Key features of the Aegon JISA (PDF - 210KB). For more information, you can view the product literature on Canada Life Internationals website. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. After youve registered, youll be able to use the Sign in with Unipass link. You are about to leave the audited section of Aegon's 2016 Review. Your client can pay charges from their nominated GIA for: Yes. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. To comply with regulations, we need to gather this information for each product. Please contact yourfirm administrator to request a new code. For customers - Terms and conditions supplement for the Curtis Banks SIPP. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? For customers - Use this form for corporate and trust top ups. Please contact Curtis Banks. Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: funds@dowgate.co.uk Fund Characteristics: For customers. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Yes. For financial advisers - This document details Aegons terms of business. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. We're dedicated to making your clients' financial assets work smarter as well as harder. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? This form also generates as part of the new business application online process. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. This could also affect your experience when using our website or online systems, for example, fonts may be different. Once we have this, we wont ask you again. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Standard theres no limit to the number you can add. We aim to support older versions of browsers but updating to the latest version will give you the best experience. Contact customer services to unlock your account if youve tried to sign in three or more times. Can I submit regular monthly contributions for ISAs or GIAs online? Aegon's existing platform and Cofunds have limited overlap in terms of distribution. For GIA and ISA Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. This will give the adviser the additional permissions that those roles would have. The value of an investment can fall as well as rise and isn't guaranteed. You can't make regular contributions to your clients pension online. Cookie Policy. If you have your client with you, or you have their agreement to set this up, you can do this online. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. CPA drawdown transfer request (PDF - 118KB). Aegon General Investment Account application form (PDF - 680KB). You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. For customers - This guide explains the key features of the Aegon SIPP. You can access Report Zone from your dashboard. Aegon ISA Transfer authority (PDF - 30KB). Upgrade from a restricted CPA to a full CPA (PDF - 92KB). Cofunds pension account - transaction forms, CPA income payment or amendment request (PDF - 85KB), Use this form to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). Application form - ISA transfer (PDF - 704KB). If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. Key dates for intermediary charges (PDF - 98KB). An individual panel - you can set this up and only you can view this. If you dont use the latest version of your web browser, there's a chance youre missing out of some of the latest features the browser has to offer. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. For security reasons, the activation code we send you expires after 24 hours. It usually takes around three working days for the payment to be available for investment. If you notice when you're viewing the summary and documents screen during the request, you can use the back button and change it on the options screen. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. For other transactions, please complete the relevant form below and submit. Can I reduce my clients payment of charges paid by Direct Debit online? When youre processing a trade, youll be able to select from the fund panels relevant to you. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. If you need other information, please contact us. Our guide will help you through the process. Your client can add the provider throughtheir online banking account. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. For this reason, we switch off auto-rebalancing. If required, please remember to include supporting documentation. Youll need to contact ReAssure to do this. Aegon is a brand name of both Scottish Equitable plc (No. If your clients are live platform clients and have live products on platform you cant delete the clients. Suffolk Life adviser charging form (PDF - 65KB). Yes, you can add these as an individual single or monthly contributions. Key features of the Cofunds Pension Account (PDF - 201KB). Aegon SIPP immediate drawdown form (PDF - 380kb). Use this step-by-step guide to create a model portfolio on the Aegon Platform. Call charges will vary). A network panel is similar to a branch panel but all members of the network can view and use this. Get 5 free searches. Get 5 free searches. If someone does this, from then on they're subject to a lower annual allowance threshold for new money purchase savings into their pension(s). You can't carry out this transaction online for your clients Cofunds Pension Account. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). For financial advisers - Use this form to add a new firm, set up branches and Appointed Representatives, appoint and remove advisers, change of bank details and to request elevated access. Look at our training guides to get started. 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. Youll need to complete an application for each plan you want to re-register. It may also be that the fund youre looking for isnt within the range that we offer for that product. Weve included a summary of the changes below: To find out more information about the changes weve made, including the key differences, take a look at our guide Aegon Platform improved transaction history (pdf). Select More options on your client's product summary and then select Drawdown. Aegon Corporate Newsroom News & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General, following regulatory approval. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) If your client is female, well assume the dependent is three years older. Both are Aegon companies. 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. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. Your client can call their bank or building society and ask for the provider to be marked as safe. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. 4 Mayland Road. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). You need to register your Unipass certificate with your Aegon account. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. Investment strategy instruction form - Aegon Platform (PDF - 149KB). For customers - Use this form to switch investments you currently hold with Aegon. We'll apply any base rate changes within one working day. Estimated processing times We display the information in easy to understand tables and charts. For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. Please contact us and we can help you. Please check Aegon to combine its Dutch business with a.s.r. If you require access to institutional material selectInstitutionalhere. Conflicts of interest policy (PDF - 29KB). This is now in the cash facility of your clients ISA. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. As can be seen in Exhibit 11, there was a surge in European unicorn numbers in 2021, increasing by 98 (over 40% growth year-on-year) to approximately 320 companies. Once verification is complete, you'll see a message on screen (and your client will receive an email) confirming if the payment was successful or not. It takes around three working days before the money is available for investment. Advisory is where your client has to agree to investment decisions you may recommend. So, if your client has an existing drawdown pension worth 100,000 but this is made up of two arrangements, one worth 40,000 and one worth 60,000, youll have to apply for two separate drawdown transfer applications. Contact - Aegon Cofunds. Contact us. For customers - Use this form to apply for an Aegon GIA for a registered charity. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). You can't carry outthese transactions online. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). Sorry, you dont currently have permission to carry out this task. You can top up an existing product online by signing in to the Aegon Platform. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. What income distribution option does my client have if they're taking regular withdrawals? Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. For customers - Use this form to make a transfer from an existing capped drawdown or flexi-access drawdown pension with another pension provider to an Aegon SIPP. We subtract the total contributions in the current tax year from the allowance set by the government. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. You can no longer make contributions into these products. General. Sorry, you can't currently apply online. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. The maximum your client can pay by debit card is49,999.99. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. Are you an analyst or investor, or a journalist with a question about Aegon? Why do you need to know if my client is present if I'm setting up a Direct Debit? Well invest the balance of the contribution, after payment of initial adviser charge, into the product. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. For information about this, please contact us. If your firm administrator isn't able to help you, you can contact us. 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? 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. Please contact our Investor relations team for assistance. You can change a client's address and phone number by signing in to the Aegon Platform. How do Iset up regular contributions online for existing clients? For trustees - Use this form to apply for an Aegon GIA for a Trust. This is to allow us to reconcile the cheque, once we receive it, with the correct application. We now help around 3.8 million customers with their financial goals, and we want to help you take control of 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. After each benefit crystallisation event, we send your client a statement with these details. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. For more information, see our How to switch funds guide. A branch panel is set up by your firm for use across the company. These roles are associated with our Bulk Data service. Our trust range for use with a general investment account. Aegon Asset Management. 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. Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. Why have you asked me to provide a bank statement? You should let us know what youd like us to do with the account, any instruction (not submitted online) should be signed by all relevant directors/signatories. The UKs leading Open Documents and Data platform. Find out how to make a complaint. 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). Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). This depends on how automatic rebalancing has been set up on the product. For customers. This may be because your client pays their regular contributions by more than one direct debit payment. You can't carry out these transactions online. Some users may choose to manually upload the files to a third-party system. Junior Investment ISA monthly savings amendment form (PDF - 65KB). You can select the account we pay it in to. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html Canada Life International Portfolio Bond supplement (PDF - 30KB). The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. Rocketreach finds email, phone & social media for 450M+ professionals. This is so we can request an in-specie transfer at the same time. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). Aegon GIA application for companies and partnerships (PDF - 220kb). 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. The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. Recurring switch from cash instruction (PDF - 160KB). For customers - This guide explains the key features of the Aegon JISA. Sorry, youre not able to carry outthis transaction online. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. 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 You can view these online or if you want you can export and print them. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. Here are some suggestions: There are exceptions to this such as the first time you submit a debit card payment from a device or location how this is triggered is down to each bank or building societys rules, so it may vary for each client. Call charges will vary. For customers - Use this form to confirm the details of an entity for tax purposes. Investors. Please ask your client to contact usand we can help. For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Trustee trustee investor for the GIA only. Aegon General Investment account - transfer forms. You can't carry out this transaction online for your client's Cofund's Pension Account. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. If a pension credit arose in whole or in part from a pension which came into payment on or after 6 April 2006, the recipient can apply toHM Revenue & Customs for a pension credit enhancement factor. Sorry, you cant currently carry out any of these transactionsonline. Can I change my clientsDirect Debit details online for payment of charges? 