have permission to carry out this task. Aegon expects to generate GBP 60 million of annualized cost synergies by moving the Cofunds business onto the state-of-the-art Aegon technology, and by delivering efficiencies as a result of removing duplication across the businesses. Aegon Junior ISA change of registered contact form (PDF - 158KB). When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Customers whether youre an individual or have an Aegon workplace pension through your employer, were passionate about supporting you with your retirement plans and to make managing your savings easier. If you don't do this, your certificate will no longer be valid. Death benefit nomination/expression of wish (pdf). Can I open anAegon ISA without a National Insurance number? How can I add a provider to an approved list for debit card payments? Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. 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). 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. Find out more in our Guide to paying your charges through our GIA and our Guide to GIAs. The OCF includes some one-off charges that aren't in the TER, but the two measures are otherwise very similar. Address:Aegon Protection Complaints Team, Sunderland, SR43 4DP. Your client can pay charges from their nominated GIA for: Yes. Theres no guarantee that fund objectives will be met. 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). 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. You can call your bank or building society and ask for the provider (Aegon in this case) to be marked as safe. Anything below this will be held in your cash account until the amount is greater than 2.50. Your Unipass Certificate may not be valid - for example its expired. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. 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 in order for us to make sure that we're making payment to the correct account. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). Assuming there are no issues, your changes will show on our system shortly. 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. The value of any tax relief depends on your individual circumstances. Switching funds will not affect the investment of any regular contributions you may be paying. Aegon Junior ISA Switch Form (PDF - 45kb). Athenelink.com - Xranks. , as long as your client is n't a trust or corporate joint client made a number of to!, or contact us steps you need to register your Unipass certificate with your Aegon account one customer.! Joint GIA - 149KB ) UK for us to tell us that theyve abroad! Life Internationals website affect the investment of any regular contributions you may be because your can. Using the form aegon cofunds address client guide to GIAs, and then sell down any balance from... Cash you hold, and then sell down any balance required from the largest available valued investment under product! About howmarketvolatilitycouldimpactyour Pension, you can add additional people by completing our AegonAsset transfer form to. Contributions you may be paying into a product very similar ) PDF 527 KB August 11 2016! For security purposes re-confirm your password or your personal information for security purposes Friday to! Next time you wish to bring up to date cash account until the amount is greater than 2.50:... Emails asking you to re-confirm your password or your client should contact us can carry this. Changes will show on our website, selectInstitutionalhere download presentation ( PDF 158KB... To re-confirm your password or your personal information for security reasons, the activation we! ( Aegon in this guide we include the steps you need to complete an for. The provider ( Aegon in this case ) to be marked as.... To accept the business give you the best experience we can and/or a contribution. The relevant form below andsubmit, or contact us product or administration queries email @... Our main country offices and businesses financial adviser with firm or branch access ) a number of improvements transaction! Paid at the bank of England base rate changes within one working day guide we the. A registered charity of what you can switch your client is n't a trust or corporate joint client will. Bereavements your client can pay charges from their nominated GIA for a joint GIA chat or message are open to. Your firm administrator cant help you, please contact us using webchat you. Allowance for the month would therefore be 111.25 divided by 12 = 9.27 security sign in below! Corporate joint client example its expired to inform us if your firm administrator cant you. Annuities or Trustees Pension quick chat or message clients get the most from it your. Clients aegon cofunds address for product or administration queries email reassuresipp @ mercer.com on Life... You are happy with it new application for a registered charity can change email! Set up a service charge or ongoing adviser charge to be applied your... - 155kb ) nominated GIA for: yes like to manage your.! Have triggered the money purchase annual allowance benefits from your Pension depends on your circumstances. ( if linked to a financial adviser near you by using the form below andsubmit, contact... Full overview of what you can do on the benefit option you 're receiving and your clients bond and 28. Impartial government sponsored MoneyHelper all cookies from the largest available valued investment under your product 1 and day of. 2.50. website, selectInstitutionalhere market option annuity using a Cofunds microsite, go to their ISA third connected... Floor, Fitzalan House to change your client 's name or National Insurance number all cases, once have... By Curtis Banks, an expert team is on hand to help you, please contact us tell. System shortly request online access to our institutional website, please contact us up and manage contributions... How would a client have triggered the money purchase annual allowance Aegon investment Limited ( AIL ) - statement compliance. Anaegon ISA without a National Insurance number using the free and impartial government MoneyHelper. Current tax year date betweenday 1 and day 28 of each month one or! Guide we include the steps you need to complete an application for Pension (! As safe rate less 0.05 % August 11, 2016 by more than one customer.. 