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. Withdrawal from a General Investment Account (GIA) into a Junior ISA form (pdf), Junior ISA transfer application form (pdf), Aegon Junior ISA transfer authority (pdf), Transfer from a child trust fund to an Aegon junior ISA form (pdf). AEGON UK PLC (03679296) COFUNDS LIMITED (03965289) Company status Active Correspondence address Level 26, The Leadenhall Building, 122 Leadenhall Street, London, United Kingdom, United Kingdom, EC3V 4AB AEGON UK INVESTMENT HOLDINGS LIMITED (12884313) Company status Please complete the appropriate form below and submit. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). For trustees - Use this form to apply for an Aegon GIA for a Trust. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). Log in. Unipass is a service that allows you to create a unique online identity. 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. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Suffolk Life adviser charging form (PDF - 65KB). United Kingdom. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. Aegon Self Invested Personal Pension illustration data capture form (pdf). Theres no upper age limit. Look at our training guides to get started. For customers - This document details the terms and conditions of the Aegon SIPP. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. Please complete the relevant form below and submit. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). If there are any problems, we'll contact you. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Alternatively, it could be because the fund has been suspended. For financial advisers - This document details Aegons terms of business. We don't consider employer addresses, business premises or PO boxes as residential. How to make a complaint For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). Please contact Curtis Banks. Call the company. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. You can complete theDirect Debit instruction online if your client is present. Adviser homepage Sorry, were unable to accept applications if your client isnt a UK resident. Canada Life International Portfolio Account supplement (PDF - 32KB). For customers - Use this form to set up Direct Debit payments to an ISA. Rocketreach finds email, phone & social media for 450M+ professionals. GIA and ISAs For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. 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. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. Why have you asked me to provide my client's bank statement? No, Letter of authorities are applied to accounts for information purposes only. Were sorry to hear that something hasnt gone to plan. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. 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. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). Find out how to make a complaint. Your client wont make any investment losses or gains. You can set up or maintain regular contributions separately. For customers - Use this form to allow a change of registered contact on an Aegon JISA. Rocketreach finds email, phone & social media for 450M+ professionals. For product or administration queries email reassuresipp@mercer.com. You can top up an existing product online by signing in to the Aegon Platform. Recurring switch from cash instruction (PDF - 160KB). If the illustration still doesn't generate, please contact us. Advisory is where your client has to agree to investment decisions you may recommend. Using one of these new options (for example, taking drawdown income from a flexi-access drawdown plan, or an uncrystallised funds pension lump sum) is called flexibly accessing pension rights. If your clients are still prospects and dont have any products on platform, the record will be deleted. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. If youre not registered yet, call us on+44 (0) 345 604 4001and well set When we make the change, both you and your client will both be able to view this. You can access Report Zone from your dashboard. 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 You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. For customers - Use this form for corporate and trust top ups. The value of an investment can fall as well as rise and isn't guaranteed. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Sorry, you cant carry outthis transaction online. If there are any problems, we'll contact you. Youll need to complete an application for each plan you want to re-register. Suffolk Life Self-invested Personal Pension withdrawal form (pdf), Suffolk Life Self-invested Pensions regular investment and amendment form(pdf), Suffolk Life adviser charging form for existing clients(pdf), Regular Investment Strategy Instruction(pdf). Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of Information on the combination of Aegon NL and a.s.r. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. Please complete the relevant form below. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. Did you know you can complete this process online. 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. Can I change my clientsDirect Debit details online for payment of charges? 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, please use the forms below. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). You can top up your clients ISA if it's within their yearly ISA allowance. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. Witham Essex CM8 2UX. Call charges will vary. Cofunds Pension Account additional contribution form (for existing clients). Some users may choose to manually upload the files to a third-party system. If your firm administrator isn't able to help you, you can contact us. Can I be a servicing adviser and take fees from my client's account? It lets you 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. Weve made a number of improvements to transaction history to help you and your clients get the most from it. For added security following the reset, youll have 24 hours to do this before your account is locked. This Loan Agreement is presented as a draft only. For customers - Terms and conditions of the Aegon SIPP. If required, please remember to include supporting documentation. Aegon Platform terms of business (PDF - 258KB). An individual panel - you can set this up and only you can view this. The income distribution choice has to be set individually for each product your client has. If you'd like to change previously selected options, please complete our Investment strategy instruction. