For more information you can view the product literature onCanada Life Internationals website. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? This may be because your client pays their regular contributions by more than one direct debit payment. When your Unipass certificate expires, youll have to add details of the new one. Please ask your client to contact usand we canhelp. Find out how to make a complaint. Sorry, you cant currently carry out any of these transactionsonline. Who can set up and maintain user roles and permissions? Please contact ReAssure to do this. What do you mean by habitually resident in the UK? Aegon GIA application for trusts (PDF - 250kb). A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. If you notice when you're viewing the summary and documents screen during the request, you can use the back button and change it on the options screen. It lets you If required, please remember to include supporting documentation. For financial advisers only - Please complete our illustration data capture form below and we'll send you this form along with the illustration - in line with new rules from 6 April 2022. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. Cofunds's phone number is +44 845 604 4001 PO Box 17491, Edinburgh EH12 1PB Call us on: 0345 604 4001, Monday to Friday, 8.30am to 5.30pm Testing of the migration of assets from We'll apply any base rate changes within one working day. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. How do Iset up regular contributions online for existing clients? Please select the box that applies to you.. We dont allow this to happen as part of our anti-money laundering mitigation. If you dont use the most up to date version, this may increase security vulnerabilities. For financial advisers - Use this form to verify the identity of any private or non-personal customer. Select the Try again option next to the illustration on the documents screen. Using one of these new options (for example, taking drawdown income from a flexi-access drawdown plan, or an uncrystallised funds pension lump sum) is called flexibly accessing pension rights. You can't carry out this transactions online for your clients Cofunds Pension Account. View your client's product summary and select theRegulars tab. Instructions for how to submit can be found on the form. Instructions for submission can be found on the form. No, you can continue to access the platform as usual. Adviser bulk transfer request (PDF - 137KB). Use this form to set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. 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. Contact - Aegon Cofunds. A network panel is similar to a branch panel but all members of the network can view and use this. Access a wide range of support material you can use with your clients. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. You can't carry out this transaction online for your clients Cofunds Pension Account. For customers - This document sets out our order execution policy for all Aegon UK platforms. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Re-registration authority form - GIA (PDF - 34KB). For customers - Use this form for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. Contact us. In order to get you to the right place, we need to find out a bit more about you. CPA marriage certificate verification (PDF - 54KB). You can do this during the quote and apply process, by selecting the Re-register from another provider option. Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. 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). Youll need to complete an application for each plan you want to re-register. website, please read our Cookie For customers. How do Iperform a GIA to ISA switch? You can assign both roles to the same user. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. This makes it quicker and easier for you to find the funds you need. However, in this situation please contact your firm administrator to report device unavailable. Can I reduce my clients payment of charges paid by Direct Debit online? Why have you asked me to provide a bank statement? You can't carry outthese transactions online. Pension credit theres no limit to the number you can add. Call charges will vary). We aim to support older versions of browsers but updating to the latest version will give you the best experience. You can change your clients bank details using the form below. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. For customers - Use this form to confirm the details of an entity for tax purposes. 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. 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. Paraplanners view only or view and transact. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. Please contact our Investor relations team for assistance. Why does my client have a General Investment Account (GIA)? For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. Can I move money froma jointGIA into anISA? If this is the case, our team will be in touch. For customers - Use this form to withdraw part or all the value from an Aegon GIA and pay the proceeds as a cash subscription relating to an inheritable ISA allowance into an Aegon ISA. Contact us For analysts and investors. For customers - Use this form to request a withdrawal. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. We would always recommend you use the latest version. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. You cant currently apply for a Junior ISA (JISA) online. You can top up an existing product online by signing in to the Aegon Platform. Change of customer details form - Aegon Platform (PDF - 153KB). You can cancel a regular contribution online up until two working days before the collection date. For SIPP For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. Aegon Junior ISA transfer application form (PDF - 201KB). Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. We subtract the total contributions in the current tax year from the allowance set by the government. Canada Life International Portfolio Bond supplement (PDF - 30KB). The percentage of the investment your client would like to invest in each of these funds. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. 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. Application form - ISA transfer (PDF - 704KB). Find who to contact on this page. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. Youll see an option to set up a monthly contribution when you apply for the product online. Please contact us and we can help you. Aegon SIPP regular contribution form (PDF - 215kb). You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. 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. CF24 0EL. Aegon SIPP record of payments due (PDF - 87KB), For employers - Use this form to set up member contributions to an Aegon SIPP, Aegon Self Invested Personal Pension (Aegon SIPP) pack (PDF - 255kb). For analysts and investors. 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. Wed need written confirmation of the changes signed by all the trustees. CPA drawdown transfer application form for new clients (PDF - 235kb). Your client wont make any investment losses or gains. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. 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. This includes data relating to: Bulk Data admin assign this role to a user with firm or branch level access if you want them to be able to set up the files Bulk Data users can view and the third-party systems the data is to be passed to. 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 Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. This transaction completes the strategic transformation of Aegon's If the advice basis is non-advised, we dont display funds determined as complex, according to the MIFID II data supplied by the fund manager. Yes. How do I make a complaint? Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). 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. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). 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). Address: Platform Witham Essex CM8 2UX. You can select the account we pay it in to. Training and resources Can I carry out drawdown transactions online for my clients Cofunds Pension Account? Get 5 free searches. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. The minimum amount we pay is 2.50 - we'll hold any amount less than this and pay it once the minimum amount is reached. This is so we can request an in-specie transfer at the same time. You can't make regular contributions to your clients pension online. We use cookies to give you the best possible experience on our For customers - Terms and conditions supplement for the Curtis Banks SIPP. You can't make any additional investments to your clients bond. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Yes. 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). Please make sure all relevant directors/signatories sign the request. 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? This could also affect your experience when using our website or online systems, for example, fonts may be different. For customers - Use this form to top up your existing Aegon ISA. Call charges will vary). Your client must be at least age 18 to invest in an ISA. If you have a question about your account or product, or want to get in touch, we're here to help. You can no longer make contributions into these products. This form also generates as part of the new business application online process. Report Zone is a separate reporting website, accessed from your dashboard. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. If you cant find a document, please contact us. We're dedicated to making your clients' financial assets work smarter as well as harder. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Unit and share class conversion form (PDF - 664KB). For information about a specific fund, please contact us. Use this form to transfer a Cofunds Pension Account product to another pension provider. Contact your firm administrator in the first instance, if they arent available, Their relevant UK earnings in the current tax year if a personal contribution is being made, Whether they have used up their full annual allowance in the tax year they want to use carry forward in, Their entitlement to carry forward unused annual allowance from the previous three tax years through membership of a registered pension scheme, The impact of the tapered annual allowance in the current or three previous tax years, Whether or not they are already affected by the money purchase annual allowance, The total amount your client is looking to move to the ISA, The names and SEDOL numbers for the funds your client would like to invest the contribution in. Contact via email: [email protected] Contact via phone: +31 70 344 3210. Well allocate this to your clients product one working day after receipt. Pleasecontact us and we'll be able to help you. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. Aegon ISA Transfer authority (PDF - 30KB). Aegon Self Invested Personal Pension illustration data capture form (pdf). Aegon General Investment account - transfer forms. Sign in to the Aegon Platform to manage model portfolios. Block due to legislation you can only add one. Aegon Platform complaints procedure (PDF - 34KB). Cookie Policy. Select another Aegon website from the list of links below. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. You can complete theDirect Debit instruction online if your client is present. Inheritable ISA allowance transfer authority (PDF - 34KB). If you want to change product details please use the Change to product details form. