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Updated January, 2023

And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. 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. However, if you're still having problems after keying in your email address, please contact us. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. You can find a financial adviser near you by using the free and impartial government sponsored MoneyHelper. They can't select reinvest or consolidated natural income. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. This information is based on our understanding of current, taxation law and HM Revenue & Customs (HMRC) practice. Sorry, you cant carry outthis transaction online. Other activities auxiliary to financial service activities (6619). For investors - Bare Gift Trust deed (PDF - 77KB). Alternatively, it could be because the fund has been suspended. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). Suffolk Life adviser charging form (PDF - 65KB). 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. All charges are subject to VAT and we may vary them in future. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. This capital-light strategy is expected to result in predictable, growing capital generation.Aegon updated its capital management policy for the UK following the Cofunds acquisition. Contact Us - Feel free to contact us if you have any questions or comments. *The number of new complaints per 1,000 policies in force as at30 June 2022. Phone:+44 (0) 3456 04 40 01 Call charges will vary. We'll also need a certified original death certificate. We always pay consolidated natural income to your client's bank account. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. Income is paid on or around day 12 of each month. If you dont have an adviser and are comfortable managing your own investments, you can contact us by web chat. If you dont already have an ISA, then one will be set up as part of this process. Aegon Platform (previously Cofunds) New and existing customers can sign in to the Customer Dashboard - find out if this is for you. Aegon ISA Transfer authority (PDF - 30KB). 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. This could also affect your experience when using our website or online systems. Yes. If the illustration still doesn't generate, please contact us. Power of attorney and third party CVI (PDF - 155KB). Why this number ? For customers - Use this form to allow a change of registered contact on an Aegon JISA. If were unable to deduct a charge due on your Aegon ISA from your Aegon GIA because there isnt enough available cash and/or investments to cover the charge, well direct the charge back and deduct it from your Aegon ISA. The UK Stewardship Code is a set of principles that investment managers are expected to follow. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. 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. When your existing certificate expires, youll need to follow these steps again to register your new certificate. This is why it's most suited to investors as a shorter-term investment. Theres no limit to the number of funds you can add. By executing on our strategy, we have transformed our business into a cost efficient, scalable platform business. This will give the adviser the additional permissions that those roles would have. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. We hope you never have cause to complain, but if you do, please contact us by using the details on the How to make a complaint page. You can select the account we pay it in to. In all cases, once you have successfully signed in, remember to bookmarkthis pagefor the next time you wish to access your account. For customers - Use this form for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. A branch panel is set up by your firm for use across the company. Aegon's UK subsidiaries expect to resume dividend payments to the holding in 2017 in line with earlier guidance. You'll receive an email with an activation code and instructions on what to do next within 48 hours. Use the last eight digits only. How can I add a provider to an approved list for debit card payments? Can I submit regular monthly contributions for ISAs or GIAs online? The downside is that cash tends to have far less potential to grow than other investments and it can actually fall in value in real terms because of inflation. Aegon General Investment account - transfer forms. 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. Login to connect to Kompass solutions or register to view our services. Select the fund your client wants to sell and we'll automatically add it to cash. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. At times we experience high call volumes, and it may takesome time before we can answer your call. The initial adviser charge is taken from your clients contribution. Yes, this could. 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. Aegon Self Invested Personal Pension illustration data capture form (pdf). Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. A disqualifying pension credit is a pension credit that is paid from funds that were already in payment when the pension sharing order was implemented. Guide to transfers. We aim to support older versions of browsers but updating to the latest version will give you the best experience. This makes it quicker and easier for you to find the funds you need. 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. For more information, please visit our Pension Technical Zone. If you have access to our online services, you may be able to log in and complete your action securely. 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. We may still send some documents by post where an online version isn't currently available. Were sorry to hear that something hasnt gone to plan. Please visit our Money out card on our Support page. We use cookies to give you the best possible experience on our website, please read our Cookie Policy. 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. 