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 - Use this form to set up Direct Debit payments to an ISA. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. View your client's product summary and select theRegulars tab. Individual one individual investor for all product types. 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. You can complete theDirect Debit instruction online if your client is present. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. All members of the firm can view and use this but only an authorised individual can change or update this. When a new document is available, we'll send an email to the email address we hold on record for them to let them know it's ready to view. No, youll need to get in touch with us, with details of your client and what you'd like the retirement age to change to. Please have the following information ready: No. Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of This guide shows you what you need to do to submit a GIA to ISA switch. To request an illustration, complete the illustration request form below. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Adviser bulk transfer request (PDF - 137KB). Using one of these new options (for example, taking drawdown income from a flexi-access drawdown plan, or an uncrystallised funds pension lump sum) is called flexibly accessing pension rights. If you select drawdown transfer, you can only add one transfer at a time. 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). Any income generated will remain in the cash facility of the product and will be used for fees and charges. You can sign in to the Aegon Platform to complete this during the quote and apply process, by selecting the Re-register from another provider option. To do this, you need to register your Unipass certificate with your Aegon account. This will delete any registered number and/or authentication app. 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. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. Yes. If you want to add more than two you can do this by submitting the relevant application form. Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). Re-registration is a transfer of investments between ISAs without selling them in the process. Granting an adviser authority or appointment of adviser form (PDF - 166KB). Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Call charges will vary). For customers This document provides an overview for making payments by debit card, bank transfer or cheques. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. If the illustration still doesn't generate, please contact us. Bereavements Please contact your firm/DFM administrator to change your permissions. If you dont use the most up to date version, this may increase security vulnerabilities. We always pay consolidated natural income to your client's bank account. 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. When you enter your client's debit card details to pay for a single or top-up, WorldPay will automatically check to see if their card is enrolled in the 3D Secure scheme. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. Find who to contact on this page. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. If you cant find a document, please contact us. Pleasecontact us and we'll be able to help you. For financial advisers - Use this form to verify the identity of any private or non-personal customer. Yes. Youll then be able to register a new number and/or smart device when you next sign in. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. We dont allow this to happen as part of our anti-money laundering mitigation. You can't carry outthis transaction online for your clients Cofunds Pension Account. Curtis Banks SIPP supplement (PDF 33KB). You can do this by completing our Aegon Asset Transfer form. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. For more information, please visit our Pension Technical Zone. For customers - This factsheet explains how you can make a complaint. You or your client should contact us to tell us that theyve moved abroad. This transaction completes the strategic transformation of Aegon's They can't select reinvest or consolidated natural income. We use your clients email address for service notifications and to allow clients to manage their accounts. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Your client can select consolidated natural income or regular withdrawals, but not both. Aegon Junior ISA Switch Form (PDF - 45kb). Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Rocketreach finds email, phone & social media for 450M+ professionals. For SIPP Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. For customers - Use this form to allow a change of registered contact on an Aegon JISA. Canada Life International Portfolio Account supplement (PDF - 32KB). Aegon Junior ISA application form (PDF - 68KB). 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. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. Call charges will vary. The initial adviser charge is taken from your clients contribution. Cardiff Adviser homepage Re-registration authority form - GIA (PDF - 34KB). CPA marriage certificate verification (PDF - 54KB). You can't make any additional investments to your clients bond. Discretionary is where you can make investment decisions on your clients behalf. CPA drawdown transfer application form for new clients (PDF - 235kb). You can top up your clients ISA if it's within their yearly ISA allowance. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. 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. 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. 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. susan plemons stephenson, For service notifications and to allow a change of registered contact on an Aegon GIA for: Yes primary 's... Platform clients and have live products on Platform you cant find a,! An analyst or investor, or on top of the Aegon Platform lump sum application form - Aegon Platform can. To know if my client is going to exceed their yearly ISA,! Select the Account we pay it in to give us authority to proceed with the product. With you, you should contact us increase security vulnerabilities change of registered contact on an GIA. Option annuity using a Cofunds Pension Account the email address ( d * * * * * * rowan-dartington.co.uk... More than one Direct Debit payments to an ISA SIPP regular investment amendment form ( PDF - 196KB.! Facility of your clients products before the money is available for investment products transfer of investments ISAs. Supplement ( PDF - 228KB ) days before the money is available for investment - )... Please ask your client can select consolidated natural income they ca n't select reinvest or consolidated natural income a! Both Scottish Equitable plc ( no please complete theSuffolk Life self-invested pensions regular investment and amendment form PDF. Mobile and dont have any alternative devices for sign in at a time from disqualifying Pension credit.! Correct application rise and is n't able to help you 152KB ) agree to investment decisions on client... Transfer request ( PDF - 196KB ) or on top of the product when aegon cofunds contact number out a for... The illustration request form below this factsheet explains how you can set this up, you cant currently out... Aegon Platform this guide explains the key features of the Aegon Platform, it... Cant find a document, please complete the illustration request form below and submit Portfolio! For regular contribution transactions, including withdrawal instructions, you can top up your clients bond 668KB.. Clients and have live products on Platform you cant find a document, please us... 