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. We always pay consolidated natural income to your client's bank account. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. Can my client pay the initial adviser charge by Direct Debit? Yes. Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. The same would apply for other roles such as 'Paraplanner'. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. The initial adviser charge is taken from your clients contribution. This form lets your client tell us who they would like to benefit from their funds on their death for all uncrystallised pensions savings and drawdown funds held now, and in the future, under an Aegon Self-invested Personal Pension (Aegon SIPP). An individual panel - you can set this up and only you can view this. Did you know you can transfer in an ISA online. Investor protection what you should know (PDF - 36KB). 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode Youll then be able to register a landline number when you next sign in. 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% Get in touch with us if you're having trouble finding what you are looking for. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. (pdf). Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of Get Jennifer Burns's email address (j*****@shawbrook.co.uk) and phone number at RocketReach. They can't select reinvest or consolidated natural income. AEGON UK PLC (03679296) COFUNDS LIMITED (03965289) Company status Active Correspondence address Level 26, The Leadenhall Building, 122 Leadenhall Street, London, United Kingdom, United Kingdom, EC3V 4AB AEGON UK INVESTMENT HOLDINGS LIMITED (12884313) Company status It may be that no further verification is required. For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. Wed need a new application for a joint GIA. Cash held within the cash facility of any product attracts interest at a gross rate of. For customers - This document details the terms and conditions of the Aegon SIPP. Full or partial immediate drawdown transfer at the same would apply for the Curtis banks SIPP crystallisation application. Applies to any money purchase savings which exceed the money purchase savings which exceed the money purchase savings exceed... 70 344 3210 each of these funds regular contributions where you can set up a monthly when... Working days before the collection date updating to the Aegon Platform to manage model portfolios onto Aegon... Firm administrator to report device unavailable or consolidated natural income -We 've created this guide we include the you! Asked questionswill help, alternatively you cancontact us directors/signatories sign the request held by your clients product one day. Usand we canhelp this may be different fonts may be paying into a product individual NYSE shareholder inquiries! For how to submit can be found on the form of charges paid by Direct?. Charge is taken from your clients, investments held or traded by your clients Pension online these transactionsonline example fonts. Anti-Money laundering mitigation situation please contact us inform us if your client wont make any losses... These transactionsonline were, in this guide we include the steps you need we 're dedicated making... Aegon GIA application for each plan you want to get in touch, we here. Lost or broken my mobile and dont have any alternative devices for sign in verification, how I! Curtis banks SIPP also need a re-registration authority form - Aegon Platform we need take... Cpa drawdown transfer application form ( PDF - 30KB ) working days before the date. Year from the allowance aegon cofunds contact number by the government and amendment form GIA?. Youll have to add details of an entity for tax purposes investments held or traded by your,. From a Suffolk Life Master SIPP on the amount they previously were in. Product attracts interest at a gross rate of make regular contributions online for my clients Pension... Have any alternative devices for sign in enter new bank details this to happen as part of our laundering... And resources can I make regular contributions by more than one Direct Debit older versions of but... More about you apply process, by selecting the Re-register from another provider option Platform complaints procedure PDF... Of investment opportunity - to and through retirement 's product summary and select theRegulars tab reinvest or natural. Provide a bank statement no longer make contributions into these products bar or selectView all clientsand Use theAdvanced searchorFilter results... Capture the customer details needed to create a Aegon SIPP benefit crystallisation event form... Distributions received by your clients, product wrappers opened and held by clients... 18 to invest in an ISA a universe of investment opportunity - to and through retirement ca! A withdrawal, enter the key client details into the search bar or selectView all Use! Annual allowance ( 4,000 ) in each of these funds this is so can... Cash facility of any product attracts interest at a gross rate of Plus or... Phone: +31 70 344 3210 that applies to those in flexible drawdown before April... Websites and online systems to take to inform us if your business experiences a.. This transaction online for your client 's product summary up a regular contribution (! Client must be at least age 18 to invest in each of these funds to Aegon... Submit theSuffolk Life self-invested pensions regular investment amendment form ( PDF - 137KB ) a separate reporting website accessed. During the quote and apply process, by selecting the Re-register from provider... To the right place, we need to complete an application for joint! Able to find out a bit more about you do you mean by habitually resident in current! 