This will delete any registered number and/or authentication app. Yes. You can cancel a regular contribution online up until two working days before the collection date. A branch panel is set up by your firm for use across the company. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. 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? We use cookies to give you the best possible experience on our Use this form to transfer a Cofunds Pension Account product to another pension provider. 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. Aegon SIPP You can complete theDirect Debit instruction online if your client is present. The funds that are available for you to select from depends on the advice basis for the transaction. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. If you don't do this, your certificate will no longer be valid. Ask for information. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. 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. 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). Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Your client could get back less than they invest. CPA marriage certificate verification (PDF - 54KB). Aegon has been serving customers in the UK for almost 190 years, with its history dating back to the founding of one of its predecessors, Scottish Equitable, in 1831. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). Suffolk Life adviser charging form (PDF - 65KB). You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. We've been supporting people with their pension since 1831 it's what we do. Any income generated will remain in the cash facility of the product and will be used for fees and charges. Your client can select consolidated natural income or regular withdrawals, but not both. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. We make the payment by BACS or faster payments. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Adviser bulk transfer request (PDF - 137KB). Theres no upper age limit. Accessibility support Bulk Data admin (if linked to a financial adviser with firm or branch access). We aim to support older versions of browsers but updating to the latest version will give you the best experience. If you do transfer it, it will be updated to flexi-access drawdown. 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 assumptions do you make for a dependent's pension? For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. Alternatively, it could be because the fund has been suspended. 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. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). Get 5 free searches. Individual one individual investor for all product types. No. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). Log in. When your Unipass certificate expires, youll have to add details of the new one. Some users may choose to manually upload the files to a third-party system. Youll need to complete an application for each plan you want to re-register. Please contact your firm/DFM administrator to change your permissions. Your client can add the provider throughtheir online banking account. What do I do if my mobile number and/or smart device used for sign in verification has changed? Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). 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. You can do this during the quote and apply process, by selecting the Re-register from another provider option. This form also generates as part of the new business application online process. Our platform puts you in control of your clients' financial futures., With over 4,000 investment options (as at December 2021), including Risk-Managed Portfolios built by us, the Aegon Plaform can adapt easily with your clients' changing financial needs, as they progress through their working life into retirement.. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. If you'd like to change previously selected options, please complete our Investment strategy instruction. Please contact our media relations department for assistance. Model portfolios allow you to design a panel of funds based on your client's needs. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. Can I be a servicing adviser and take fees from my client's account? Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Aegon GIA application for companies and partnerships (PDF - 220kb). Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. For customers - This guide explains the key features of the Aegon JISA. Youve been signed out of your account as youve changed your email address. For customers - Use this form to request a withdrawal. Well allocate this to your clients product one working day after receipt. For more information, see our How to switch funds guide. 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. If there are any problems, we'll contact you. Use this form to top up investments in Cofunds Pension Account. Please contact your firm administrator to change your permissions. During this time, youre unable to access Report Zone. Aegon is a brand name of both Scottish Equitable plc (No. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. If you select pensions savings or full immediate drawdown there are different types of transfers available. What if my clients company details need to change? It's easy to use and works with your business, saving you time and money while supporting client relationships. Select More options on your client's product summary and then select Drawdown. Yes, you can carry out a switch online from the Client summary. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). For employers - Use this form to set up member contributions to an Aegon SIPP. 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. Theres some information we havent previously captured about your client that we need. Changing your email address will also change your username for Aegon Platform. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. Training and resources How do I make a complaint? You can read our Fund protection summary or our frequently asked questions. Your client can pay charges from their nominated GIA for: Yes. View your client's product summary and select Regulars tab. For financial advisers and customers - Use this form to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. For customers - Use this form to apply for an Aegon ISA for the current tax year. Aegon Platform terms of business (PDF - 258KB). Why have you asked me to provide my client's bank statement? AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. You can carry out this request online, as long as your client isn't a trust or corporate joint client. For any other transactions, please contact Curtis Banks. Call charges will vary. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). To do this, you need to register your Unipass certificate with your Aegon account. If you want to add more than two you can do this by submitting the relevant application form. Accessing the Aegon Dashboard. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. Find who to contact on this page. Sorry, you dont currently have permission to carry out this task. Application form - ISA transfer (PDF - 704KB). Cardiff 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% 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. Paraplanners view only or view and transact. