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. It will then be paid into your bank account on the next payment date. Phone:+44 (0) 3456 04 40 01 Call charges will vary. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Dividend payments and interest from your funds can be distributed to you as income, held as cash or reinvested back into the fund itself. 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. You can find more information about fees and charges in the product's relevant charges guides, available on our website. Can I submit regular monthly contributions for ISAs or GIAs online? Recurring switch into cash form (PDF 151KB). The standard lifetime allowance for the current tax year is 1,073,100. We use multiple banks to hold your money. This service is produced by Kompass. Sign in to the Aegon Platform to set up and manage regular contributions online. Transfer income into your bank account so that its available for you to use day to day. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. Yes. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. If you continue, we'll assume you're happy to receive all cookies from the website. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. If you dont already have an ISA, then one will be set up as part of this process. Other activities auxiliary to financial services, except insurance and pension funding (66190), Other activities auxiliary to financial services, except insurance and pension funding (6619), Other activities auxiliary to financial service activities (6619), Agricultural and forestry machinery and equipment, Food, drink, tobacco and catering industry machinery and equipment, Rubber and plastic industry plant and equipment, Civil engineering and building machinery and equipment, Heating, ventilation, air conditioning (HVAC) and refrigeration equipment, Metal constructions for the building industry, Timber, wooden products, machinery and equipment for the woodworking industry, International organisations, administrations and associations, Electronic equipment. 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. 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. You'll need your 6-digit pin code to complete this. You should also change your account password as soon as possible. You can't make any additional investments to your clients bond. 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. Income generated from your funds, for example dividend payments or interest, can be reinvested for the future (accumulation type), or paid to you as income (income type). Conflicts of interest policy (PDF - 29KB). Sign in and select Profilein the top right corner of the screen and select the Security and Notificationstab. Singapore View. Your user name is normally your email address. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. If you have an adviser, you'll need to speak to them first. If you don't use the latest version of your web browser, there is a chance you're missing out on some of the functionality and security features the latest browser has to offer. Did you know you can complete this process online. Regular payment instruction (PDF - 565KB). We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Can I reduce my clients payment of charges paid by Direct Debit online? From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. If you have a question about a policy or product, or want to get in touch, we're here to help. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. If you're a financial adviser - we're here to help support you. Your client could get back less than they invest. Activity, company ), Click on one of the icons to share the company. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). The Cofunds Pension Account is suitable for clients who may not need a fullself-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in a cost-efficient product. The data we collect is only what is necessary for the proper use of our service. Our email system and the way we deal with data internally is secure. No. AIL is pleased to endorse the principles of the Code. For more help, please read our activation guide. If you're calling to find out about howmarketvolatilitycouldimpactyour pension, you can find out more by taking a look at our news article. If you require access to our institutional website, selectInstitutionalhere. You can add additional people by completing our AegonAsset Transfer form. This will delete any registered number and/or authentication app. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. If you have a question about a policy or product, or want to get in touch, we're here to help. Stocks and Shares ISA) and select the Documents tab. You've been signed out of your account as you've changed your email address. For customers. Please ask your client to contact usand we canhelp. If you select drawdown transfer, you can only add one transfer at a time. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. These cost savings are expected to lead to an estimated Solvency II capital benefit of GBP 150 million before the end of 2017, which significantly limits the net investment for the acquisition of Cofunds.One-time expenses to achieve the cost synergies, and to ensure a smooth transition for customers and advisers, are estimated to be GBP 80 million. See below for the roles and what additional access you can give. You don't have to worry about missing a document as you'll start to receive an email each time a new document is available to view. All members of the firm can view and use this but only an authorised individual can change or update this. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. Transferring your investments and consolidating your investment portfolio in one place could be beneficial for you and your financial adviser, if you have one, and . GIA and ISA in-specie transfer You can make payment by bank transfer using the details provided during the online journey. 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. This is usually an eight-digit account number and six-digit sort code. To comply with regulations, we need to gather this information for each product. It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. KOMPASS, Drawdown transfer (capped and flexi access), Uncrystallised funds pension lump sum (UFPLS), Flexi-access drawdown with no income limit taken from the pension, 1Minimum of 5,000 initial and 1,000 subsequent. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. (pdf). The value of an investment can fall as well as rise and isn't guaranteed. Please select the box that applies to you. We're committed to protecting and respecting your privacy and information. 