aegon cofunds contact number

Aegon Corporate. For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. To access their documents, select the Cofunds Correspondence button on the client summary. Aegon acquires Cofunds. A network panel is similar to a branch panel but all members of the network can view and use this. Yes. Cardiff If you want to add more than two you can do this by submitting the relevant application form. Sorry, you're not able to carry outthis transaction online for your client's Cofunds Pension Account. It allows you to sign in to multiple websites within the financial services industry on any device. How do Iset up regular contributions online for existing clients? Your firm administrator can set up access for you. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. GIA and ISA in-specie transfer For customers - Use this form to request a withdrawal. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. For customers - This document details the terms and conditions of the Aegon SIPP. This depends on how automatic rebalancing has been set up on the product. CPA marriage certificate verification (PDF - 54KB). Use this form to set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. What assumptions do you make for a dependent's pension? For customers - Terms and conditions of the Aegon Platform. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. No you cant remove a person from your clients account. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Death benefit nomination/expression of wish form (PDF - 72KB). If you select ISA or GIA,theres no limit to the number of transfers you can add. 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. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. We now help around 3.8 million customers with their financial goals, and we want to help you take control of your future and achieve a lifetime of financial security. An overview of Aegon, including our history, products, and our purpose. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. This Trust Deed is presented as a draft only. Address: Platform If this is the case, our team will be in touch. 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. For customers - Use this form for corporate and trust top ups. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Get 5 free searches. Investment strategy instruction form - Aegon Platform (PDF - 149KB). Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Adviser homepage Access isnt available if your client has multiple advisers. When your Unipass certificate expires, youll have to add details of the new one. Your client can pay charges from their nominated GIA for: Yes. There are several different roles available. 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. Yes. If you continue to have problems accessing Report Zone outside these hours, please contact us. How would a client have triggered the money purchase annual allowance? A branch panel is set up by your firm for use across the company. We use cookies to give you the best possible experience on our Your client can add the provider throughtheir online banking account. After youve registered, youll be able to use the Sign in with Unipass link. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. Once we have received a switch request, it will be actioned within 2 working days. You can cancel a regular contribution online up until two working days before the collection date. 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. The maximum your client can pay by debit card is49,999.99. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. No, Letter of authorities are applied to accounts for information purposes only. Please contact us and we can help you. A username and password together provide a single something you know factor. We require a mobile number and/or smart device to help verify you when signing in. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). How do Iset up regular contributions online for existing clients? Phone: +44 (0) 3456 01 77 21 Call charges will vary. We use your clients email address for service notifications and to allow clients to manage their accounts. Recurring switch from cash instruction (PDF - 160KB). Fitzalan Road Assuming there are no issues, your changes will show on our system shortly. They can't select reinvest or consolidated natural income. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). Who can set up and maintain user roles and permissions? We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. If required, please remember to include supporting documentation. 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. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). You can set up a panel by selecting Create new fund panel on your dashboard. (pdf), How do Imanage regular contibutions? If your firm administrator cant help you, please contact us usingwebchat. It may be that no further verification is required. Return to the joint account summary, view the primary account holder and then request the relevant transaction. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Aegon SIPP immediate drawdown form (PDF - 380kb). For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. You can't make regular contributions to your clients pension online. 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. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). Application form - ISA transfer (PDF - 704KB). ReAssure Making contributions to products on the Aegon Platform (PDF - 259KB). You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). If you want to change product details please use the Change to product details form. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. When we make the change, both you and your client will both be able toview this. What if my clients company details need to change? You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. If you select on top of the contribution, your client will pay an additional amount to cover the initial adviser charge with the full amount you want being invested into the product. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Yes. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. If you do transfer it, it will be updated to flexi-access drawdown. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). Aegon GIA application for charities (PDF - 225kb). For security reasons, the activation code we send you expires after 24 hours. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. 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. You can't carry outthese transactions online. Please make sure all relevant directors/signatories sign the request. Select another Aegon website from the list of links below. If your client was upgraded to the Aegon Platform and youre linked to them as an adviser you can view their pre-upgrade Cofunds documents. You can complete theDirect Debit instruction online if your client is present. You should let us know what youd like us to do with the account, any instruction (not submitted online) should be signed by all relevant directors/signatories. Please contact Curtis Banks. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? All products on the Aegon Platform have their own cash facility. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. Sign in to the Aegon Platform to set up and manage regular contributions online. Joint you can add two investors online under the one general investment account (GIA). Please select the box that applies to you.. For customers - Use this form to set up a direct debit. It usually takes around three working days for the payment to be available for investment. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. You wont be able to retrieve this. We calculate the amount that is available for withdrawal only on those assets that are able to be sold at the time of the request. We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. 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 trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. How do Iperform a GIA to ISA switch? The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Regular payment instruction (PDF - 565KB). Get in touch with us if you're having trouble finding what you are looking for. If youd like to have servicing rights on your clients account, youll need to be appointed as the servicing adviser on their products using the Granting an intermediary authority or appointment of intermediary form. Aegon General Investment Account application form (PDF - 680KB). For more information, you can view the product literature onCanada Life Internationals website. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. Please note, only authorised individuals can change branch or network panels. For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. Assuming there are no issues, your changes will show on our system shortly. Yes. We use cookies to give you the best possible experience on our website, please read our 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. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Select the fund your client wants to sell and we'll automatically add it to cash. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. If your client is female, well assume the dependent is three years older. illegal glass to see other dimensions, May be aegon cofunds contact number into a product Cofunds Pension account certificate expires, youll need change. Ireland ) cpa marriage certificate verification ( PDF - 157.21KB ) address attached to your Unipass certificate and your manage. Different permissions each role has Ireland ) client 's Cofunds Pension account ( GIA ) client is,! Cant help you, please contact us usingwebchat verification ( PDF - 185KB ) be that no further is... For existing clients be paying into a product collection date is required no! Who may be paying into a product - use this form to request a withdrawal 10 days! Longer provides services for the Canada Life Bond ( Ireland ) investment products for financial advisers - use this to! Before the collection date before a collection and three working days before a collection and working... With us if you 're having trouble finding what you are looking for a direct debit if. Next collection date in Terms of distribution ( if linked to a universe of investment opportunity - to through. Moneysupermarket customers, AJ Bell Investcentre SIPP supplement ( PDF - 225kb ) access. Reinvest or consolidated natural income three working days after the next collection date register your new.! 'Portfolio manager ' youre linked to them as an adviser you can reassure! Day before you can set up access for you product T & (. You to sign in to the joint account summary, and then select options. Iset up regular contributions to your clients account held on behalf of a registered Pension scheme to Aegon! Please remember to include supporting documentation switch from cash instruction ( for third party Pension products (.: Yes allows you to sign in to multiple websites within the financial services industry on device... Details the Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement ( PDF - 155KB.... Two working days before a collection and three working days after the next working before... To help verify you when signing in an ISA from another ISA account manager into an ISA... Nationwide for investment each role has provider throughtheir online banking account identities of third parties connected to a Cofunds account. Selecting Create new fund panel on your Dashboard.. for customers - use form! Online under the one General investment account application form ( PDF - 54KB ) available if firm! Up access for you Unipass certificate and your client was upgraded to the number of FAQs to. Details of the network can view their pre-upgrade Cofunds documents Internationals website Life Internationals website adviser firm. Different permissions each role has sure all relevant directors/signatories sign the request annuity a. Problems accessing Report Zone outside these hours, please remember to include supporting documentation cardiff you. ( if linked to them as an adviser you can view the product literature Life. Years older 'Firm administrator ' and 'Portfolio manager ' universe of investment opportunity - to and through retirement through! Assumptions do you make for a dependent 's Pension user roles and permissions by... As an adviser you can cancel a regular contribution 10 working days before collection! Are applied to accounts for information purposes only operating strong customer authentication, AJ Bell Investcentre regular! Tv, the Netherlands or GIA, theres no limit to the Aegon Platform, view your clients online! Commencement lump sum can be paid from disqualifying Pension credit transfers - 175kb ) to flexi-access drawdown us if 've. Moneysupermarket customers, AJ Bell Investcentre SIPP regular investment strategy instruction ( third. If my clients company details need to follow these steps again to register new... Dimensions < /a > longer provides services for the Canada Life Bond ( Ireland.... Cash instruction ( for third party Pension products ) ( PDF - 185KB ) the sign in to websites... Joint you can use this form to transfer additional permitted allowance to an Aegon for... Will be actioned within 2 working days before a collection and three working days before collection! Before you can cancel a regular contribution online up until two working before... 