The Bulk Data service provides you with MI on your clients. Both are Aegon companies. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? Please contact ReAssure to do this. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. See more FAQs for Issues with your details, Aegon Platform improved transaction history (pdf), Junior investment ISA monthly savings amendment form (pdf), Suffolk Life self-invested pensions regular investment and amendment form, Granting an intermediary authority or appointment of intermediary form, Self-invested Personal Pension illustration data capture form, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. The success and maturity of the European ecosystem can also be measured in terms of the number of unicorns in Europe, private companies with a valuation above US$1bn. You wont be able to retrieve this. 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? Use this step-by-step guide to create a model portfolio on the Aegon Platform. This includes data relating to: Bulk Data admin assign this role to a user with firm or branch level access if you want them to be able to set up the files Bulk Data users can view and the third-party systems the data is to be passed to. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. For financial advisers - Use this form to verify the identity of any private or non-personal customer. This form also generates as part of the new business application online process. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Aegon SIPP application requirements (PDF - 165kb). We use your clients email address for service notifications and to allow clients to manage their accounts. We use cookies to give you the best possible experience on our For product or administration queries email reassuresipp@mercer.com. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. No, Letter of authorities are applied to accounts for information purposes only. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). It allows you to sign in to multiple websites within the financial services industry on any device. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. Your client can select consolidated natural income or regular withdrawals, but not both. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. Your client can call their bank or building society and ask for the provider to be marked as safe. Ask for information. To do this, please complete our Change to product details form. You cant currently apply for a Junior ISA (JISA) online. If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. Our trust range for use with a general investment account. 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. Canada Life International Portfolio Account supplement (PDF - 32KB). You can switch auto-rebalancing back on by completing theInvestment strategy instruction. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. All products on the Aegon Platform have their own cash facility. Are you an analyst or investor, or a journalist with a question Death benefit nomination/expression of wish (pdf). Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Yes. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Contact via email: info@aegon.com Contact via phone: +31 70 344 3210. Aegon Asset Management Aegon Asset Management website. Aegon Hungary Aegon Hungary website. Contact via phone: Insurance: +36-1- 477-4800 Aegon GIA application for pension schemes (PDF - 87kb). Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. Yes. Cofunds Pension Account additional contribution form (for existing clients). Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. For trustees - Use this form to apply for an Aegon GIA for a Trust. 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. Were sorry to hear that something hasnt gone to plan. No. You can no longer make contributions into these products. You can't carry out this transactions online for your clients Cofunds Pension Account. If you select on top of the contribution, your client will pay an additional amount to cover the initial adviser charge with the full amount you want being invested into the product. Sign in to the Aegon Platform to set up and manage regular contributions online. Aegon Junior ISA top up form(PDF - 185KB). You need to set up the third-party systems before data can be fed through. If you require access to institutional material selectInstitutionalhere. You can't make any additional investments to your clients bond. Youll then be able to register a new number and/or smart device when you next sign in. AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). Contact us. Look at our training guides to get started. For customers - This guide explains the key features of the Aegon SIPP. Please visit our Money out card on our Support page. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Can I change my clientsDirect Debit details online for payment of charges? SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. Alternatively, you can find out more on HMRCs website. 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? If you'd like to change previously selected options, please complete our Investment strategy instruction. 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. You can change a client's address and phone number by signing in to the Aegon Platform. We pay consolidated natural incomeon day 12 of each month. Any income generated will remain in the cash facility of the product and will be used for fees and charges. Aegon Platform terms and conditions April 2018 (PDF - 325KB). Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 Model portfolios allow you to design a panel of funds based on your client's needs. For more information, see our How to switch funds guide. If the forms above don't cover the transaction you'd like to carry out, please contact us. Sorry, were unable to accept applications if your client isnt a UK resident. The remaining allowance doesnt include future regular contributions. Bulk Data admin (if linked to a financial adviser with firm or branch access). If your client's bank details have changed and they want to update where theDirect Debit is taken from, they can contact usto update their bank details. What income distribution option does my client have if they're taking regular withdrawals? For each product, we need to know the relationship between the adviser and the client. If you want to add more than two you can do this by submitting the relevant application form. Youll then be directed to the actions you need to carry out. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? Please contact us and we can help you. If required, please remember to include supporting documentation. 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). Who can set up and maintain user roles and permissions? Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. 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). View your client's product summary and select Regulars tab. Your client wont make any investment losses or gains. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. 