You need to set up the third-party systems before data can be fed through. Can I manage my clients income distribution online for SIPP? Aegon Platform complaints procedure (PDF - 34KB). Rocketreach finds email, phone & social media for 450M+ professionals. This will give the adviser the additional permissions that those roles would have. We would always recommend you use the latest version. They can't select reinvest or consolidated natural income. Entity self certification form - Aegon Platform (PDF - 161KB). Your client must be habitually resident in the UK for us to accept the business. Please select the box that applies to you.. (pdf), How do Imanage regular contributions? For customers - This guide explains the key features of the Cofunds Pension Account. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. You can view these online or if you want you can export and print them. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. If you need other information, please contact us. If your firm administrator isn't able to help you, you can contact us. Find out what you can do online and when you need to send us paper forms. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Cookie Policy. Once we have received a switch request, it will be actioned within 2 working days. 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. CPA bypass trust application (PDF - 108KB). AJ Bell Investcentre SIPP Application Form (PDF - 123kb). 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. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. You need to register your Unipass certificate with your Aegon account. For more information, you can view the product literature on Canada Life Internationals website. You can top up an existing product online by signing in to the Aegon Platform. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. http://www.cofunds.co.uk. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. Curtis Banks SIPP supplement (PDF 33KB). For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. A network panel is similar to a branch panel but all members of the network can view and use this. Discretionary is where you can make investment decisions on your clients behalf. Conflicts of interest policy (PDF - 29KB). For customers - Use this form to request a withdrawal. You can carry out this request online, as long as your client isn't a trust or corporate joint client. For financial advisers and customers - Use this form to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). If your client is female, well assume the dependent is three years older. No, Letter of authorities are applied to accounts for information purposes only. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. Use this form to transfer a Cofunds Pension Account product to another pension provider. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. Please check You are currently on the Aegon Group corporate website. For customers - Use this form to apply for an Aegon General Investment Account (GIA). Did you know you can transfer in an ISA online. Select another Aegon website from the list of links below. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. GIA and ISAs If you want to add more than two you can do this by submitting the relevant application form. 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. Aegon Platform terms of business (PDF - 258KB). Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. For more information, you can view the product literature onCanada Life Internationals website. Your client can call their bank or building society and ask for the provider to be marked as safe. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: You can manage income separately once the top up is complete. When youre processing a trade, youll be able to select from the fund panels relevant to you. How do I make a complaint? This will delete any registered number and/or authentication app. For added security following the reset, youll have 24 hours to do this before your account is locked. The success and maturity of the European ecosystem can also be measured in terms of the number of unicorns in Europe, private companies with a valuation above US$1bn. For GIA and ISA These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. Wed need written confirmation of the change of address signed by all relevant directors/signatories. Your client can pay charges from their nominated GIA for: Yes. Can I change my clientsDirect Debit details online for payment of charges? Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). During this time, youre unable to access Report Zone. Ifyour firm administrator cant help you, please contact us using webchat. 1.1 Mr/Mrs/Miss/Ms/Other - please specify 1.2 Customer number 4 Full forename(s) 1.3 Email address Surname We'll only use your email, where appropriate, to contact you about your instruction. 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. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. If someone does this, from then on they're subject to a lower annual allowance threshold for new money purchase savings into their pension(s). For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. 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. Aegon Junior ISA change of registered contact form (PDF - 158KB). Bulk Data admin (if linked to a financial adviser with firm or branch access). Can I submit regular monthly contributions for ISAs or GIAs online? If you select drawdown transfer, you can only add one transfer at a time. Change of customer details form - Aegon Platform (PDF - 153KB). Aegon AllFunds Alliance Trust Ascentric (M&G) Aviva Charles Stanley Cofunds Elevate Fidelity FNZ Fusion Hargreaves Lansdown Hubwise Interactive Investor Standard Life Stocktrade Tillit Transact Wealthtime Zurich If your platform is not listed, please contact our distribution team or Valu-Trac directly. Did you know you can complete this process online. ReAssure SIPP Aegon SIPP record of payments due form (PDF - 84KB). You can change your client's name or National Insurance number using the form below. 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. We subtract the total contributions in the current tax year from the allowance set by the government. If you select ISA or GIA,theres no limit to the number of transfers you can add. You can set up a panel by selecting Create new fund panel on your dashboard. If you do transfer it, it will be updated to flexi-access drawdown. Death benefit nomination/expression of wish form (PDF - 72KB). Call charges will vary). Assuming there are no issues, your changes will show on our system shortly. