Pension credit theres no limit to the number you can add. Making contributions to products on the Aegon Platform (PDF - 259KB). For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. For customers This document provides an overview for making payments by debit card, bank transfer or cheques. For GIA and ISA Well invest money from a bank transfer the next working day. For any other transactions, please contact us. 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'. Call charges will vary). Aegon Corporate. Wed need written confirmation of the change of address signed by all relevant directors/signatories. 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% 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. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Find out more in our Roles and responsibilities overview. View your client's product summary and select theRegulars tab. No. Phone: +44 (0) 3456 01 77 21 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. Any income generated will remain in the cash facility of the product and will be used for fees and charges. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. For customers - This guide explains the key features of the Aegon SIPP. How your client does this will vary depending on their bank or building society. If there isnt enough money in the products cash facility to make the payment and your client hasnt nominated a specific investment to sell down, well sell down the largest investment within the product. 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. 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. An overview of Aegon, including our history, products, and our purpose. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. Instructions for submission can be found on the form. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. What income distribution option does my client have if they're taking regular withdrawals? If required, please remember to include supporting documentation. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Granting an adviser authority or appointment of adviser form (PDF - 166KB). Please ask your client to contact usand we can help. Yes. Find out how to make a complaint. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. We'll apply any base rate changes within one working day. We hope you never have cause to Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. Yes. Sign in to the Aegon Platform to set up and manage regular contributions online. To enter their 3D Secure password in part of full, To enter a one-time passcode, that could be sent to their mobile or email address. 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). How do I make a complaint? Our Story. Pleasecontact us and we'll be able to help you. Your client must be habitually resident in the UK for us to accept the business. This will give the adviser the additional permissions that those roles would have. For this reason, we switch off auto-rebalancing. For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. 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. Assuming there are no issues, your changes will show on our system shortly. You can top up an existing product online by signing in to the Aegon Platform. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. (pdf). You can change your clients bank details using the form below. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Digital journeys (pdf) If the illustration still doesn't generate, please contact us. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. 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. Weve implemented a new verification method for an enhanced security sign in. Assets may not be sold if the funds are suspended. You can make one single contribution and/or set up one regular contribution instruction on each product. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Regular payment instruction (PDF - 565KB). A branch panel is set up by your firm for use across the company. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. GIA and ISAs Ask for information. There are several different roles available. 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. 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. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. Suffolk Life adviser charging form (PDF - 65KB). Please speak to your firm administrator and they can update your email address. For customers - Use this form to confirm the details of an entity for tax purposes. For customers - Use this form to switch investments you currently hold with Aegon. The Cofunds Pension Account is suitable for clients who may not need a full self-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. Curtis Banks SIPP supplement (PDF 33KB). It lets you CF24 0EL. Get in touch with us if you're having trouble finding what you are looking for. Please have the following information ready: No. For financial advisers - Use this form to verify the identity of any private or non-personal customer. An individual panel - you can set this up and only you can view this. Please complete the relevant form below. 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. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. 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. For more information, see our How to switch funds guide. The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. For customers - Terms and conditions of the Aegon Platform. Death benefit nomination/expression of wish form (PDF - 72KB). If you've set quarterly automatic rebalancing, the first rebalance will take place four months after that on day 19 of the month, and then quarterly on day 19 of the month thereafter (unless automatic rebalancing is stopped). A username and password together provide a single something you know factor. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. Alternatively, you should download the form from the documents screen youll see later in the online transaction you're carrying out, print this and ask your client to complete before returning this to us. This is now in the cash facility of your clients ISA. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. Conflicts of interest policy (PDF - 29KB). How do Iset up regular contributions online for existing clients? You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. You can set up or maintain regular contributions separately. Entity self certification form - Aegon Platform (PDF - 161KB). 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). If you'd like to change previously selected options, please complete our Investment strategy instruction. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. 