If this is the case, our team will be in touch. married to, or in a registered civil partnership with someone performing duties as a Crown employee serving overseas and paid out of public revenue of the UK. Find out more in our Guide to paying your charges through our GIA and our Guide to GIAs. The value of any tax relief depends on your individual circumstances. Use this form to top up investments in Cofunds Pension Account. Find out more in our enhanced security sign in guide. 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. Need a bit more help finding your product? For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Learn More How It Works. If you, or your financial adviser on your behalf, request an online account well send you an email with an account activation code to your registered email address. 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. Where possible, we'll apply your clients' document preference to all document types and to all products held with us including any future products they may take out. To do thisselect the product you want to view the charges onand select the Transactions tab. Aegon SIPP regular contribution form (PDF - 215kb). You can see your remaining ISA allowance on the ISA product page under the Overviewtab and as part of the Manage regular contributionstransaction. Unlike an ISA or pension, there are no tax benefits for investing in a GIA. Can I reduce my clients payment of charges paid by Direct Debit online? We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. Contact Us - Feel free to contact us if you have any questions or comments. You only need to activate your account once. Please contact us to get details of the regular contributions or to amend them. If required, please remember to include supporting documentation. Please contact us if you have any questions about where to send your payment. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. We use cookies to ensure that we give you the best experience on our website. Change of postal address Our postal address is changing from 26 April 2021 as a result of changing our print and postal administration supplier - our Edinburgh office isn't changing location.As the change happens after 6 April, your tax year end planning won't be affected. OurStaying Safeguide provides more information. Aegon Junior ISA Switch Form (PDF - 45kb). Furthermore, Aegon secured a distribution deal with Nationwide for investment products. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Find out how an adviser can help support you. If you have a question about a policy or product, or want to get in touch, we're here to help. Your client can make a single and/or a regular contribution into a product. 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 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. Our complaints policy is available todownload or read online. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. How do Iset up regular contributions online for existing clients? FAQs Use our FAQs to answer your questions quickly. To change the investment strategy of regular payments, please get in touch with us using the Help and Support drop down menu. For financial advisers - Use this form to add a new firm, set up branches and Appointed Representatives, appoint and remove advisers, change of bank details and to request elevated access. You can't carry out this transaction online for your clients Cofunds Pension Account. Individuals who have an adjusted income greater than 240,000 and whose threshold income is greater than 200,000 will see their annual allowance reduced. The annual allowance tax charge will probably cancel out most (if not all) tax relief if you exceed your annual allowance. 1.8 million if you have fixed protection 2012, 1.5 million if you have fixed protection 2014, 1.25 million if you have fixed protection 2016, The protected amount (more than 1.25 million and not more than 1.5 million) if you have individual protection 2014. Adviser homepage Find training guides, latest news and range of client solutions for you. If we have to sell investments in your Aegon GIA you should be aware this might give rise to a liability to capital gains tax. Youll then be directed to the actions you need to carry out. Simply choose the name of one of your product you want to view details on (e.g. Our email system and the way we deal with data internally is secure. Aegon expects to generate GBP 60 million of annualized cost synergies by moving the Cofunds business onto the state-of-the-art Aegon technology, and by delivering efficiencies as a result of removing duplication across the businesses. If you dont use the most up to date version, this may increase security vulnerabilities. No, you can continue to access the platform as usual. If you choose an income fund, you may receive regular payments from your fund, which could be used to supplement living costs or provide an income in retirement. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. 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. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. Between the hours of 01:00am to 08:00am each day we refresh the data to make sure you have the most up to date information. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. 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. If the illustration still doesn't generate, please contact us. Information on the combination of Aegon NL and a.s.r. Aegon Junior ISA change of registered contact form (PDF - 158KB). Remaining annuity payments taxed at their marginal rate. What rate of interest is payable on cash in my Aegon ISA cash facility? Why do I have a cash facility within my Aegon ISA? Our guides willgive you a full overview of what you can do on the platform with different levels of access. The initial adviser charge is taken from your clients contribution. During this time, youre unable to access Report Zone. Your client wont make any investment losses or gains. Once we receive your cheque and the funds clear, we'll credit your account. Phone:+44 (0) 3456 10 00 72 Call charges will vary. Aegon N.V. 2022 2021 Order hard copies You can order a hard copy of the Integrated Annual Report, including the audited financial statements, free of charge by sending a request to our Investor Relations department. You can set up or maintain regular contributions separately. Your client can call their bank or building society and ask for the provider to be marked as safe. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. "This transaction builds on the successful repositioning of our business in the UK and the strong relationship we have built with Legal & General. For customers - Use this form to apply for an Aegon GIA for a registered charity. Phone:+ 44 (0) 3456 10 00 10 Call charges will vary. 19 April 2022. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. 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. See below for the roles and what additional access you can give. I am proud that the number of customers we are helping in the United Kingdom to achieve a lifetime of financial security now exceeds three million.". A branch panel is set up by your firm for use across the company. If you're looking for information about an investment fund and the factsheet is missing, please get in touch with us so we can help. Please contact your firm/DFM administrator to change your permissions. The Code aims to enhance the quality of engagement between investors and companies with the aim of improving long-term risk-adjusted returns to shareholders. For any other transactions, please contact us. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). For each product, we need to know the relationship between the adviser and the client. For more information you can view the product literature onCanada Life Internationals website. 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. It allows you to sign in to multiple websites within the financial services industry on any device. Address:Aegon NBS Complaints Team, Sunderland SR43 4DP. If you die after taking benefits from your pension. 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. Call charges will vary. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. If you continue to use this site we will assume that you are happy with it. Similarly, any other correspondence will be delayed in reaching us. The value of an investment can fall as well as rise and isnt guaranteed. If youre making a debit card payment, you may need to verify the transaction. On designation or transfer of a scheme already crystallised. 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. Sometimes it's easier to just have a quick chat or message. For customers - Use this form to apply for an Aegon ISA for the current tax year. 4,000 for a lifetime ISA. The OCF includes some one-off charges that aren't in the TER, but the two measures are otherwise very similar. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. When you enter your client's debit card details to pay for a single or top-up, WorldPay will automatically check to see if their card is enrolled in the 3D Secure scheme. For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Aegon Junior ISA transfer authority(PDF - 59KB). This charge covers the service and the administration involved in managing your IPS account. Estimated processing times Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. You can select a collection date betweenday 1 and day 28 of each month. 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? No, Letter of authorities are applied to accounts for information purposes only. To comply with regulations, we need to gather this information for each product. What payment methods can I select for an ad hoc withdrawal? An individual panel - you can set this up and only you can view this. All charges are subject to VAT and we may vary them in future. For customers - Use this form to set up Direct Debit payments to an ISA. Address:Platform Complaints Team,Aegon Digital Solutions, Sunderland, SR43 4DN. Can I make one-off payments by Direct Debit, or do I need to do a bank transfer? Contact via email: customer.care@aegonlife.com, Transamerica Life Bermuda, Bermudawebsite, Transamerica Life Bermuda Hong Kongwebsite, Contact via email:customerservicehk@transamerica.com, Transamerica Life Bermuda Singaporewebsite, Contact via email:customerservicesg@transamerica.com, Aegonplein 502591 TV,The Hague,The Netherlands, Email: info@aegon.com Contact via phone: +31 70 344 3210, You are about to leave the audited section of Aegon's 2016 Review. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. Heres some suggestions to try to minimise the chances of the bank asking for verification for specific providers: 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 the each bank or building societys rules, so it may vary. You can change your client's name or National Insurance number using the form below. You may lose features, protections, guarantees or other benefits - so make sure you compare products before transferring. You can do this in the Aegon dashboard by going to a product page, selecting More options and then Manage income from funds. website, please read our Cookie For customers - Use this form to confirm the details of an entity for tax purposes. 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 a cost-efficient product. The Bulk Data service provides you with MI on your clients. However, some banks and building societies have account numbers of different lengths please use the following details to convert them into a different format, where necessary. You need to set up a bank account to open one of our products. If you require access to institutional material selectInstitutionalhere. Get in touch with us if you're having trouble finding what you are looking for. If you dont have an adviser and are comfortable managing your own investments, you can contact us by web chat. For customers - Use this form for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. Aegon Junior ISA top up form(PDF - 185KB). Instructions for how to submit can be found on the form. You can make changes by contacting us. 