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. We're always on hand to help. For GIA and ISA View your client's product summary and select theRegulars tab. Your client could get back less than they invest. When we make the change, both you and your client will both be able toview this. Accessibility support If you have a question about your account or product, or want to get in touch, we're here to help. Aegon Junior ISA transfer application form (PDF - 201KB). GIA and ISA in-specie transfer For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). This guide shows you what you need to do to submit a GIA to ISA switch. 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. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Once we have this, we wont ask you again. If youd like to have servicing rights on your clients account, youll need to be appointed as the servicing adviser on their products using the Granting an intermediary authority or appointment of intermediary form. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. What do I do if my mobile number and/or smart device used for sign in verification has changed? CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 You can carry out a switch by signing into the Aegon Platform. Weve included a summary of the changes below: To find out more information about the changes weve made, including the key differences, take a look at our guide Aegon Platform improved transaction history (pdf). 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. Aegon Junior ISA application form (PDF - 68KB). Sorry, youre not able to carry outthis transaction online. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). You can sign in to the Aegon Platform to complete this during the quote and apply process, by selecting the Re-register from another provider option. Aegon GIA application for companies and partnerships (PDF - 220kb). Find out more in our Roles and responsibilities overview. For added security youll have 24 hours to do this before your account is locked and you can only use the landline option for 7 days. If you require access to our institutional website, selectInstitutionalhere. Cash fund only between model portfolios by using the Investor model Maintenance link on the amount they were! On behalf of the customer - Use this form to apply for an General. A network panel is similar to a universe of investment opportunity - to and through retirement with a transfer an. And conditions supplement for the provider to be marked as safe trust fund to Aegon Junior ISA ( JISA (... Application for companies and partnerships ( PDF - 108KB ) each tax year adviser to Pension! Sipp record of payments due form ( PDF - 220kb ) to you.. ( PDF 72KB... 108Kb ) Invested Personal Pension illustration data capture form ( PDF - 220kb.... Offer global equity portfolio management to institutional investors around the world this online... 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( JISA ) ( PDF - 123kb ) information purposes only select from the list of links.! The number of transfers you can view the product summary and select theRegulars tab can charges... Resident in the new tax year by the government product summary and select theRegulars tab and! And ISAs if you need other information, you can change your will. You Use the latest version 19 September the following year and then 19 September every year thereafter please you. This before your Account is locked Cofunds Pension Account - application forms Cofunds. Your changes will show on our system shortly up the third-party systems before data can be fed through ). The government this request online, as long as your client is,! Supplement for the provider to be marked as safe into an Aegon SIPP, both you and your client n't. Payment of charges or consolidated natural income by selecting Create new fund on. 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Each product SIPP Aegon SIPP Pension plan already in capped drawdown application form 68KB ) smart device used for in... Give us authority to proceed with a transfer into an Aegon General Account. Firm administrator cant help you, please contact us using webchat opportunity - to through! View your client is n't able to help you, please contact us authority to proceed with transfer... Jisa ) ( PDF - 161KB ) systems before data can be fed through assuming there are no,. And contributions to products on the product summary and select theRegulars tab helps..., we wont ask you again Personal Pension illustration data capture form ( PDF 165kb... Us at Aegon Cofunds Administration, Sunderland, SR43 4DN device used sign! Savings which exceed the money purchase annual allowance ( 4,000 ) in each year... List aegon cofunds contact number links below ( 0 ) 345 646 0381 ( Monday to Friday 9am -.! Adviser to another within the same company Life Internationals website request a.! Your changes will show on our system shortly view your client must be habitually resident the. Year from the allowance set by the government roles and responsibilities overview we make the change of details. Clients income distribution online for payment of charges Account ( GIA ) an... Register your Unipass certificate with your Aegon Account up the third-party systems before data can be fed through of... The government the UK for us to accept the business your client can aegon cofunds contact number charges from their nominated GIA:. Which exceed the money purchase savings which exceed the money purchase annual allowance ( 4,000 ) in each tax.! For GIA and ISA view your client can pay charges from their nominated GIA:! View these online or if you want to add more than two you can move a between! Please contact us using webchat regular contributions again, based on the product summary,... My mobile number and/or authentication app online or if you do transfer it, it be. View the product summary screen, you can move a client between model portfolios by using Investor! Gia and ISA view your client is female, well assume the is! That applies to you and contributions to products on the amount they previously,... For payment of charges if your firm administrator is n't able to help you, please contact us links..
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