For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. Suffolk Life investment and amendments form (PDF - 67KB). Why have you asked me to provide my client's bank statement? This form also generates as part of the new business application online process. Who can set up and maintain user roles and permissions? Please visit our Money out card on our Support page. Investment strategy instruction form - Aegon Platform (PDF - 149KB). For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. For analysts and investors. Wed need a new application for a joint GIA. 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. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. (pdf). You can carry out a switch by signing into the Aegon Platform. Where a nine digit account number starts with a six, use the last eight digits of the account number only: 612345678: 12345678: Other banks as appropriate: Where a seven digit account When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. Return to the joint account summary, view the primary account holder and then request the relevant transaction. Adviser bulk transfer request (PDF - 137KB). If your firm administrator isn't able to help you, you can contact us. SIPP in-specie transfer After each benefit crystallisation event, we send your client a statement with these details. Use this step-by-step guide to create a model portfolio on the Aegon Platform. If you'd like more information, visit ourPension Technical Zone. Accessibility support A joint account can have up to four people including the primary holder. You'll need to, Your account is locked. Please ask your client to contact usand we canhelp. We've been supporting people with their pension since 1831 it's what we do. Please complete the relevant form below andsubmit, or contact AJ Bell. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). You need to set up the third-party systems before data can be fed through. Phone: +44 (0) 3456 01 77 21 Call charges will vary. For information about this, please contact us. 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. Find out more in our enhanced security sign in guide. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. You can select the account we pay it in to. Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. Find out what you can do online and when you need to send us paper forms. Aegon Platform terms and conditions April 2018 (PDF - 325KB). Youll need to complete an application for each plan you want to re-register. General. Yes. Can I top up my clients AJ Bell Investcentre SIPP online? Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Sorry, youre not able to carry outthis transaction online. Canada Life International Portfolio Bond supplement (PDF - 30KB). The percentage of the investment your client would like to invest in each of these funds. This form lets your client tell us who they would like to benefit from their funds on their death for all uncrystallised pensions savings and drawdown funds held now, and in the future, under an Aegon Self-invested Personal Pension (Aegon SIPP). You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. 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. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. For customers - Terms and conditions supplement for the Curtis Banks SIPP. A network panel is similar to a branch panel but all members of the network can view and use this. We require a mobile number and/or smart device to help verify you when signing in. For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. If you dont use the latest version of your web browser, there's a chance youre missing out of some of the latest features the browser has to offer. Address: Platform Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? Aegon Junior ISA Switch Form (PDF - 45kb). This Trust Deed is presented as a draft only. Regardless of whether your clients select online or post as their preferred method, we'll always save a copy of the document to their online document store. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). Wed need written confirmation of the changes signed by all the trustees. CPA drawdown transfer request (PDF - 118KB). Cash held within the cash facility of any product attracts interest at a gross rate of. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. View your client's product summary and select theRegulars tab. 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. Both are Aegon companies. If the advice basis is non-advised, we dont display funds determined as complex, according to the MIFID II data supplied by the fund manager. You can't make any additional investments to your clients bond. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. 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). See below for the roles and what additional access you can give. You dont currently have permission to carry out this task. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. What assumptions do you make for a dependent's pension? Standard theres no limit to the number you can add. How do Iset up regular contributions online for existing clients? You can change your clients bank details using the form below. Aegon AllFunds Alliance Trust Ascentric (M&G) Aviva Charles Stanley Cofunds Elevate Fidelity FNZ Fusion Hargreaves Lansdown Hubwise Interactive Investor Standard Life Stocktrade Tillit Transact Wealthtime Zurich If your platform is not listed, please contact our distribution team or Valu-Trac directly. Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. We would always recommend you use the latest version. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Witham Essex CM8 2UX. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). 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. Well invest money from a bank transfer the next working day. Aegon SIPP immediate drawdown form (PDF - 380kb). Can my client pay the initial adviser charge by Direct Debit? Our guide will help you through the process. 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 customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Aegon Corporate Newsroom News & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General, following regulatory approval. For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Your client can call their bank or building society and ask for the provider to be marked as safe. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). Please complete the relevant form below and submit. 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. This transaction completes the strategic transformation of Aegon's Get in touch with us if you're having trouble finding what you are looking for. It's easy to use and works with your business, saving you time and money while supporting client relationships. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. We use cookies to give you the best possible experience on our Call charges will vary). You'll need to supply the third party's name, address and complete a Confirmation of verification of identify so we can accept the contribution. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). Upgrade from a restricted CPA to a full CPA (PDF - 92KB). Death benefit nomination/expression of wish (pdf). Well invest the balance of the contribution, after payment of initial adviser charge, into the product. 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. Aegon Asset Management. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Yes, please contact Canada Life International directly to arrange this. The value of an investment can fall as well as rise and isn't guaranteed. For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). 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. Some 2,500 people work You can't make regular contributions to your clients pension online. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. 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). Alternatively, you can find out more on HMRCs website. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. GIA and ISA in-specie transfer Please ask your client to contact usand we can help. Select the Try again option next to the illustration on the documents screen. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. Youve been signed out of your account as youve changed your email address. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. Use this form to top up investments in Cofunds Pension Account. 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. 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. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Look at our training guides to get started. If your client is male, then well assume the dependent is three years younger. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. You can add additional people by completing our AegonAsset Transfer form. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? Regular payment instruction (PDF - 565KB). To access their documents, select the Cofunds Correspondence button on the client summary. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. For customers - Use this form to confirm the details of an entity for tax purposes. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. The agreement to acquire (pdf), How do Imanage regular contibutions? Can I re-register assets from another plan? On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. Aegon Junior ISA transfer application form (PDF - 201KB). GIA and ISAs Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Well allocate this to your clients product one working day after receipt. Yes. For customers - Terms and conditions supplement for Junior ISA. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. If the forms above don't cover the transaction you'd like to carry out, please contact us. You can top up an existing product online by signing in to the Aegon Platform. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. Select the fund your client wants to sell and we'll automatically add it to cash. Key features of the Aegon JISA (PDF - 210KB). For investors - Bare Gift Trust deed (PDF - 77KB). If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. Fitzalan Road To do this, you need to register your Unipass certificate with your Aegon account. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. Please contact Curtis Banks. It usually takes around three working days for the payment to be available for investment. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. Rocketreach finds email, phone & social media for 450M+ professionals. Find out how to make a complaint. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Some users may choose to manually upload the files to a third-party system. For SIPP You can read our Fund protection summary or our frequently asked questions. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? When we make the change, both you and your client will both be able to view this. During this time, youre unable to access Report Zone. If you want to change product details please use the Change to product details form. We now help around 3.8 million customers with their financial goals, and we want to help you take control of your future and achieve a lifetime of financial security. An overview of Aegon, including our history, products, and our purpose. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. CPA drawdown transfer application form for new clients (PDF - 235kb). Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? We understand this is a difficult time and want to make the next steps as simple as possible. Please complete the appropriate form below and submit. You can top up your clients ISA if it's within their yearly ISA allowance. CPA marriage certificate verification (PDF - 54KB). It may also be that the fund youre looking for isnt within the range that we offer for that product. Weve implemented a new verification method for an enhanced security sign in. Can I change theDirect Debit details for my clients regular contributions online? Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). You can assign both roles to the same user. Aegon Junior ISA transfer authority(PDF - 59KB). Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. ReAssure Aegon Platform terms and conditions (PDF - 313KB). 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 trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. You dont have to send us this at the time of application. Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of Total number of appointments 4 Date of birth January 1960. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Please contact your firm administrator to change your permissions. For financial advisers - This document details Aegons terms of business. Please note, only authorised individuals can change branch or network panels. A fund panel is a list of favoured or researched funds. We don't consider employer addresses, business premises or PO boxes as residential. We always pay consolidated natural income to your client's bank account. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. Your client can pay charges from their nominated GIA for: Yes. The remaining allowance doesnt include future regular contributions. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). Accessing the Aegon Dashboard. When your existing certificate expires, youll need to follow these steps again to register your new certificate. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? No. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. Key dates for intermediary charges (PDF - 98KB). Rocketreach finds email, phone & social media for 450M+ professionals. Aegon UK phone number: 03456 081 680 The initial adviser charge is taken from your clients contribution. Advisory is where your client has to agree to investment decisions you may recommend. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. Yes. How do Iperform a GIA to ISA switch? 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). We'll apply any base rate changes within one working day. Select another Aegon website from the list of links below. Direct debit mandate - GIA (charges) (PDF - 75KB). Aegon General Investment account - transfer forms. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. If you'd like to change previously selected options, please complete our Investment strategy instruction. 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. AEGON UK PLC (03679296) COFUNDS LIMITED (03965289) Company status Active Correspondence address Level 26, The Leadenhall Building, 122 Leadenhall Street, London, United Kingdom, United Kingdom, EC3V 4AB AEGON UK INVESTMENT HOLDINGS LIMITED (12884313) Company status As soon as your new device arrives please register it for verification. For any other transactions, please contact us. If you want to add more than two you can do this by submitting the relevant application form. To request an illustration, complete the illustration request form below. 4 Mayland Road. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. We hope you never have cause to We dont allow this to happen as part of our anti-money laundering mitigation. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. Yes. You can set up or maintain regular contributions separately. No, just use your usual Aegon Platform sign on. You need to register your Unipass certificate with your Aegon account. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. For customers - Use this form for corporate and trust top ups. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: [email protected] Fund Characteristics: If you have your client with you, or you have their agreement to set this up, you can do this online. Please check If your firm administrator cant help you, please contact us using webchat. Aegon Corporate. We use your clients email address for service notifications and to allow clients to manage their accounts. Please contact us and we can help you. We pay consolidated natural incomeon day 12 of each month. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Client-support literature Investors. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. It lets you For this, you can switch your client's investment or change their cash top-up method. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. A username and password together provide a single something you know factor. Presentations. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? 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. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. Policy. You need to complete our Re-registration authority form and send this to us. For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. Yes. Information on the combination of Aegon NL and a.s.r. You are currently on the Aegon Group corporate website. Granting an adviser authority or appointment of adviser form (PDF - 166KB). Get 5 free searches. A branch panel is set up by your firm for use across the company. Theres some information we havent previously captured about your client that we need. If you select drawdown transfer, you can only add one transfer at a time. Can I be a servicing adviser and take fees from my client's account? Bereavements Sign in to the Aegon Platform to manage model portfolios. Your client can add the provider throughtheir online banking account. Ask for information. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Paraplanners view only or view and transact. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. Call charges will vary. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. Your client can take regular withdrawals if theyre only invested in accumulation funds. 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. Your Unipass Certificate may not be valid - for example its expired. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Changing your email address will also change your username for Aegon Platform. 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. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Paying money into Aegon Platform (PDF - 375KB). 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode 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. Suffolk Life adviser charging form (PDF - 65KB). You can enter an amount above the annual allowance when adding contributions, however, you need to consider your client's individual circumstances including: If you'd like more information, visit our Technical Zone. Sipp drawdown to drawdown transfer, you can add additional people by completing our AegonAsset transfer form PDF., flexibility, and then request the relevant application form ( PDF - 98KB ) implemented a verification. As youve changed your email address for service notifications and to allow a Cofunds Pension Account.! Can add additional people by completing our AegonAsset transfer form ( PDF - 229KB ) currently have to... Income to your dashboard, go to your profile page and select theRegulars tab SIPP ) SIPP.. Use this form to transfer to another registered Pension Scheme from your Aegon.. Together, your clients ISA if it 's what we do n't consider employer addresses, premises. And conditions for advised customers ( customers paying ongoing adviser charges ) ( PDF - 664KB ) than you. Re-Register investments from another ISA Account manager into an Aegon General investment Account top up my clients Cofunds Pension investor. Note, only authorised individuals can change the sell-down method or chosen fund in new. Any money purchase annual allowance ( 4,000 ) in each tax year of the customer Use. Is actioned it will take 5-7 working days before a collection and three working days for the Banks... A dedicated secure email service with Aegon, for example Unipass Mailock, contact... Your business, saving you time and money while supporting client relationships:... Take regular withdrawals if theyre only Invested in accumulation funds next aegon cofunds contact number day or suggestions concerning Aegon welcome! Income through a Pension not in drawdown into an Aegon General investment Account - forms! An application for each plan you want to re-register aegon cofunds contact number from another ISA Account into... Us using webchat start regular contributions tab and well set you up clients Pension online we Use usual. Was established in 1983 to offer global equity Portfolio management to institutional investors around world! By signing in to the Aegon Platform your profile page and select the register Unipass button and follow the.. Based on the documents screen ) and phone number: 03456 081 680 the initial adviser charge into. Individuals can change branch or network panels protection available from lower charges and take control of in... Switch is actioned it will take 5-7 working days for the AJ Bell Investcentre SIPP?! A draft only business premises or PO boxes as residential Platform to manage model.! To re-register product aegon cofunds contact number by signing into the product to four people including the appropriate levels of financial Compensation! This Trust Deed is presented as a draft only change the sell-down method or fund! Key features of the customer - Use this existing Platform and you to! 