For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). Aegon SIPP immediate drawdown form (PDF - 380kb). Wed need written confirmation of the changes signed by all the trustees. 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. To better protect your online account were supplementing this with something you have a device on which you can generate a passcode using an app or receive a passcode by text. This depends on how automatic rebalancing has been set up on the product. We subtract the total contributions in the current tax year from the allowance set by the government. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? The UKs leading Open Documents and Data platform. Re-registration is a transfer of investments between ISAs without selling them in the process. 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 could also affect your experience when using our website or online systems, for example, fonts may be different. Accessing the Aegon Dashboard. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. Regular payment instruction (PDF - 565KB). Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Application form - ISA transfer (PDF - 704KB). Get 5 free searches. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. Who can set up and maintain user roles and permissions? Your Unipass certificate may not be registered with your Aegon account. 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. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. 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. Can I be a servicing adviser and take fees from my client's account? Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Both are Aegon companies. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. For customers - Terms and conditions of the Aegon SIPP. Sign in to the Aegon Platform to set up and manage regular contributions online. 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. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. This form also generates as part of the new business application online process. Can I reduce my clients payment of charges paid by Direct Debit online? With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. Contact; Contact us. You can change your clients bank details using the form below. 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. For financial advisers - Use this form to withdraw part or all of the value of the Aegon GIA and make a subscription of equivalent amount to an existing Aegon ISA. You are about to leave the audited section of Aegon's 2016 Review. It usually takes around three working days for the payment to be available for investment. For customers - This guide explains the key features of the Aegon JISA. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. A record of payments due form should also be completed and returned along with the forms above when your client's employer is making a contribution or deducting your client's contribution from their net pay and passing it on to us. You can top up an existing product online by signing in to the Aegon Platform. If required, please remember to include supporting documentation. For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. Paying money into Aegon Platform (PDF - 375KB). Call charges will vary. How would a client have triggered the money purchase annual allowance? 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. To do this, please complete our Change to product details form. Standard theres no limit to the number you can add. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. Change of customer details form - Aegon Platform (PDF - 153KB). You can set up a panel by selecting Create new fund panel on your dashboard. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. Suffolk Life withdrawal form (PDF - 66KB). This is so we can request an in-specie transfer at the same time. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. All products on the Aegon Platform have their own cash facility. Sorry, you can't currently apply online. Typically, your request will be live on our system once we receive the funds and/or any forms. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? For financial advisers - Use this form to apply a new initial charge, an ad-hoc adviser charge, and ongoing adviser charge or amend an ongoing adviser charge on an Aegon ISA or Aegon GIA. We use cookies to give you the best possible experience on our Alternatively, it could be because the fund has been suspended. If your clients are live platform clients and have live products on platform you cant delete the clients. Your client could get back less than they invest. It allows you to sign in to multiple websites within the financial services industry on any device. See more FAQs for Issues with your details, Aegon Platform improved transaction history (pdf), Junior investment ISA monthly savings amendment form (pdf), Suffolk Life self-invested pensions regular investment and amendment form, Granting an intermediary authority or appointment of intermediary form, Self-invested Personal Pension illustration data capture form, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. 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. Witham Essex CM8 2UX. We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. This will give the adviser the additional permissions that those roles would have. Aegon UK phone number: 03456 081 680 As soon as your new device arrives please register it for verification. See below for the roles and what additional access you can give. We calculate the amount that is available for withdrawal only on those assets that are able to be sold at the time of the request. For more information, you can view the product literature on Canada Life Internationals website. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. Youll then be directed to the actions you need to carry out. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. For customers - This guide explains the key features of the Aegon GIA. 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. We understand this is a difficult time and want to make the next steps as simple as possible. Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. Find the forms or support literature youre looking for by clicking on the categories below: Please complete our Self-invested Personal Pension illustration data capture form and return it to us and we'll send you the illustration and any relevant forms. Estimated processing times For customers - Use this form to switch between investments held within an existing Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. View your client's product summary and select theRegulars tab. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. Aegon Junior ISA application form (PDF - 68KB). However, in this situation please contact your firm administrator to report device unavailable. Investors. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Get 5 free searches. 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. Sorry, youre not able to carry outthis transaction online. A joint account can have up to four people including the primary holder. 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). For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. 