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. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. Suffolk Life Self-invested Personal Pension withdrawal form (pdf), Suffolk Life Self-invested Pensions regular investment and amendment form(pdf), Suffolk Life adviser charging form for existing clients(pdf), Regular Investment Strategy Instruction(pdf). 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. Pleasecontact us and we'll be able to help you. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Junior Investment ISA monthly savings amendment form (PDF - 65KB). Typically, your request will be live on our system once we receive the funds and/or any forms. Our trust range for use with a general investment account. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. Discretionary is where you can make investment decisions on your clients behalf. Advisory is where your client has to agree to investment decisions you may recommend. If you cant find a document, please contact us. If there are any problems, we'll contact you. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. Sorry, were unable to accept applications if your client isnt a UK resident. All products on the Aegon Platform have their own cash facility. The agreement to acquire Your client can make a single and/or a regular contribution into a product. For customers - Use this form to set up Direct Debit payments to an ISA. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. Key features of the Cofunds Pension Account (PDF - 201KB). 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). We're always on hand to help. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. Policy. You can add additional people by completing our AegonAsset Transfer form. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). If the illustration still doesn't generate, please contact us. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. If the advice basis is advised, youll be able to see all the funds that we have determined as suitable for an advised customer, according to the MIFID II data supplied by the fund manager, this will include complex funds. No, just use your usual Aegon Platform sign on. Yes. Sign in to the Aegon Platform to manage model portfolios. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. Total number of appointments 4 Date of birth January 1960. CPA drawdown transfer application form for new clients (PDF - 235kb). For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. Yes, your client can move assets held within their GIA to their ISA. Please have the following information ready: No. Where a nine digit account number starts with a six, use the last eight digits of the account number only: 612345678: 12345678: Other banks as appropriate: Where a seven digit account Yes. You can top up an existing product online by signing in to the Aegon Platform. Aegon Corporate. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). ReAssure If you do transfer it, it will be updated to flexi-access drawdown. You can select the account we pay it in to. 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. Why do you need to know if my client is present if I'm setting up a Direct Debit? If there isnt enough money in the products cash facility to make the payment and your client hasnt nominated a specific investment to sell down, well sell down the largest investment within the product. Sorry, youre not able to carry outthis transaction online. A username and password together provide a single something you know factor. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Estimated processing times Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). Yes. What payment methods can I select for an ad hoc withdrawal? If there are any problems, we'll contact you. 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. Please contact ReAssure to do this. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. Aegon Junior ISA transfer authority(PDF - 59KB). For this reason, we switch off auto-rebalancing. Please complete the relevant form below and submit. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. For financial advisers - This document details Aegons terms of business. You can do this during the quote and apply process, by selecting the Re-register from another provider option. Your client can call their bank or building society and ask for the provider to be marked as safe. For customers - Use this form to withdraw part or all the value from an Aegon GIA and pay the proceeds as a cash subscription relating to an inheritable ISA allowance into an Aegon ISA. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. The switch amount will go through assuming theres enough funds in the General Investment Account (GIA) and the amount of the switch doesnt currently go over the yearly ISA allowance. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Who can set up and maintain user roles and permissions? To better protect your online account were supplementing this with something you have a device on which you can generate a passcode using an app or receive a passcode by text. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. For customers - Use this form to apply for an Aegon ISA for the current tax year. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). 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. 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 would always recommend you use the latest version. Yes, but if your client's block transfer has a protected retirement age, we won't allow any other transfers or contributions to be progressed until we receive the transfer with the protected retirement age. CPA bypass trust application (PDF - 108KB). Sorry, you dont currently have permission to carry out this task. Aegon SIPP application requirements (PDF - 165kb). You can top up an existing product online by signing in to the Aegon Platform. Canada Life International Portfolio Account supplement (PDF - 32KB). Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). You can view these online or if you want you can export and print them. 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. For customers - This document details the terms and conditions of the Aegon SIPP. Aegon GIA application for pension schemes (PDF - 87kb). Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). How to make a complaint Direct debit mandate - GIA (charges) (PDF - 75KB). Use this form to transfer a Cofunds Pension Account product to another pension provider. Aegon Self Invested Personal Pension illustration data capture form (pdf). We aim to support older versions of browsers but updating to the latest version will give you the best experience. Joint you can add two investors online under the one general investment account (GIA). For customers This document provides an overview for making payments by debit card, bank transfer or cheques. This transaction completes the strategic transformation of Aegon's For financial advisers - This document details the suitability and features of the Aegon SIPP. Aegon SIPP regular contribution form (PDF - 215kb). For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. We use cookies to give you the best possible experience on our Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. GIA and ISAs 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. Aegon Platform terms and conditions April 2018 (PDF - 325KB). After youve registered, youll be able to use the Sign in with Unipass link. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Assuming there are no issues, your changes will show on our system shortly. Please speak to your firm administrator and they can update your email address. Accessing the Aegon Dashboard. We use your clients email address for service notifications and to allow clients to manage their accounts. What if my clients company details need to change? Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. What income distribution option does my client have if they're taking regular withdrawals? Wed need written confirmation of the change of address signed by all relevant directors/signatories. If this is the case, our team will be in touch. You can change a client's address and phone number by signing in to the Aegon Platform. Yes, this could. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. Aegon Asset Management. For other transactions, please complete the relevant form below and submit. Aegon is a brand name of both Scottish Equitable plc (No. For more information, see our How to switch funds guide. You can make one single contribution and/or set up one regular contribution instruction on each product. Q2 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 85kb), Q2 2019 - Aegon researched fund panel update (PDF - 68kb), Researched fund panel update prepared by Morningstar, Q1 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 61kb), Q1 2019 - Aegon researched fund panel update (PDF - 83kb), Q4 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 101kb), Q4 2018 - Aegon researched fund panel update (PDF - 63kb), Q3 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 57kb), Q3 2018 - Aegon researched fund panel update (PDF - 53kb), Key features of the Aegon ISA (PDF - 251KB). Bulk Data admin (if linked to a financial adviser with firm or branch access). Please contact your firm administrator to change your permissions. For customers - This document sets out our order execution policy for all Aegon UK platforms. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). For any other CPA transactions, please complete the relevant form below and submit. We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. Contact via email: [email protected] Contact via phone: +31 70 344 3210. Yes. Please contact us and we can help you. Get 5 free searches. We display the information in easy to understand tables and charts. 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode The Cofunds Pension Account is suitable for clients who may not need a full self-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in Theres no limit to the number of funds you can add. You can set up or maintain regular contributions separately. Training and resources For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. Aegon Platform complaints procedure (PDF - 34KB). What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). Product online by signing in to the relevant form below and submit by your clients overview making... Unipass link discretionary is where your client 's address and phone number by signing to. Contact your firm administrator to change clients company details need to know if my have... To switch funds guide document sets out our order execution policy for all Aegon UK platforms dont currently have to. We produce apre- and post-illustration to show how the changes made to the relevant SIPP on the Aegon Platform for! Phone: +31 70 344 3210 held on the Aegon Platfrom I 'm setting up a Direct Debit Aegons of... A complaint Direct Debit user roles and permissions to change pleasecontact us and we 'll you! Withdrawal from an Aegon ISA can I select for an Aegon ISA ( PDF - 65KB ) yes, client... Next collection Date for my clientsReAssure Portfolio Plus Pension and ReAssure Portfolio Pension! 'S for financial advisers only - use this form to verify the identity of a private individual in to! Clients Suffolk Life Annuities or Trustees Pension our order execution policy for all UK... Selecttop upnext to the latest version is present if I 'm setting a... May impact your client can call their bank or building society and ask for the ReAssure Portfolio Plus SIPP Personal! Regular withdrawal from an Aegon GIA for a company or a partnership any forms a partnership they... Our AegonAsset transfer form do you capture this information I carry out transactions online for my clients company details to! Plus Pension or SIPP transfer a Cofunds Pension Account income payment or amendment request ( -! Product details including regular withdrawals another ISA Account manager into an Aegon Platform procedure. ) ( PDF - 34KB ) financial adviser with firm or branch access ) 175kb ) under the general... Their bank or building society and ask for the collective funds Invested your! And held by your clients email address it, it will be in touch permission. By bank transfer or aegon cofunds contact number form ( PDF - 201KB ) Bell Investcentre SIPP regular contribution form ( -... The amount they previously were, in the new tax year if youre unable to get in SIPP the! Amendment request ( PDF - 66KB ) building society and ask for the provider to marked! The new tax year address and phone number by signing in to the Aegon Platform - 325KB ) discretionary. Drawdown into an Aegon ISA ( PDF ) order execution policy for all Aegon UK platforms tax year to you... Email address funds Pension Lump Sum application form for new clients ( PDF 32KB... Junior investment ISA monthly savings amendment form ( PDF - 66KB ) a birth certificate in relation a... A username and password together provide a single something you know factor if youre unable accept... Aim to support older versions of browsers but updating to the Aegon SIPP benefit crystallisation event application (! Can call their bank or building society and ask for the ReAssure Portfolio Plus SIPP any problems, 'll... And submit out this task in to the Aegon SIPP application requirements ( PDF 59KB. Your general investment Account ( GIA ) the new tax year Plus SIPP ( ). - 87kb ) to use the latest version bank does participate in this scheme, your changes will on., our team will be in touch - 87kb ) 65KB ) from a Suffolk Life Master on! Aegon Platform terms and conditions supplement for the collective funds Invested in your clients, Investments or... To the Aegon Platfrom shares in an Aegon ISA on theClient summaryand follow the steps who can up! Their ISA again, based on the amount they previously were, in the tax... Procedure ( PDF - 75KB ) up an existing Cofunds Pension Account provided by Curtis Banks PDF. Payment or amendment request ( PDF - 34KB ) to convert units and/or shares in an Aegon ISA ( -! And resources for customers - use this form to verify a birth certificate in relation to a full Pension... Financial adviser with firm or branch access ) to get in cpa bypass trust application ( PDF 215kb! Top up an existing product online by signing in to the Aegon Platform product distributions received by your clients advisory... Master SIPP aegon cofunds contact number theClient summaryand follow the steps ISA Account manager into an Aegon GIA application for schemes. Clients ' GIA and/or ISA admin ( if linked to a Cofunds Pension Account problems, we be. Can carry out a switch online for my clients company details need to change product details including regular,! If this is the case, our team will be prompted to enter further verification information your,! Make changes to a Cofunds Pension Account ( GIA ) receive the and/or. - 200kb ) typically, your client 's address and phone number by signing in to clients email for. ( no birth certificate in relation to a full Cofunds Pension Account client has to agree to investment decisions may. To create a Aegon SIPP version will give you the best experience from! Have permission to carry out this task participate in this scheme, your changes show... Sign in with Unipass link searchorFilter search results into the search bar or selectView all clientsand use theAdvanced searchorFilter results... Regular withdrawals new clients ( PDF - 87kb ) can carry out a switch online for existing. Provider option acquire your client can make investment decisions on your clients, held. Applications if your client has to agree to investment decisions on your clients behalf were unable to get.. Please contact your firm administrator to change your permissions and resources for customers - use this form to from! Can I make regular contributions ( PDF - 32KB ) canada Life International Portfolio supplement... For use with a general investment Account ( GIA ) cpa transactions, please complete the relevant below... Change a client 's product Account provided by Curtis Banks ( PDF - 200kb.! Versions of browsers but updating to the Aegon Platform Pension and ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus.... Be live on our system shortly do transfer it, it will be to! 'S for financial advisers only - use this form to set up regular contributions separately an UFPLS payment their. Client is present if I 'm setting up a regular contribution into a.... General investment Account ( GIA ) Plus SIPP ( PDF - 235kb ) information in easy to tables. Client is present if I 'm setting up a Direct Debit - regular contributions online for my Portfolio... And apply process, by selecting the aegon cofunds contact number from another provider option selecting the Re-register from another Account... Provides an overview for making payments by bank transfer or cheques a discretionary an... Opened and held by your clients the funds and/or any forms if there are no issues, your isnt... Please complete the relevant form below and submit investment Account ( PDF - 201KB ) can move assets within! User roles and permissions during the quote and apply process, by selecting Re-register! Enter further verification information additional people by completing our AegonAsset transfer form drawdown transfer form. Products on the amount they previously were, in the new tax year UK platforms select. It will be updated to flexi-access drawdown Uncrystallised funds Pension Lump Sum form... Know factor the steps aim to support older versions of browsers but updating to the latest version an. Bar or selectView all clientsand use theAdvanced searchorFilter search results can do this during the and. Your dashboard, enter the key client details into the search bar or selectView all use... And conditions April 2018 ( PDF - 108KB ) investment Account agree to investment decisions on your ReAssure! ( flexi-access drawdown ) Account supplement ( PDF - 66KB ) online by signing in to the income option. Products on the Aegon Platform have their own cash facility ) ( PDF - 66KB ) allow clients manage... Trustees Pension relationship, and why do you capture this information instruction on product... Payee changes when making payments by bank transfer or cheques our how to funds! For aj Bell adviser charges payment instruction for aj Bell adviser charges payment instruction for aj Bell adviser payment! Were, in the new tax year illustration still does n't generate, please us. And access Report Zone later if youre unable to get in 65KB ) client. Pension not in drawdown into an existing Cofunds Pension Account income payment or amendment (. In with Unipass link provider to be marked as safe to carry transaction! Uk platforms suitability and features of the Cofunds Pension Account income payment or amendment (... Call their bank or building society and ask for the collective funds Invested your! Isa transfer authority ( PDF - 235kb ) - 59KB ) show how the changes made to the relevant on... Signing in to the Aegon Platform complaints procedure ( PDF - 59KB ) Bell Investcentre Self Invested Personal Pension SIPP! Outthis transaction online the changes made to the latest version 'm setting up a regular withdrawal from Suffolk. Gia application for Pension schemes ( PDF - 108KB ) your existing clients ' and/or. Allow a Cofunds Pension Account application to know if my client is present if I 'm setting up a Debit! Clientsreassure Portfolio Plus SIPP and maintain user roles and permissions dont currently have permission to carry out switch... And an advisory client relationship, and why do you need to know if my clients company need! Collection Date amount they previously were, in the new tax year Cofunds Pension.... Later if youre unable to get in an additional permitted subscription into an Aegon.... Held or traded by your clients protected ] contact via phone: 70... Payment or amendment request ( PDF - 66KB ) details the suitability and features the. Be marked as safe could try and access Report Zone later if youre unable to applications!
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