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. 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. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. General. You'll need to, Your account is locked. Call charges will vary. 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. If you require access to institutional material selectInstitutionalhere. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. No, you can continue to access the platform as usual. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. Inheritable ISA allowance transfer authority (PDF - 34KB). For any other CPA transactions, please complete the relevant form below and submit. Yes, your client can move assets held within their GIA to their ISA. Aegon SIPP regular contribution form (PDF - 215kb). You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. The same would apply for other roles such as 'Paraplanner'. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. Ask for information. Paying money into Aegon Platform (PDF - 375KB). If your company has There are several different roles available. For customers - Terms and conditions supplement for the Curtis Banks SIPP. Recurring switch into cash form (PDF 151KB). Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). Aegon SIPP Aegon Platform complaints procedure (PDF - 34KB). Entity self certification form - Aegon Platform (PDF - 161KB). Get 5 free searches. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. 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. Aegon Junior ISA top up form(PDF - 185KB). Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. 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. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). This depends on how automatic rebalancing has been set up on the product. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). Death benefit nomination/expression of wish (pdf). Select the fund your client wants to sell and we'll automatically add it to cash. Contact customer services to unlock your account if youve tried to sign in three or more times. 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. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. If you already have online access, sign in to see for yourself. Where there is a sell-down, it will take at least five working days to get cleared cash. If your client is male, then well assume the dependent is three years younger. Once we have this, we wont ask you again. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). Your client can select consolidated natural income or regular withdrawals, but not both. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. Our platform puts you in control of your clients' financial futures., With over 4,000 investment options (as at December 2021), including Risk-Managed Portfolios built by us, the Aegon Plaform can adapt easily with your clients' changing financial needs, as they progress through their working life into retirement.. Unipass is a service that allows you to create a unique online identity. You can set up a panel by selecting Create new fund panel on your dashboard. Youll see an option to set up a monthly contribution when you apply for the product online. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. (pdf). Sorry, were unable to accept applications if your client isnt a UK resident. The primary role is the main role a user will carry out. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. After each benefit crystallisation event, we send your client a statement with these details. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. This will delete any registered number and/or authentication app. 2nd Floor, Fitzalan House 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). Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Contact via email: [email protected] Contact via phone: +31 70 344 3210. Aegon Asset Management Aegon Asset Management website. Aegon Hungary Aegon Hungary website. Contact via phone: Insurance: +36-1- 477-4800 Where a nine digit account number starts with a six, use the last eight digits of the account number only: 612345678: 12345678: Other banks as appropriate: Where a seven digit account (pdf), How do Imanage regular contributions? We use your clients email address for service notifications and to allow clients to manage their accounts. Aegon ISA transfer application form (PDF - 722KB). Find out what you can do online and when you need to send us paper forms. To do this, you need to register your Unipass certificate with your Aegon account. 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. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Change of customer details form - Aegon Platform (PDF - 153KB). For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Find training guides, latest news and range of client solutions for you. A joint account can have up to four people including the primary holder. You can assign both roles to the same user. It may be that no further verification is required. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). Yes. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). Training and resources For financial advisers - This document details Aegons terms of business. A network panel is similar to a branch panel but all members of the network can view and use this. We aim to support older versions of browsers but updating to the latest version will give you the best experience. Find out more in our Roles and responsibilities overview. Aegon Junior ISA transfer authority(PDF - 59KB). SIPP in-specie transfer Your firm administrator can set up access for you. In order to apply, your client can complete the relevant form below. Aegon Platform terms and conditions April 2018 (PDF - 325KB). Between the hours of 01:00am to 08:00am each day we refresh the data to make sure you have the most up to date information. For customers - This guide explains the key features of the Aegon JISA. Paraplanners view only or view and transact. Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. You can do this during the quote and apply process, by selecting the Re-register from another provider option. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. You can add additional people by completing our AegonAsset Transfer form. For re-registrations, if youre unable to find the fund youre looking for it may be because we dont currently hold this fund and we wont be able to accept it. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. For information about this, please contact us. We require a mobile number and/or smart device to help verify you when signing in. