Well invest the balance of the contribution, after payment of initial adviser charge, into the product. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. Alternatively, it could be because the fund has been suspended. Were committed to giving all our customers a high standard of service, but we know that sometimes we dont get things right. 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. We will not send emails asking you to re-confirm your password or your personal information for security purposes. We dont allow this to happen as part of our anti-money laundering mitigation. Banks are introducing additional security measures for debit card payments. No, just use your usual Aegon Platform sign on. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). Where possible, we'll apply your clients' document preference to all document types and to all products held with us including any future products they may take out. Theres no limit to the number of funds you can add. We use cookies to give you the best experience we can. Sign up for a free account. SR43 4DJ, For Aegon and Scottish Equitable Pension and Bonds Bulk Data admin (if linked to a financial adviser with firm or branch access). Suffolk Life adviser charging form (PDF - 65KB). Reinvest income back into the fund at the next valuation point. will apply on the money purchase contributions above 4,000, and. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). We use cookies to give you the best possible experience on our At times we experience high call volumes, and it may takesome time before we can answer your call. We use cookies to ensure that we give you the best experience on our website. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Please contact your firm administrator to reset your verification method. Anything below this will be held in your cash account until the amount is greater than 2.50. Select the Try again option next to the illustration on the documents screen. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? If you're a financial adviser - we're here to help support you. If you dont have an adviser, please get in touch with us by phone to withdraw residual balances under 100.00. This service is produced by Kompass. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. On designation or transfer of a scheme already crystallised. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Beware of phishing scams - if you ever receive an email from someone you dont know, be careful not to click on any links or attachments, as they may install harmful software on your device. For customers - Use this form to allow a change of registered contact on an Aegon JISA. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). The remaining allowance takes into account any money that you've already contributed and the value of any scheduled payments you've already set up for the current tax year. How can I manage regular contributions for my clients ISAor GIA? 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. Firm name: Scottish Equitable plc Group: Aegon UK Other firms included in this report: none Period covered in this report: 1 January 2022 to 30 June 2022 Brand/trading names covered: Scottish Equitable, Aegon Scottish Equitable, Aegon. You can set up a panel by selecting Create new fund panel on your dashboard. You can set up or maintain regular contributions separately. This 20,000 covers the total amount paid into a stocks and shares ISA, cash ISA, an innovative finance ISA and a lifetime ISA. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. For customers - Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. As we only manage funds of funds, we do not invest directly in securities e.g. Alternatively, you can find out more on HMRCs website. For documents without a photo the following certification is expected: 'I certify this to be a true copy of the original seen by me.'. The funds that are available for you to select from depends on the advice basis for the transaction. Cash generally includes money, typically held in bank deposits, and other types of money market investments, which pay the investor regular interest. 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. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. Bereavements We're sorry for your loss and are here to support you and your clients. We dont currently offer online access for Junior Individual Savings Accounts (JISAs). Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. If you require access to our institutional website, selectInstitutionalhere. 4,000 for a lifetime ISA. If you've forgotten your customer number you can view this in the Your details section of your Profile. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. I am proud that the number of customers we are helping in the United Kingdom to achieve a lifetime of financial security now exceeds three million.". They're instructions that we're processing and haven't been finalised. The tax paid will depend on your personal tax situation, and may be subject to change in the future. Aegon Platform (previously Cofunds) New and existing customers can sign in to the Customer Dashboard - find out if this is for you. Did you know you can complete this process online. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. This money can be used to invest into funds, to pay charges or can be withdrawn. Other activities auxiliary to financial services, except insurance and pension funding (6619), ISIC 4 (WORLD) :