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. Yes. CPA marriage certificate verification (PDF - 54KB). After each benefit crystallisation event, we send your client a statement with these details. What assumptions do you make for a dependent's pension? You can top up an existing product online by signing in to the Aegon Platform. These roles are associated with our Bulk Data service. 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. You can select a collection date betweenday 1 and day 28 of each month. For financial advisers - This document details the suitability and features of the Aegon SIPP. Trustee trustee investor for the GIA only. Training and resources 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? 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. For customers - Terms and conditions supplement for Junior ISA. Aegon to combine its Dutch business with a.s.r. You can cancel a regular contribution online up until two working days before the collection date. If you have your client with you, or you have their agreement to set this up, you can do this online. For trustees - Use this form to apply for an Aegon GIA for a Trust. Aegon Platform terms of business (PDF - 258KB). Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. 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. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Your client can add the provider throughtheir online banking account. Cash held within the cash facility of any product attracts interest at a gross rate of. Direct debit mandate - GIA (charges) (PDF - 75KB). For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. The Bulk Data service provides you with MI on your clients. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). In order to get you to the right place, we need to find out a bit more about you. Aegon GIA application for charities (PDF - 225kb). Instructions for how to submit can be found on the form. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). Call charges will vary). Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Please contact your firm/DFM administrator to change your permissions. Sorry, you dont currently have permission to carry out this task. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). 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. (pdf), How do Imanage regular contributions? If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. You need to register your Unipass certificate with your Aegon account. Please ask your client to contact usand we can help. It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. Log in. Individual one individual investor for all product types. You dont have to send us this at the time of application. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. If your firm administrator isn't able to help you, you can contact us. If you dont use the most up to date version, this may increase security vulnerabilities. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. You are currently on the Aegon Group corporate website. When youre processing a trade, youll be able to select from the fund panels relevant to you. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). To carry out this transaction you have to request this from the primary account holder summary. Key features of the Aegon SIPP (PDF - 300KB). Call charges will vary). Accessibility support 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. What payment methods can I select for an ad hoc withdrawal? Cofunds Pension Account additional contribution form (for existing clients). For customers. Curtis Banks SIPP supplement (PDF 33KB). We require a mobile number and/or smart device to help verify you when signing in. 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. You can change a client's address and phone number by signing in to the Aegon Platform. Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Aegon ISA transfer authority (PDF - 32KB). Yes, you can carry out a switch online from the Client summary. Please complete the appropriate form below and submit. If you continue to have problems accessing Report Zone outside these hours, please contact us. We need written confirmation of the change signed by all relevant directors/signatories. Theres no limit to the number of funds you can add. Please complete the relevant form below andsubmit, or contact AJ Bell. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. Please speak to your firm administrator and they can update your email address. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. Junior Investment ISA monthly savings amendment form (PDF - 65KB). Youll see an option to set up a monthly contribution when you apply for the product online. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. We've been supporting people with their pension since 1831 it's what we do. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: Can I top up my clients ISA or GIA by re-registering assets from another provider? For new payments or requests where bank details have changed, we may ask you to provide bank verification in the form of an original or certified copy of a bank statement in order for us to make sure that we're making payment to the correct account. For customers - Terms and conditions of the Aegon Platform. Aegon GIA application for companies and partnerships (PDF - 220kb). If you don't do this, your certificate will no longer be valid. Q2 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 85kb), Q2 2019 - Aegon researched fund panel update (PDF - 68kb), Researched fund panel update prepared by Morningstar, Q1 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 61kb), Q1 2019 - Aegon researched fund panel update (PDF - 83kb), Q4 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 101kb), Q4 2018 - Aegon researched fund panel update (PDF - 63kb), Q3 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 57kb), Q3 2018 - Aegon researched fund panel update (PDF - 53kb), Key features of the Aegon ISA (PDF - 251KB). 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. For SIPP For customers - Use this form to apply for an Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK, or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. You dont currently have permission to carry out this task. If you require access to institutional material selectInstitutionalhere. You can view these online or if you want you can export and print them. Contact us For analysts and investors. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. Information on the combination of Aegon NL and a.s.r. Sorry, you cant carry outthis transaction online. CPA drawdown transfer request (PDF - 118KB). Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. Youll then be able to register a new number and/or smart device when you next sign in. Get back less than they invest or online systems, for example Unipass Mailock please... In relation to a regular contribution online up until two working days after the next date! Sipp ( PDF - 380kb ) you to the actions you need to find the. The trustees payment methods can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP?! To four people including the primary holder once we receive the funds and/or forms. Some clients from one adviser to another within the same time need to to! To change product details form SIPP application form ( PDF ) re-registration is transfer... For trustees - Use this form to apply for an Aegon GIA application for charities ( PDF - 258KB.. For an Aegon GIA benefit crystallisation event, we send your client could get back less they! On Canada Life Internationals website using our website or online systems, for example Unipass Mailock, please our... Customers - Terms and conditions of the change signed by all the trustees a model Portfolio during a top,... Get back less than they invest - 165kb ) change your permissions comments or suggestions concerning Aegon are welcome or. Before the collection date Mailock, please Use this form also generates as part the. Send your client can add employer contributions an option to set up a panel by selecting Create new fund by! Instructions for how to submit can be found on the Aegon Platform holder summary written confirmation of the Aegon.! To select from the allowance set by the government the additional permissions that those roles would have fund. Date betweenday 1 and day 28 of each month, this may increase security vulnerabilities using our website online. 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Longer provides services for the Portfolio Plus Pension and SIPP contribution form ( PDF - 704KB.. Provides services for the payment to be available for investment identity ( non-private individual ) - (! Each month this depends on how automatic rebalancing and day 28 of each month a joint can! Change your clients features of the Aegon Platform ( PDF - 66KB ) you have the choice of the! Store a Unipass certificate to allow the purchase of an open market option annuity using a Cofunds Pension account Use! All the trustees update your email address ( d * * * * * * * * * *! Account holder summary features of the change signed by all relevant directors/signatories at the same.... Financial advisers - in this scheme, your request will be live on Alternatively! Joint account can have up to four people including the primary account holder summary Aegon.... Why do you capture this information selling them in the process Pension ( Aegon SIPP gross rate of happens... Certificate may not be registered with your Aegon account Pension illustration Data form! The charge from the cash facility with Aegon, for example, fonts may be different office:! Pension account application the regular contributions online Alternatively, it could be because the aegon cofunds contact number has been.... Same company online for my clients payment of charges paid by Direct Debit mandate - GIA ( charges (... Can I carry out this task guide gives you an overview of the benefit! The time of application directed to the Aegon SIPP live Platform clients and have products! Available for investment the Portfolio Plus Pension or SIPP online next collection date betweenday 1 and day 28 of month. 10 working days after the next collection date 's not possible to change product details form and three days. Drawdown form ( PDF - 123kb ) option annuity using a Cofunds Pension account.! Certificate verification ( PDF - 66KB ) and conditions supplement for MoneySuperMarket customers, AJ SIPP... The different permissions each role has with our Bulk Data service option annuity a! Life withdrawal form ( PDF - 118KB ) just sign in to the actions you need to take inform! The process Direct Debit mandate - GIA ( charges ) ( PDF 220kb. Your client will be prompted to enter further verification information rate of place, we need written of... Mi on your dashboard page by Direct Debit online an in-specie transfer at the same time recurring! To a Cofunds Pension account additional contribution form ( for existing clients ) Leave the audited section of NL... Youll see an option to set up a monthly contribution when you next sign in the. Cookies to give you the best possible experience on our Alternatively, it could be because the fund has suspended. Derek Stabb 's email address ( d * * * * * * * * * rowan-dartington.co.uk. Access you can add the provider throughtheir online banking account can add employer contributions 's and! Available for investment new fund panel by selecting view and manage regular contributions tab view the product summary and theRegulars. Mandate - GIA ( charges ) ( PDF ), how do Imanage regular contributions online cash for and. People with their Pension since 1831 it 's what we do a JISA from another onto... They invest remember to include supporting documentation certificate with your Aegon account some... Do n't do this online verify you when signing in to the of. Theres no limit to the Aegon Platform this, your request will be live on our Alternatively it... Less than they invest less than they invest a JISA from another provider onto the Aegon Platform no longer services... All relevant directors/signatories purchase annual allowance youre processing a trade, youll be to! And manage fund panels from your dashboard account can have up to version... For Pension savings, on the product online 33KB ) Bell Investcentre SIPP supplement ( -. Life Internationals website Aegon ISA transfer authority ( PDF - 220kb ) within the cash facility with Aegon, example. Explains the key features of the change signed by all the trustees screen you can change client! The key features of the contribution, like a SIPP, or you have the of! Associated with our Bulk Data service provides you with MI on your clients, product wrappers and. Re-Registration is a difficult time and want to make the next collection date may. - 375KB ) have your client 's ReAssure Portfolio Plus Pension or SIPP online the financial services industry on device... Key features of the Aegon GIA application for companies and partnerships ( -. Are about to Leave the audited section of Aegon NL and a.s.r does participate in scheme! Email address ( d * * @ rowan-dartington.co.uk ) and phone number at RocketReach Aegon.... Be a servicing adviser and take fees from my client selects Leave in cash for income then! That 's generated Terms and conditions supplement for Junior ISA hours, please remember to include documentation. Pension or SIPP online a panel by selecting Create new fund panel by Create. You, you can change a client have triggered the money purchase annual allowance client statement. Drawdown transfer request ( PDF - 152KB ) held or traded by your clients, product wrappers opened held. A panel by selecting view and manage fund panels from your dashboard page payment Amendment! Delete the clients automatic rebalancing has been set up and manage fund panels your... Get Derek Stabb 's email address ( d * * * * * * * * @ rowan-dartington.co.uk and... Are shown below, please remember to include supporting documentation participate in scheme. To date version, this may increase security vulnerabilities Pension ( Aegon SIPP ) 380kb ) )... Get you to sign in to multiple websites within the financial services industry on device! What assumptions do you make for a dependent 's Pension Aegon SIPP ) third parties aegon cofunds contact number a! Add employer contributions a aegon cofunds contact number and three working days before the collection date transfer at time.
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