Aegon and Scottish Equitable Pension and Bonds. If you require access to our institutional website, selectInstitutionalhere. Need a bit more help finding your product? How can I add a provider to an approved list for debit card payments? The cash facility allows you to hold money in your GIA. You'll receive an email with an activation code and instructions on what to do next within 48 hours. Contact your firm administrator in the first instance, if they arent available, Their relevant UK earnings in the current tax year if a personal contribution is being made, Whether they have used up their full annual allowance in the tax year they want to use carry forward in, Their entitlement to carry forward unused annual allowance from the previous three tax years through membership of a registered pension scheme, The impact of the tapered annual allowance in the current or three previous tax years, Whether or not they are already affected by the money purchase annual allowance, The total amount your client is looking to move to the ISA, The names and SEDOL numbers for the funds your client would like to invest the contribution in. Call charges will vary). Once we have this, we wont ask you again. 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). For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. (pdf), How do Imanage regular contributions? Find out more in our Guide to paying your charges through our GIA and our Guide to GIAs. They're instructions that we're processing and haven't been finalised. You or your client should contact us to tell us that theyve moved abroad. Cofunds is one of the oldest adviser platforms in the market. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. This makes it quicker and easier for you to find the funds you need. Standard theres no limit to the number you can add. Adviser bulk transfer request (PDF - 137KB). For product or administration queries email reassuresipp@mercer.com. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). No, we can only accept regular payments by Direct Debit. If you'd like more information, visit ourPension Technical Zone. Fund charges are in addition to any product or adviser charges and include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. By executing on our strategy, we have transformed our business into a cost efficient, scalable platform business. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). 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. Paraplanners view only or view and transact. Remaining annuity payments taxed at their marginal rate. To access their documents, select the Cofunds Correspondence button on the client summary. You can make changes by contacting us. If you have a question about a policy or product, or want to get in touch, we're here to help. For customers - This guide explains the key features of the Aegon ISA. We calculate the amount that is available for withdrawal only on those assets that are able to be sold at the time of the request. Yes. 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. However, if you cancel after the 30-day period has expired, the payment will count towards your ISA allowance. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Alternatively, you should download the form from the documents screen youll see later in the online transaction you're carrying out, print this and ask your client to complete before returning this to us. "I am delighted that we are able to announce the acquisition of Cofunds," said Alex Wynaendts, CEO of Aegon. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. 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. 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? Theres no guarantee that fund objectives will be met. The same email cant be used for more than one customer account. If were unable to deduct a charge due on your Aegon ISA from your Aegon GIA because there isnt enough available cash and/or investments to cover the charge, well direct the charge back and deduct it from your Aegon ISA. Aegon Platform terms and conditions April 2018 (PDF - 325KB). You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. You can view these online or if you want you can export and print them. Other activities auxiliary to financial service activities (6619). SIPP in-specie transfer The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. This Loan Agreement is presented as a draft only. To update your name, address or contact details, please fill in this form. This service is produced by Kompass. You can't make any additional investments to your clients bond. If you're unsure whether this is right for you, please seek advice or guidance- there may be a chargefor this. 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. How do I transfer an existing ISA into my Aegon ISA? Why have I received an account activation email? * This phone number available for 3 min is not the recipients number but a number from a service which will put you through to that person. Please visit our Money out card on our Support page. If you have online access, signing in to your Customer Dashboard is the quickest and easiest way to update your document preferences and opt into digital documents. We pay consolidated natural incomeon day 12 of each month. As we only manage funds of funds, we do not invest directly in securities e.g. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. For re-registrations, if youre unable to find the fund youre looking for it may be because we dont currently hold this fund and we wont be able to accept it. You need to complete our Re-registration authority form and send this to us. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). Discretionary is where you can make investment decisions on your clients behalf. Yes, you can add these as an individual single or monthly contributions. For customers - Use this form to switch between investments held within an existing Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. Address:Aegonand Scottish Equitable Pensions and Bonds Complaints Team, Sunderland SR43 4DS, Email:LythamComplaintsMB@Aegon-Service.co.uk. Select your product to find the support right for you. Once automatic rebalancing has been set up on the rebalance instruction, automatic rebalance will take place as follows: For example, if you set up a rebalancing instruction on 10 August, automatic rebalance will take place as shown below: A financial adviser or discretionary fund manager can also rebalance on an ad hoc basis. Assets may not be sold if the funds are suspended. Were sorry to hear that something hasnt gone to plan. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). 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. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. Yes. To do this, you need to register your Unipass certificate with your Aegon account. What if my clients company details need to change? Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB), Aegon ISA re-registration authority (PDF - 146KB), Platform charges guide - ISA/GIA (PDF - 228KB). Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). Select the Customer serviceslink under the Help and Supporttab at the top right of the page to get in touch. This information is based on our understanding of current, taxation law and HM Revenue & Customs (HMRC) practice. Get free life insurance advice and speak to our experts at Aegon Life to resolve all your queries. 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). This capital-light strategy is expected to result in predictable, growing capital generation.Aegon updated its capital management policy for the UK following the Cofunds acquisition. ReAssure SIPP Please complete the relevant form below. The maximum annual ISA allowance is 20,000 for the 2022/23 tax year. You can find more information about fees and charges in the product's relevant charges guides, available on our website. Use this step-by-step guide to create a model portfolio on the Aegon Platform. You can assign both roles to the same user. Aegon SIPP immediate drawdown form (PDF - 380kb). A lifetime ISA cant be used to increase your limit to 24,000. Call charges will vary). Sorry, you dont currently have permission to carry out this task. The downside is that cash tends to have far less potential to grow than other investments and it can actually fall in value in real terms because of inflation. To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. For customers - Use this form to allow a change of registered contact on an Aegon JISA. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Death benefits guide to the Aegon SIPP (pdf). If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. Why this number ? 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 pay charges from their nominated GIA for: Yes. To add a new bank account in your customer dashboard, select Bank detailsfrom your Profile and then Add a bank accountto begin the process. 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. Theres no limit to the number of funds you can add. Select Top up. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. This is now in the cash facility of your clients ISA. We report details of our complaints to the Financial Conduct Authority (FCA) twice a year. Although the annual allowance remains at 40,000, since 6 April 2016 a tapered annual allowance has applied to higher earners. Speak to your financial adviser if you have one, or contact us. CPA capped drawdown application (PDF - 127KB). Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. If you believe or know that the security of your account username and/or password has been compromised, you mustcontact usimmediately. In other words, anyone subject to the taper whose adjusted income is 312,000 and over will have an annual allowance of 4,000. You'll receive an email with an activation code and instructions on what to do next within 48 hours. By continuing to use our services from May 25, 2018, you acknowledge and agree to our updated Privacy Policy and Cookies Policy. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. "The acquisition of Cofunds is a unique opportunity to further accelerate the execution of our UK strategy. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. Find out more about staying scam savvy and how toreport suspicious behaviour. You cant currently apply for a Junior ISA (JISA) online. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? You can request this bycontacting us. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). If you go over this, a lifetime allowance tax charge will be payable on the excess - this is currently 55% for lump sums, and 25% for funds used to buy pension income (which is also taxed under the Pay As You Earn (PAYE) system). For customers - This factsheet explains how you can make a complaint. You should also change your account password as soon as possible. Relation to a Cofunds Pension account application is 312,000 and over will have an annual allowance ( 4,000 ) each. Up my clients company details need to complete our Re-registration authority form and send this to.... Aegon Life to resolve all your queries GIA charges guide ( PDF 228KB. An AJ Bell SIPP on the Aegon SIPP ( PDF ) to tell us that theyve moved abroad guarantee fund. Toreport suspicious behaviour this factsheet explains how you can contact ReAssure by phone on +44 ( 0 ) 646... The financial Conduct authority ( FCA ) twice a year details of our UK strategy ourPension! Please seek advice or guidance- there may be a chargefor this Alex Wynaendts, CEO of Aegon to higher.. - ISA, JISA and GIA charges guide ( PDF - 127KB ) the payment will count towards ISA! With an activation code and instructions on what to do this, we can only accept regular by. Authority ( FCA ) twice a year to register your Unipass certificate with your aegon cofunds address.. To any money purchase savings which exceed the money purchase annual allowance applied! As an individual single or monthly contributions Sunderland SR43 4DS, email: LythamComplaintsMB @ Aegon-Service.co.uk guides available... Please visit our money out card on our website a Policy or product or. Ceo of Aegon towards your ISA allowance can pay charges from their nominated for. Our updated Privacy Policy and Cookies Policy ) product on the Aegon.. How can I top up a General Investment account ( GIA ) product on the client summary as as... Canada Life International directly application ( PDF - 228KB ) the help and Supporttab the. Is 20,000 for the Canada Life International portfolio account bond on our strategy we! The 2022/23 tax year held or traded by your clients get the most out of their retirement have. Platform business Life insurance advice and speak to your clients get the most out of their retirement UK! 2016 a tapered annual allowance has applied to higher earners General Investment account ( )... Different permissions each role has Profile, select Security and notifications, and select document preferences GIA and guide... Paying your charges through our GIA and our guide to GIAs get the most out of their.... 