We set up a General Investment Account (GIA) as an option to allow you to use the cash facility to pay any charges from, and invest into funds. For more information, you can view the product literature onCanada Life Internationals website. FAQs Use our FAQs to answer your questions quickly. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. This includes data relating to: Bulk Data admin assign this role to a user with firm or branch level access if you want them to be able to set up the files Bulk Data users can view and the third-party systems the data is to be passed to. Please contact us if you have any questions about where to send your payment. If you've recently purchaseda product from us and haven't completed your account activation, please check your email inbox for an activation email from us. Aegon General Investment account - transfer forms. Access isnt available if your client has multiple advisers. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. The percentage of the investment your client would like to invest in each of these funds. Aegon Junior ISA change of registered contact form (PDF - 158KB). For more information you can view the product literature onCanada Life Internationals website. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. Once we have this, we wont ask you again. Can I cancel my clientsDirect Debit for payment of charges? Get a Free Account. You've been signed out of your account as you've changed your email address. 08130498. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. Don't worry. The OCF includes some one-off charges that aren't in the TER, but the two measures are otherwise very similar. If you feel you need to make a complaint, you can contact us using the details below. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). For customers - Use this form to confirm the details of an individual for tax purposes. We know the importance of making sure your money works as hard as it can for you now and in the future. For more help, please read our activation guide. You can change your clients bank details using the form below. From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. You wont be able to retrieve this. Joint you can add two investors online under the one general investment account (GIA). We need written confirmation of the change signed by all relevant directors/signatories. Well ask you what you want us to do with any income generated if you choose one or more income funds. Your firm administrator can set up access for you. Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Generally considered the least volatile of all the main investment types. Call charges will vary). Please contact yourfirm administrator to request a new code. Remember to check your spam folder if you havent received an email from us. The income payment method you choose will apply to all funds held in that product. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? You can find their contact details on the ReAssure website. 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. . The minimum amount we pay is 2.50 - we'll hold any amount less than this and pay it once the minimum amount is reached. If you have an adviser, you'll need to speak to them first. The data we collect is only what is necessary for the proper use of our service. It takes around three working days before the money is available for investment. Both include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. Yes. 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. Alternatively, you should download the form from the documents screen youll see later in the online transaction you're carrying out, print this and ask your client to complete before returning this to us. Download presentation (pdf) PDF 527 KB August 11, 2016. You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. You may not have transactional access. When you take your benefits, theyll be tested against your available standard lifetime allowance or personal lifetime allowance (unless you have enhanced protection). There may be a charge for this. It isnt designed for long-term saving and inflation is likely to exceed returns. You can make one single contribution and/or set up one regular contribution instruction on each product. If you want to provide additional access to the primary role, then the user will also get the permissions of the additional roles you give them. Once we have received a switch request, it will be actioned within 2 working days. Your client must be habitually resident in the UK for us to accept the business. Please contact us so we can help. Following this strategic transformation, Aegon will fully focus on the growth of fee-based products on its UK platform. Youll then be directed to the actions you need to carry out. Please visit our Money out card on our Support page. This is usually an eight-digit account number and six-digit sort code. Once we receive your cheque and the funds clear, we'll credit your account. Suffolk Life withdrawal form (PDF - 66KB). Investment strategy instruction form - Aegon Platform (PDF - 149KB). You can carry out a switch by signing into the Aegon Platform. Please select from the options below to get in touch with us. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. We use cookies to give you the best experience we can. A joint account can have up to four people including the primary holder. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Fund charges are in addition to any product or adviser charges and include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. Your client can take regular withdrawals if theyre only invested in accumulation funds. For documents without a photo the following certification is expected: 'I certify this to be a true copy of the original seen by me.'. I have sent you a payment by cheque but you have not added it to my account. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. Death benefits guide to the Aegon SIPP (pdf). For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. For customers - Terms and conditions supplement for Junior ISA. 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. Conflicts of interest policy (PDF - 29KB). Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Aegon Platform terms and conditions (PDF - 313KB). You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. This means we can only exercise voting rights in relation to the underlying funds our OEICs invest in; we dont have voting rights relating to the companies that the underlying funds are in turn invested in. Junior Investment ISA monthly savings amendment form (PDF - 65KB). Sunderland For ARC, One Retirement and Retiready Bulk Data user assign this role to a user with firm or branch level access if you want them to be able to download files to view. Client guide to Aegon Platform view and transact (pdf), Client guide to Aegon Platform view only (pdf). You need to set up the third-party systems before data can be fed through. How do Iperform a GIA to ISA switch? Can the same email address be used for multiple accounts? These are shown below, please contact your firm administrator orusto find out the different permissions each role has. 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. Follow the instructions to make a one-off payment by debit card, bank transfer and cheque. 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. Key features of the Aegon SIPP (PDF - 300KB). Aegon SIPP terms and conditions (PDF - 235KB). 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. We always pay consolidated natural income to your client's bank account. A voting right is the right of shareholders to vote on matters of corporate policy, for example the appointment of a board director or significant changes to a companys operations. We can offer online access to your account but, if you have an adviser, you'll need to speak to them first. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Use this form to transfer a Cofunds Pension Account product to another pension provider. No. If you've completed the request, you'll need to carry out a new request by selecting Manage income from funds on the product summary screen. If you need other information, please contact us. Textiles, Clothing, Leather, Watchmaking, Jewellery. You can do this by completing our Aegon Asset Transfer form. Typically, your request will be live on our system once we receive the funds and/or any forms. Can I change theDirect Debit details for my clients regular contributions online? Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? If you have a joint bank account, you must be able to give authorisation on your own to make payments. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). We use cookies to give you the best possible experience on our website, please read our For more information, see our How to switch funds guide. Reference please provide your plan number and surname on the back of the cheque so we can identify your account. Guide to transfers. You can see your remaining ISA allowance on the ISA product page under the Overviewtab and as part of the Manage regular contributionstransaction. 4 Mayland Road A wide range of investments to help you make the most of your savings. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. 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. You also dont have to disclose them on a tax return. Speak to your financial adviser, if you have one, or sign in to your online account and choose the relevant product. Recurring switch into cash form (PDF 151KB). For information about this, please contact us. Our email system and the way we deal with data internally is secure. We dont currently offer a lifetime, cash or an innovative finance ISA. Please send the cheque to: Aegon Cofunds Administration,Sunderland, SR43 4DN. 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. If you require access to our institutional website, selectInstitutionalhere. If there are any problems, we'll contact you. The verification is likely to be a code sent by SMS text message or online banking that will need to be entered during the online transaction to authorise payment. Cofunds will write all investment products and maintain a Capital Requirements Directive (CRD) IV capital ratio of 110-120%.Aegon expects its businesses in the United Kingdom to remain within these target ranges. Policy. Our Order Execution Policy is available to be viewed and/or downloaded. For customers - Use this form to nominate a beneficiary in the event of your death. For customers. Singapore View. For security reasons, you should not use your work email. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. 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. Where we send out regular customer communications, including statements, well be including a change of address flyer, and were updating our forms and literature to include our new address. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: Can I top up my clients ISA or GIA by re-registering assets from another provider? For customers - Terms and conditions of the Aegon SIPP. If you're not registered yet, call us on +44 (0) 345 604 4001 and we'll set you up. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. If you have an adviser, you'll need to speak to them first. 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. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. * This number, only available 3 minutes, is not your correspondants number but the number of a service putting you through to that person. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. 4,000 for a lifetime ISA. Yes, this could. During this time, youre unable to access Report Zone. aegon.pl; jll.com; Smitesh Sathidevi Staff Software Engineer. *The number of new complaints per 1,000 policies in force as at 30 June 2022. If you require access to our institutional website, selectInstitutionalhere. (pdf). Athenelink.com - Xranks. 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. Please contact our Investor relations department for assistance. If you require access to institutional material selectInstitutionalhere. Contact Us - Feel free to contact us if you have any questions or comments. Theres no charge for this until you decide to use it. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. For new payments or requests where bank details have changed, we may ask you to provide bank verification in the form of an original or certified copy of a bank statement so we can make sure that were making payment to the correct account. 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. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. Where there is a sell-down, it will take at least five working days to get cleared cash. 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. How do I update my name, address or contact details? 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. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. However, if you send transaction instructions to our Edinburgh address after Youll then be able to register a landline number when you next sign in. From here, you'll be able to view the charges taken from your account. Get up-to-date fund information and performances. The maximum annual ISA allowance is 20,000 for the 2022/23 tax year. We pay consolidated natural incomeon day 12 of each month. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. Before making any changes to your policy, we recommend that you speak to a financial adviser. For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. For customers - Use this form to apply for an Aegon ISA for the current tax year. If you have a question about a policy or product, or want to get in touch, we're here to help. If you select drawdown transfer, you can only add one transfer at a time. Advisers were focused on championing the value of financial advice, helping advisers navigate industry changes and provide support to help advisers get their clients closer to their financial goals. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). For GIA and ISA 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. 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. Taxable income, pension income and interest on savings, most pension and savings interest income, plus any share, rental or trust income, less certain reliefs, The value of employer pension contributions, The amount of any excess tax relief on personal contributions to a net pay scheme, The amount of any employee pension contributions deducted from pay in relation to a net pay scheme. You have 30 days to cancel opening an ISA starting from the day you receive the documents with your contract details. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Our UK team are focused on providing retirement, investment, workplace savings and protection solutions to over 3.8 million customers.1 To do that we work with financial advisers and employers, to help improve peoples' financial wellbeing. For customers This document provides an overview for making payments by debit card, bank transfer or cheques. (pdf). These expenses will be recorded in 2016 and 2017. Yes, if you have transactional access to your account on the online Customer Dashboard. 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. If your financial adviser had a Cofunds microsite, go to their original site and you'll be automatically redirected. The maximum amount that can be paid into a Junior ISA for the current tax year is 9,000. Any other security details can't be changed online at present, instead, simply sign in and select the Help and Supporttab and choose Customer Servicesfrom the drop down menu to get in touch with us so we can help. All charges are subject to VAT and we may vary them in future. If you dont already have an ISA, then one will be set up as part of this process. No - it won't cost you anything to switch funds. This is why it's most suited to investors as a shorter-term investment. A username and password together provide a single something you know factor. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. If required, please remember to include supporting documentation. You can't carry out this transactions online for your clients Cofunds Pension Account. After each benefit crystallisation event, we send your client a statement with these details. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. Income distribution and bank details using the form below you require access to account. Otherwise very similar on the Aegon SIPP ( PDF - 66KB ) is usually eight-digit. 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Contributions into their JISA investors as a shorter-term investment have transactional access to your account but, you! The least volatile of all the features that modern web browsers provide change your bank. Would like to invest in each of these funds get in touch with us a Cofunds microsite go. These funds this time, youre unable to access Report Zone firm administrator find! Cancel my clientsDirect debit for payment of charges having a separate cash facility of your account as you & x27. As at 30 June 2022 and in the Portfolio Plus Pension and SIPP change... During this time, youre unable to access Report Zone a tax return client details into the bar.