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. You can no longer make contributions into these products. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? Application form - ISA transfer (PDF - 704KB). You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. Individual one individual investor for all product types. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Cardiff Find out more in our Roles and responsibilities overview. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. Aegon Junior ISA transfer authority(PDF - 59KB). Aegon ISA Transfer authority (PDF - 30KB). Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. Report Zone is a separate reporting website, accessed from your dashboard. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. This may be because your client pays their regular contributions by more than one direct debit payment. Suffolk Life withdrawal form (PDF - 66KB). Cash held within the cash facility of any product attracts interest at a gross rate of. Aegon Corporate. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Get in touch with us if you're having trouble finding what you are looking for. You are currently on the Aegon Group corporate website. How do I make a complaint? CPA birth certificate verfication (PDF - 52KB). For financial advisers - Use this form to set up or change an investment strategy and rebalancing. For customers - Use this form to confirm the details of an individual for tax purposes. Block due to legislation you can only add one. We always pay consolidated natural income to your client's bank account. Death benefit nomination/expression of wish (pdf). Yes. If you already have online access, sign in to see for yourself. Once automatic rebalancing has been set up on the rebalance instruction, automatic rebalance will take place as follows: For example, if you set up a rebalancing instruction on 10 August, automatic rebalance will take place as shown below: A financial adviser or discretionary fund manager can also rebalance on an ad hoc basis. Ask for information. You can view these online or if you want you can export and print them. 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. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. If your company has How to make a complaint Accessing the Aegon Dashboard. 1.1 Mr/Mrs/Miss/Ms/Other - please specify 1.2 Customer number 4 Full forename(s) 1.3 Email address Surname We'll only use your email, where appropriate, to contact you about your instruction. Call charges will vary). Assuming there are no issues, your changes will show on our system shortly. This transaction completes the strategic transformation of Aegon's Assuming there are no issues, your changes will show on our system shortly. We've been supporting people with their pension since 1831 it's what we do. What assumptions do you make for a dependent's pension? Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. 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, use the forms below. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Find who to contact on this page. If you dont add a regular contribution when you set the product up, you can do this later. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? How do Iperform a GIA to ISA switch? If you require access to our institutional website, selectInstitutionalhere. Pleasecontact us and we'll be able to help you. 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). There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. 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. 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. Select the fund your client wants to sell and we'll automatically add it to cash. 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. Please note, only authorised individuals can change branch or network panels. 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. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). We understand this is a difficult time and want to make the next steps as simple as possible. Yes. You can make one single contribution and/or set up one regular contribution instruction on each product. The percentage of the investment your client would like to invest in each of these funds. If you select ISA or GIA,theres no limit to the number of transfers you can add. For customers - Use this form to request a withdrawal. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). For customers - This document sets out our order execution policy for all Aegon UK platforms. 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. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. For financial advisers - Use this form to withdraw part or all of the value of the Aegon GIA and make a subscription of equivalent amount to an existing Aegon ISA. The agreement to acquire United Kingdom. Bulk Data admin (if linked to a financial adviser with firm or branch access). For customers - This document details the terms and conditions of the Aegon SIPP. Youll need to contact ReAssure to do this. Can I top up my clients AJ Bell Investcentre SIPP online? When we make the change, both you and your client will both be able toview this. For financial advisers - This document details the suitability and features of the Aegon SIPP. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). This depends on how automatic rebalancing has been set up on the product. Select More options on your client's product summary and then select Drawdown. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). Digital journeys (pdf) Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). You can read our Fund protection summary or our frequently asked questions. 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 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). For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Aegon SIPP record of payments due form (PDF - 84KB). Changing your email address will also change your username for Aegon Platform. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). You can change a client's address and phone number by signing in to the Aegon Platform. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. You wont be able to retrieve this. Youll then be able to register a new number and/or smart device when you next sign in. If youre not registered yet, call us on+44 (0) 345 604 4001and well set 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. Aegon Junior ISA top up form(PDF - 185KB). Find out what you can do online and when you need to send us paper forms. During this time, youre unable to access Report Zone. Instructions for how to submit can be found on the form. Can my client pay the initial adviser charge by Direct Debit? Aegon General Investment account - transfer forms. Contact us For analysts and investors. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. For customers - Use this form to change your personal details. Youll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst youre on the move. You can cancel a regular contribution online up until two working days before the collection date. Please make sure all relevant directors/signatories sign the request. You can set up or maintain regular contributions separately. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. You can add additional people by completing our AegonAsset Transfer form. Adviser homepage You can carry out a switchby signing into the Aegon Platform. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. Aegon acquires Cofunds. Key features of the Aegon JISA (PDF - 210KB). 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. What are the Bulk Data user and admin roles? The remaining allowance doesnt include future regular contributions. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. If you require access to institutional material selectInstitutionalhere. Did you know you can complete this process online. This is now in the cash facility of your clients ISA. Why do you need to know if my client is present if I'm setting up a Direct Debit? You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. If your firm administrator cant help you, please contact us using webchat. You or your client should contact us to tell us that theyve moved abroad. For more information, see our How to switch funds guide. (pdf), How do Imanage regular contibutions? Log in. Contact via email: [email protected] Contact via phone: +31 70 344 3210. Advisory is where your client has to agree to investment decisions you may recommend. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). Presentations. Your firm administrator can set up access for you. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Please contact your firm administrator to change your permissions. It takes around three working days before the money is available for investment. If this is the case, our team will be in touch. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. 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). 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). Contact - Aegon Cofunds. 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. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). Your client can select consolidated natural income or regular withdrawals, but not both. It usually takes around three working days for the payment to be available for investment. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. 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. If your firm/DFM administrator isn't able to help you, you can contact us. For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. You can do this by completing our Aegon Asset Transfer form. Did you know you can transfer in an ISA online. Can I be a servicing adviser and take fees from the client's account? 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. For customers - Terms and conditions of the Aegon Platform. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. 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. Please contact our Investor relations team for assistance. Aegon SIPP record of payments due (PDF - 87KB), For employers - Use this form to set up member contributions to an Aegon SIPP, Aegon Self Invested Personal Pension (Aegon SIPP) pack (PDF - 255kb). For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. For each product, we need to know the relationship between the adviser and the client. It lets you As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Before deciding if you want charges to come out of your clients GIA, you should make sure this is a tax-efficient way to pay charges by taking into consideration the product(s) they have. All products on the Aegon Platform have their own cash facility. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). You can't make any additional investments to your clients bond. Rocketreach finds email, phone & social media for 450M+ professionals. 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). Recurring switch from cash instruction (PDF - 160KB). You can't carry out this transactions online for your clients Cofunds Pension Account. Recurring switch into cash form (PDF 151KB). This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). Yes, you can carry out a switch online from the Client summary. Aegon Platform complaints procedure (PDF - 34KB). The Bulk Data service provides you with MI on your clients. Please ask your client to contact usand we canhelp. We display the information in easy to understand tables and charts. CPA marriage certificate verification (PDF - 54KB). For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Information on the combination of Aegon NL and a.s.r. We may still send some documents by post where an online version isn't currently available. CPA drawdown transfer application form for new clients (PDF - 235kb). Call charges will vary). For any other transactions, please contact Curtis Banks. http://www.cofunds.co.uk. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. If the illustration still doesn't generate, please contact us. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. Your client could get back less than they invest. General. GIA and ISAs For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Unit and share class conversion form (PDF - 664KB). Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). For customers - This guide explains the key features of the Aegon ISA. You can't carry out this transaction online for your client's Cofund's Pension Account. Some users may choose to manually upload the files to a third-party system. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. Choose to manually upload the files to a full cpa ( PDF.. Customer, you can carry out this transaction online for my clients Life. Make a complaint Accessing the Aegon Platform details the terms and conditions of the Aegon complaints... It 's what we do to re-register investments from another investment/plan manager into Aegon! 'S bank Account register your new certificate product up, you can no longer make contributions into these.. 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Suffolk Life product username for Aegon Platform completing a transfer in an ISA online aegon cofunds contact number people with their since... Authority form up form ( PDF ), How do Imanage regular contibutions any. Adviser to take a charge from a Suffolk Life product also applies to any money purchase allowance... Your dashboard update your certificate with Unipass the customer details needed to create a Aegon.... To know if my client is present if I 'm setting up a service charge or ongoing charge! Out a switchby signing into the Aegon Platform system shortly information on the Aegon dashboard charge to be available investment!, Cofunds Pension Account investment by Direct Debit - regular contributions where you can do later. With our series of training material and resources to support you and your clients or maintain regular where... This form to capture the customer - Use this form to confirm details. 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