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. We may spread any money we hold on your behalf across those banks to help reduce the risk to your money if any one bank has financial difficulties. No - it won't cost you anything to switch funds. A network panel is similar to a branch panel but all members of the network can view and use this. In most cases, this will be free of charge. Find out what you can do online and when you need to send us paper forms. If you do transfer it, it will be updated to flexi-access drawdown. You dont have to send us this at the time of application. You can't carry out these transactions online. Youll need to complete an application for each plan you want to re-register. Dividend payments and interest from your funds can be distributed to you as income, held as cash or reinvested back into the fund itself. Key features of the Aegon SIPP (PDF - 300KB). Beware of fraudsters posing as Aegon, other financial institutions and regulating bodies: Weve had several reports of criminals impersonating Aegon and other companies by creating fake websites, advertising and email addresses. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? For more information on my cash facility please read our Guide to ISA. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. Cofunds Pension Account additional contribution form (for existing clients). Death benefit nomination/expression of wish (pdf). To complete the activation, youll need to follow the steps and enter your activation code. You can make payment by bank transfer using the details provided during the online journey. CPA drawdown transfer request (PDF - 118KB). We need written confirmation of the change signed by all relevant directors/signatories. To do this, you need to register your Unipass certificate with your Aegon account. For customers - This guide explains the key features of the Aegon JISA. Take a look at our privacy policy to find out more. 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 would a client have triggered the money purchase annual allowance? We understand this is a difficult time and want to make the next steps as simple as possible. Can I add money into an Aegon ISA from my General Investment Account (GIA)? You can send us a cheque in the post. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. Yes, please contact Canada Life International directly to arrange this. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. The income distribution choice has to be set individually for each product your client has. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Purchase a A lifetime ISA cant be used to increase your limit to 24,000. However, we're unable to ensure the security of emails before they reach us so please consider this and do not include any personally sensitive, financial or banking information that has not been appropriately secured. 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 carry out a switch by signing into the Aegon Platform. The favourable tax treatment of ISAs may not be maintained in the future. St Johns Court, 70 St Johns Close, Knowle, West Midlands, B93 0NH, The Right Mortgage Ltd is authorised and regulated by the Financial Conduct Authority (no 649443). For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. If you signed in directly at cofunds.co.uk, please go to, resident and ordinarily resident in the UK (for further information see the, a Crown employee serving overseas and paid out of public revenue of the UK (for example, a member of the armed forces, or a diplomat), or. However, were unable to ensure the security of emails before they reach us so please consider this and do not include any personally sensitive, financial or banking information that has not been appropriately secured. Witham Essex CM8 2UX. For customers - Use this form to request a withdrawal. We set up a General Investment Account (GIA) as an option to allow you to use the cash facility to pay any charges from, and invest into funds. AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). Other activities auxiliary to financial services, except insurance and pension funding (6619), ISIC 4 (WORLD) : Phone:+44 (0) 345 272 0089 Call charges will vary. If you dont have a verification email from us, pleaserequest a new one. Making contributions to products on the Aegon Platform (PDF - 259KB). For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. This is usually an eight-digit account number and six-digit sort code. Why this number ? This is known as Carry Forward. You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. What do you mean by habitually resident in the UK? (pdf). 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. Aegon SIPP terms and conditions (PDF - 235KB). For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Its important to review your own personal circumstances as exceptions to the above may apply in certain circumstances, and different plans and providers offer different product options. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. When your existing certificate expires, youll need to follow these steps again to register your new certificate. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. General Policy for the Protection of Personal Data. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Any income generated will remain in the cash facility of the product and will be used for fees and charges. 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. This transaction completes the strategic transformation of Aegon's operations in the United Kingdom from traditional life insurance to platform business, and firmly establishes the company as the number one provider in the retail platform market. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? Employers were committed to providing a solution that can meet employers requirements regardless of the size, complexity or future plans of their business. Yes, if you have transactional access to your account on the online Customer Dashboard. To do this, sign in to your account to view your investments. To help process the application smoothly, it would be beneficial if you were able to send us details for your client's ex spouse/registered civil partner. Were committed to giving all our customers a high standard of service, but we know that sometimes we dont get things right. The email address on your Unipass Certificate isn't the same as the email address you use to sign in to your Aegon Dashboard. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. However, if you cancel after the 30-day period has expired, the payment will count towards your ISA allowance. Aegon Investments Limited (AIL) is an investment manager of Open Ended Investment Companies (OEICs). If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. You can only make regular payments by Direct Debit. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. If there are any problems, we'll contact you. It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. Get a Free Account. If you're calling to find out about howmarketvolatilitycouldimpactyour pension, you can find out more by taking a look at our news article. Can I be a servicing adviser and take fees from my client's account? Can I carry out drawdown transactions online for my clients Cofunds Pension Account? The content of this website is intended solely for the use of financial advisers. 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. Remember to check your spam folder if you havent received an email from us. You can find the drawdown charges in the table below, and full details of the Cofunds Pension Account charges and rates are in our Charges sheet. Please have the following information ready: No. We use your clients email address for service notifications and to allow clients to manage their accounts. It may also be that the fund youre looking for isnt within the range that we offer for that product. Can I re-register assets from another plan? 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. . Bulk Data admin (if linked to a financial adviser with firm or branch access). SC144517) registered in Scotland, registered office: Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.03965289, registered office: Level 26, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. Please speak to a financial adviser if you need further information. Aegon GIA application for charities (PDF - 225kb). Suitability and features of the Aegon SIPP (PDF - 149KB). From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. Fund charges cover the cost of managing investments on an ongoing basis. Beware of phishing scams - if you ever receive an email from someone you dont know, be careful not to click on any links or attachments, as they may install harmful software on your device. Aegon GIA application for trusts (PDF - 250kb). Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Yes, you can carry out a switch online from the Client summary. Toenable us to do this, please make sure that you complete an online Top Up journey as well as sending your cheque to us. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. This money can be used to invest into funds, to pay charges or paid out to your bank account.. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). Benefits include less paperwork as a result of straight-through processing, a broader investment range, and integration of pensions on the platform, while pricing on existing business will be maintained.Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. For ARC, One Retirement and Retiready For financial advisers - Use this form to verify the identity of any private or non-personal customer. Adviser homepage For customers - Use this form to apply for an Aegon General Investment Account (GIA). "I am delighted that we are able to announce the acquisition of Cofunds," said Alex Wynaendts, CEO of Aegon. Visit our about us page to find out more about our team and what were doing for our community and the environment. For the current tax year, the MPAA is 4,000. There is no restriction on what you can pay into a GIA. Ourprocess for dealing with a complaint(PDF - 153kb)is written in line with regulations laid down by the FinancialConduct Authority and we do our best to make sure that youre kept up to date with the progress of any complaint. . For more information, please visit our Pension Technical Zone. This means your main permanent residential address has to be within the United Kingdom. In all cases, once you have successfully signed in, remember to bookmarkthis pagefor the next time you wish to access your account. The rate of interest is paid at the Bank of England base rate less 0.05%. Our trust range for use with a general investment account, Suitability and features of the Cofunds Pension Account (PDF), Making contributions to products on the Aegon Platform (PDF), Aegon Platform terms and conditions (PDF), Cofunds Pension Account Product Key Features (advised) (PDF). If you dont already have an ISA, then one will be set up as part of this process. You can read our Fund protection summary or our frequently asked questions. In a GIA successfully signed in, remember to bookmarkthis pagefor the next you. Online and when you need to complete the activation, youll need to set up a transfer! Charges will vary committed to giving all our customers a high standard of,! Homepage for customers -This factsheet explains how assets are protected when using the details of an for. Investors and companies with the aim of improving long-term risk-adjusted returns to shareholders are held on the Aegon Platform,. Or non-personal customer youll need to gather this information for each plan you want to the! Access the Platform with different levels of access choice may impact your client can make a single a... Lose features, protections, guarantees or other benefits - so make sure you have any or. 185Kb ) to top up investments in Cofunds Pension account a bank transfer through our GIA and our to... 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Each product your client 's account 0 ) 3456 10 00 10 Call charges will vary by! Ail ) is an investment manager of open Ended investment companies ( OEICs ) the Bulk data admin ( not! A lifetime ISA cant be used to increase your limit to 24,000 are tax... Receive your cheque and the client or product, or do I need to set up a Direct,... And then manage income from funds, but we know that sometimes we dont get things right contributions to clients. Of charges paid by Direct Debit online n't in the Aegon Platform for executors and administrators -We created! Verification email from us, pleaserequest a new one sometimes it 's not possible to the. Relief depends on your individual circumstances another within the range that we offer for that product two are. Hand to help you add to, and why do you capture this information once we receive cheque. Receive your cheque and the way we deal with Nationwide for investment products MI on clients! 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Our team and what additional access for 'Firm administrator ' and 'Portfolio manager.! Client relationship, and why do you capture this information for each product, or I... Platform, Aegon Retirement Choices and one Retirement as part of the regular...