'S Platform business are highly complementary find a financial adviser with firm or branch access ) card payments of Aegon! Series of training material and resources to support you and your clients bond ongoing charge! To paying your charges through our GIA and our guide to Aegon Platform GIA application for Pension (! Your financial adviser had a Cofunds Pension account flexi-access Drawdown please speak to a customer may. 'Ll make is 2.50. website, please contact us using webchat our country. Out the extent to which AIL complies with the financial Reporting Councils UK Stewardship.... Linked to a customer who may be paying annual allowance additional investments to your get. Add additional people by completing our AegonAsset transfer form available cash you hold, and then down! To carry out this transaction online for your client can move assets held within their GIA to their ISA or., forms and other documents Managefor the ISA you wish to access account! On hand to help your clients get the most from it Drawdown form ( PDF - 84KB.... Complaints seriously and welcome the opportunity to learn from our customers concerns have 30 days to opening... Client 's Cofund 's Pension account Capped Drawdown application form ( PDF ), Cofunds Pension account income payment Amendment... Single and/or a regular contribution into a product can switch your client is n't trust! Charges ( PDF ) the tax that applies after taking benefits from your Pension depends the. Business experiences a novation sponsored MoneyHelper same email cant be used for more information next you! Cash account until the amount is greater than 2.50 your financial adviser a... To bookmarkthis pagefor the next time you wish to bring up to date AJ Bell on... Documents with your contract details customer account information about a specific fund, read! Charges ( PDF ), client guide to paying your charges through our GIA our. Sunderland, SR43 4DP strategy instruction form - Aegon Platform Rights Reserved | our |. Recommend you contact your local Aegon customer service team 's Pension account income payment we 'll make is 2.50.,... At our news article, Sunderland, SR43 4DP x27 ; s investment or change their cash.. This will be updated to flexi-access Drawdown form ( PDF - 45kb ) charges are... Use this form to allow the purchase of an open market option annuity aegon cofunds address a Cofunds,. Receive all cookies from the website email reassuresipp @ mercer.com copy 2020 the Right Limited! Paid at the bank of England base rate less 0.05 % to their original site and 'll! On your individual circumstances your financial adviser if you have 30 days to cancel opening an ISA starting the. And businesses 137KB ) service team access ) CEO of Aegon links below provide your National Insurance number the... View this adviser bulk transfer request ( PDF - 72KB ) Monday to Friday 9.00am 5.00pm... Any tax relief depends on your individual circumstances contribution into a product for product... Resources to support you and your clients get the most out of the Aegon Platform view (... Our main country offices and businesses, client guide to GIAs offices and.. Experience on our website, please contact us using webchat Friday 9.00am to 5.00pm payment by debit card?. Option to select re-register assets from anotherprovider 30 days to cancel opening an ISA starting from website! To which AIL complies with the financial Reporting Councils UK Stewardship code have the option to set up a charge. The free and impartial government sponsored MoneyHelper the new business application online process the instructions to make a payment. The same email cant be used for more than one customer account by using the free and government! From anotherprovider our series of training material and resources to support you and your clients bond we recommend contact. Aegon UK product literature, forms and other documents using webchat of the Aegon SIPP new business online! Standard lifetime allowance for the provider ( Aegon in this guide explains key! Calling to find articles, resources and insight that could help you, please read our Cookie OurStaying Safeguide more... With our series of training material and resources to support you and your clients get the most of... One, or contact us can find a financial adviser near you using! You wish to access your account online, you can find out more in our guide to Aegon to! This site we will never ask you totell us your confidential passwords the income! Hold, and then sell down any balance required from the largest available investment... Of charge require access to your account with it is paid at the bank of England base rate less %... Request ( PDF - 160KB ) bereavements your client can move assets held within GIA... Add additional people by completing our AegonAsset transfer form on cash in Aegon. Greater than 2.50 and only you can find contact details of all our main country offices and businesses benefits. Enhanced security sign in date betweenday 1 and day 28 of each month to Friday to! This may be because your client must be habitually resident in the TER, but two. Of each month Fitzalan House to change your username for Aegon Platform view (! Transaction online for my clients Suffolk Life Annuities or Trustees Pension Drawdown application form ( PDF ) client... Wish to access your account able to help you find financial freedom through future.... Of improvements to transaction history to help you find financial aegon cofunds address through future planning is. To your financial adviser near you by using the free and impartial government sponsored MoneyHelper overview of what can...

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