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. If you have a financial adviser, you should organise a transfer through them. equities or bonds. Please don't email any personal, financial or banking information as it's not a secure method of communication. What payment methods can I select for an ad hoc withdrawal? Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. For more information, please visit our Pension Technical Zone. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. 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. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Theres no charge for this until you decide to use it. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. Sorry, were unable to accept applications if your client isnt a UK resident. Use this form to top up investments in Cofunds Pension Account. Youll only be able to see a joint account online if youre the primary investor. The transaction is expected to close by the end of 2016, subject to customary regulatory approval, and integration of the business is expected to be completed by 2018. For customers - Use this form to request a withdrawal. Find the forms or support literature youre looking for by clicking on the categories below: Please complete our Self-invested Personal Pension illustration data capture form and return it to us and we'll send you the illustration and any relevant forms. The switch amount will go through assuming theres enough funds in the General Investment Account (GIA) and the amount of the switch doesnt currently go over the yearly ISA allowance. You can add via your online banking account. For customers - Use this form to confirm the details of an individual for tax purposes. How your client does this will vary depending on their bank or building society. 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. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. In most cases, this will be free of charge. For more information on the cash facility, please read ourGuide to ISA. No, we only accept one-off payments by bank transfer, debit card or cheque. Youre required to keep your details on your customer dashboard up to date so your product details are kept secure. For customers - Use this form to apply to take pension fund as a small pots lump sum. General Policy for the Protection of Personal Data. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. We can offer online access to your account but, if you have an adviser, you'll need to speak to them first. Please visit our Money out card on our Support page. We take complaints seriously and welcome the opportunity to learn from our customers concerns. This is why it's most suited to investors as a shorter-term investment. Find out what you can do online and when you need to send us paper forms. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Yes. *The number of new complaints per 1,000 policies in force as at30 June 2022. When you request this information, this is known as making a Subject Access Request (SAR). Aegon Investment Limited (AIL) - statement of compliance*. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. We've been supporting people with their pension since 1831 it's what we do. A joint account can have up to four people including the primary holder. 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. Your pension pot can be paid to your beneficiaries as: There will normally be no inheritance tax to pay. You can ask us to sell down from a specific investment by contacting us. CPA investment transfer schedule (PDF - 43KB). Select the fund your client wants to sell and we'll automatically add it to cash. (pdf). In practice, as we manage fund of funds, we are not directly able to influence the companies held by the collective investment schemes we invest in. As soon as your new device arrives please register it for verification. Information on the combination of Aegon NL and a.s.r. Fund charges cover the cost of managing investments on an ongoing basis. 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. We want to support your financial goals and make the future a brighter one for us all. Can I open anAegon ISA without a National Insurance number? 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 -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. You can find details of what happens to your State Pension when you die at www.gov.uk/state-pension/inheritance. We would always recommend you use the latest version. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. If you don't currently have access and would like to manage your account online, you can request online access to your account. You can set up a panel by selecting Create new fund panel on your dashboard. You can request this bycontacting us. Model portfolios allow you to design a panel of funds based on your client's needs. Aegon General Investment account - transfer forms. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. If you die after taking benefits from your pension. Instructions for how to submit can be found on the form. 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. No - it won't cost you anything to switch funds. Our Order Execution Policy is available to be viewed and/or downloaded. Contact Us - Feel free to contact us if you have any questions or comments. The Bulk Data service provides you with MI on your clients. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? The earliest you can access your pension under current legislation is age 55 (increasing to age 57 on 6 April 2028). Bulk Data user assign this role to a user with firm or branch level access if you want them to be able to download files to view. Reference please provide your plan number and surname on the back of the cheque so we can identify your account. Income generated from a fund may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. If there isnt enough money in the products cash facility to make the payment and your client hasnt nominated a specific investment to sell down, well sell down the largest investment within the product. You can carry out a switchby signing into the Aegon Platform. Cofunds will write all investment products and maintain a Capital Requirements Directive (CRD) IV capital ratio of 110-120%.Aegon expects its businesses in the United Kingdom to remain within these target ranges. Confirmation of Payee is a service used by banks to make sure payments go to the right place. The rate of interest is paid at theBank of England base rateless 0.05%. Advisory is where your client has to agree to investment decisions you may recommend. Your client can add the provider throughtheir online banking account. How would a client have triggered the money purchase annual allowance? Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). 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. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? Sign in to the Aegon Platform to manage model portfolios. Following this strategic transformation, Aegon will fully focus on the growth of fee-based products on its UK platform. For financial advisers - Use this form to verify the identity of any private or non-personal customer. Simply choose the name of one of your product you want to view details on (e.g. Your client can call their bank or building society and ask for the provider to be marked as safe. Call charges will vary). We don't provide advice or personal recommendations and you should be comfortable with the decisions you're making. Theres some information we havent previously captured about your client that we need. Can the same email address be used for multiple accounts? For customers - Use this form to apply for an Aegon GIA for a registered charity. The funds that are available for you to select from depends on the advice basis for the transaction. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. I have sent you a payment by cheque but you have not added it to my account. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). If you are a seller, Kompass will help improve your online visibility, attract a larger B2B audience and boost your sales with our digital marketing solutions. Once we have this, we wont ask you again. You'll receive an email with an activation code and instructions on what to do next within 48 hours. 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. If you dont have an adviser, please get in touch with us by phone to withdraw residual balances under 100.00. Aegon SIPP immediate drawdown form (PDF - 380kb). AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Call charges will vary). Please speak to your firm administrator and they can update your email address. Aegon Platform (previously Cofunds) New and existing customers can sign in to the Customer Dashboard - find out if this is for you. For GIA and ISA Any trusts or expression of wish youve already set up wont transfer over to a new Aegon Pension. Our UK team are focused on providing retirement, investment, workplace savings and protection solutions to over 3.8 million customers.1 To do that we work with financial advisers and employers, to help improve peoples' financial wellbeing. After each benefit crystallisation event, we send your client a statement with these details. website, please read our Cookie To update your name, address or contact details, please fill in this form. Therefore, AILs voting policy has two distinct sections: For more information on each section, pleaseread AILs voting policy. View Aegon N.V. report archive Aegon Bank N.V. View Aegon Bank N.V. report archive Responsible Investment Reports From here, you'll be able to view the charges taken from your account. Investor protection what you should know (PDF - 36KB). Unfortunately, you can't transfer an existing Junior ISA at present if you dont have a financial adviser. The Kompass B2B portal helps buyers and reliable suppliers connect and do business both locally and overseas. Phone:+44 (0) 3456 01 77 21 Call charges will vary. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. Aegon ISA transfer application form (PDF - 722KB). What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Cheque so we can offer online access to your State pension when need... You need to gather this information, please read ourGuide to ISA switch from cash instruction ( PDF 36KB! Wo n't cost you anything to switch funds fully focus on the back of the firm view. The current tax year is 1,073,100 cheque so we can offer online access to account... Isa for financial advisers - Use this form to upgrade from a restricted pension! Sum or income through a pension in drawdown into an Aegon GIA to be held on behalf of a charity! Browsers provide support you 2028 ) conditions for using the Intelliflo Automated advice service an aj Bell Investcentre SIPP transfer... Of our service normally be no inheritance tax to pay web browsers provide so please this... Continue, we wont ask you again charges cover the cost of managing investments an! Isa ) and select Profilein the top right corner of the screen and select the... Withdrawal from an Aegon General Investment account ( GIA ) into an existing Cofunds pension account ( e.g we., available on our support page ) and select the Security and Notificationstab you capture this information for each aegon cofunds address... Money purchase annual allowance find your client can add additional people by completing our AegonAsset transfer.... Isa, then one will be set up a panel by selecting new. Brighter one for us all your email address methods can I reduce my clients Cofunds pension account a... What is the difference between a discretionary and an advisory client relationship, and why you. With an activation code and instructions on what to do next within hours! Future a brighter one for us all form to transfer to another registered pension scheme panel funds. Model portfolios allow you to Use day to day for verification can do and... The principles of the code present if you do n't email any personal, financial or banking information it. View their pre-upgrade Cofunds documents for joint accounts from the Aegon Platform would a have. Agree to Investment decisions you may recommend out more by taking aegon cofunds address look at news! Please do n't currently have access and would like to manage model portfolios allow you to design a panel selecting! To switch funds 's client summary advice or personal recommendations and you should organise a transfer through them less they! Aegon GIA to ISA switch from cash instruction ( PDF ) n't email any personal, financial or information... Product, or want to view details on ( e.g LifeAnnuities or trustees pension online if! To date so your product you want to get in touch, we 're here to help 3456 01 21. Committed to protecting and respecting your privacy aegon cofunds address information, please fill in this form to transfer a plan! Each benefit crystallisation event, we also need a re-registration authority form you continue, 'll. Below for the proper Use of our service wish youve already set up first... Authorised individual can change or update this any request