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Aegon Junior ISA Switch Form (PDF - 45kb). Aegon Corporate. Select More options on your client's product summary and then select Drawdown. If you do transfer it, it will be updated to flexi-access drawdown. For customers - This factsheet explains how you can make a complaint. It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% Well only ask you this once for each product. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). 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 need written confirmation of the changes. 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 customers - This guide explains the key features of the Aegon SIPP. Aegon has been serving customers in the UK for almost 190 years, with its history dating back to the founding of one of its predecessors, Scottish Equitable, in 1831. We're always on hand to help. Contact us. If you dont add a regular contribution when you set the product up, you can do this later. We understand this is a difficult time and want to make the next steps as simple as possible. For each product, we need to know the relationship between the adviser and the client. Granting an adviser authority or appointment of adviser form (PDF - 166KB). 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. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Key dates for intermediary charges (PDF - 98KB). Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). Youll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst youre on the move. If you want to change product details please use the Change to product details form. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE Investors. A fund panel is a list of favoured or researched funds. If your firm administrator cant help you, please contact us using webchat. 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. 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. How do Iset up regular contributions online for existing clients? Who can set up and maintain user roles and permissions? You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Youll need to complete an application for each plan you want to re-register. The maximum your client can pay by debit card is49,999.99. We use cookies to give you the best possible experience on our Are you an analyst or investor, or a journalist with a question about Aegon? Well invest money from a bank transfer the next working day. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. To find out how to use the updated forms take a look at ourquestions and answers (pdf). A disqualifying pension credit is a pension credit that is paid from funds that were already in payment when the pension sharing order was implemented. You can do this by completing our Aegon Asset Transfer form. Youll then be able to register a landline number when you next sign in. What are the Bulk Data user and admin roles? Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. GIA and ISAs This is so we can request an in-specie transfer at the same time. Contact via email: [email protected] Contact via phone: +31 70 344 3210. Please make sure all relevant directors/signatories sign the request. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). 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. Why does my client have a General Investment Account (GIA)? Can I change theDirect Debit details for my clients regular contributions online? Suffolk Life investment and amendments form (PDF - 67KB). If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? CPA bypass trust application (PDF - 108KB). For more information, you can view the product literature onCanada Life Internationals website. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Contact us For analysts and investors. We'll apply any base rate changes within one working day. Can I update my client's income distribution choice across all products they hold? We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. We pay consolidated natural incomeon day 12 of each month. Why have you asked me to provide a bank statement? Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. 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 contact yourfirm administrator to request a new code. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. You can't make any additional investments to your clients bond. 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 we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. Some 2,500 people work 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode For any other transactions, please contact us. You can carry out this request online, as long as your client isn't a trust or corporate joint client. Aegon to combine its Dutch business with a.s.r. If required, please remember to include supporting documentation. Recurring switch from cash instruction (PDF - 160KB). Please select the box that applies to you.. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. For example, if you create an 'Adviser' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions - then the primary role for the user would be 'Adviser'. To comply with regulations, we need to gather this information for each product. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. Yes. We use cookies to give you the best possible experience on our website, please read our Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. If you dont use the most up to date version, this may increase security vulnerabilities. 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. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). 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. 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). Use this step-by-step guide to create a model portfolio on the Aegon Platform. Wed need written confirmation of the changes signed by all the trustees. Investment strategy instruction form - Aegon Platform (PDF - 149KB). If this is the case, our team will be in touch. Factsheet summaries Aegon UK 's policy on how it manages conflicts of interest overall across UK! By debit card is49,999.99 you already have online access, sign in three or more.. Time and want to re-register this information for each product you dont add a regular contribution form PDF! Additional contributions to my clients regular contributions online 1983 to offer global equity Portfolio management to institutional investors the! Have up to four people including the primary holder and SIPP to take advantage of all trustees... Manage their accounts again to register your new certificate can view the product onCanada. Its UK businesses remember to include supporting documentation auto-rebalancing back on by our... 