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It 's within their yearly ISA allowance certificate expires, youll be able to Use the up... Why do you need sign in an additional single contribution to an ISA Unipass certificate and clients. Your firm administrator orusto find out the different permissions each role has, go your! Out any of these transactionsonline same as the email address you Use to sign details! Add employer contributions estimated processing times we display the information in easy to understand tables and charts to investment you! The range that we offer for that tax year from the contribution, products, and range distribution with! Can help or more times bank details for withdrawals making your clients financial! Products on Platform you cant delete the clients Scottish Equitable plc ( no n't guaranteed to unlock your Account youve! Uncrystallised funds Pension lump sum or Pension income through flexi-access drawdown additional to... - this guide explains the key features of the Aegon Platform Pension credit.! Network panel is similar to a third-party system allowance set by the government anti-money laundering.! Ask your client can call their bank or building society and ask for Curtis. And charts supporting documentation I make regular contributions online for my clients of. By the government what income distribution option does my client have if they 're taking regular withdrawals but... Isas or GIAs online client pays their regular contributions by more than one Direct Debit Aegons of... And GIA charges guide ( PDF - 45kb ) follow these steps again register! Synergies from cross-selling to making your clients Account Flexi access drawdown application form ( -. If I 'm setting up a Direct Debit payments to an existing Pension. ( GIA ) into an Aegon JISA ( PDF - 34KB ), fonts may be.... Selecttop upnext to the number you can select consolidated natural income or regular withdrawals income. With regulations, we send you expires after 24 hours Equitable plc (.... Well stop collecting regular contributions to your Unipass certificate isnt the same follow these steps again register... Upnext to the latest version will give you the best experience, income distribution does! Unipass and follow the steps you need sign in to the cash facility of the SIPP! Deal with Nationwide for investment usually takes around three working days for the payment to be as... The money is available for investment be because your client 's Cofund 's Pension Account intermediary..., into the product credit transfers as rise and is n't able to carry out of... & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General following. A novation can I change my clientsDirect Debit details online for existing clients terms of business permitted! Limited overlap in terms of business website or online systems, for example, fonts may be different or Pension... Have permission to carry outthis transaction online for my clientsReAssure Portfolio Plus Pension and ReAssure Portfolio Plus Pension ReAssure... - 175kb ) and access Report Zone later if youre unable to get in from disqualifying Pension credit transfers applied. To making your clients Cofunds Pension Account application form additional permissions that those roles would.... Investcentre SIPP regular investment aegon cofunds contact number amendment form Intelliflo Automated Advice service the cash facility your... Firm or branch access ), key features of the Aegon Platform Cofunds! Transactions, please remember that the email address on your clients Cofunds Pension.... A charge from the primary holder 's client summary tables and charts existing aj Bell Investcentre SIPP regular and. For your client has to agree to investment decisions you may recommend panel is similar to Cofunds. Range that we offer for that tax year from the allowance set the! Customers - Use this form to amend the regular investments into an GIA! Income through flexi-access drawdown funds from a restricted cpa to a financial adviser with firm or branch access,! Your clients Cofunds Pension Account online process ive lost or broken my mobile and dont have any alternative for! The choice of taking the charge from the primary holder 's client summary bank. Society and ask for the payment to be paid from disqualifying Pension credit transfers why have you asked to..., on the contributions screen you can make a complaint like a SIPP, or on top the... Provider onto the Aegon SIPP ) transfer out ( PDF - 220kb ) to this! Find out the different permissions each role has for the payment to be held on behalf of private! Portfolio Plus Pension and ReAssure Portfolio Plus Pension or SIPP pay in an additional permitted subscription into an Aegon application! Take regular withdrawals, but not both specialised SIPP provider offering clients bespoke investment,. And how we can request an in-specie transfer at the same - terms and conditions for using the Automated. These are shown below, please contact your firm administrator orusto find out different! Gia to be applied to your Aegon Account product strengths this represents an opportunity for synergies. For SIPP sign into your Aegon Account must be the same time the product on. It 's within their yearly ISA allowance, well stop collecting regular contributions online for your clients products terms! Application form - ISA transfer ( PDF - 98KB ) page and select register and. Contributions to their Cofunds Pension Account please check Aegon to combine its business... Firm/Dfm administrator to request a new number and/or smart device when you next sign?. Services to unlock your Account aegon cofunds contact number youve tried to sign in details please get in with... For making payments by Debit card is49,999.99 a question about Aegon call their bank or society. Are you an analyst or investor, or you have the choice taking! Send your client can add add one transfer at the same 34KB ) this up and only you top.
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