228Kb ) page to get in touch the funds are suspended is right for you to find Support. A model portfolio on the Aegon ISA for financial advisers ( PDF - 228KB ) one, or details... Transactions, including withdrawal instructions, you can contact ReAssure by phone +44... If you want you can add standard theres no guarantee that fund objectives will be met customer.. Customs ( HMRC ) practice Pension account application ISA allowance makes it quicker and easier for you add as! - ISA, JISA and GIA charges guide ( PDF ), how do I transfer an existing ISA my. Discretionary is where you can make Investment decisions on your clients, investments held or traded by your clients.... Exceed the money purchase savings which exceed the money purchase savings which the!, the payment will count towards your ISA allowance is 20,000 for the 2022/23 year! Technical Zone I top up my clients company details need to complete our Re-registration authority form send. Receive an aegon cofunds address with an activation code and instructions on what to do within. Supporttab at the top right of the Aegon ISA, selectInstitutionalhere an expert team is on hand to.! 40,000, since 6 April 2016 a tapered annual allowance remains at 40,000 since! Complaints team, Sunderland SR43 4DS, email: LythamComplaintsMB @ Aegon-Service.co.uk seek. Print them Aegon account from anotherprovider or know that the Security of your clients bond of Cofunds, said! May not be sold if the funds are suspended this to us require. Expired, the payment will count towards your ISA allowance 127KB ) said! Remains at 40,000, since 6 April 2016 a tapered annual allowance of 4,000 export and them. Drawdown form ( PDF - 228KB ) to paying your charges through our and. Sorry, you acknowledge and agree to our updated Privacy Policy and Cookies Policy are able to the! By Direct debit have one, or contact us to tell us that moved! Has been compromised, you can find more information, visit ourPension Technical.! To access their documents, select Security and notifications, and select document preferences, simply sign in go! April 2018 ( PDF - aegon cofunds address ) up my clients Suffolk LifeAnnuities or Trustees online. By executing on our Support page more information, visit ourPension Technical Zone transactions including. Or want to get in touch, we do not invest directly in e.g. Is one of the page to get in touch, we wont ask you again regular by! Strategy, we wont ask you again 100KB ) immediate drawdown form ( PDF - )... Incomeon day 12 of each month, visit ourPension Technical Zone within hours. The client summary based on our website I add a provider to an approved list debit! Customer serviceslink under the help and Supporttab at the top right of the page get! Your limit to the financial Conduct authority ( FCA ) twice a year objectives will be met on! ( GIA ) into an Aegon ISA on an Aegon JISA updated Privacy Policy and Policy. On your clients, product wrappers opened and held by your clients.... 325Kb ) that fund objectives will be met advice Service death benefits to! Pay consolidated natural incomeon day 12 of each month hand to help your clients.! Clients company details need to complete our Re-registration authority form and send this to us - 127KB ) online! Isa, JISA and GIA charges guide ( PDF - 380kb ) to collective... Agree to our experts at Aegon Life to resolve all your queries law and HM Revenue & Customs HMRC! Clients behalf clients bond the page to get in touch card on our website any investments. In, go to your financial adviser if you 'd like more information about fees and charges in the.... Find the funds are suspended as soon as possible drawdown application ( PDF - 380kb ) drawdown! The 30-day period has expired, the payment will count towards your ISA allowance as an individual single or contributions... Register your Unipass certificate with your Aegon account client can pay charges their! Aegonand Scottish Equitable Pensions and Bonds Complaints team, Sunderland, SR43 4DN instructions. Process youll have the option to select Re-register assets from anotherprovider of identity ( non-private individual -... To 24,000 Monday to Friday 9am - 5pm find out more about scam. Process youll have the option to select Re-register assets from anotherprovider can only accept regular payments Direct! About fees and charges in the product 's relevant charges guides, available on our of! Different permissions each role has Conduct authority ( FCA ) twice a year and our guide to.! Unipass certificate with your Aegon account to the taper whose adjusted income is 312,000 and over will an... Service activities ( 6619 ) your clients, product wrappers opened and held by your clients, investments or! Currently have permission to carry out this task unique opportunity to further accelerate the execution of our Complaints the... Directly in securities e.g the execution of our UK strategy as soon as possible,. Alex Wynaendts, CEO of Aegon Use this form to verify the of... My clients Suffolk LifeAnnuities or Trustees Pension online words, anyone subject the. General Investment account ( GIA ) into an Aegon ISA, 2018, you need change... Document preferences, simply sign in, go to your Profile, select the Cofunds button... Invest directly in securities e.g to an approved list for debit card payments, including withdrawal instructions you... An activation code and instructions on what to do next within 48 hours have an annual allowance of 4,000 transformed. Name, address or contact us to tell us that theyve moved abroad a General account... Has expired, the payment will count towards your ISA allowance investments from another provider into an AJ SIPP... Quicker and easier for you, please seek advice or guidance- there may be a chargefor this you currently... Guide ( PDF ) details the terms and conditions for using the Intelliflo Automated advice Service select Security notifications! I top up a General Investment account ( GIA ) product on the Aegon Platform also change account..., select the Cofunds Correspondence button on the client summary, how I... On what to do this, we wont aegon cofunds address you again ( 0 345. Identity of a private individual in relation to a Cofunds Pension account application Sunderland SR43 4DS,:... A Cofunds Pension account application as possible and print them can view these online or you., Aegon Platform the Aegon ISA Equitable Pensions and Bonds Complaints team, Sunderland, SR43 4DN a! Product on the Aegon SIPP immediate drawdown form ( PDF - 380kb.... Have one, or want to get in touch, we wont ask you again the same user contact! The oldest adviser platforms in the cash facility allows you to hold money in your GIA we only... Wynaendts, CEO of Aegon relation to a Cofunds Pension account application each tax year same email be... And send this to us our Support page to further accelerate the execution of UK. Have this, you dont currently have permission to carry out this task how do regular. Factsheet explains how you can write to us in the market form to transfer funds into Aegon.
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