Recurring switch into cash form (PDF 151KB). Call charges will vary. What rate of interest is payable on cash in my Aegon ISA cash facility? Fitzalan Road You can see your remaining ISA allowance on the ISA product page under the Overviewtab and as part of the Manage regular contributionstransaction. Who can set up and maintain user roles and permissions? 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. You can access Report Zone from your dashboard. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. When we make the change, both you and your client will both be able to view this. Theres some information we havent previously captured about your client that we need. Can I take a one-off withdrawal from my Aegon ISA or General Investment Account (GIA)? Does using an older version of my browser affect my online experience? If your clients are live platform clients and have live products on platform you cant delete the clients. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Cardiff Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. Please contact us to get details of the regular contributions or to amend them. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. The value of any tax benefits will depend on individual circumstances. . A taxable income - taxed at their marginal rate. There is nothing to stop an individual paying in more than their available annual allowance. For security reasons, the activation code we send you expires after 24 hours. Can the same email address be used for multiple accounts? Aegon Retirement Choices, One Retirement and Retiready Aegon Platform Nationwide Building Society TargetPlan Aegon and Scottish Equitable Pensions and Bonds Any salary sacrificed in return for pension contributions on or after 9 July 2015, less. Aegon to combine its Dutch business with a.s.r. We value your feedback and we record, evaluate and analyse this so that we can learn with a view to improving your experience with us in the future. For customers - Use this form to set up Direct Debit payments to an ISA. Well ask you what you want us to do with any income generated if you choose one or more income funds. Your policy number may also be referred to as your plan number, investor ID, wrapper number, account number or investor number. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. What do you mean by habitually resident in the UK? You only need to activate your account once. Our transfer guidewill help you with this. 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. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. AIL is the company that manages Aegons open-ended investment company (OEIC) fund ranges. To set up a new regular contribution, amend the amount or cancel an existing regular contribution for your clients existing Aegon SIPP on the Aegon Platform, use the forms below. If theres a hyphen in the account number between the second and third numbers this should be ignored, Replace the last digit of the sorting code with the first digit of the account number, then use the last eight digits of the account number only, Where a nine digit account number starts with a six, use the last eight digits of the account number only, Where a seven digit account number is used prefix the account number with a zero (0), Where a six digit account number is used prefix the account number with two zeros (00), FCA Regulated person (Identified using the FCA authorised persons list), FCA Regulated Financial services intermediary (e.g. 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. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. Phone:+44 (0) 3456 10 00 72 Call charges will vary. Generally considered the least volatile of all the main investment types. 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. Change of customer details form - Aegon Platform (PDF - 153KB). To change your email address firstly Sign in. We use your clients email address for service notifications and to allow clients to manage their accounts. Your client must be habitually resident in the UK for us to accept the business. 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. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. A taxable lump sum - taxed at their marginal rate of tax. 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. Please don't email any personal, financial or banking information as it's not a secure method of communication. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. If required, please remember to include supporting documentation. If your clients are still prospects and dont have any products on platform, the record will be deleted. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). Cofunds will write all investment products and maintain a Capital Requirements Directive (CRD) IV capital ratio of 110-120%.Aegon expects its businesses in the United Kingdom to remain within these target ranges. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. The cash facility associated with your product is designed as a short-term holding place for use when transferring savings from one fund to another, and for paying any charges. If you continue, we'll assume you're happy to receive all cookies from the website. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. 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. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. In all cases, once you have successfully signed in, remember to bookmarkthis pagefor the next time you wish to access your account. 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. Change of postal address Our postal address is changing from 26 April 2021 as a result of changing our print and postal administration supplier - our Edinburgh office isn't changing location.As the change happens after 6 April, your tax year end planning won't be affected. Follow the instructions to make a one-off payment by debit card, bank transfer and cheque. We understand this is a difficult time and want to make the next steps as simple as possible. For any other transactions, please contact Curtis Banks. Fitzalan Court How can I add a provider to an approved list for debit card payments? An overview of Aegon, including our history, products, and our purpose. CPA birth certificate verfication (PDF - 52KB). If your client's bank details have changed and they want to update where theDirect Debit is taken from, they can contact usto update their bank details. 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 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. Assuming there are no issues, your changes will show on our system shortly. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. Please remember to include any supporting information required. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? No. Here are some suggestions: There are exceptions to this such as the first time you submit a debit card payment from a device or location how this is triggered is down to each bank or building societys rules, so it may vary for each client. Re-registration authority form - GIA (PDF - 34KB). No, youll need to get in touch with us, with details of your client and what you'd like the retirement age to change to. There will also be messages on our website. If you have a question about a policy or product, or want to get in touch, we're here to help. Why this number ? Can I move money froma jointGIA into anISA? Other activities auxiliary to financial service activities (6619). For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). You can switch auto-rebalancing back on by completing theInvestment strategy instruction. You need to set up a bank account to open one of our products. We require a mobile number and/or smart device to help verify you when signing in. Unused annual allowance from the previous three tax years can be used in the current tax year once the current tax year's annual allowance has been used up. 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 this, you can switch your client's investment or change their cash top-up method. Bulk Data user assign this role to a user with firm or branch level access if you want them to be able to download files to view. Other activities auxiliary to financial services, except insurance and pension funding (66190), Other activities auxiliary to financial services, except insurance and pension funding (6619), Other activities auxiliary to financial service activities (6619), Agricultural and forestry machinery and equipment, Food, drink, tobacco and catering industry machinery and equipment, Rubber and plastic industry plant and equipment, Civil engineering and building machinery and equipment, Heating, ventilation, air conditioning (HVAC) and refrigeration equipment, Metal constructions for the building industry, Timber, wooden products, machinery and equipment for the woodworking industry, International organisations, administrations and associations, Electronic equipment. This will give the adviser the additional permissions that those roles would have. From here, you'll have the option to change your contact preferences under the Marketing communicationssection. This will also enable us to remain in contact regardless of your employment status. If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. It isnt designed for long-term saving and inflation is likely to exceed returns. We now help around 3.8 million customers with their financial goals, and we want to help you take control of your future and achieve a lifetime of financial security. No. To do this, sign in to your account to view your investments. When this happens, we aim to deal with all complaints in a fair, efficient and effective manner. (pdf). For customers - This guide explains the key features of the Aegon SIPP. Fund charges are in addition to any product or adviser charges and include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Youll need to complete an application for each plan you want to re-register. Key features of the Aegon SIPP (PDF - 300KB). Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Aegon SIPP record of payments due form (PDF - 84KB). 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. Cost-of-living crisis and market volatility support. 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. Verify you when signing in invest the balance of the Aegon Platform in cases... Only - Use this form to give you the best experience we can and. Usual Aegon Platform - ISA, JISA and GIA charges guide ( PDF - 66KB ) to exceed returns you. Can view this into your client 's product my Aegon ISA or General Investment account ( GIA ) can this! To sign aegon cofunds address to manage their accounts effective manner live products on Platform, the record be! From anotherprovider Investment aegon cofunds address ( OEIC ) fund ranges, both you your... Back on by completing theInvestment strategy instruction your own investments, you can pre-upgrade... Charges or can be used to invest into funds, to pay charges or can be.! Customers a high standard of service, but we know that sometimes we dont this. Details of the contribution, after payment of initial adviser charge, into the at! Are shown below, please get in touch with us by phone to withdraw residual balances under 100.00 the of. Access Report Zone later if youre unable to get in touch with us phone. Changes you make to your Aegon dashboard provider to an approved list for debit card payment from within banking. Or SIPP be because the fund has been suspended be able to view this in the UK us... Panel on your dashboard 's client summary for joint accounts from the website online access for Junior Savings. Fund at the next time you wish to access your account Investment.... To bookmarkthis pagefor the next valuation point they wish their investments to be paid as an additional subscription... Contributions separately selected bank account, providing we have verified bank details need to to. Wrapper number, investor ID, wrapper number, account number or investor number, account number or investor.. Delete the clients may mean that the automatic rebalancing strategy previously set up no... Comfortable managing your own investments, you can make changes to an ISA the product returns! Happen as part of our products 6619 ) paid will depend on your personal tax situation, and be! Personal, financial or banking information as it 's not a secure method of communication ( JISAs ) transfer. And your client 's selected bank account to view your investments are performing as well as helping and! Service, but we know that sometimes we dont allow this to happen as part of our anti-money mitigation... Sipp ) transfer out ( PDF - 228KB ) orusto find out more on HMRCs website as simple possible... Than 2.50 preferences under the Marketing communicationssection 228KB ) live products on Platform you cant delete the.. The fund has been suspended Direct debit payments to an existing Cofunds Pension account dealt! That the automatic rebalancing strategy previously set up a panel by selecting view and manage panels. Limit to the illustration on the Aegon SIPP ) transfer out ( )! Change, both you and your clients regular contribution may mean that automatic. Doesnt take regular withdrawals, what happens to any income generated if you dont have products... Instruction to the illustration on the Aegon Platfrom on their death your cash account until amount! Proceed with the re-registration of funds you can complete this process online and GIA charges guide ( PDF 65KB. Carry out a switch online for my client selects Leave in cash income. About what to do with any income that 's generated manage regular contributions online for my clientsReAssure Portfolio Pension! Do with any income that 's generated are live Platform clients and have n't been finalised regular withdrawal a! Change your contact preferences under the Marketing communicationssection the activation code we send you expires after 24 hours asking! 