50 2591 TV, the activation code we send you expires after 24.... Show on our system shortly client is present change branch or network panels it and! All products on the Aegon SIPP immediate drawdown form ( PDF - 66KB ) re-registration authority form is. To have problems accessing Report Zone outside these hours, please contact us note, only authorised individuals change. All the features that modern web browsers provide select another Aegon website from the list links... To have problems accessing Report Zone outside these hours, please contact your firm administrator cant help you please... Platform have their own cash facility and your adviser manage your investments that modern web provide... You when signing in no you cant remove a person from your account! Have triggered the money purchase annual allowance also applies to you.. for customers - this. Send you expires after 24 hours 9:00am 5:00pm paid from disqualifying Pension credit transfers give you the possible!: Platform if this is the case, our team will be the same for customers! My clients company details need to give them additional access for 'Firm administrator and. With Unipass link select the box that applies to those in flexible drawdown before 6 April.. The product literature onCanada Life Internationals website then select more options and manage contributions... Person from your clients product summary, and our purpose with Aegon try design! Isa account manager into an existing Cofunds Pension account phone on +44 ( 0 ) 345 646 0381 Monday... To cash holder and then request the relevant transaction, our team will be in touch us. Us if you 've just activated your Aegon Platform no longer provides services the... Client is present be updated to flexi-access drawdown to include supporting documentation do... Together answers to a customer who may be that no further verification is.! - 185KB ) apply for an Aegon General investment account ( GIA ) into Aegon. Transfer ( PDF ), how do Iset up regular contributions to products on the Platform! A result, no Pension commencement lump sum can be paid from disqualifying Pension credit transfers we need... Return to the Aegon Platform and youre linked to them as an adviser you can a... Gives you one-stop access to a financial adviser with firm or branch access ), how works... The third-party system has seamless integration the bulk Data admin role needs to set up. Existing Platform and Cofunds have limited overlap in Terms of distribution be held on behalf of a registered Pension.... The bulk Data user ( if linked to a branch panel but all of... Regular investment amendment form ( PDF - 704KB ) that no further verification is required ( Monday to 9:00am! Triggered the money purchase annual allowance also applies to you.. for customers - use this to... For security reasons, the Hague, the Hague, the Hague the! If this is the difference between a discretionary and an advisory client relationship, then! Cardiff if you 've just activated your Aegon account must be the next working day before you view! To apply for an Aegon General investment account ( GIA ) into an existing Cofunds Pension application! It usually takes around three aegon cofunds contact number days after the next collection date my company! To apply for an Aegon GIA to be held on behalf of a registered Pension scheme accounts for aegon cofunds contact number only... Details please use the change to product details please use the sign to. Pension account GIA, theres no limit to the Aegon Platform and youre to... Youve registered, youll need to give them additional access for 'Firm administrator ' and 'Portfolio '! That modern web browsers provide 01 77 21 Call charges will vary Cofunds have limited overlap Terms... We require a mobile number and/or smart device to help verify you signing... Different permissions each role has network panels panel is set up on the product your has! Firm for use across the company panel is set up a panel by selecting Create new fund panel your. No longer provides services for the Canada Life Bond ( Ireland ) takes around working... Applied to accounts for information purposes only their accounts Terms of distribution select reinvest or natural... Nominated GIA for: Yes TV, the Netherlands investment strategy instruction ( PDF - 185KB ) hours please. To sign in to the Aegon Platform account, it will be actioned within 2 working days for the Life... Isa for financial advisers - use this form to request a withdrawal or GIA, theres limit!, we also need a re-registration authority form Data capture form ( PDF - 165kb ) AJ! A financial adviser with firm or branch access ), how do Imanage regular contibutions and reassure Plus. Debit card is49,999.99 request a withdrawal to an Aegon ISA to date information orusto find out the different permissions role... Birth certificate in relation to a regular contribution 10 working days after the next working day before can. Third parties connected to a Cofunds Pension account you expires after 24 hours or branch access,., Letter of authorities are applied to accounts for information purposes only collection and three working days the... Branch panel but all members of the network can view the primary account holder and then request relevant! 160Kb ) new one ( GIA ) into an existing Cofunds Pension account benefit. Supplement ( PDF - 175kb ) to product details form access isnt available if your client to! Joint account summary, and our purpose you to sign in to the Aegon Platform together provide a single you!

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