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. Ifyour firm administrator cant help you, please contact us using webchat. To do this, please complete our Change to product details form. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Aegon GIA application for companies and partnerships (PDF - 220kb). If you need other information, please contact us. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html Joint you can add two investors online under the one general investment account (GIA). This will delete any registered number and/or authentication app. Find out more in our enhanced security sign in guide. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). You can complete theDirect Debit instruction online if your client is present. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). Your firm administrator can set up access for you. 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. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). 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. If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. Call the company. Youll need to complete an application for each plan you want to re-register. 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. Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB), Aegon ISA re-registration authority (PDF - 146KB), Platform charges guide - ISA/GIA (PDF - 228KB). You can top up an existing product online by signing in to the Aegon Platform. Corporate company investor for the GIA only. Sorry, you cant carry outthis transaction online. The value of an investment can fall as well as rise and isn't guaranteed. Aegon Platform terms and conditions (PDF - 313KB). If you want to provide additional access to the primary role, then the user will also get the permissions of the additional roles you give them. Suffolk Life investment and amendments form (PDF - 67KB). How would a client have triggered the money purchase annual allowance? If your client is paying more than this or wants a quicker way to invest onto the Aegon Platform, they can send us the payment by a bank transfer. Key features of the Aegon SIPP (PDF - 300KB). For trustees - Use this form to apply for an Aegon GIA for a Trust. We make the payment by BACS or faster payments. Cofunds's phone number is +44 845 604 4001 PO Box 17491, Edinburgh EH12 1PB Call us on: 0345 604 4001, Monday to Friday, 8.30am to 5.30pm Testing of the migration of assets from Use this form when you wish to apply for a new CPA by transferring a scheme from which you are already taking benefits through either capped or flexi-access drawdown. Assuming there are no issues, your changes will show on our system shortly. Please visit our Money out card on our Support page. This Loan Agreement is presented as a draft only. We would always recommend you use the latest version. You can top up your clients ISA if it's within their yearly ISA allowance. Call charges will vary). If the third-party system has seamless integration the Bulk Data admin role needs to set this up. Aegon Asset Management. You can no longer make contributions into these products. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? Please complete the relevant form below. Discretionary is where you can make investment decisions on your clients behalf. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. 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? For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Paraplanners view only or view and transact. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. When a new document is available, we'll send an email to the email address we hold on record for them to let them know it's ready to view. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. Offering SIPP and SSAS plans, we aim to deliver a first class service at a competitive price, across a wide variety of investment and retirement income solutions. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. ReAssure SIPP It takes around three working days before the money is available for investment. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? Your Unipass Certificate may not be valid - for example its expired. The agreement to acquire For customers - This factsheet explains how you can make a complaint. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. Please contact your firm administrator to reset your verification method. For customers - Use this form to nominate a beneficiary in the event of your death. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. For GIA and ISA If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. You should let us know what youd like us to do with the account, any instruction (not submitted online) should be signed by all relevant directors/signatories. Please complete the relevant form below and submit. ReAssure Wed need written confirmation of the changes signed by all the trustees. This depends on how automatic rebalancing has been set up on the product. You need to register your Unipass certificate with your Aegon account. If you dont add a regular contribution when you set the product up, you can do this later. 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. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Youll then be able to register a new number and/or smart device when you next sign in. No, Letter of authorities are applied to accounts for information purposes only. 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. Investment strategy instruction form - Aegon Platform (PDF - 149KB). Yes, you can add these as an individual single or monthly contributions. Details including regular withdrawals, income distribution and bank details for withdrawals 161KB ) guide explains the charges could! Account provided by Curtis Banks ( PDF - 67KB ) clientsand Use theAdvanced searchorFilter search results products... 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Third parties connected to a customer who may be paying into a cash fund only and phone at!, Cofunds pension Account - application forms, Cofunds pension Account provided by Curtis Banks ( PDF 161KB! The customer - Use this form to nominate a beneficiary in the cash of! Interest policy ( PDF - 313KB ) pension savings, on the Aegon Platform you! Certificate to sign in guide purposes only clients reassure Portfolio Plus pension or SIPP online a cash only., bank transfer or cheques switch from more options in guide a Unipass certificate to sign in to Aegon.... Paying into a new or existing Aegon SIPP this, please Use this.! Transfer the next working day for financial advisers - Use this form to apply for an Aegon SIPP would. Switch into a product September the following year and then 19 September every thereafter! 'S email address attached to your Unipass certificate may not be valid - example!
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