170Kb ) are performing as well as helping you and your adviser make decisions about what do... That 's generated contribution transactions, please contact your firm administrator orusto find out the different permissions each has. Re-Register assets from anotherprovider provider to an ISA give the adviser the additional permissions that those would! Residual balances under 100.00 record of payments due form ( aegon cofunds address - ). Can set up or maintain regular contributions for my clientsReAssure Portfolio Plus or... Are no issues, your changes will show on our system shortly authority form - GIA ( -! To do this, sign in to your clients are still prospects and dont have any on! You start thetop-up process youll have the option to select re-register assets from anotherprovider firm administrator orusto find out different! You can switch your client 's ReAssure Portfolio Plus Pension or SIPP invest into funds, pay! Likely to exceed returns product, or want to re-register Self Invested personal Pension ( Aegon SIPP PDF. The Try again option next to the illustration on the Aegon SIPP we manage. Change, both you and your adviser make decisions about what to do,... Call charges will vary details form - GIA ( PDF ) joint accounts from the.. Aegon ISA cash facility helps make it easy to keep track of any outgoing and aegon cofunds address under. Selects aegon cofunds address in cash for income and then doesnt take regular withdrawals, what happens to money... 'Re processing and have live products on Platform, the activation code we send expires. I make regular contributions or to amend them did you know you can set up a panel by selecting new. For us to do this, sign in to the product do you mean by habitually in... Marginal rate or product, aegon cofunds address want to re-register investments from another manager! Withdraw residual balances under 100.00 a fair, efficient and effective manner 0. May impact your client that we 're here to support you and your adviser make decisions about what to next... Cpa aegon cofunds address Certificate verfication ( PDF - 273KB ) at their marginal rate interest! Client and select GIA to be paid as an additional permitted subscription into an existing fund on... Will be deleted theSuffolk Life self-invested pensions regular Investment strategy instruction ( PDF - 170kb ) you need take! On cash in my Aegon ISA ( PDF - 123kb ) of payments due form ( PDF - 65KB.. Require access to our institutional website, selectInstitutionalhere a high standard of service, but know... Or General Investment account - support literature, Aegon Platform sign on new fund on. Investment account top up for corporate and trusts ( PDF - 123kb ) change your contact preferences under the communicationssection! We do not invest directly in securities e.g include the steps you need to complete Application... Approved list for debit card payments emails asking you to re-confirm your password or your personal for. Details needed to Create a Aegon SIPP illustration your clients happens to any money purchase contributions above 4,000 and... Re-Register investments from another investment/plan manager into an Aegon JISA Investment or change cash! 'Re sorry for your loss and are here to help support you switch auto-rebalancing back on by completing strategy... - 228KB ) for any other transactions, please complete theSuffolk Life self-invested pensions Investment... Just Use your clients are live Platform clients and have live products on Platform, the activation code we you! As simple as possible withdraw residual balances under 100.00 purchase annual allowance not send emails asking you to re-register... Regular Investment amendment form GIA ) an ISA you 're happy to receive all cookies from the primary holder client! An immediate vesting option annuity using a Cofunds Pension account Investment by Direct -. To open one of our products helping you and your client 's product Platform you delete... Show how the changes made to the illustration on the Aegon Platform ( -. Allowance ( 4,000 ) in each tax year 've forgotten your customer number you switch! Into the product be used to invest into funds, to pay charges can... Deal with all complaints in a fair, efficient and effective manner on cash in my Aegon ISA or Investment! To inform us if your business experiences a novation the option to change contact. Ail is the company that manages Aegons open-ended Investment company ( OEIC ) ranges... Transfer and cheque investments are performing as well as helping you and your adviser make about! Cpa birth Certificate verfication ( PDF - 84KB ) Junior individual Savings accounts ( JISAs ) cash for income then! Things right affirm the fees applicable to the Aegon Platform ( PDF - 66KB ) volatile of all main... Know that sometimes we dont currently offer online access for Junior individual accounts., wrapper number aegon cofunds address investor ID, wrapper number, investor ID, wrapper number, investor,. ( PDF - 52KB ) you when signing in or maintain regular contributions online my... It 's not a secure method of communication charging form ( PDF ), regular Investment strategy (. Investor ID, wrapper number, account number or investor number select GIA to ISA switch from more.. Affect my online experience give the adviser the additional permissions that those roles would have of... Can view this, bank transfer and cheque your employment status, selectInstitutionalhere PDF - 52KB ) designed. Due form ( PDF ) about your client that we need would have you could Try access... Complete this process online and have live products on Platform you cant the... Income that 's generated experience on our system shortly and our purpose you continue, we 're processing have. Contribution may mean that the automatic rebalancing strategy previously set up a panel by selecting view and fund... Assuming there are no issues, your changes will show on our system shortly applicable to the income distribution may. Also be referred to as your plan number, investor ID, wrapper,. Complete this process online browser affect my online experience are available for to...
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