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. This will give the adviser the additional permissions that those roles would have. Paying money into Aegon Platform (PDF - 375KB). Yes, your client can move assets held within their GIA to their ISA. It usually takes around three working days for the payment to be available for investment. There are several different roles available. In order to get you to the right place, we need to find out a bit more about you. KOMPASS, The same email cant be used for more than one customer account. If required, please remember to include supporting documentation. If you have a transfer in progress, please contact us to find out its current position. Yes, on a product page, select More options and then Convert fund distribution type. Aegon General Investment Account application form (PDF - 680KB). Income is paid on or around day 12 of each month. For any other CPA transactions, please complete the relevant form below and submit. Consideration of the voting policy of the fund manager of an underlying fund we have invested in or are considering investing in. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. AIL is the company that manages Aegons open-ended investment company (OEIC) fund ranges. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. To do this, please complete our Change to product details form. Please contact ReAssure to do this. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). You can view these online or if you want you can export and print them. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. Singapore View. The rate of interest is paid at the Bank of England base rate less 0.05%. We offer different ways to save, including a stocks and shares ISA, a general investment account (GIA) and a pension. All the lines are busy at the moment, please try again in a moment. Use this step-by-step guide to create a model portfolio on the Aegon Platform. Speak to your financial adviser if you have one, or contact us. Why have you asked me to provide my client's bank statement? 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). This information is based on our understanding of current, taxation law and HM Revenue & Customs (HMRC) practice. For customers. Where possible, we'll apply your document preference to all document types and to all products you hold with us including any future products you may take out. Regular payment instruction (PDF - 565KB). We value your feedback and we record, evaluate and analyse this so that we can learn with a view to improving your experience with us in the future. The cash facility associated with your product is designed as a short-term holding place for use when transferring savings from one fund to another, and for paying any charges. 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: You can manage income separately once the top up is complete. Once we have received a switch request, it will be actioned within 2 working days. No you cant remove a person from your clients account. For customers - Use this form to apply for an Aegon GIA for a registered charity. In that year, only money purchase contributions paid since the date that the MPAA first applies are tested against the MPAA. You can ask us to sell down from a specific investment by contacting us. If you dont add a regular contribution when you set the product up, you can do this later. 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. Please use the relevant address below when youre sending us letters, documents or forms after 26 April 2021. 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. Policy. With over 4,000* investments available, there's a huge range to choose from - whether you're looking to grow your savings, approaching retirement or taking an income. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Aegon Junior ISA top up form(PDF - 185KB). AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). Typically, your request will be live on our system once we receive the funds and/or any forms. For financial advisers - This document details the suitability and features of the Aegon SIPP. For financial advisers and customers - Use this form to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. You can carry out a switch by signing into the Aegon Platform. Re-registration authority form - GIA (PDF - 34KB). Can I be a servicing adviser and take fees from my client's account? Banks are introducing additional security measures for debit card payments. Then, if you have access, select Switch funds and follow the instructions. A financial adviser can help you assess your goals and help with planning. For customers This document provides an overview for making payments by debit card, bank transfer or cheques. If you dont want charges to reduce the value of your Aegon ISA, you can request that those charges are directed to be taken from your Aegon GIA. The maximum amount (also known as the ISA allowance) for the current tax year is: You can split your ISA allowance between a stocks and shares, cash, innovative finance and lifetime ISA as best suits your circumstances. At times we experience high call volumes, and it may takesome time before we can answer your call. It takes around three working days before the money is available for investment. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). Please complete the relevant form below andsubmit, or contact AJ Bell. Some online transactions will also allow you to add bank account details. Please contact our Media relations department for assistance. Cofunds Pension Account additional contribution form (for existing clients). Reinvest income back into the fund at the next valuation point. Choosing to go online means we'll reduce the amount of paper we issue. Can I still make payments to my Aegon ISA if I'm no longer resident in the UK? We display the information in easy to understand tables and charts. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. Call charges will vary). The maximum annual ISA allowance is 20,000 for the 2022/23 tax year. For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. View Aegon N.V. report archive Aegon Bank N.V. View Aegon Bank N.V. report archive Responsible Investment Reports We don't consider employer addresses, business premises or PO boxes as residential. Does using an older version of my browser affect my online experience? For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. * This phone number available for 3 min is not the recipients number but a number from a service which will put you through to that person. Theres some information we havent previously captured about your client that we need. No credit card required. Yes, you can add these as an individual single or monthly contributions. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. 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. 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. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. 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. If you have an adviser, they can request to withdraw residual balances for you. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). If you dont have an adviser and are comfortable managing your own investments, you can sign in to manage your account. 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. As you have two products the 9.27 charge would be proportioned between the two products as follows: Well normally take the charge from any available cash you have in the cash facility of the product the charge was calculated on. If you select pensions savings or full immediate drawdown there are different types of transfers available. Your client could get back less than they invest. Theres no guarantee that new investments you choose will perform better than investments under your current plan. Please note, this is included in the overall ISA limit of 20,000. Our complaints policy is available todownload or read online. Use this form to transfer a Cofunds Pension Account product to another pension provider. We've been supporting people with their pension since 1831 it's what we do. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). 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. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Get a Free Account. A record of payments due form should also be completed and returned, along with the forms above when your client's employer is making a contribution, or deducting your client's contribution from their net pay and passing it on to us. Bereavements Were sorry for your loss and are here to support you. Please complete the relevant form below and submit. then choose the I've upgraded my account and forgotten my passwordlink. We give all clients a GIA so they can pay their charges from it if they want to. 1.8 million if you have fixed protection 2012, 1.5 million if you have fixed protection 2014, 1.25 million if you have fixed protection 2016, The protected amount (more than 1.25 million and not more than 1.5 million) if you have individual protection 2014. The earliest you can access your pension under current legislation is age 55 (increasing to age 57 on 6 April 2028). For regulatedUCITs funds we show an ongoing charge figure (OCF), and for other fund types we show a total expense ratio (TER). Address:Aegon Digital Solutions, Sunderland, SR43 4DL. To access your products on the Aegon dashboard, you'll need to activate/upgrade your account. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. No. For customers - This document sets out our order execution policy for all Aegon UK platforms. Sorry, you can't currently apply online. * This number, only available 3 minutes, is not your correspondants number but the number of a service putting you through to that person. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Use our product listing. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. Visit our about us page to find out more about our team and what were doing for our community and the environment. Can my client pay the initial adviser charge by Direct Debit? Well ask you what you want us to do with any income generated if you choose one or more income funds. View your client's product summary and select Regulars tab. A taxable lump sum - taxed at their marginal rate of tax. Aegon Platform (previously Cofunds) New and existing customers can sign in to the Customer Dashboard - find out if this is for you. If you dont have an adviser, please get in touch with us by phone to withdraw residual balances under 100.00. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). Why have you asked me to provide a bank statement? However, in this situation please contact your firm administrator to report device unavailable. If you have your client with you, or you have their agreement to set this up, you can do this online. Voting on a material change relating to an underlying fund we have invested in. Cofunds will write all investment products and maintain a Capital Requirements Directive (CRD) IV capital ratio of 110-120%.Aegon expects its businesses in the United Kingdom to remain within these target ranges. Key dates for intermediary charges (PDF - 98KB). For customers - Use this form to apply to make a transfer from a Child Trust Fund (CTF) with another account manager into an Aegon Junior ISA (JISA). I am proud that the number of customers we are helping in the United Kingdom to achieve a lifetime of financial security now exceeds three million.". This means its price doesn't tend to move much either up or down on a daily basis. Why do I have a cash facility within my Aegon ISA? Wed then only sell from the largest available valued investment if there wasnt enough cash in the cash facility and your nominated investment to pay the charge. Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. For customers - Use this form to switch investments you currently hold with Aegon. The primary role is the main role a user will carry out. We'll automatically set up a GIA for you when you buy an Aegon ISA. Well allocate this to your clients product one working day after receipt. your money purchase contributions from the date the MPAA first applies to you until the end of that tax year are less than the MPAA for that year, the total of all of your pension savings are tested against the annual allowance for the year. 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. If you do transfer it, it will be updated to flexi-access drawdown. We use your clients email address for service notifications and to allow clients to manage their accounts. If you're an employer - we're here to support you and your scheme. Your policy number may also be referred to as your plan number, investor ID, wrapper number, account number or investor number. Yes. If the forms above don't cover the transaction you'd like to carry out, please contact us. 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