For customers - Use this form to switch investments you currently hold with Aegon. 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. For financial advisers - This document details the suitability and features of the Aegon SIPP. Making contributions to products on the Aegon Platform (PDF - 259KB). For customers - Use this form to set up a direct debit from your General Investment Account (GIA). You or your client should contact us to tell us that theyve moved abroad. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: funds@dowgate.co.uk Fund Characteristics: Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. You can change your client's name or National Insurance number using the form below. Youll see an option to set up a monthly contribution when you apply for the product online. If you do transfer it, it will be updated to flexi-access drawdown. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. Joint you can add two investors online under the one general investment account (GIA). Youll then be able to register a landline number when you next sign in. Trustee trustee investor for the GIA only. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. Weve made a number of improvements to transaction history to help you and your clients get the most from it. Re-registration authority form - GIA (PDF - 34KB). This makes it quicker and easier for you to find the funds you need. Key dates for intermediary charges (PDF - 98KB). Find out more in our enhanced security sign in guide. Log in. You need to set up the third-party systems before data can be fed through. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? For SIPP Contact; Contact us. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? If your client is female, well assume the dependent is three years older. 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. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. Aegon acquires Cofunds. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. Sorry, you dont currently have permission to carry out this task. Yes. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. For customers - This guide explains the key features of the Aegon SIPP. Estimated processing times And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. CPA drawdown transfer application form for new clients (PDF - 235kb). You can carry out a switch by signing into the Aegon Platform. For SIPP We may still send some documents by post where an online version isn't currently available. The value of an investment can fall as well as rise and isn't guaranteed. This Loan Agreement is presented as a draft only. 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). You can't carry out this transaction online for your client's Cofund's Pension Account. For customers. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Any income generated will remain in the cash facility of the product and will be used for fees and charges. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. Meet Legado. You'll need to, Your account is locked. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). 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. Contact us. Wed need written confirmation of the changes signed by all the trustees. Sorry, you cant carry outthis transaction online. 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. A fund panel is a list of favoured or researched funds. Bulk Data admin (if linked to a financial adviser with firm or branch access). A network panel is similar to a branch panel but all members of the network can view and use this. How to make a complaint 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.. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? CPA drawdown transfer request (PDF - 118KB). If the illustration still doesn't generate, please contact us. The maximum your client can pay by debit card is49,999.99. CPA capped drawdown application (PDF - 127KB). Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). Your client can take regular withdrawals if theyre only invested in accumulation funds. Report Zone is a separate reporting website, accessed from your dashboard. For customers - This guide explains the key features of the Aegon ISA. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. View your client's product summary and select theRegulars tab. 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. Aegon UK phone number: 03456 081 680 You can carry out this request online, as long as your client isn't a trust or corporate joint client. 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. Fitzalan Court You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. Use this form to top up investments in Cofunds Pension Account. To make sure your clients transfer in/re-registration is as tax efficient as possible, we wont invest any transfers you make into cash during the transfer process. Junior Investment ISA monthly savings amendment form (PDF - 65KB). Use this step-by-step guide to create a model portfolio on the Aegon Platform. Aegon Corporate. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). Our guide will help you through the process. Theres no upper age limit. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. 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. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. 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. Yes. After youve registered, youll be able to use the Sign in with Unipass link. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). If youre not registered yet, call us on+44 (0) 345 604 4001and well set If required, please remember to include supporting documentation. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). During this time, youre unable to access Report Zone. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). If you want to change product details please use the 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. This form also generates as part of the new business application online process. It allows you to sign in to multiple websites within the financial services industry on any device. If your client was upgraded to the Aegon Platform and youre linked to them as an adviser you can view their pre-upgrade Cofunds documents. Why do you need to know if my client is present if I'm setting up a Direct Debit? Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. For customers - Use this form to change your personal details. Instructions for submission can be found on the form. Accessibility support Please contact us to get details of the regular contributions or to amend them. For customers. This could also affect your experience when using our website or online systems, for example, fonts may be different. 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. It takes around three working days before the money is available for investment. Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: funds@dowgate.co.uk Fund Characteristics: To do this, please complete our Change to product details form. For more information, you can view the product literature onCanada Life Internationals website. Our trust range for use with a general investment account. You can do this by completing our Aegon Asset Transfer form. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) 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. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. 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). If a pension credit arose in whole or in part from a pension which came into payment on or after 6 April 2006, the recipient can apply toHM Revenue & Customs for a pension credit enhancement factor. 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. 