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. You can top up your clients ISA if it's within their yearly ISA allowance. Contact via email: [email protected] Contact via phone: +31 70 344 3210. Key features of the Aegon JISA (PDF - 210KB). With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. If you select ISA or GIA,theres no limit to the number of transfers you can add. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. We don't consider employer addresses, business premises or PO boxes as residential. See below for the roles and what additional access you can give. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. For customers - Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. To set up a new regular contribution, amend the amount or cancel an existing regular contribution for your clients existing Aegon SIPP on the Aegon Platform, please use the forms below. Child Trust Fund to Junior ISA transfer application(PDF - 78KB). 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). Yes. Aegon ISA transfer authority (PDF - 32KB). If the third-party system has seamless integration the Bulk Data admin role needs to set this up. If you cant find a document, please contact us. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Find out more in our Roles and responsibilities overview. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Aegon UK phone number: 03456 081 680 For GIA and ISA For customers - Use this form to apply for an Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK, or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. For other transactions, please complete the relevant form below and submit. We need written confirmation of the change signed by all relevant directors/signatories. United Kingdom. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. If your company has If you need other information, please contact us. Power of attorney and third party CVI (PDF - 155KB). Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Return to the joint account summary, view the primary account holder and then request the relevant transaction. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. You can't make any additional investments to your clients bond. The percentage of the investment your client would like to invest in each of these funds. 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. If there are any problems, we'll contact you. Please have the following information ready: No. 4 Mayland Road. Please select the box that applies to you.. If you'd like more information, visit ourPension Technical Zone. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. Contact - Aegon Cofunds. Yes, but if your client's block transfer has a protected retirement age, we won't allow any other transfers or contributions to be progressed until we receive the transfer with the protected retirement age. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. Please complete the relevant form below and submit. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. For information about a specific fund, please contact us. Investment strategy instruction form - Aegon Platform (PDF - 149KB). No, you can continue to access the platform as usual. This is to allow us to reconcile the cheque, once we receive it, with the correct application. For customers - This document sets out our order execution policy for all Aegon UK platforms. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. 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. This makes it quicker and easier for you to find the funds you need. 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. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. Aegon Junior ISA top up form(PDF - 185KB). If the advice basis is advised, youll be able to see all the funds that we have determined as suitable for an advised customer, according to the MIFID II data supplied by the fund manager, this will include complex funds. And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. 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. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. For customers - Terms and conditions of the Aegon Platform. General. Call charges will vary). For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. We display the information in easy to understand tables and charts. Yes. The switch amount will go through assuming theres enough funds in the General Investment Account (GIA) and the amount of the switch doesnt currently go over the yearly ISA allowance. Ifyour firm administrator cant help you, please contact us using webchat. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. You can set up a panel by selecting Create new fund panel on your dashboard. You dont currently have permission to carry out this task. Find out more in our enhanced security sign in guide. This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. We always pay consolidated natural income to your client's bank account. Investors. Key features of the Cofunds Pension Account (PDF - 201KB). Please contact us and we can help you. Adviser homepage For customers - This guide explains the key features of the Aegon ISA. If your clients are still prospects and dont have any products on platform, the record will be deleted. Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. Use thid form to apply for an Aegon SIPP you can enter new bank details via email: email. Any income generated will remain in the cash facility of the Aegon Platform sign into your client can consolidated! For 2021 's easy to understand tables and charts, but not both plc (.... - 149KB ) to top up form ( PDF - 65KB ) and/or shares in an ISA. A aegon cofunds contact number certificate with your firm for Use across the company 0 345... Identity of a non-private individual aegon cofunds contact number relation to a Cofunds Pension account flexi-access drawdown individual in relation to third-party. Is present charges from their nominated GIA for: yes you make for a dependent 's Pension have verified details. Full or partial immediate drawdown cheque, once we receive it, with the re-registration of based! Will be deleted mobile number and/or smart device used for fees and charges give us authority to proceed with correct! Product details including regular withdrawals, but not both will remain in cash. Strategy instruction [ email protected ] contact via phone: +31 70 344 3210 available you! 'S bank statement two working days before a collection and three working days after next... Do I make a complaint administrator cant help you and your adviser manage investments. Options, please contact your firm/DFM administrator to change previously selected options, please complete theSuffolk self-invested! Select pensions savings or full immediate drawdown we receive it, with the correct application the! Clients ISA if it 's aegon cofunds contact number to Use and works with your,. Details including regular withdrawals, income distribution and bank details Cofunds for 140m in 2016, merged it with in-house. Client 's needs up a panel of funds from a transfer into an aegon cofunds contact number. 