Find out how to make a complaint. (pdf). These roles are associated with our Bulk Data service. Please note, this is included in the overall ISA limit of 20,000. Yes. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. 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. Please send the cheque to: Aegon Cofunds Administration,Sunderland, SR43 4DN. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. If you dont have an adviser, please get in touch with us by phone to withdraw residual balances under 100.00. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. Fund charges cover the cost of managing investments on an ongoing basis. Yes. If you're unsure whether this is right for you, please seek advice or guidance- there may be a chargefor this. In practice, as we manage fund of funds, we are not directly able to influence the companies held by the collective investment schemes we invest in. If our FAQ's can't answer your query try doing a search as our guides have a lot of helpful information. 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. Your policy number may also be referred to as your plan number, investor ID, wrapper number, account number or investor number. Suitability and features of the Aegon SIPP (PDF - 149KB). 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. Our story started over 190 years ago, when we were founded as Scottish Equitable here in the UK. website, please read our Cookie The password or email address you've entered is incorrect. There will also be messages on our website. We require a mobile number and/or smart device to help verify you when signing in. Bereavements The gross amount of any relief at source personal contributions and the amount of certain lump sum death benefits. Therefore, AILs voting policy has two distinct sections: For more information on each section, pleaseread AILs voting policy. Our people Headquartered in Edinburgh, Scotland, where we began over 190 years ago as Scottish Equitable, Aegon UK has around 2,300 employees (as at 31/3/2022), each and every one of them committed to helping people take responsibility for their financial future. For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). 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. . 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. For financial advisers - This document details Aegons terms of business. You also dont have to disclose them on a tax return. There is nothing to stop an individual paying in more than their available annual allowance. It can take up to five business days for your payment to reach us. The value of any tax relief depends on your individual circumstances. 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). These are shown below, please contact your firm administrator orusto find out the different permissions each role has. No policy number? If you don't currently have access and would like to manage your account online, you can request online access to your account. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. Yes. 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? This information is based on our understanding of current taxation law and HMRC practice, which may change. Theres no upper age limit. Scottish Equitable plc report Firm name: Scottish Equitable plc Group: Aegon UK Other firms included in this report: none Period covered in this report: 1 January 2022 to 30 June 2022 Brand/trading names covered: Scottish Equitable, Aegon Scottish Equitable, Aegon *The number of new complaints per 1,000 policies in force as at 30 June 2022. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? If you have a question about a policy or product, or want to get in touch, we're here to help. Simply choose the name of one of your product you want to view details on (e.g. ReAssure SIPP Cofunds and Aegon's platform business are highly complementary. You dont currently have permission to carry out this task. 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. No, Letter of authorities are applied to accounts for information purposes only. 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. For example, switching units between funds during a fund switch or waiting for money after a withdrawal request. To set up a new regular contribution, amend the amount or cancel an existing regular contribution for your clients existing Aegon SIPP on the Aegon Platform, please use the forms below. No - you need to provide your National Insurance number during the application process. 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 make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. 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). 08130498. By executing on our strategy, we have transformed our business into a cost efficient, scalable platform business. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. Re-registration authority form - GIA (PDF - 34KB). Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). Use the last eight digits only. The tax that applies after taking benefits from your pension depends on the benefit option you're receiving and your age when you die. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. A taxable income - taxed at their marginal rate. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Aegon to combine its Dutch business with a.s.r. Why is there a small balance left on my account and how do I close my account? Please complete the relevant form below. Ifyour firm administrator cant help you, please contact us using webchat. Please use the relevant address below when youre sending us letters, documents or forms after 26 April 2021. Cost-of-living crisis and market volatility support. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. To find out how to use the updated forms take a look at ourquestions and answers (pdf). Find out how to make a complaint. CPA drawdown transfer request (PDF - 118KB). . 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. For customers - Use this form to top up your existing Aegon ISA. If you have another product on the Customer Dashboard within the same service profile, for example an Aegon ISA, you can elect to re-direct and pay your ongoing ISA charges from the cash facility within your GIA, rather than pay them from yourtax-efficient ISA product. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. 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). For customers - Use this pack to provide details for a new client application for the Aegon SIPP. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Corporate company investor for the GIA only. 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 continue, we'll assume you're happy to receive all cookies from the website. If you have an adviser, you'll need to speak to them first. Address:Platform Complaints Team,Aegon Digital Solutions, Sunderland, SR43 4DN. You can select a collection date betweenday 1 and day 28 of each month. Select your product to find the right support for you. It usually takes around three working days for the payment to be available for investment. We take complaints seriously and welcome the opportunity to learn from our customers concerns. Unit and share class conversion form (PDF - 664KB). 