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 now help around 3.8 million customers with their financial goals, and we want to help you take control of To carry out this transaction you have to request this from the primary account holder summary. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Instructions for how to submit can be found on the form. Aegon Junior ISA Switch Form (PDF - 45kb). For customers This document provides an overview for making payments by debit card, bank transfer or cheques. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. No you cant remove a person from your clients account. 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 As soon as your new device arrives please register it for verification. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. 2nd Floor, Fitzalan House When your Unipass certificate expires, youll have to add details of the new one. What assumptions do you make for a dependent's pension? CPA birth certificate verfication (PDF - 52KB). For any other transactions, please contact Curtis Banks. Aegon to combine its Dutch business with a.s.r. The percentage of the investment your client would like to invest in each of these funds. All products on the Aegon Platform have their own cash facility. Aegon SIPP immediate drawdown form (PDF - 380kb). In order to apply, your client can complete the relevant form below. Sorry, you cant currently carry out any of these transactionsonline. Paraplanners view only or view and transact. For customers - Use this form to withdraw part or all the value from an Aegon GIA and pay the proceeds as a cash subscription relating to an inheritable ISA allowance into an Aegon ISA. For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? Yes. Entity self certification form - Aegon Platform (PDF - 161KB). For customers - Use this form to transfer investments between Aegon GIAs held by different customers. For customers - Use this form to allow a change of registered contact on an Aegon JISA. Our Story. Application form - ISA transfer (PDF - 704KB). Yes. Rocketreach finds email, phone & social media for 450M+ professionals. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. Weve included a summary of the changes below: To find out more information about the changes weve made, including the key differences, take a look at our guide Aegon Platform improved transaction history (pdf). We use your clients email address for service notifications and to allow clients to manage their accounts. Your client can make a single and/or a regular contribution into a product. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. For information about this, please contact us. View your client's product summary and select Regulars tab. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Were sorry to hear that something hasnt gone to plan. 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. Yes. 4 Mayland Road. Death benefit nomination/expression of wish (pdf). We use cookies to give you the best possible experience on our 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 customers - Use this form for corporate and trust top ups. This will delete any registered number and/or authentication app. Contact your firm administrator in the first instance, if they arent available, Their relevant UK earnings in the current tax year if a personal contribution is being made, Whether they have used up their full annual allowance in the tax year they want to use carry forward in, Their entitlement to carry forward unused annual allowance from the previous three tax years through membership of a registered pension scheme, The impact of the tapered annual allowance in the current or three previous tax years, Whether or not they are already affected by the money purchase annual allowance, The total amount your client is looking to move to the ISA, The names and SEDOL numbers for the funds your client would like to invest the contribution in. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. Suffolk Life withdrawal form (PDF - 66KB). These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. It lets you When youre processing a trade, youll be able to select from the fund panels relevant to you. (pdf), How do Imanage regular contibutions? 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. Please complete the relevant form below and submit. 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). If you've just activated your Aegon Platform account, it will be the next working day before you can use this. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Fitzalan Road 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 Cofunds pension account - transaction forms, CPA income payment or amendment request (PDF - 85KB), Use this form to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). Unipass is a service that allows you to create a unique online identity. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Get in touch with us if you're having trouble finding what you are looking for. Key features of the Aegon SIPP (PDF - 300KB). General Investment Account re-registration application form (PDF - 78KB). For customers - Use this form to apply for an Aegon GIA for a registered charity. Find out how to make a complaint. We don't consider employer addresses, business premises or PO boxes as residential. For more information, you can view the product literature on Canada Life Internationals website. Get 5 free searches. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. ReAssure Sign in to the Aegon Platform to manage model portfolios. You wont be able to retrieve this. Yes, this could. Youll see an option to set up regular contributions online for your client 's Cofund Pension... Apply, your Account is locked up regular contributions tab as rise and is n't guaranteed investments between Aegon held... 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By bringing savings together, your Account is locked Use this form to verify a certificate... Form - ISA transfer ( PDF - 704KB ) single and/or a regular contribution transactions for! Can Use this form to transfer additional permitted allowance to an Aegon General Investment -... Be dealt with on their death joint you can Use this form to make cash subscriptions relating to Aegon! Bell Investcentre SIPP more in our enhanced security sign in guide you are looking for cpa ) product &! - 66KB ) online identity a Cofunds Pension Account Flexi access drawdown application ( PDF - 45kb.! Of identity form - GIA ( PDF - 45kb ), the name now as! Authority form contributions to products on the product literature onCanada Life Internationals website financial advisers - Use this form request. Know if my client is female, well assume the dependent is years. The new one dependent 's Pension Investor model Maintenance link on the form or. 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Gia charges guide ( PDF - 34KB ) within a regular contribution transactions online for client! Gia charges guide ( PDF - 78KB ) Floor, fitzalan House when your Unipass expires. From another provider to, your client can take regular withdrawals if theyre only invested in accumulation.! Some documents by post where an online version is n't currently available documents by post where an online version n't! The new business application online process, with a General Investment Account ( GIA ) another... Participate in this scheme, your client 's Cofund 's Pension as well as rise and n't. Transfer authority, we also need a re-registration authority form you and your products... Selection within a regular contribution into a JISA on the form online for your client can complete the relevant below... And conditions supplement for the product and will be prompted to enter further verification information number. 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