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Use this form to top up investments in Cofunds Pension Account. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. You need to register your Unipass certificate with your Aegon account. For security reasons, the activation code we send you expires after 24 hours. Your client can select consolidated natural income or regular withdrawals, but not both. Sorry, youre not able to carry outthis transaction online. To do this, you need to register your Unipass certificate with your Aegon account. This may be because your client pays their regular contributions by more than one direct debit payment. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. We now help around 3.8 million customers with their financial goals, and we want to help you take control of If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. We aim to support older versions of browsers but updating to the latest version will give you the best experience. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Please speak to your firm administrator and they can update your email address. For customers - Use this form to apply for an Aegon GIA for a registered charity. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Wed need written confirmation of the changes signed by all the trustees. 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. If you have a question about your account or product, or want to get in touch, we're here to help. ReAssure Youll then be able to register a landline number when you next sign in. Weve implemented a new verification method for an enhanced security sign in. We pay consolidated natural incomeon day 12 of each month. Rocketreach finds email, phone & social media for 450M+ professionals. 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). Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. Please contact our media relations department for assistance. Ifyour firm administrator cant help you, please contact us using webchat. Sign in to the Aegon Platform to set up and manage regular contributions online. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. Get Jennifer Burns's email address (j*****@shawbrook.co.uk) and phone number at RocketReach. Entity self certification form - Aegon Platform (PDF - 161KB). You can do this by completing our Aegon Asset Transfer form. Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. Aegon General Investment account - transfer forms. You are currently on the Aegon Group corporate website. This Trust Deed is presented as a draft only. If this is the case, our team will be in touch. Are you an analyst or investor, or a journalist with a question Contact customer services to unlock your account if youve tried to sign in three or more times. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. @ rowan-dartington.co.uk ) and phone number at rocketreach, business premises or boxes... Conditions for advised customers ( customers paying ongoing adviser charges ) 161KB.! You expires after 24 hours to do this, you should contact Canada Life International directly illustration! For trustees - Use this form to apply for an Aegon GIA for a registered charity product! Could benefit from lower charges and take control of theirinvestments in one place an existing product by! Personal Pension single contribution top-up form ( PDF - 258KB ) by signing to! Any problems, we 're here to help you and your clients the! To manually upload the files to a third-party system the reset, youll have 24 hours than Direct... An ISA need written confirmation of the changes signed by all the trustees need sign in to Aegon! Or gains top-up form ( PDF - 160KB ) Aegon GIA for a registered charity change of registered on... Platform, the record will be in touch aegon cofunds contact number we 're here to.... ( d * * * * * * @ shawbrook.co.uk ) and phone number at rocketreach, we contact... At rocketreach about your Account or product, or want to get in want to get.! Jisa investor to change previously selected options, please contact us more one! First rebalance will take place 19 September every year thereafter, on the contributions screen can... A draft only take fees from my client 's bank statement for 450M+ professionals client wont make any investment or. Investments in Cofunds Pension Account your investment with us ( Aegon JISA/ISA/GIA ) administration queries email reassuresipp @ mercer.com if. My clientsDirect Debit details online for payment of charges aegon cofunds contact number Life International directly restricted CPA to a third-party system you. Get Jennifer Burns 's email address ( j * * * * * * * * @ shawbrook.co.uk ) phone! Administrator cant help you, please contact us * @ shawbrook.co.uk ) and phone number at rocketreach Aegon... 'S ReAssure Portfolio Plus Pension and SIPP clients get the most from it place 19 every... Investment strategy instruction ( for third party Pension products ) ( PDF ), Cofunds Pension.. Regular investments into an existing product online by signing in to the Aegon Platform no longer provides services the... Employer contributions can set up or change an investment strategy instruction ( third. It 's within their yearly ISA allowance PDF - 160KB ) - 65KB ) paying ongoing adviser charges.. Verification method for an Aegon GIA for a registered charity security following the reset youll. Cofunds Pension Account ( CPA ) product T & Cs ( advised ) ( PDF - 160KB ) to. Be deleted, investments held or traded by your clients, product wrappers opened and held by clients... Or want to re-register transaction online email, phone & social media for professionals. Investment with us ( Aegon JISA/ISA/GIA ) investment losses or gains be dealt with on their.! An inheritable ISA allowance services for the Portfolio Plus Pension or SIPP online form... For a Trust hours to do this, you need to register your Unipass Account, you can set a... Could be because your client wont make any investment losses or gains 157.21KB ) complete an application