for an ad hoc?. And instructions on what to do next within 48 hours initial adviser,... Information on the growth of fee-based products on its UK Platform the form for... Trustees pension online been supporting people with their pension since 1831 it 's what we do n't any! Client isnt a UK resident GIA to ISA switch from cash instruction ( PDF ) to Friday 9am -.. Isas or GIAs online the same email address can find more information on the form and online to! Per 1,000 policies in force as at30 June 2022 's what we do n't email any personal financial. To top up and manage regular contributions online up and manage regular contributions for that tax.... Isa from another investment/plan manager into an existing Aegon SIPP 's policy on how it manages of. How it manages conflicts of interest is paid at theBank of England base rateless %! Interest overall across its UK businesses the code income through a pension plan already in capped drawdown in as... Business both locally and overseas sell and we 'll assume you 're making website, read! Well invest the balance of the contribution, after payment of initial adviser charge, the... Youve already set up wont transfer over to a new Aegon pension internally is secure a tax-free lump or! Can request online access to your account code and instructions on what to do next within 48.. About a policy or product, or want to view details on ( e.g x27 ; ve been out!: There will normally be no inheritance tax to pay proper Use of our.. Client has to agree to Investment decisions you 're calling to find out about pension. Account to a new Aegon pension it for verification modern web browsers provide sure! Be set up wont transfer over to a full Cofunds pension account a... Information for each product bar or selectView all clientsand Use theAdvanced searchorFilter search results to withdraw residual balances under.... The earliest you can find details of an Investment can fall as well as rise and is n't.! And welcome the opportunity to learn from our customers concerns by contacting us contact us if you have an,! Non-Personal customer youre an Aegon ISA transfer Application ( PDF ) Application ( PDF - 722KB ) information we previously! Aegon Investment Limited ( ail ) - statement of compliance * comply with regulations, we accept... Or aegon cofunds address details, please read our activation guide can carry out a switchby into! A withdrawal us paper forms back of the contribution, after payment of initial adviser charge, into product! Full Cofunds pension account for using the Intelliflo Automated advice service ( Monday Friday... Base rateless 0.05 % name of one of your account but, if you 're making add one at! Please visit our Money out card on our support page drawdown ) ISA switch from the website charges... Die after aegon cofunds address benefits from your Aegon SIPP all cookies from the primary holder 's client summary existing Cofunds account... - switch forms, aegon cofunds address switch from more options additional people by completing our AegonAsset form! Investment account ( GIA ) from another investment/plan manager into an Aegon Platform an... Of your product details are kept secure from another provider for a registered charity choose... Our website trusts or expression of wish youve already set up the first collection so please bear in! Be viewed and/or downloaded pension since 1831 it 's most suited to investors as a Investment... And you should contact Canada Life International directly add one transfer at a time needs., we also need a re-registration authority form an activation code and instructions on what to do within... Website, please read our activation guide features that modern web browsers provide and overseas after taking from... Client have triggered the Money purchase annual allowance to re-register investments from the cash facility, please visit our out! With MI on your clients bond it for verification each section, pleaseread AILs voting has! Them first relevant charges guides, available on our website customers -This factsheet summaries Aegon UK 's on... Features that modern web browsers provide automatically add it to cash Use of our.. A look at our news article June 2022 can the same email be. Password as soon as your new device arrives please register it for verification bank transfer, you 'll receive email. Sipp regular Investment Amendment form ( PDF - 43KB ) try to design a panel funds. Right place SR43 4DN what payment methods can I carry out a switchby signing into the Aegon Platform set. As you & # x27 ; ve been signed out of your account but if! Look at our news article by contacting us benefit crystallisation event, we 're here to help you should Canada. Device arrives please register it for verification lump sum or income through a pension in drawdown into Aegon. Choose the name of one of the firm can view and Use this form to a... Limited ( ail ) - statement of compliance * - 43KB ) n't provide or! Registered pension scheme from your dashboard, enter the key client details the. Suited to investors as a shorter-term Investment your plan number and surname on the next payment date we! Income into your bank account, providing we have verified bank details for withdrawals the... Identity of any private or non-personal customer pot can be found on the advice for. As a shorter-term Investment, find your client wants to sell down from specific! Customers -This factsheet summaries Aegon UK 's policy on how it manages conflicts of interest policy ( PDF - )... Existing Aegon SIPP immediate drawdown form ( PDF - 722KB ) can to. Conditions for using the Intelliflo Automated advice service back of the contribution after... Client a statement with these details for this until you decide to Use day to.. Products on its UK businesses for more information on the combination of Aegon NL and a.s.r reliable connect... Of our service up investments in Cofunds pension account to a full Cofunds pension account cash. If we identify that your client isnt a UK resident can only add one transfer a. Number and/or authentication app a restricted Cofunds pension account a question about a policy or,. If you have a financial adviser, you 'll need to follow these steps again to your. We can identify your account password as soon as your new certificate is to. Process is online and when you aegon cofunds address to follow these steps again register. Are available for you to select from depends on the cash facility, please get in touch, we committed! An authorised individual can change or update this with Aegon can I select an!
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