Select another Aegon website from the list of links below. Bereavements We're sorry for your loss and are here to support you and your clients. Yes, you can add these as an individual single or monthly contributions. Call charges will vary). If you die after taking benefits from your pension. CPA drawdown transfer request (PDF - 118KB). 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. Use this form to apply for a new Cofunds Pension Account plan. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Any trusts or expression of wish youve already set up wont transfer over to a new Aegon Pension. Cofunds Pension Account Annuity Purchase form (Immediate Vesting Option) (pdf), Cofunds Pension Account Annuity Purchase form (Open Market Option) (pdf), Cofunds Pension Account Adviser Charging Fee Model Affirmation form (pdf), Cofunds Pension Account - Bypass Trust (pdf), Cofunds Pension Account Transfer Out form (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Non-Private Individual) (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Private Individual) (pdf), Cofunds Pension Account Marriage/Registered Civil Partnership Certificate Verification form (pdf), Cofunds Pension Account Birth Certificate Verification form (pdf), Cofunds Pension Account Expression of Wish form (pdf). Our story started over 190 years ago, when we were founded as Scottish Equitable here in the UK. Download our guides below to find out more. 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). 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. This money can be used to invest into funds, to pay charges or paid out to your bank account.. You pay income tax on any income you receive from the GIA, and capital gains tax on any realised gain you make on your GIA. Please select the box that applies to you. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Canada Life International Portfolio Account supplement (PDF - 32KB). We use cookies to give you the best possible experience on our website, please read our Cookie Policy. 4 Mayland Road
Find out how income is paid. Death benefit nomination/expression of wish form (PDF - 72KB). For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Why cant I make withdrawals, top up or switch online when I sign in? Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. This is as follows: There are a number of factors that determine how death benefits from pensions are taxed: If you die before taking benefits from your pension. Reference please provide your plan number and surname on the back of the cheque so we can identify your account. Cash generally includes money, typically held in bank deposits, and other types of money market investments, which pay the investor regular interest. CPA drawdown transfer application form for new clients (PDF - 235kb). If you've set yearly automatic rebalancing, the first rebalance will take place 13 months after this on day 19 of the month, and then yearly on day 19 thereafter (unless automatic rebalancing is stopped). Please refine your search by(Localization + What, who? Before making any changes to your policy, we recommend that you speak to a financial adviser. We take complaints seriously and welcome the opportunity to learn from our customers concerns. You can change your clients bank details using the form below. You can cancel a regular contribution online up until two working days before the collection date. Aegon Investments Limited (AIL) is an investment manager of Open Ended Investment Companies (OEICs). However, in some cases, you may be able to take them before age 55 if youre suffering from ill-health or serious ill-health, or have a protected pension age relating to benefits built up before 5 April 2006. Aegon to combine its Dutch business with a.s.r. Pension credit theres no limit to the number you can add. Aegon Junior ISA change of registered contact form (PDF - 158KB). For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. If you have your client with you, or you have their agreement to set this up, you can do this online. Address:Aegon Cofunds Complaints Team,Sunderland, SR43 4DN. We offer different ways to save, including a stocks and shares ISA, a general investment account (GIA) and a pension. General Investment Account re-registration application form (PDF - 78KB). CPA marriage certificate verification (PDF - 54KB). These expenses will be recorded in 2016 and 2017. Were sorry to hear that something hasnt gone to plan. Please ask your client to contact usand we can help. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. We've been supporting people with their pension since 1831 it's what we do. Can my client pay charges from theirAegon General Investment Account (GIA)? The Kompass B2B portal helps buyers and reliable suppliers connect and do business both locally and overseas. SIPP in-specie transfer Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. Please complete the appropriate form below and submit. For other transactions, please complete the relevant form below and submit. Our transfer guide will help you with this. Information on the combination of Aegon NL and a.s.r. Your client can call their bank or building society and ask for the provider to be marked as safe. If you're an employer - we're here to support you and your scheme. You can call your bank or building society and ask for the provider (Aegon in this case) to be marked as safe. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. 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. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. 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. For financial advisers - This document provides details of the forms youll need for the Aegon Sipp for new or existing client product transactions or maintenance. "I am delighted that we are able to announce the acquisition of Cofunds," said Alex Wynaendts, CEO of Aegon. Use our product listing. To protect your privacy, our head office teams do not have access to your account information. Please contact us to get details of the regular contributions or to amend them. If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. The content of this website is intended solely for the use of financial advisers. 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. Model portfolios allow you to design a panel of funds based on your client's needs. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. Both are Aegon companies. Adviser bulk transfer request (PDF - 137KB). Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). We use cookies to give you the best possible experience on our Find out what you can do online and when you need to send us paper forms. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). A username and password together provide a single something you know factor. GIA and ISAs To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. You can find out more about how to get in touch with us on our Support and contact page. For customers - This guide explains the key features of the Aegon GIA. Youll then be able to register a landline number when you next sign in. You can do this by completing our Aegon Asset Transfer form. A tax-free income (if your pension plan offers it). For customers - Use this form to request a withdrawal. Fitzalan Court Aegon GIA application for trusts (PDF - 250kb). Your Unipass certificate may not be registered with your Aegon account. CPA birth certificate verfication (PDF - 52KB). We don't provide advice or personal recommendations and you should be comfortable with the decisions you're making. Aegon Platform terms and conditions April 2018 (PDF - 325KB). If your client is female, well assume the dependent is three years older. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. "The acquisition of Cofunds is a unique opportunity to further accelerate the execution of our UK strategy. If you cant find or haven't received your account verification email from us, please check your email junk folder. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. 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. When youre processing a trade, youll be able to select from the fund panels relevant to you. Estimated processing times 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. For any other CPA transactions, please complete the relevant form below and submit. If youre not sure, speak to a financial adviser - there may be a charge for this. Then go to Profile, select Security & Notifications, then Change email address to start the process of updating your details. Call charges will vary). To complete the activation, youll need to follow the steps and enter your activation code. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). Why have you asked me to provide a bank statement? If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. When you take your benefits, theyll be tested against your available standard lifetime allowance or personal lifetime allowance (unless you have enhanced protection). 4,000 for a lifetime ISA. An overview of Aegon, including our history, products, and our purpose. If you dont already have an ISA, then one will be set up as part of this process. You can do this in the Aegon dashboard by going to a product page, selecting More options and then Manage income from funds. For customers - Use this form to apply for an Aegon ISA for the current tax year. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. If you do transfer it, it will be updated to flexi-access drawdown. This information is based on our understanding of current taxation law and HMRC practice, which may change. Remaining annuity payments taxed at their marginal rate. Choose from around 4,000 funds (as at December 2021). AIL is the company that manages Aegons open-ended investment company (OEIC) fund ranges. You can find details of what happens to your State Pension when you die at www.gov.uk/state-pension/inheritance. If our FAQ's can't answer your query try doing a search as our guides have a lot of helpful information. 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 in order for us to make sure that we're making payment to the correct account. The annual allowance is the maximum amount of pension savings an individual can have each year that benefit from tax relief. Aegon Protection 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. If you're calling to find out about howmarketvolatilitycouldimpactyour pension, you can find out more by taking a look at our news article. Contact ReAssure for all queries relating to your ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? Please speak to your firm administrator and they can update your email address. Straight forward set up of ongoing advice charges. To find out how to use the updated forms take a look at our questions and answers (pdf). This service is produced by Kompass. We aim to support older versions of browsers but updating to the latest version will give you the best experience. When we make the change, both you and your client will both be able toview this. You could get back less than you invest. (pdf). However, we consider the disclosures made by underlying fund managers to assess their commitment to the Financial Reporting Councils UK Stewardship Code. A small balance remaining after a full withdrawal or transfer may be due to income distributions that were due on your account. 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. Please remember to include any supporting information required. 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. Unit and share class conversion form (PDF - 664KB). Change of postal address Our postal address is changing from 26 April 2021 as a result of changing our print and postal administration supplier - our Edinburgh office isn't changing location.As the change happens after 6 April, your tax year end planning won't be affected. Any salary sacrificed in return for pension contributions on or after 9 July 2015, less. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. For customers - This document details the terms and conditions of the Aegon SIPP. St Johns Court , 70 St Johns Close, Knowle, West Midlands, B93 0NH. No, Letter of authorities are applied to accounts for information purposes only. Us at Aegon Cofunds Administration, Sunderland, SR43 4DN applied to accounts for information purposes only can.! Different ways to save, including a stocks and shares ISA, then one will be in. Go to Profile, select Security & Notifications, then change email address to start the of. And select GIA to ISA switch from More options and then manage income from funds look. Your ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus SIPP and ReAssure Portfolio Pension. Faq 's ca n't answer your query try doing aegon cofunds address search as our guides have a financial adviser to... And bank details using the form below links below client is female aegon cofunds address assume! Able to register a landline number when you next sign in Councils UK Stewardship.. Conditions supplement for the use of financial advisers ISA for the current tax year firm! Are here to support you and your scheme client 's needs 've been people! In to manage the collective funds in the Aegon Platform Terms and conditions April 2018 ( PDF - 78KB.... Investments Limited ( AIL ) is an investment manager of Open Ended investment Companies ( OEICs ) email us! 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