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The income payment method you choose will apply to all funds held in that product. You'll receive an email with an activation code and instructions on what to do next within 48 hours. During this time, youre unable to access Report Zone. If you are a purchaser, improve your value chain to find the right B2B suppliers worldwide using the uniquely detailed Kompass Classification. process for dealing with a complaint(PDF - 153kb). For customers - Use this form to confirm the details of an entity for tax purposes. You need to set up the third-party systems before data can be fed through. Please remember to include any supporting information required. However, if you're still having problems after keying in your email address, please contact us. Look at our training guides to get started. 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. 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. For any other CPA transactions, please complete the relevant form below and submit. Youll need to complete an application for each plan you want to re-register. 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. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? You can cancel a regular contribution online up until two working days before the collection date. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. Youll then be able to register a landline number when you next sign in. The earliest you can access your pension under current legislation is age 55 (increasing to age 57 on 6 April 2028). If you signed in directly at cofunds.co.uk, please go to, resident and ordinarily resident in the UK (for further information see the, a Crown employee serving overseas and paid out of public revenue of the UK (for example, a member of the armed forces, or a diplomat), or. If you have access to our online services, you may be able to log in and complete your action securely. What income distribution option does my client have if they're taking regular withdrawals? For investors - Bare Gift Trust deed (PDF - 77KB). Select More options on your client's product summary and then select Drawdown. A joint account can have up to four people including the primary holder. We aim to support older versions of browsers but updating to the most up to date version will give you the best experience. You can change a client's address and phone number by signing in to the Aegon Platform. Confirmation of Payee is a service used by banks to make sure payments go to the right place. 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). GIA and ISAs We use cookies to give you the best possible experience on our website, please read our Cookie Policy. It started life with the backing of six financial services companies, but is now owned by Aegon. For ARC, One Retirement and Retiready Yes, you can add these as an individual single or monthly contributions. It can take up to five business days for your payment to reach us. If you dont have an adviser and are comfortable managing your own investments, you can contact us by web chat. If this is the case, our team will be in touch. For customers - Use this form to nominate a beneficiary in the event of your death. Find out more about staying scam savvy and how toreport suspicious behaviour. For customers - Terms and conditions supplement for Junior ISA. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. 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. Ifyour firm administrator cant help you, please contact us using webchat. Can I submit regular monthly contributions for ISAs or GIAs online? In most cases, this will be free of charge. You can find out more about how to get in touch with us on our Support and contact page. Cofunds and Aegon's platform business are highly complementary. We may still send some documents by post where an online version isn't currently available. The charge wed deduct for the month would therefore be 111.25 divided by 12 = 9.27. This applies to all funds where AIL is appointed as investment manager. Use the last eight digits only. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Find out how an adviser can help support you. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: You can manage income separately once the top up is complete. The protected amount (more than 1 million and not more than 1.25 million) if you have individual protection 2016. Individual one individual investor for all product types. Returns from an ISA are free from any personal liability to income tax and capital gains tax. We've been supporting people with their pension since 1831 it's what we do. The password or email address you've entered is incorrect. Fund charges cover the cost of managing investments on an ongoing basis. 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. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. The maximum your client can pay by debit card is49,999.99. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. The rule is that you mustnt have more than the annual ISA allowance split between the different types of ISA. How do Iset up regular contributions online for existing clients? A fund panel is a list of favoured or researched funds. An individual panel - you can set this up and only you can view this. For more information you can view the product literature onCanada Life Internationals website. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. If youre not sure, speak to a financial adviser - there may be a charge for this. Well ask you what you want us to do with any income generated if you choose one or more income funds. For other transactions, please complete the relevant form below and submit. Find out what you can do online and when you need to send us paper forms. We require a mobile number and/or smart device to help verify you when signing in. Yes. To change the investment strategy of regular payments, please get in touch with us using the Help and Support drop down menu. 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. Please select the box that applies to you. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). Does using an older version of my browser affect my online experience? Wed need written confirmation of the change of address signed by all relevant directors/signatories. KOMPASS, Or, if you want an easy-to-use investment strategy, take a look at our ready-made Risk-Managed Portfolios. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling. Aegon N.V. 2022 2021 Order hard copies You can order a hard copy of the Integrated Annual Report, including the audited financial statements, free of charge by sending a request to our Investor Relations department. You can change your clients bank details using the form below. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Our postal address is changing from 26 April 2021 as a result of changing our print and postal administration supplier our Edinburgh office isnt changing location. Re-registration authority form - GIA (PDF - 34KB). What if my clients company details need to change? Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. If you don't have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. 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. Call charges will vary). 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. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. We may still send some documents by post where an online version isn't currently available. CF24 0EL. Yes, this could. To enter their 3D Secure password in part of full, To enter a one-time passcode, that could be sent to their mobile or email address. ReAssure SIPP For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). Your client could get back less than they invest. Phone:+44 (0) 3456 081 680 Call charges will vary. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Yes. You only need to activate your account once. Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices, individual investors and foundations. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). Who do I contact for queries relating to my Portfolio Plus SIPP and Portfolio Plus Pension? Aegon SIPP immediate drawdown form (PDF - 380kb). Recurring switch from cash instruction (PDF - 160KB). FAQs Use our FAQs to answer your questions quickly. We use multiple banks to hold your money. We understand this is a difficult time and want to make the next steps as simple as possible. Aegon Digital Solutions, For Protection If you're unsure whether this is right for you, please seek advice or guidance- there may be a chargefor this. You can no longer make contributions into these products. Select the Customer serviceslink under the Help and Supporttab at the top right of the page to get in touch. Policy. For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. For customers - This document details the terms and conditions of the Aegon SIPP. You'll need to, Your account is locked. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). This charge covers the service and the administration involved in managing your IPS account. We can offer online access to your account but, if you have an adviser, you'll need to speak to them first. 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 . What do I do if my mobile number and/or smart device used for sign in verification has changed? Please contact our Media relations department for assistance. 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. Your client must provide an address, based in the United Kingdom (UK), that reasonably appears to be their residential address and there's no evidence suggesting this isn't. We calculate it using the value of your relevant products under your IPS account on the last business day of the month. CPA investment transfer schedule (PDF - 43KB). Please contact your firm/DFM administrator to change your permissions. Please contact ReAssure to do this. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. The minimum income payment we'll make is 2.50. The annual allowance is the maximum amount of pension savings an individual can have each year that benefit from tax relief. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). Well use any available cash you hold, and then sell down any balance required from the largest available valued investment under your product. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. To protect your privacy, our head office teams do not have access to your account information. Login to connect to Kompass solutions or register to view our services. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. Sign in to the Aegon Platform to set up and manage regular contributions online. We can only accept payments from you if you're: To close your Aegon ISA, you can either ask your financial adviser to do it for you or, do it yourself if you have transactional access to your account on the online Customer Dashboard. For financial advisers - Use this form to verify the identity of any private or non-personal customer. This will give the adviser the additional permissions that those roles would have. If your firm/DFM administrator isn't able to help you, you can contact us. 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. To register your new certificate One Retirement primary holder can select manage regulars from options... Business day of the month time, youre unable to access Report Zone and your adviser manage your.! Suppliers worldwide using the help and Supporttab at the top right of the change address! Form ( PDF - 77KB ) find the right place third-party systems before data can be fed through and 's... Make the next steps as simple as possible and One Retirement and Yes! Contact us using the uniquely detailed Kompass Classification to Kompass solutions or register view... Cases, this will give you the best experience of address signed all... Gift Trust deed ( PDF - 92KB ) income tax and capital gains tax I carry out transactions... Single or monthly contributions up until two working days before the collection date youll then be able to help,! Bank details using the form below and submit the income payment method you choose One more. 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