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. Straight forward set up of ongoing advice charges. We know the importance of making sure your money works as hard as it can for you now and in the future. 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. 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. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. It may also be that the fund youre looking for isnt within the range that we offer for that product. Suffolk Life adviser charging form (PDF - 65KB). Our guides willgive you a full overview of what you can do on the platform with different levels of access. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Can I manage regular withdrawals from my Aegon ISA or General Investment Account (GIA)online? You can request this bycontacting us. For GIA and ISA Up to 5 free lookups / month. If you die after taking benefits from your pension. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. Phone:+44 (0) 3456 10 00 72 Call charges will vary. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). This service is produced by Kompass. Aegon SIPP Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). After each benefit crystallisation event, we send your client a statement with these details. To update your name, address or contact details, please fill in this form. Aegon General Investment Account application form (PDF - 680KB). Adviser homepage Find training guides, latest news and range of client solutions for you. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). Some users may choose to manually upload the files to a third-party system. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. This form also generates as part of the new business application online process. Voting on a material change relating to an underlying fund we have invested in. You can select the account we pay it in to. Your policy number may also be referred to as your plan number, investor ID, wrapper number, account number or investor number. Use the last eight digits only. will apply on the money purchase contributions above 4,000, and. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. Your client must provide an address, based in the United Kingdom (UK), that reasonably appears to be their residential address and there's no evidence suggesting this isn't. Did you know you can complete this process online. Sign in to the Aegon Platform to set up and manage regular contributions online. Standard theres no limit to the number you can add. We use cookies to give you the best possible experience on our website, please read our Yes. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? 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). Transferring the Cofunds business onto Aegon's platform which uses modern technology will lead to significant benefits for these customers and their advisors. If you've been given an activation code you can go ahead and set up your online access. If you, or your financial adviser on your behalf, request an online account well send you an email with an account activation code to your registered email address. How would a client have triggered the money purchase annual allowance? The earliest you can access your pension under current legislation is age 55 (increasing to age 57 on 6 April 2028). Ongoing annuity payments taxed at their marginal rate. An individual panel - you can set this up and only you can view this. Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. Please select the box that applies to you. This option is more likely to be used by those who are investing for the long term and arent reliant on income payments to supplement living costs. 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. Block due to legislation you can only add one. There is nothing to stop an individual paying in more than their available annual allowance. Your firm administrator can set up access for you. You only need to activate your account once. Select the Try again option next to the illustration on the documents screen. We give all clients a GIA so they can pay their charges from it if they want to. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Adviser homepage Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). 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 you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. 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. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. Recurring switch into cash form (PDF 151KB). For customers - Use this form to request a withdrawal. For customers - Use this form for corporate and trust top ups. Can I move money froma jointGIA into anISA? Key dates for intermediary charges (PDF - 98KB). We make the payment by BACS or faster payments. For customers - Use this form to apply for an Aegon General Investment Account (GIA). However, you can set up different payment methods for each product you hold. Bereavements Contact via email: customer.care@aegonlife.com, Transamerica Life Bermuda, Bermudawebsite, Transamerica Life Bermuda Hong Kongwebsite, Contact via email:customerservicehk@transamerica.com, Transamerica Life Bermuda Singaporewebsite, Contact via email:customerservicesg@transamerica.com, Aegonplein 502591 TV,The Hague,The Netherlands, Email: info@aegon.com Contact via phone: +31 70 344 3210, You are about to leave the audited section of Aegon's 2016 Review. For customers - This guide explains the key features of the Cofunds Pension Account. If youve been given an activation code you can go ahead and setup your online access. No. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). Yes, if you have transactional access to your account on the online Customer Dashboard. Aegon Self Invested Personal Pension illustration data capture form (pdf). Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). For each product, we need to know the relationship between the adviser and the client. process for dealing with a complaint(PDF - 153kb). You can add via your online banking account. 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. Login to connect to Kompass solutions or register to view our services. We use cookies to give you the best experience we can. The income distribution choice has to be set individually for each product your client has. 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. Select Top up. Aegon Dashboard - view only CPA marriage certificate verification (PDF - 54KB). Your client must be habitually resident in the UK for us to accept the business. 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. Sorry, were unable to accept applications if your client isnt a UK resident. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. This will delete any registered number and/or authentication app. Death benefits guide to the Aegon SIPP (pdf). website, please read our Cookie For employers - Use this form to set up member contributions to an Aegon SIPP. 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. Corporate company investor for the GIA only. You can add additional people by completing our AegonAsset Transfer form. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Select More options on your client's product summary and then select Drawdown. 1 gmail.com; 1 +91 98450 0XXXX; View Similar People. If you need to tell us about the death of a planholder, well need you to firstly confirm your full name, contact number and address for correspondence. You can make payment by bank transfer using the details provided during the online journey. Your Unipass certificate may not be registered with your Aegon account. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. Select the fund range that applies to you. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. If your firm administrator cant help you, please contact us using webchat. You need to set up the third-party systems before data can be fed through. Please complete the relevant form below. To complete the activation, youll need to follow the steps and enter your activation code. If you require access to institutional material selectInstitutionalhere. Training and resources It can take up to five business days for your payment to reach us. The percentage of the investment your client would like to invest in each of these funds. This is usually an eight-digit account number and six-digit sort code. We dont currently offer online access for Junior Individual Savings Accounts (JISAs). If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. A joint account can have up to four people including the primary holder. Returns from an ISA are free from any personal liability to income tax and capital gains tax. Aegon Junior ISA change of registered contact form (PDF - 158KB). Need a bit more help finding your product? For example, if you create an 'Adviser' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions - then the primary role for the user would be 'Adviser'. A tax-free income (if your pension plan offers it). Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). Junior Investment ISA monthly savings amendment form (PDF - 65KB). Aegon and Scottish Equitable Pension and Bonds. If we do so, we'll let you know. For more information, you can view the product literature onCanada Life Internationals website. Address:Aegon Digital Solutions, Sunderland, SR43 4DL. Aegon Platform terms of business (PDF - 258KB). Drawdown transfer (capped and flexi access), Uncrystallised funds pension lump sum (UFPLS), Flexi-access drawdown with no income limit taken from the pension, 1Minimum of 5,000 initial and 1,000 subsequent. Call charges will vary. Then go to Profile, select Security & Notifications, then Change email address to start the process of updating your details. 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. To set up an online account with us, you first of all have to activate your account. Access isnt available if your client has multiple advisers. Your Unipass Certificate may not be valid - for example its expired. Your financial adviser can arrange online account access if you don't already have it. Following this strategic transformation, Aegon will fully focus on the growth of fee-based products on its UK platform. Fitzalan Court These roles are associated with our Bulk Data service. For this, you can switch your client's investment or change their cash top . Please remember to include any supporting information required. 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. We may still send some documents by post where an online version isn't currently available. Client-support literature To do this, you need to register your Unipass certificate with your Aegon account. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. For customers - Use this form to switch between investments held within an existing 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. If you don't currently have access and would like to manage your account online, you can request online access to your account. Phone:+44 (0) 3456 017 720 Call charges will vary. The OCF includes some one-off charges that aren't in the TER, but the two measures are otherwise very similar. Cofunds Pension Account additional contribution form (for existing clients). For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. KOMPASS,
On designation or transfer of a scheme already crystallised. However, if you send transaction instructions to our Edinburgh address after Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. 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. Phone:+44 (0) 345 272 0089 Call charges will vary. A branch panel is set up by your firm for use across the company. Sign in to the Aegon Platform to manage model portfolios. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. Income is paid on or around day 12 of each month. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. 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. Contact via email: [email protected] Contact via phone: +31 70 344 3210. You also dont have to disclose them on a tax return. We always pay consolidated natural income to your client's bank account. Guide to transfers. This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). Find out how income is paid. Bulk Data admin (if linked to a financial adviser with firm or branch access). Aegon Platform document library Get Aegon Platform product literature, forms and other documents. In order to apply, your client can complete the relevant form below. Call charges will vary). AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). By executing on our strategy, we have transformed our business into a cost efficient, scalable platform business. Find out more in our Roles and responsibilities overview. Can I reduce my clients payment of charges paid by Direct Debit online? Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). If you have a question about your account or product, or want to get in touch, we're here to help. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. View Aegon N.V. report archive Aegon Bank N.V. View Aegon Bank N.V. report archive Responsible Investment Reports If your clients are live platform clients and have live products on platform you cant delete the clients. The funds that are available for you to select from depends on the advice basis for the transaction. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same.
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