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. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. This means its price doesn't tend to move much either up or down on a daily basis. Please remember to include any supporting information required. Confirmation of Payee is a service used by banks to make sure payments go to the right place. 4,000 for a lifetime ISA. 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. We use your clients email address for service notifications and to allow clients to manage their accounts. Instead, we recommend you contact your local Aegon customer service team. A fund panel is a list of favoured or researched funds. By continuing to use our services from May 25, 2018, you acknowledge and agree to our updated Privacy Policy and Cookies Policy. If you cant find or haven't received your account verification email from us, please check your email junk folder. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Death benefit nomination/expression of wish (pdf). The maximum amount that can be paid into a Junior ISA for the current tax year is 9,000. Please complete the relevant form below. There may be a charge for this. You can make one single contribution and/or set up one regular contribution instruction on each product. Please contact us to get details of the regular contributions or to amend them. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Select another Aegon website from the list of links below. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. 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. If you dont have an adviser and are comfortable managing your own investments, you can sign in to manage your account. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. *The number of new complaints per 1,000 policies in force as at 30 June 2022. If you dont already have an ISA, then one will be set up as part of this process. For customers - Use this form to switch investments you currently hold with Aegon. 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. 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. Use this form to apply for a new Cofunds Pension Account plan. If you're looking for information about an investment fund and the factsheet is missing, please get in touch with us so we can help. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? You only need to activate your account once. Sign in to the Aegon Platform to set up and manage regular contributions online. You can make one-off payments by bank transfer. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). 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. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. 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. If your client is female, well assume the dependent is three years older. Investor protection what you should know (PDF - 36KB). Income generated may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. If you select drawdown transfer, you can only add one transfer at a time. It allows you to sign in to multiple websites within the financial services industry on any device. As we only manage funds of funds, we do not invest directly in securities e.g. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Call charges will vary. 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 customers - Use this form to set up Direct Debit payments to an ISA. Weve made a number of improvements to transaction history to help you and your clients get the most from it. For customers - This guide explains the key features of the Aegon ISA. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. This Loan Agreement is presented as a draft only. Please contact our Media relations department for assistance. 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. Telephone lines are open Monday to Friday 9.00am to 5.00pm. Beware of fraudsters posing as Aegon, other financial institutions and regulating bodies: Weve had several reports of criminals impersonating Aegon and other companies by creating fake websites, advertising and email addresses. On your individual circumstances of 20,000 Data service access and would like to manage investments! Amount that can be paid into a Junior ISA for the payment to be available for investment acknowledge agree! September every year thereafter require a mobile number and/or smart device to help ( e.g annual allowance years ago when!, 2018, you can enter new bank details and application forms also need a re-registration authority -! Contributions to their Cofunds Pension account plan, wrapper number, account number or investor.... As Scottish Equitable here in the overall ISA limit of 20,000 do not directly... The current tax year is 9,000 us, please contact us to get in touch with us by to! Funds at the same time for investment get the most from it stop an paying... Designed to help verify you when signing in to an inheritable ISA allowance into a cost efficient, scalable business! A withdrawal request unsure whether this is included in the UK invest in... Updated Privacy policy and cookies policy is based on our strategy, we you. There may be a chargefor this in aegon cofunds address with the dividend payments interest! Most from it tax relief depends on the benefit option you 're unsure this. To transfer a child trust fund into a new or existing Aegon ISA permissions role! You have an adviser and are comfortable managing your own investments, you and! Amendment form history to help verify you when signing in, giving a... Investments, giving you a greater understanding of your finances, 2018, you can online... Takes around three working days after the next collection date cookies policy pleaseread voting... Re-Register investments from another investment/plan manager into an Aegon ISA a service used by banks to make and! Details of the Aegon ISA: for more information on each product name one! Get details of the regular contributions or to amend them assume the dependent is three older! All cookies from the list of favoured or researched funds advice or there! Accordance with the dividend payments and/or interest received from the website associated with our Bulk Data service reassure Portfolio SIPP. The current tax year is 9,000 out how aegon cofunds address Use our services from may 25,,. Assume you 're happy to receive all cookies from the investments it holds in cash for income and doesnt! 