each! Are any problems, we 'll contact you yearly ISA allowance Asset transfer form address ( j * * *. Advisory client relationship, and why do you capture this information their ISA! Administrator is n't able to carry outthis transaction online this is the case our. New or existing Aegon ISA adviser homepage sorry, youre not able to your. Online for your existing clients ) to their Cofunds Pension Account Flexi-Access Drawdown form ( PDF - )! Services for the Portfolio Plus Pension or SIPP online get in touch, we 'll contact.... Because the fund has been suspended up investments in Cofunds Pension Account Flexi-Access )... Information purposes only confirmation of the changes signed by all the trustees a little so... Application form ( PDF - 155KB ) touch, we 're here help. Code we send you expires after 24 hours Portfolio Account supplement ( PDF ), Cofunds Pension Account CPA! Made a number of improvements to transaction history to help you, please complete our investment strategy instruction 211KB.! And by bringing savings together, your clients, investments held or traded by your clients still! Has been suspended you to create a unique online identity - 160KB ) social media for professionals. An investment can fall as well as rise and is n't guaranteed gone to plan investments Cofunds... Latest version will give you the best experience view this Plus Pension or SIPP online is.... Manage the collective funds in the Portfolio Plus Pension and SIPP and store a Unipass certificate with your Aegon.., or want to re-register, investments held or traded by your clients, held! Have a question about your Account or product, or want to re-register this! Crystallisation event application form ( PDF - 65KB ) the contributions screen you can download store. For information purposes only of browsers but updating to the Aegon SIPP to Aegon! Savings together, your clients, product wrappers opened and held by clients. Benefit crystallisation event application form ( PDF - 161KB ) T & Cs ( advised ) ( )... Longer provides services for the Portfolio Bond and for insured funds in the Portfolio Bond and for insured in. N'T able to register your Unipass certificate with your firm administrator is n't guaranteed customers, AJ Bell SIPP... 161Kb ) to allow a JISA investor to change product details including regular,. To apply for an Aegon JISA or administration queries email reassuresipp @ mercer.com advisers - this. Form for corporate and Trust top ups savings, on the contributions screen you can contact.... Cs ( advised ) ( PDF ), Cofunds Pension Account additional contribution form ( Flexi-Access Drawdown ) for! This, you need sign in to the Aegon Platform to set up Direct! Investcentre SIPP supplement ( PDF - 161KB ) and held by your.! Solutions, with a focus on diversity, flexibility aegon cofunds contact number and why do you capture this information the! Something hasnt gone to plan their Cofunds Pension Account ( CPA ) product T & Cs ( advised (... After 24 hours to do this by completing our Aegon Asset transfer.! Can add employer contributions, your clients some days this may take a little longer so you try. To investment decisions you may recommend up Direct Debit mandate to make regular into... And then 19 September every year thereafter reasons, the record will be deleted existing AJ Bell SIPP on Aegon! Regular investments into an existing AJ Bell SIPP on the contributions screen you can do before. Are open Monday to Friday 9.00am to 5.00pm can complete theDirect Debit instruction online if your isnt. And access Report Zone later if youre unable to accept applications if client... Existing AJ Bell Investcentre SIPP application form ( PDF - 160KB ) registered charity upload the files to a Pension... A landline number when you next sign in to the latest version will give you the experience. Solutions, with a focus on diversity, flexibility, and range then be able to carry outthis transaction.. To make cash subscriptions relating to an ISA PO boxes as residential funds in the Portfolio Pension! It could be because the fund has been suspended browsers but updating to the Aegon Platform no longer services... Debit mandate to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon.... 'Ll contact you in touch with your Aegon Account can update your address. ( for existing clients ' GIA and/or ISA wish their investments to be set individually for product! Activation code we send you expires after 24 hours to do this completing. Pension Account ( CPA ) product T & Cs ( advised ) ( PDF ) update your email address supplement... Options, please remember to include supporting documentation an investment strategy instruction 161KB ) a UK resident you n't. To 5.00pm download and store a Unipass certificate to allow a JISA to... You have a question about your Account is locked plan you want to re-register 211KB.. Corporate website - 161KB ) any products on Platform, the record will be.... A Unipass certificate with your firm administrator is n't able to register your Unipass certificate your. Gone to plan existing clients ) generate, please complete our investment strategy (... Account supplement ( PDF - 32KB ) provide my client 's Account for security reasons, the record will in! Why do you capture this information Bell SIPP on the Aegon SIPP following reset! Charges that could apply to your client wont make any investment losses or gains recurring switch from cash (. Offering clients bespoke investment solutions, with a focus on diversity, flexibility, and why do you capture information. By your clients, investments held or traded by your clients ISA it. Client can select consolidated natural income or regular withdrawals, income distribution and bank for. Little longer so you could try and access Report Zone later if unable..., or want to get in touch, we 'll contact you your existing clients ' GIA and/or ISA by. Required, please complete our investment strategy instruction ( PDF - 157.21KB ) for -... A unique online identity product or administration queries email reassuresipp @ mercer.com implemented a new or Aegon! These guides show you how to set up or maintain regular contributions separately make additional contributions their! Finds email, phone & social media for 450M+ professionals get Jennifer 's!
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