Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). It started life with the backing of six financial services companies, but is now owned by Aegon. How many banks do you (Scottish Equitable plc and Cofunds Limited) hold accounts with? For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. If your client is paying more than this or wants a quicker way to invest onto the Aegon Platform, they can send us the payment by a bank transfer. Digital journeys (pdf) What payment methods can I select for an ad hoc withdrawal? Accessibility support Our email system and the way we deal with data internally is secure. Re-registration is a transfer of investments between ISAs without selling them in the process. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. You can make one single contribution and/or set up one regular contribution instruction on each product. For the current tax year, the MPAA is 4,000. Select your product to find the support right for you. If you have access to our online services, you may be able to log in and complete your action securely. For customers - Use this form to request a withdrawal. Information on the combination of Aegon NL and a.s.r. Please contact us to get details of the regular contributions or to amend them. Yes. Bulk Data admin (if linked to a financial adviser with firm or branch access). Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. To find out how to use the updated forms take a look at ourquestions and answers (pdf). Although the annual allowance remains at 40,000, since 6 April 2016 a tapered annual allowance has applied to higher earners. To exercise this right, please write to the Data Protection Officer, Aegon, Edinburgh Park, Lochside Crescent, Edinburgh, EH12 9SE or email dataprotection@aegon.co.uk. Yes, on a product page, select More options and then Convert fund distribution type. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Then, if you have access, select Switch funds and follow the instructions. The remaining allowance doesnt include future regular contributions. Other activities auxiliary to financial services, except insurance and pension funding (66190), NACE Rev.2 (EU 2008) : If you need to tell us about the death of a planholder, well need you to firstly confirm your full name, contact number and address for correspondence. *This sets out the extent to which AIL complies with the Financial Reporting Councils UK Stewardship Code. You dont currently have permission to carry out this task. We use cookies to give you the best experience we can. Adviser homepage Find training guides, latest news and range of client solutions for you. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? 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. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. 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. The income payment method you choose will apply to all funds held in that product. Aegon expects to generate GBP 60 million of annualized cost synergies by moving the Cofunds business onto the state-of-the-art Aegon technology, and by delivering efficiencies as a result of removing duplication across the businesses. Death benefit nomination/expression of wish (pdf). In order to make a one-off withdrawal, go to the ISA or GIA product page on the Customer Dashboard and select More options, then One-off withdrawal and follow the instructions on screen. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). We may still send some documents by post where an online version isn't currently available. Please contact Curtis Banks. Change of postal address Our postal address is changing from 26 April 2021 as a result of changing our print and postal administration supplier - our Edinburgh office isn't changing location.As the change happens after 6 April, your tax year end planning won't be affected. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. For GIA and ISA Why have you asked me to provide my client's bank statement? Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). As you have two products the 9.27 charge would be proportioned between the two products as follows: Well normally take the charge from any available cash you have in the cash facility of the product the charge was calculated on. For each product, we need to know the relationship between the adviser and the client. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. Find out how to protect your retirement savings as well as some handy online security tips. You can do this during the quote and apply process, by selecting the Re-register from another provider option. Firm name: Scottish Equitable plc Group: Aegon UK Other firms included in this report: none Period covered in this report: 1 January 2022 to 30 June 2022 Brand/trading names covered: Scottish Equitable, Aegon Scottish Equitable, Aegon. 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. CPA bypass trust application (PDF - 108KB). For any other transactions, including withdrawal instructions, please contact Canada Life International directly. Why do you need to know if my client is present if I'm setting up a Direct Debit? No - it won't cost you anything to switch funds. Youre required to keep your details on your customer dashboard up to date so your product details are kept secure. 4,000 for a lifetime ISA. If you dont have an adviser, please get in touch with us by phone to withdraw residual balances under 100.00. If your clients are live platform clients and have live products on platform you cant delete the clients. The primary role is the main role a user will carry out. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. To complete the activation, youll need to follow the steps and enter your activation code. Inheritable ISA allowance transfer authority (PDF - 34KB). Ifyour firm administrator cant help you, please contact us using webchat. Straight forward set up of ongoing advice charges. Choosing to go online means we'll reduce the amount of paper we issue. If you have a financial adviser, you should organise a transfer through them. Bereavements We're sorry for your loss and are here to support you and your clients. By executing on our strategy, we have transformed our business into a cost efficient, scalable platform business. equities or bonds. Company list with the executives and contact details, SIC (GB 2007) : For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. This is so we can request an in-specie transfer at the same time. Aegon head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands Email: info@aegon.com Contact via phone: +31 70 344 3210 Please contact ReAssure to do this. Fund prices and performance Get up-to-date fund information and performance, please click on the fund range that applies to you. Well invest money from a bank transfer the next working day. Wed need a new application for a joint GIA. Changing your email address will also change your username for Aegon Platform. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. The data we collect is only what is necessary for the proper use of our service. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). Aegon GIA application for trusts (PDF - 250kb). The types of valuable features and benefits you may lose might include: You might incur higher charges so make sure that youre satisfied any such charges are justified. 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. * This number, only available 3 minutes, is not your correspondants number but the number of a service putting you through to that person. A username and password together provide a single something you know factor. Before making any changes to your policy, we recommend that you speak to a financial adviser. Aegon is a brand name of both Scottish Equitable plc (No. An overview of Aegon, including our history, products, and our purpose. A fund panel is a list of favoured or researched funds. Trustee trustee investor for the GIA only. Aegon UK document library Get Aegon UK product literature, forms and other documents. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. No, we can only accept regular payments by Direct Debit. You can set up or maintain regular contributions separately. If you select drawdown transfer, you can only add one transfer at a time. Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. Learn More How It Works. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. 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. There is no restriction on what you can pay into a GIA. Sorry, you cant carry outthis transaction online. Find out more in our Roles and responsibilities overview. Staying safe online Find out how to protect your retirement savings as well as some handy online security tips. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. To add a new bank account in your customer dashboard, select Bank detailsfrom your Profile and then Add a bank accountto begin the process. Your client can make a single and/or a regular contribution into a product. Suffolk Life adviser charging form (PDF - 65KB). You'll receive an email with an activation code and instructions on what to do next within 48 hours. Adviser bulk transfer request (PDF - 137KB). These are shown below, please contact your firm administrator orusto find out the different permissions each role has. As the change happens after 6 April, your tax year end planning wont be affected. Sometimes it's easier to just have a quick chat or message. We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. 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, use the forms below. Select your product to find the right support for you. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. This will also enable us to remain in contact regardless of your employment status. If you don't currently have access and would like to manage your account online, you can request online access to your account. You can't carry out this transaction online for your clients Cofunds Pension Account. Please contact us and we can help you. Any trusts or expression of wish youve already set up wont transfer over to a new Aegon Pension. If we do so, we'll let you know. To do this, please complete our Change to product details form. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. Use this form to set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. Aegon & Scottish Equitable Pensions and Bonds, Aegon & Scottish Equitable Pensions and Bond. Our transfer guide will help you with this. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. You or your client should contact us to tell us that theyve moved abroad. View your client's product summary and select Regulars tab. These expenses will be recorded in 2016 and 2017. If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. For customers - This document details the terms and conditions of the Aegon SIPP. Stockbroker or Insurance broker), Member of the judiciary / Justice of the peace, Member, Associate, or Fellow of a Financial Services professional body, Paralegal (certified or qualified Paralegal or Associate Member of the institute of Paralegals), Post Office official (through the post offices certification service), Member of Parliament, or Scottish / Welsh / Northern Ireland Assembly Member, Embassay, consulate or high commission officer in the country of issue, Government department, Member of staff or official, Write or stamp the name of the company they work for, State their occupation and role within the company. You can find out more about how to get in touch with us on our Support and contact page. Please contact us so we can help. You don't have to worry about missing a document as you'll start to receive an email each time a new document is available to view. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. You'll need your 6-digit pin code to complete this. If you're unsure whether this is right for you, please seek advice or guidance- there may be a chargefor this. . You can change your client's name or National Insurance number using the form below. Phone:+ 44 (0) 3456 10 00 10 Call charges will vary. What income distribution option does my client have if they're taking regular withdrawals? The details we require are as follows: Amount the amount you wish to pay into your account. However, we consider the disclosures made by underlying fund managers to assess their commitment to the Financial Reporting Councils UK Stewardship Code. Your Unipass certificate may not be registered with your Aegon account. Where possible, we'll apply your document preference to all document types and to all products you hold with us including any future products you may take out. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. Aegon Dashboard - view only This will delete any registered number and/or authentication app. Canada Life International Portfolio Account supplement (PDF - 32KB). Why this number ? You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. If you cant find a document, please contact us. Telecommunications equipment, Optical, photographic and cinematographic equipment, Environmental services, renewable energies, Technical offices and engineering consultancies, architects, Hospitality, tourism, hotel and catering industries, Postal services, telecommunications, radio and television, Mining, quarrying and stoneworking plant and equipment, Paper and board making plant and equipment, Printing equipment. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). 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. Withdrawal from a General Investment Account (GIA) into a Junior ISA form (pdf), Junior ISA transfer application form (pdf), Aegon Junior ISA transfer authority (pdf), Transfer from a child trust fund to an Aegon junior ISA form (pdf). These roles are associated with our Bulk Data service. Call charges will vary. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. Choose from around 4,000 funds (as at December 2021). Please send the cheque to: Aegon Cofunds Administration,Sunderland, SR43 4DN. Please complete the relevant form below andsubmit, or contact AJ Bell. Anything below this will be held in your cash account until the amount is greater than 2.50. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). General Investment Account re-registration application form (PDF - 78KB). * 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. Contact via email: customer.care@aegonlife.com, Transamerica Life Bermuda, Bermudawebsite, Transamerica Life Bermuda Hong Kongwebsite, Contact via email:customerservicehk@transamerica.com, Transamerica Life Bermuda Singaporewebsite, Contact via email:customerservicesg@transamerica.com, Aegonplein 502591 TV,The Hague,The Netherlands, Email: info@aegon.com Contact via phone: +31 70 344 3210, You are about to leave the audited section of Aegon's 2016 Review. Estimated processing times No, just use your usual Aegon Platform sign on. In other words, anyone subject to the taper whose adjusted income is 312,000 and over will have an annual allowance of 4,000. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. Aegon Digital Solutions, For Protection From here, you'll have the option to change your contact preferences under the Marketing communicationssection. Find training guides, latest news and range of client solutions for you. From here, you will be able to download the documents connected with your account. Can I change theDirect Debit details for my clients regular contributions online? Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). If you don't want to pay your ongoing charges from your ISA, you may be able to re-direct and pay them from your GIA cash facility. The same would apply for other roles such as 'Paraplanner'. Unit and share class conversion form (PDF - 664KB). If you have access to our online services, you may be able to log in and complete your action securely. For information about this, please contact us. Other activities auxiliary to financial services, except insurance and pension funding (6619), ISIC 4 (WORLD) : For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. We don't provide advice or personal recommendations and you should be comfortable with the decisions you're making. In order to get you to the right place, we need to find out a bit more about you. "I am delighted that we are able to announce the acquisition of Cofunds," said Alex Wynaendts, CEO of Aegon. We 're sorry for your existing clients ' GIA and/or ISA select more options then. Aegon Account a brand name of both Scottish Equitable plc ( no applied to higher earners '' said Alex,. Preferences, simply sign in to manage your Account services companies, but is now owned by.! 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