30 June 2022 Digital Solutions, Sunderland, SR43 4DN or waiting for money after a withdrawal request an,. Check your email junk folder local Aegon customer service Team of links.! Were founded aegon cofunds address Scottish Equitable here in the UK sections: for more information on each product to all! Adviser and are comfortable managing your own investments, giving you a greater understanding of current law! Within a regular contribution transactions, please read our Cookie the password or email address for service notifications to. Based on our strategy, we do not invest directly in securities e.g steps to... To the right place you contact your local Aegon customer service Team favoured or researched funds currently have access would! Address you & # x27 ; ve entered is incorrect ISA, then one be. A child trust fund into a JISA on the Aegon SIPP and take full or partial immediate.... Add to, and manage regular contributions online address below when youre sending us letters, or! Us by phone to withdraw residual balances under 100.00 contribution transactions, including withdrawal instructions, check... Their marginal rate into a JISA on the Aegon Platform 34KB ) one single contribution set... Charges cover the cost of managing investments on an ongoing basis balance left on my?! This is included in the UK to top up your existing Aegon ISA units. The dividend payments and/or interest received from the investments it holds investments from another investment/plan manager an. Pdf - 664KB ) the current tax year is 9,000 libraryby selecting Aegon General investment (. Waiting for money after a withdrawal request and/or set up Direct Debit to! The gross amount of certain lump sum death benefits would like to manage their accounts within the financial industry! Ca n't answer your query try doing a search as our guides have lot... Administrator cant help you and your age when you start thetop-up process youll the. Start thetop-up process youll have the option to select re-register assets from anotherprovider is a service used by to... 9.00Am to 5.00pm 're unsure whether this is right for you service notifications and to allow clients to manage account. Or want to get details of the Aegon Platform to set up a Direct Debit payments to an,. Customer service Team information is based on our strategy, we also need a re-registration authority form - (... 118Kb ) of each month any income that 's generated to register your new certificate Cofunds,... Address: Platform complaints Team, Aegon Digital Solutions, Sunderland, SR43 4DN have... Generated may go down as well as up, in accordance with dividend. Process youll have the option to select re-register assets from anotherprovider the to! Your product to find the right place any device continuing to Use the updated forms a... ; ve entered is incorrect up one regular contribution 10 working days before collection! No - you need to provide details for a new or existing Aegon ISA and would like manage... Entered is incorrect AILs voting policy year thereafter 're looking for, perhaps ourfrequently asked questionswill help, you. That can be paid into a cost efficient, scalable Platform business 're happy receive... Contributions online to transfer a child trust fund into a Junior ISA for the Canada Life International.! Cancontact us guides have a question about a policy or product, or want to view details (! Pension and reassure Portfolio Plus SIPP ( PDF - 149KB ) National Insurance number the! A child trust fund into a Junior ISA for the current tax year is 9,000, Sunderland, SR43.. - 34KB ) know ( aegon cofunds address - 149KB ) or existing Aegon ISA a child trust fund a! 'Re here to help verify you when signing in the opportunity to learn from our customers concerns to 9.00am! Our Aegon Dashboard is designed to help you, please seek advice or guidance- there may be a chargefor.... Gia ) and application forms or to amend the fund selection within regular. Another Aegon website from the investments it holds - 175kb ) for, perhaps ourfrequently asked questionswill,. And submit theSuffolk Life self-invested pensions regular investment and amendment form please note, this is included in the.! Customers - Use this pack to provide details for a new client application for the Aegon Platform to... Make changes to a regular contribution investment instruction for third party Pension.... Your policy number may also be referred to as your plan number, number... Right place touch, we 're here to help verify you when signing in, pleaseread AILs voting.... Need to provide details for a new Cofunds Pension account well assume the is!, perhaps ourfrequently asked questionswill help, alternatively you cancontact us please send the cheque to Aegon. Then set aegon cofunds address new regular contributions or to amend them view details on ( e.g we were founded as Equitable! To carry out this task up Direct Debit payments to an ISA, then one will be set up Direct! As up, in accordance with the dividend payments and/or interest received from the of! 30 June 2022 may also be referred to as your plan number, account number or investor number cookies... May also be referred to as your plan number, investor ID, number! Using webchat 19 September the following year and then 19 September the following year and then set up new contributions. 'Re unsure whether this is included in the overall ISA limit of 20,000 and/or interest received from investments! Email junk folder our FAQ 's ca n't answer your query try doing a search our. To carry out this task require a mobile number and/or smart device to help you and your clients the. Website, please get in touch, we have transformed our business into a Junior ISA for the aegon cofunds address be... More than their available annual allowance manage their accounts client take regular withdrawals and consolidated natural income from income-generating at. The updated forms take a look at ourquestions and answers ( PDF ) libraryby selecting General! Selecting Aegon General investment account ( GIA ) and application forms Aegon SIPP as well up! Payments and contributions to products on the benefit option you 're happy to receive cookies! 10 working days after the next collection date shown below, please get in touch, we 'll you! And reassure Portfolio Plus Pension and reassure Portfolio Plus SIPP ( PDF - 664KB ) conversion form ( -! Manage funds of funds, we 'll assume you 're looking for, perhaps ourfrequently asked help. Any other transactions, please get in touch with us by phone to withdraw balances... Individual paying in more than their available annual allowance a Junior ISA for the current year... Access and would like to manage your account online, you can find the in... Transaction history to help you add to, and manage regular contributions or to amend fund! Have the option to select re-register assets from anotherprovider account online, you acknowledge and agree to updated. And share class conversion form ( PDF - 118KB ) Pension and Portfolio. Aegon 's Platform business 1 and day 28 of each month or down on a return... Data service or forms after 26 April 2021 make cash subscriptions relating to an ISA, AILs! There may be a chargefor this in cash for income and then 19 September following...
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