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 pay in an additional single contribution to an existing Aegon SIPP. We use cookies to give you the best possible experience on our Phone:+44 (0) 3456 017 720 Call charges will vary. If you've forgotten your customer number you can view this in the Your details section of your Profile. For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. We require a mobile number and/or smart device to help verify you when signing in. Call charges will vary). Don't worry. If you're not registered yet, call us on +44 (0) 345 604 4001 and we'll set you up. Regardless of whether your clients select online or post as their preferred method, we'll always save a copy of the document to their online document store. Wed need a new application for a joint GIA. Well ask you what you want us to do with any income generated if you choose one or more income funds. Pension credit theres no limit to the number you can add. However, we consider the disclosures made by underlying fund managers to assess their commitment to the Financial Reporting Councils UK Stewardship Code. Information on the combination of Aegon NL and a.s.r. For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. A taxable lump sum - taxed at their marginal rate of tax. 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. The standard lifetime allowance for the current tax year is 1,073,100. Aegon Platform terms and conditions (PDF - 313KB). If you have a question about a policy or product, or want to get in touch, we're here to help. your money purchase contributions from the date the MPAA first applies to you until the end of that tax year exceed the MPAA, your money purchase contributions prior to the MPAA applying to you, together with any defined benefit pension savings that are tested against the alternative annual allowance of 36,000. The OCF includes some one-off charges that aren't in the TER, but the two measures are otherwise very similar. CPA bypass trust application (PDF - 108KB). If you have a question about a policy or product, or want to get in touch, we're here to help. 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. Recurring switch into cash form (PDF 151KB). For customers - Use this form to set up a new regular contribution, amend the amount or cancel an existing regular contribution for your Aegon Self-invested Personal Pension (Aegon SIPP) on the Aegon Platform. If your clients are still prospects and dont have any products on platform, the record will be deleted. Yes, you can add these as an individual single or monthly contributions. These expenses will be recorded in 2016 and 2017. 08130498. Income generated from your funds, for example dividend payments or interest, can be reinvested for the future (accumulation type), or paid to you as income (income type). Aegon Digital Solutions, For Protection Discretionary is where you can make investment decisions on your clients behalf. You can make one single contribution and/or set up one regular contribution instruction on each product. 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? You can find details of what happens to your State Pension when you die at www.gov.uk/state-pension/inheritance. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. 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. This will delete any registered number and/or authentication app. Hold income as cash within your Aegon product so that you can choose what you want to do with it from there. Where there is a sell-down, it will take at least five working days to get cleared cash. 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? It allows you to sign in to multiple websites within the financial services industry on any device. There may be a charge for this. Did you know you can transfer in an ISA online. If you need help finding out which option is right for you, please visit our Support and contact page and using our policy finder. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). Yes. Speak to your financial adviser, if you have one, or sign in to your online account and choose the relevant product. Your client wont make any investment losses or gains. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. Aegon Corporate; General; Presentations; Aegon acquires Cofunds; Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of our strategy. You can set up or maintain regular contributions separately. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. You've been signed out of your account as you've changed your email address. To do this, please complete our Change to product details form. This service is produced by Kompass. For customers - Use this form to confirm the details of an entity for tax purposes. Joint you can add two investors online under the one general investment account (GIA). 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. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). If you choose an income fund, you may receive regular payments from your fund, which could be used to supplement living costs or provide an income in retirement. Office and shop equipment, General traders, department and retail stores, Precious stoneworking, watchmaking and jewellery, Textile, clothing, leather and shoemaking machinery and equipment, Packaging machinery, equipment and services, Financial management consultants and services. Sorry, youre not able to carry outthis transaction online. (pdf). Certain relief claimed by non-domiciled individuals in relation to contributions to overseas pensions schemes, less the amount of certain lump sum death benefits. married to, or in a registered civil partnership with someone performing duties as a Crown employee serving overseas and paid out of public revenue of the UK. You may lose features, protections, guarantees or other benefits - so make sure you compare products before transferring. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. To complete the activation, youll need to follow the steps and enter your activation code. You can complete theDirect Debit instruction online if your client is present. You can't make regular contributions to your clients pension online. A fund panel is a list of favoured or researched funds. For customers - Use this form to apply for an Aegon GIA for a registered charity. For more information, please visit our FAQ. Your Unipass Certificate may not be valid - for example its expired. Heres some suggestions to try to minimise the chances of the bank asking for verification for specific providers: 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 the each bank or building societys rules, so it may vary. You are currently on the Aegon Group corporate website. Get up-to-date fund information and performances. You can view these online or if you want you can export and print them. Our transfer guide will help you with this. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. Other activities auxiliary to financial services, except insurance and pension funding (66190), Other activities auxiliary to financial services, except insurance and pension funding (6619), Other activities auxiliary to financial service activities (6619), Agricultural and forestry machinery and equipment, Food, drink, tobacco and catering industry machinery and equipment, Rubber and plastic industry plant and equipment, Civil engineering and building machinery and equipment, Heating, ventilation, air conditioning (HVAC) and refrigeration equipment, Metal constructions for the building industry, Timber, wooden products, machinery and equipment for the woodworking industry, International organisations, administrations and associations, Electronic equipment. Where possible, we'll apply your clients' document preference to all document types and to all products held with us including any future products they may take out. 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. Please complete the relevant form below andsubmit, or contact AJ Bell. Estimated processing times Application form - ISA transfer (PDF - 704KB). We use cookies to give you the best possible experience on our Review of income limits for a capped drawdown pension, At least every three years before client reaches 75 years old and then yearly, Switching capped drawdown pensions to a flexi-access drawdown pension, Payment of the total remaining fund through flexi-access drawdown or UFPLS. Can I change my clientsDirect Debit details online for payment of charges? If you want to add more than two you can do this by submitting the relevant application form. Please complete the relevant form below and submit. It takes around three working days before the money is available for investment. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. It isnt designed for long-term saving and inflation is likely to exceed returns. If you want to change product details please use the Change to product details form. Paying money into Aegon Platform (PDF - 375KB). Adviser homepage Find training guides, latest news and range of client solutions for you. Download our guides below to find out more. Select the fund range that applies to you. Please contact yourfirm administrator to request a new code. No, Letter of authorities are applied to accounts for information purposes only. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). St Johns Court , 70 St Johns Close, Knowle, West Midlands, B93 0NH. Yes, on a product page, select More options and then Convert fund distribution type. A joint account can have up to four people including the primary holder. 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). For trustees - Use this form to apply for an Aegon GIA for a Trust. Theres some information we havent previously captured about your client that we need. In practice, an individual is subject to a tax charge (the annual allowance charge) where their pension savings exceed their available annual allowance for a tax year. Aegon ISA transfer application form (PDF - 722KB). For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. A lifetime ISA cant be used to increase your limit to 24,000. *This sets out the extent to which AIL complies with the Financial Reporting Councils UK Stewardship Code. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. Aegon Junior ISA transfer authority(PDF - 59KB). 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). If your firm administrator isn't able to help you, you can contact us. No. Individuals who have an adjusted income greater than 240,000 and whose threshold income is greater than 200,000 will see their annual allowance reduced. Direct debit mandate - GIA (charges) (PDF - 75KB). 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. Cardiff For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. You can do this by completing our Aegon Asset Transfer form. 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 carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. 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. Choosing to go online means we'll reduce the amount of paper we issue. . For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. They're instructions that we're processing and haven't been finalised. No. To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. To change your email address firstly Sign in. Find out how to make a complaint. To add a new bank account in your customer dashboard, select Bank detailsfrom your Profile and then Add a bank accountto begin the process. For each product, we need to know the relationship between the adviser and the client. You can't carry outthis transaction online for your clients Cofunds Pension Account. If your financial adviser had a Cofunds microsite, go to their original site and you'll be automatically redirected. Guide to paying your charges through our GIA, See more FAQs for General Investment Account (GIA), See more FAQs for Investment fund information, See more FAQs for Investor Portfolio Service (IPS) customers only - charges, A tax-free lump sum (up to your available lifetime allowance with any excess subject to a 55% tax charge), or, A taxable lump sum - taxed at their marginal rate of tax, or. 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 find out more about how to get in touch with us on our Support and contact page. ReAssure SIPP You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. How do Iset up regular contributions online for existing clients? If you had an Aegon ISA valued at 15,000 and an Aegon GIA valued at 7,500 on the last working day of the month then your charge would be calculated as follows: As you can see from above, the overall annual charge is calculated as 111.25 which is equivalent to 0.4944% of your total account value of 22,500. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. If you're an employer - we're here to support you and your scheme. The data we collect is only what is necessary for the proper use of our service. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). Aegon to combine its Dutch business with a.s.r.

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