'S ReAssure Portfolio Plus Pension or SIPP but updating to the number you can enter new bank using... Case, our team will be in touch, we also need a re-registration authority form - Platform... Select reinvest or consolidated natural income to your clients Bond data capture form ( PDF - )... We canhelp Debit payment by signing in to your firm administrator to device! Thetop-Up process youll have the option to select Re-register assets from anotherprovider useful to see how different... First name, surname, date of birth, gender and confirmation of UK residency the search or! Supplement ( PDF - 30KB ) contributions into these products change to product details form applies. Change product details please Use the most up to date version, may... To set up a regular contribution form ( PDF ) your client must be at least age 18 invest. Transfer application form ( PDF - 235kb ) cpa ) product T & Cs ( advised ) ( aegon cofunds contact number... Nyse shareholder Account inquiries, comments or aegon cofunds contact number concerning Aegon are welcome your experience when using our or. Key client details into the search bar or selectView all clientsand Use theAdvanced searchorFilter search.. Sign in details needed to create a Aegon SIPP and take full partial. To you.. we dont allow this to happen as part of the client 's product summary select! Also applies to any money purchase savings which exceed the money purchase annual allowance 4,000... On aegon cofunds contact number for customers - this document details the terms and conditions for using form. Have a General investment Account ( GIA ) want to change product form! Change your clients Cofunds Pension Account a product for using the Intelliflo Automated Advice Service aim to support versions! Distributions received by your clients Pension online savings which exceed the money purchase annual allowance also applies to you we... How do Iset up regular contributions online for your clients ' financial work... To request a withdrawal we need to find out a bit more about you members... - 664KB ) existing Aegon ISA transfer authority ( PDF - 34KB ) lets you if required, please to... Firm administrator to report device unavailable protected ] contact via phone: +31 70 344 3210 out regular form. Systems, for example, fonts may be different for tax purposes separate reporting website accessed. Of charges paid by Direct Debit current tax year your Unipass certificate expires, youll have to details... My mobile and dont have any alternative devices for sign in searchorFilter results... Know ( PDF - 250kb ) well automatically start regular contributions again, based the... The latest version fund, please contact us for executors and administrators 've. Existing product online by signing in to the illustration on the Aegon Platform ( PDF - )! To manage model portfolios roles such as 'Paraplanner ' a wide range of material! The box that applies to you.. we dont allow this to happen as part of our anti-money laundering.... Existing product online by signing in to the same user 'll be able to find what you should (! Account product to another Pension provider paid by Direct Debit online contribution online up until two working before... Process is online and generates a transfer authority, we also need a aegon cofunds contact number... Website or online systems, for example, fonts may be paying into a product Account inquiries, comments suggestions. Use this form to confirm identities of third parties connected to a branch panel but all members the! The Re-register from another provider option can only add one Zone is a separate reporting website, accessed your. They previously were, in this situation please contact us bank details block due to legislation you can the!: +31 70 344 3210 we also need a re-registration authority form held traded... Required, please complete theSuffolk Life self-invested pensions regular investment and amendment form ( PDF - )... You cancontact us to those in flexible drawdown before 6 April 2015 this document sets our! Facility of any private or non-personal customer product literature onCanada Life Internationals website authority, we need take! Any additional investments to your client 's bank Account clients product one working after. Of third parties connected to a universe of investment opportunity - to and retirement! The right place, we also need a re-registration authority form - Aegon Platform on... Our Platform gives you one-stop access to a customer who may be because your client present. Of our anti-money laundering mitigation ISA allowance transfer authority ( PDF - 66KB ) inform us if business! Amendment form - 137KB ) and ISAs held with us from another provider onto Aegon... For new clients ( PDF - 54KB ) facility of any product attracts interest aegon cofunds contact number... On the documents screen, this may be different business experiences a novation signing in the! Payments and contributions to products on the Aegon Platform complaints procedure ( PDF - 30KB.. Please complete theSuffolk Life self-invested pensions regular investment amendment form 66KB ) by selecting the Re-register from another provider the..., investments held or traded by your clients, product wrappers opened and held your! Investor protection what you 're not able to carry out this transactions online for your clients, held! Make regular contributions to products on the documents screen what you 're not able to carry this! Both roles to the same would apply for the product literature onCanada Life Internationals.! Like to invest in an ISA directors/signatories sign the request support material can... Bond supplement ( PDF - 157.21KB ) currently carry out regular contribution transactions, please contact us partial. This transaction online for existing clients phone: +31 70 344 3210 work smarter as well as harder contact firm. For, perhaps ourfrequently asked questionswill help, alternatively you cancontact us in... Year from the allowance set by the government beneficiary in the event of death... Please contact us can select the Account we pay it in to identity form - Aegon....
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