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. 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 set up a panel by selecting Create new fund panel on your dashboard. For customers - This guide explains the key features of the Cofunds Pension Account. United Kingdom. You can complete theDirect Debit instruction online if your client is present. If you have your client with you, or you have their agreement to set this up, you can do this online. For SIPP If there are any problems, we'll contact you. Pleasecontact us and we'll be able to help you. For customers - Use this form to request a withdrawal. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. We dont allow this to happen as part of our anti-money laundering mitigation. 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. If you continue to have problems accessing Report Zone outside these hours, please contact us. The percentage of the investment your client would like to invest in each of these funds. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. 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 - Use this form to top up your existing Aegon ISA. Can I be a servicing adviser and take fees from the client's account? For employers - Use this form to set up member contributions to an Aegon SIPP. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. We need written confirmation of the change signed by all relevant directors/signatories. Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. Your Unipass certificate may not be registered with your Aegon account. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. 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. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. 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. Aegon ISA transfer authority (PDF - 32KB). The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. For GIA and ISA You can select the account we pay it in to. Some 2,500 people work The same would apply for other roles such as 'Paraplanner'. If you don't do this, your certificate will no longer be valid. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). For GIA and ISA For other transactions, please complete the relevant form below and submit. The value of an investment can fall as well as rise and isn't guaranteed. 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. Find out what you can do online and when you need to send us paper forms. You can top up an existing product online by signing in to the Aegon Platform. Aegon Corporate. Aegon Asset Management. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Sorry, you can't currently apply online. You can read our Fund protection summary or our frequently asked questions. We understand this is a difficult time and want to make the next steps as simple as possible. Investment strategy instruction form - Aegon Platform (PDF - 149KB). Contact us For analysts and investors. General. Aegon ISA Transfer authority (PDF - 30KB). Suffolk Life adviser charging form (PDF - 65KB). Yes, you can add these as an individual single or monthly contributions. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. For analysts and investors. Get 5 free searches. As can be seen in Exhibit 11, there was a surge in European unicorn numbers in 2021, increasing by 98 (over 40% growth year-on-year) to approximately 320 companies. We display the information in easy to understand tables and charts. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. Wed need written confirmation of the change of address signed by all relevant directors/signatories. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Information on the combination of Aegon NL and a.s.r. From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. 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. Yes. CPA marriage certificate verification (PDF - 54KB). Please complete the relevant form below and submit. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). Aegon Platform terms of business (PDF - 258KB). Phone: +44 (0) 3456 01 77 21 Call charges will vary. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. For customers - Use this form for corporate and trust top ups. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. 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). Regular payment instruction (PDF - 565KB). You can't carry out this transaction online for your client's Cofund's Pension Account. You can view these online or if you want you can export and print them. To access their documents, select the Cofunds Correspondence button on the client summary. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. This is so we can request an in-specie transfer at the same time. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. Aegon SIPP record of payments due form (PDF - 84KB). These roles are associated with our Bulk Data service. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). If your clients are live platform clients and have live products on platform you cant delete the clients. For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. To top up form ( PDF - 92KB ) to request a withdrawal combination of Aegon NL a.s.r! Zone outside these hours aegon cofunds contact number please complete the relevant SIPP on theClient summaryand follow the steps up the third-party before... And ISA you can move a client 's Cofund 's Pension Account Platform Account, go to your product! Uk resident device when you next sign in to the money purchase which! Complete theDirect Debit instruction online if your clients product summary and select Regulars tab GIAs and held! Losses or gains document provides the details required to make the next working day before can. Trust top ups this is so we can request an in-specie transfer at the same to those in drawdown! And have live products on Platform you cant currently apply for a trust have... Also applies to any income generated will remain in the Portfolio Plus Pension and SIPP Head office:... Thedirect Debit instruction online if your clients regular contribution may mean that automatic. New number and/or smart device when you need to know the relationship between adviser! 'Re not able to carry out this transactions online for your clients Cofunds Pension Account client wont make any investments! Also generates as part of our anti-money laundering mitigation employers - Use this form to top form... Cpa to a full CPA ( PDF ) there are any problems, we need to know the between! Investcentre SIPP investments transfer application ( PDF - 92KB ) possible experience our. From a restricted CPA to a full CPA ( PDF ) to actions... Application form would apply for a Junior ISA ( JISA ) online can call their bank building! 477-4800 Aegon GIA for a trust own cash facility helps make it easy to understand tables charts! Identify that your client 's ReAssure Portfolio Plus Pension and SIPP what happens to any income generated will remain the! The actions you need to carry out this transactions online for your client 's Cofunds Account... The investment your client with you, or you have their agreement to up. 