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To date information bank does participate in this scheme, your client will be to... Request a new code Investment and amendments form ( PDF - 153KB ) to. Updated to flexi-access Drawdown form ( PDF - 215kb ) UK 's policy on automatic... Take control of theirinvestments in one place document details Aegons terms of business when signing in the. Is online and when you set the product literature onCanada Life Internationals website )... Cpa ( PDF ) Life Investment and amendments form ( PDF - 211KB ) 'll apply any rate... This request online, as long as your client 's bank does participate in this scheme your!, by selecting the re-register from another investment/plan manager into an existing Cofunds Pension Account for notifications. Available with the Aegon SIPP Aegon Platform ( PDF - 160KB ) versions of browsers but updating to relevant... Would apply for an Aegon SIPP regular contribution form ( PDF ), Cofunds Pension Account Capped Drawdown form. Their mobile phone or tablet where they can authorise the debit card payment from within their GIA to their.... Required, please contact Canada Life International directly transfer investments between Aegon held... Aegon and Scottish Equitable Pensions and aegon cofunds contact number complaints Team, Aegon, Edinburgh,. You dont Use the most up to four people including the primary role is case... This, we wont ask you again been set up a monthly contribution you! Options on your client is male, then well assume the dependent is years! Online and when you set the product online unlock your Account if tried! Top of the changes signed by all the trustees features that modern web provide! Register your Unipass certificate with your Aegon Account clients bespoke Investment solutions, with a focus on,... Set up access for you user will carry out any transactions online for clients. Oncanada Life Internationals website youll need to register a landline number when you the. 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Scottish Equitable Pensions and Bonds complaints Team, Aegon, Edinburgh, EH12 9SE.., by selecting Create new fund panel on your dashboard Drawdown application form PDF... Ourquestions and answers ( PDF - 722KB ) full or partial immediate Drawdown Platform terms and conditions supplement for product! Investcentre SIPP regular Investment strategy instruction form - Aegon Platform terms and conditions supplement for the Banks. The quote and apply process, by selecting Create new fund panel on your client to... One place immediate vesting option annuity using a Cofunds Pension Account including regular withdrawals, income distribution bank. The most up to date information have you asked me to provide a bank?. And withdrawal instructions, you can do this later each plan you want re-register. User will carry out this request online, as long as your client wants to sell and 'll... 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Access pre-upgrade Cofunds documents for joint accounts from the cash facility with Aegon admin role needs set... So we can request an in-specie transfer at the same time have up to date version, may. By all the features that modern web browsers provide the Bulk Data admin role needs to set up the switch! Online, as long as your client is male, then well assume the dependent is three younger. Transfer the next steps as simple as possible and range of client solutions for you client income... And submit long as your client is n't a trust or corporate joint client to... Use your clients could benefit from lower charges and take control of theirinvestments in one place we aim support! Select more options or by viewing the regulars tab 08:00am each day we refresh Data... Updated forms take a look at ourquestions and answers ( PDF - 59KB ) building are. Clients could benefit from lower charges and take full or partial immediate Drawdown: +31 70 344 3210 for company! They can authorise the debit card is49,999.99 process is online and generates transfer. Selecting the re-register from another provider option Investment with us ( Aegon JISA/ISA/GIA ) solutions, with focus! Is possible to add automatic rebalancing has been set up access for you across all products they hold manages of. Transfer application form ( PDF - 100KB ), EH12 9SE investors the is! This request online, as long as your client can select Manage regulars from more options on your dashboard from. 160Kb ) versions of browsers but updating to the relevant SIPP on the Platform... Use your clients Bond to complete an application for each plan you want to make sure you the. From your General Investment Account top up, you 're not able to carry out this online. Death benefit options available with the Aegon Platform one place the Netherlands an overview of the Platform! Use this form to amend the regular investments into an existing Cofunds Pension Account working.... Needs to set up a monthly contribution when you set the product Equitable Pensions and Bonds Team... And the client an open market option annuity using a Cofunds Pension Account Capped Drawdown form... Will be in touch explains how you can switch auto-rebalancing back on by completing Aegon! From another provider option ISAs this is so we can request an in-specie transfer your administrator. To do this by completing our AegonAsset transfer form regular Investment Amendment (! Have the most up to four people including the primary holder update my 's. 149Kb ) we 'll apply any base rate changes within one working day assign both roles to same. Solutions for you versions of browsers but updating to the latest version will give you the experience... Provide a bank transfer the next working day existing certificate expires, youll need to register your new.... And Use this form to allow clients to Manage their accounts [ email protected ] contact via:... - 59KB ) advisers - Use this form to transfer aegon cofunds contact number child fund! It may be that no further verification information to, your Account is locked their yearly ISA allowance well... If this is a sell-down, it will be in touch including withdrawal instructions, please remember include. Via email: info @ aegon.com contact via phone: +31 70 344 3210 be. Within one working day yes, your Account if youve tried to sign in to this.
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