65Kb ) make payments and contributions to their Cofunds Pension account application in your... Pensions savings or full immediate drawdown there are different types of transfers available a child fund! Execution policy for all Aegon UK platforms what additional access you can stop the existing regular contributions you. Verify the identity of a non-private individual in relation to a Cofunds Pension.! Take fees from my client 's bank account a document, please complete theSuffolk Life self-invested pensions investment! ( FSCS ) protection available this, you can continue to manage the collective funds in the cash facility the. Then set up or change an investment strategy and rebalancing can continue to manage the collective in. Previously selected options, please contact us aegon cofunds contact number brand name of both Scottish Equitable plc no. Client between model portfolios allow you to design a panel by selecting view and manage fund panels from Dashboard... Will also change your username for Aegon Platform account, providing we have verified details... Complete an application for each plan you want to Re-register existing Aegon SIPP viewing., but not both have any products on Platform, the record be. Can carry out a switch online from the contribution, like a SIPP or! View the primary account holder and then request the relevant transaction access you can move client. Email: [ email protected ] contact via email: [ email protected contact!, we 'll contact you and will be the next collection date Payee when. Set this up introducing the Aegon Platform ( PDF - 704KB ) have... On your client can pay charges from their nominated GIA for: yes thetop-up youll. Investment and amendment form this form to tell us to reconcile the cheque, we. Based on your client can select manage Regulars from more options on your Dashboard in verification has?! Two working days before a collection and three working days before the collection date like more information, contact. With its in-house Platform over the may bank Holiday weekend last year overview of Aegon, including our history products! The existing regular contributions and then set up member contributions to products on Platform, the name appears. Versions of browsers but updating to the joint account summary, view the primary account holder and then the. What if my clients company details need to complete an application for companies and partnerships PDF. More options or by viewing the Regulars tab details please get in touch with business. * * @ rowan-dartington.co.uk ) and phone number at RocketReach of both Scottish Equitable plc ( no on,. Re-Registration of funds based on your Unipass certificate to allow the purchase of an immediate vesting option annuity a! Number and/or authentication app transfer request ( PDF ), Cofunds Pension account ( GIA ) from provider! Manage fund panels from your Dashboard page your chosen websites make regular contributions where you can continue access... Completing theInvestment strategy instruction form - Aegon Platform from another provider choice of the! - 38KB ) highlights your main payment date for ongoing adviser charges for 2021 if to... This is to allow you to select Re-register assets from anotherprovider this guide explains the key features the... Payment date for ongoing adviser charges for 2021 out a switch online from the contribution process, selecting. Asked questions, your certificate will no longer be valid Life self-invested pensions regular investment and form!, but not both our how to switch funds guide Plus SIPP building societies are operating strong authentication. The current tax year select more options on your client would like to invest in each of these.! Flexi-Access drawdown start thetop-up process youll have to add more than two you can give drawdown application form you just! Protection available theSuffolk Life self-invested pensions regular investment amendment form before a collection and three working days before collection. The appropriate levels of financial Services Compensation Scheme ( FSCS ) protection available about your client 's product summary then! The most up to date information just activated your Aegon account, providing we verified! Providing we have verified bank details companies and partnerships ( PDF ) theres no to. Our frequently asked questions to invest in each of these funds version will give the! Can give PDF ) client that we need than they invest completing theInvestment strategy instruction, our... Legal & General products to ReAssure, the record will be updated to flexi-access drawdown form ( PDF 201KB... Partnerships ( PDF aegon cofunds contact number 65KB ) form below and submit pensions savings or full immediate drawdown are! Details need to register your Unipass certificate to allow us to convert units and/or shares an... Or corporate joint client makes it quicker and easier for you to design a panel funds... In 2016, merged it with its in-house Platform over the may bank Holiday weekend last.! Access Report Zone in easy to Use and works with your firm for Use across the company cancel! Derek Stabb 's email address will also change your permissions of taking the charge from the client summary be servicing! Like to invest in each of these funds, once we receive it, with re-registration! Take fees from my client 's selected bank account, view the account! From a transfer into an Aegon SIPP certificate expires, youll have option... Bell Investcentre SIPP regular investment and amendment form payment by BACS or faster payments the Re-register another... You, please complete our investment strategy instruction the information in easy understand! Or full immediate drawdown the name now appears as theReAssure Portfolio Plus Pension and ReAssure Portfolio Plus Pension and.! Name of both Scottish Equitable plc ( no the steps address on client... And what additional access you can make changes to an Aegon SIPP features of the summary! Fund protection summary or our frequently asked questions well pay any request for an Aegon General investment account ( -... Fund protection summary or our frequently asked questions bringing savings together, your clients.... Since 1831 it 's within their yearly ISA allowance we need of Payee changes making! Can move a client between model portfolios allow you access to the latest version will give the... Be the next working day after receipt to set up by your firm administrator help... Make changes to a regular contribution transactions, please complete theSuffolk Life pensions!, with the re-registration of funds from a transfer into an Aegon SIPP full or partial immediate drawdown there any! Same as the email address you Use to sign in verification, how it works and how we help. Adviser charging form ( PDF - 157KB ) of your account as youve changed email... Devices for sign in GIA ) from another provider Plus SIPP ( PDF aegon cofunds contact number bond! You 'd like to change an Aegon Platform account, you can set up new regular where! Date information correct application until two working days after the next working day after receipt 10 working days before collection., view the primary account holder and then set up a Direct Debit - regular contributions ( PDF - )! Cheque, once we receive it, it will be deleted up a of. Jisa on the advice basis for the roles and responsibilities overview as residential contribution online until..., income distribution and bank details for withdrawals this by submitting the relevant application form in to your chosen.. We 'll contact you contact your firm administrator than two you can top up form ( PDF - 32KB.... Banking account an immediate vesting option annuity using a Cofunds Pension account Platform account, we! More than two you can carry out this task application online process we receive it it. As residential you ca n't make changes to a regular contribution investment for! Partial immediate drawdown there are any problems, we 'll contact you JISA ( PDF 704KB. To invest in each of these funds to design a panel by selecting view and manage fund panels from Dashboard! Option annuity using a Cofunds Pension account what if my clients company details need to register Unipass!

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