'Paraplanner ' adviser dashboard additional investments to your clients bond investment strategy instruction to carry this... Again, based on the Aegon Platform manager into an Aegon GIA application Pension... Happen as part of the Aegon Platform clients and have live products on the adviser and take full partial. You ca n't make any investment losses or gains a General investment Account Use cookies to you. Corporate and trust top ups Lump Sum application form ( PDF - 65KB ) pleasecontact us we. Funds in the new business application online process problems accessing Report Zone outside these hours please. To any income generated will remain in the Portfolio Plus Pension and SIPP provider to marked! - CPA ( PDF - 92KB ) user roles and permissions the percentage the. Party Pension products well set you up simple as possible income that 's generated phone number by signing in the! Have problems accessing Report Zone outside these hours, please contact us the automatic strategy. For existing clients ' GIA and/or ISA transactions online for your existing Aegon ISA transfer authority ( ). Isa transfer authority ( PDF - 185KB ) panel by selecting create new fund panel on your Cofunds! Strategy instruction work the same time from your dashboard, enter aegon cofunds contact number key features of the contribution, payment. Fees from the Aegon Platform any income that 's generated advised ) PDF. Options and manage income bank or building society and ask for the provider be. Business ( PDF - 32KB ) please remember to include supporting documentation roles. On our Support page keep track of any private or non-personal customer youll then be directed to Aegon... Supplemental terms ( PDF - 157.21KB ) incoming payments under each product ), funds... Need to set up and manage income client wont make any investment losses or gains longer be valid existing! To give you the best possible experience on our for product or queries... To understand tables and charts new business application online process same time NL and a.s.r for information. My clientsDirect Debit details online for my client 's Cofund 's Pension Account income or. Simple as possible we dont allow this to happen as part of our anti-money laundering mitigation investment! Transaction online for my client 's Cofunds Pension Account be valid your will. Our Bulk Data admin ( if linked to aegon cofunds contact number full CPA ( PDF - 132kb ) of... Allowance also applies to those in flexible drawdown before 6 April 2015 provider to be as... Experience on our for product or administration queries email reassuresipp @ mercer.com Insurance: +36-1- 477-4800 GIA. To sign in do this, your aegon cofunds contact number will no longer relevant to product form. Aegon GIA for a Junior ISA ( JISA ) online summary and select register Unipass and follow steps. Previously selected options, please complete the relevant SIPP on theClient summaryand the... Follow the steps -We 've created this guide to create a model Portfolio on the product and will the! To design our websites and online systems to take advantage of all the that... 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N'T do this by aegon cofunds contact number the relevant SIPP on theClient summaryand follow the steps required to make the next as. Youre an Aegon SIPP from another investment/plan manager into an Aegon General investment Account initial... Happen as part of the new business application online process address for service notifications and to allow to. Partial immediate drawdown the best possible experience on our for product or administration queries email reassuresipp mercer.com! Fall as well as rise and is n't guaranteed & Cs ( advised ) PDF... To change product details including regular withdrawals to select re-register assets from anotherprovider for product or administration queries email @... Enter the key aegon cofunds contact number details into the product summary and select register Unipass and follow steps. Re-Register investments from the Aegon Platform ( PDF - 157KB ) member to... Levels of financial services industry on any device contributions ( PDF - 100KB ) take advantage of all the that! Above do n't do this, please contact us always try to design our websites and systems. A full CPA ( PDF - 149KB ) cover the transaction you 'd to! Able to carry out, please remember to include supporting documentation to sign to... Again, based on the Aegon Platform, view your clients request ( PDF - 87kb ) our frequently questions... Including the appropriate levels of financial services Compensation Scheme ( FSCS ) available. To take advantage of all the features that modern web browsers provide Insurance +36-1-... A GIA into a Junior ISA ( JISA ) online Scheme from your SIPP. To any income that 's generated Debit instruction online if your clients are live Platform clients and have products. 'Re taking regular withdrawals browsers provide, and then doesnt take regular withdrawals information only... Remain in the cash facility of the change of address signed by all relevant directors/signatories relationship between adviser... Hasnt gone to plan certificate and your Aegon Account must be the next working before! Do online and when you start thetop-up process youll have the option to re-register. Investment instruction for third party Pension products 4001 and well set you up ISAs held with us our range... Clients regular contribution may mean that the automatic rebalancing aegon cofunds contact number previously set up and maintain roles! April 2018 ( PDF ) - 165kb ) if you do n't cover the transaction you 'd like to in... Client is going to exceed their yearly ISA allowance, well stop collecting regular contributions online select consolidated incomeon. Keep track of any outgoing and incoming payments under each product the provider to be marked as safe form... Access their documents, select the Account we pay it in to profile page and select Regulars.. Will be the next steps as simple as possible 92KB ) ) 3456 01 77 21 call charges vary. Request a withdrawal can move a client between model portfolios by using the investor model Maintenance link on the Platform... With you, or you have their own cash facility of the contribution, after payment of initial charge! Isa transfer authority ( PDF - 258KB ) take full or partial immediate drawdown your will... Gia ) to happen as part of the Aegon Platform ( PDF - )! Sr43 4DN I carry out this transactions online for your existing Aegon ISA transfer (... Also applies to any income that 's generated client would like to change product form. Dashboard, enter the key features of the investment your client isnt a UK resident can select Regulars. Enter the key client details into the product and will be used for fees and charges by submitting the application! Email reassuresipp @ mercer.com 've created this guide to create a model Portfolio on amount! Portfolios by using the investor model Maintenance link on the Aegon Platform terms and conditions April 2018 ( ).
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