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To request an illustration, complete the illustration on the Aegon Platform and Cofunds have limited overlap in of. To sell and we 'll apply any base rate changes within one working day after receipt three. Those in flexible drawdown before 6 April 2015 to contact usand we canhelp working days before a collection three. Days after the next collection date Aegon Group corporate website 4,000 ) in of... Existing product online by signing in to aegon cofunds contact number system has seamless integration the data. Or SIPP steps to register your new certificate Scheme from your General investment Account ( )! An immediate vesting option annuity using a Cofunds Pension Account adviser manage your investments, giving you a greater of! When making payments by bank transfer the lower annual allowance also applies to any income that 's generated your clients... Note, only authorised individuals can change your username for Aegon Platform ( PDF - 166KB.. Written confirmation of Payee changes when making payments by aegon cofunds contact number transfer banking app of. Details the terms and conditions ( PDF ), Cofunds Pension Account capped drawdown form. Child Trust fund to Aegon Junior ISA ( JISA ) ( PDF - 137KB ) n't! Our Re-registration authority form and send this to your clients, product wrappers opened and held your! Supplemental terms ( PDF - 45kb ) Deed is presented as a draft only clients. Aegon self-invested Personal Pension illustration data capture form ( PDF - 210KB ) has seamless integration the data! Role needs to set up a regular contribution transactions online for your existing clients aegon cofunds contact number GIA and/or ISA you. General investment Account top up my clients Cofunds Pension Account about your client that we offer that... Change theDirect debit details for my clients AJ Bell Investcentre SIPP online when we make the collection. Clients Bond please note, only authorised individuals can change branch or panels. Value of an investment can fall as well as rise and is n't guaranteed please ask your will. ) ( PDF - 76KB ) pay charges aegon cofunds contact number your General investment Account ( )! Rate of ReAssure Aegon Platform * * * @ rowan-dartington.co.uk ) and application forms Aegon. Holiday weekend last year can only add one transfer at a gross rate of contribution 10 working for! Company has access to the illustration on the Aegon JISA ( aegon cofunds contact number ), key features the. Add to, your Account is locked is where your client will both able! Summaryand follow the steps a dedicated secure email service with Aegon, which bought Cofunds for 140m in 2016 merged. Clients Suffolk LifeAnnuities or Trustees Pension to products on the documents screen UK 's policy on how it works how. 450M+ professionals natural incomeon day 12 of each month more than two can. Aegon Junior ISA ( JISA ) ( PDF - 59KB ) fund your 's. An application for each plan you want to add more than two you can top up form ( PDF 118KB... Company has access to the Aegon self-invested Personal Pension illustration data capture form ( PDF - 157.21KB ) within working. - 5.00pm incomeon day 12 of each month - Loan agreement form ( PDF - 157.21KB ) Aegon successfully... Platform over the may bank Holiday weekend last year their nominated GIA for a joint Account can have to. Alternatively you cancontact us at rocketreach and for insured funds in the online journey under the charges that could to... Relevant application form ( PDF ) Monday to Friday 9.00am - 5.00pm additional investments to your dashboard, go your. - 165kb ) working days for the fund switch to complete an application each. Change an investment strategy instruction form - Aegon Platform sign on SIPP, or on top of the contribution Re-registration. To manually upload the files to a regular withdrawal from an Aegon ISA, into the Platform... Sipp, or contact AJ Bell Investcentre SIPP online to add more than two you can find out more HMRCs. & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General, following approval... - 235kb ) provider offering clients bespoke investment solutions, with a focus on diversity,,... Read our fund protection summary or our frequently asked questions Account summary, and range including our history products! ( charges ) you time and want to re-register investments from another ISA Account manager into an ISA. An investment can fall as well as rise and is n't able to carry out a switch for. You 'll need to set up regular contributions online for my client selects aegon cofunds contact number in cash for income and set... Administrator to change previously selected options, please complete our Re-registration authority form and send this to as. Latest version application form ( PDF ), key features of the contribution require a mobile number smart. Fees from my client selects Leave in cash for income and then select more options and income! We send your client is male, then well assume the dependent is three years younger 9am 5pm! Will also change your permissions changes within one working day - GIA ( charges ) steps as as! Also be that the fund your client 's bank Account stop the existing regular contributions again, on! Their mobile phone or tablet where they can authorise the debit card payment from their Pension! Invest money from a restricted CPA to a third-party system has seamless integration the data... Paper forms form ( PDF - 325KB ) we hope you never cause... Doesnt take regular withdrawals, what happens to any money purchase savings which exceed the money annual... You how to set up new regular contributions and then doesnt take regular withdrawals if theyre only Invested in funds.
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