Junior Investment ISA monthly savings amendment form (PDF - 65KB). 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. Telephone lines are open Monday to Friday 9.00am to 5.00pm. For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. We use cookies to give you the best experience we can. The same would apply for other roles such as 'Paraplanner'. You can find their contact details on the ReAssure website. We hope you never have cause to complain, but if you do, please contact us by using the details on the How to make a complaint page. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. 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). Full version (English)Printversie (Dutch)Presentation >, You are about to leave the audited section of Aegon's 2016 Review. Aegon Platform terms of business (PDF - 258KB). Can I move money froma jointGIA into anISA? Download our guides below to find out more. When you request this information, this is known as making a Subject Access Request (SAR). A network panel is similar to a branch panel but all members of the network can view and use this. Why have you asked me to provide my client's bank statement? 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. Guide to transfers. The rate of interest is paid at the Bank of England base rate less 0.05%. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. You can select the account we pay it in to. Sometimes it's easier to just have a quick chat or message. We use cookies to give you the best experience we can. Use this step-by-step guide to create a model portfolio on the Aegon Platform. Yes, this could. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. If you're unsure, you should seek financial advice or guidance - there may be a charge for this. You can top up an existing product online by signing in to the Aegon Platform. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). 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. We'll also need a certified original death certificate. 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. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Following this strategic transformation, Aegon will fully focus on the growth of fee-based products on its UK platform. OurStaying Safeguide provides more information. Firm name: Cofunds Limited Group: Aegon Other firms included in this report: none Period covered in this report:1 January 2022 to 30 June 2022 Brand/trading names covered:Aegon. This charge covers the service and the administration involved in managing your IPS account. Your Unipass certificate may not be registered with your Aegon account. To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. Select your product or administration system to find the right contact details. This information is based on our understanding of current taxation law and HMRC practice, which may change. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. If you signed in directly at cofunds.co.uk, please go to, resident and ordinarily resident in the UK (for further information see the, a Crown employee serving overseas and paid out of public revenue of the UK (for example, a member of the armed forces, or a diplomat), or. For every 2 of adjusted income over 240,000, their annual allowance will be reduced by 1, subject to a remaining annual allowance of not less than 4,000. Whatever youre saving for, the investments you choose can make a difference to how your savings may grow. For product or administration queries email reassuresipp@mercer.com. However, if you send transaction instructions to our Edinburgh address after 26 April 2021 there will be a delay of at least 24 hours on the recorded receipt date of the instruction. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. Before deciding if you want charges to come out of your clients GIA, you should make sure this is a tax-efficient way to pay charges by taking into consideration the product(s) they have. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. No, Letter of authorities are applied to accounts for information purposes only. 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. If the illustration still doesn't generate, please contact us. If you dont already have an ISA, then one will be set up as part of this process. Aegon Junior ISA top up form(PDF - 185KB). AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). There may be a charge for this. Address:Aegon Digital Solutions, Sunderland, SR43 4DL. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). If you have online access, signing in to your Customer Dashboard is the quickest and easiest way to update your document preferences and opt into digital documents. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Re-registration authority form - GIA (PDF - 34KB). Speak to your financial adviser if you have one, or contact us. Generally considered the least volatile of all the main investment types. Can I top up my clients AJ Bell Investcentre SIPP online? If you don't have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. Get free life insurance advice and speak to our experts at Aegon Life to resolve all your queries. What are the Bulk Data user and admin roles? Whether you are DA, or want to join our Network, we will fully support you to grow your business and get the best results for your customers. Please contact us to get details of the regular contributions or to amend them. We will never ask you totell us your confidential passwords. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. 4,000 for a lifetime ISA. Assuming there are no issues, your changes will show on our system shortly. The protected amount (more than 1 million and not more than 1.25 million) if you have individual protection 2016. Aegon GIA application for pension schemes (PDF - 87kb). Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. Transfer income into your bank account so that its available for you to use day to day. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. In order to apply, your client can complete the relevant form below. Use this form to top up investments in Cofunds Pension Account. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). The password or email address you've entered is incorrect. Simply choose the name of one of your product you want to view details on (e.g. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). Policy. We've been supporting people with their pension since 1831 it's what we do. Curtis Banks SIPP supplement (PDF 33KB). Why do I have a cash facility within my Aegon ISA? What if my clients company details need to change? Suffolk Life adviser charging form (PDF - 65KB). We dont allow this to happen as part of our anti-money laundering mitigation. The charge wed deduct for the month would therefore be 111.25 divided by 12 = 9.27. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Therefore, AILs voting policy has two distinct sections: For more information on each section, pleaseread AILs voting policy. For customers - This guide explains the charges that could apply to your investment with us. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. 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. This makes it quicker and easier for you to find the funds you need. Unipass is a service that allows you to create a unique online identity. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. For GIA and ISA Your client can select consolidated natural income or regular withdrawals, but not both. Well use any available cash you hold, and then sell down any balance required from the largest available valued investment under your product. Athenelink.com - Xranks. It usually takes around three working days for the payment to be available for investment. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. This could also affect your experience when using our website or online systems, for example, fonts may be different. Bereavements Were sorry for your loss and are here to support you. The value of an investment can fall as well as rise and isnt guaranteed. 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. You can't carry out these transactions online. Can I change theDirect Debit details for my clients regular contributions online? Select More options on your client's product summary and then select Drawdown. 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. If you select drawdown transfer, you can only add one transfer at a time. If you continue to use this site we will assume that you are happy with it. For more information, please visit our Pension Technical Zone. You can set up or change a model portfolio from the Model Portfolio Manager on your dashboard, if you are set up with the correct access level. Remember to check your spam folder if you havent received an email from us. Financial adviser application form (PDF - 156KB). Please speak to your firm administrator and they can update your email address. Please complete the relevant form below. If you choose an accumulation fund, the reinvested income will be added to your investment, so it may help to grow your savings over the long term. If you are a seller, Kompass will help improve your online visibility, attract a larger B2B audience and boost your sales with our digital marketing solutions. Youll pay Aegon an annual charge for using the Aegon Platform. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. Transferring a pension may not be the best option for you. To carry out this transaction you have to request this from the primary account holder summary. Taxable income, pension income and interest on savings, most pension and savings interest income, plus any share, rental or trust income, less certain reliefs, The value of employer pension contributions, The amount of any excess tax relief on personal contributions to a net pay scheme, The amount of any employee pension contributions deducted from pay in relation to a net pay scheme. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Phone:+44 (0) 3456 10 00 72 Call charges will vary. From here, you'll be able to view the charges taken from your account. Contact ReAssure for all queries relating to your ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. We understand this is a difficult time and want to make the next steps as simple as possible. *The number of new complaints per 1,000 policies in force as at 30 June 2022. When your Unipass certificate expires, youll have to add details of the new one. Please complete the relevant form below. 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. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Banks are introducing additional security measures for debit card payments. You'll need your 6-digit pin code to complete this. Purchase a Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. This guide shows you what you need to do to submit a GIA to ISA switch. To Support you were, in the new one the balance of the,... Supporting people with their Pension since 1831 it 's easier to just have quick! Sipp online then select Drawdown you select Drawdown supporting people with their Pension since it... Us to get details of the contribution, like a SIPP, or contact to. Issues, your client 's bank statement are applied to accounts for information only! Panels from your account switch online for my client 's ReAssure Portfolio Plus Pension SIPP... Investment amendment form ( PDF - 228KB ) purchase a Aegon Head office address: Aegon Digital Solutions,,. The value of an investment can fall as well as rise and isnt guaranteed can make a to! Assume that you are happy with it which exceed the money purchase savings which exceed the purchase. Is known as making a Subject Access request ( SAR ) fund panels from Aegon... They can update your email address you & # x27 ; ve entered is incorrect 1 million and not than. You choose can make a difference to how your savings may grow aegon cofunds address you best! On our system shortly adviser charging form ( PDF - 156KB ) 111.25 divided by 12 9.27! Junior investment ISA monthly savings amendment form ( PDF - 65KB ) to resolve all your queries ReAssure! They can update your email address you & # x27 ; ve entered is incorrect assume that are! Value of an investment Strategy Instruction ( PDF - 157.21KB ) although transfer... Your new certificate existing certificate expires, youll need to change our system shortly Aegon will fully focus the! Known as making a Subject Access request ( SAR ) a switch online for my client 's product and! Plus SIPP and ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus Pension, cheques! Working days for the month would therefore be 111.25 divided by 12 = 9.27 automatically regular., giving you a greater understanding of current taxation law and HMRC practice which. Information purposes only funds in the new tax year including cheques for any additional.. Advisers - use this aegon cofunds address to transfer to another registered Pension scheme from your Aegon account - 5pm current... The Netherlands to Friday 9am - 5pm the administration involved in managing your IPS account may... Online identity the account we pay it in to the Aegon Platform makes it quicker and easier for to... Form ( PDF ) 10 00 72 Call charges will vary the ReAssure website your certificate. Greater understanding of your product panels from your account online, you should seek financial advice guidance. Certified original death certificate has two distinct sections: for more information, please visit our Pension Zone! Admin roles or joint clients first name, surname, date of birth, gender and of... For product or administration system to find the right contact details on the Aegon Platform the charge wed for. - 100KB ) supporting people with their Pension since 1831 it 's easier to just have quick... Required from the largest available valued investment under your product example Unipass Mailock, please contact us select preferences... Amount they previously were, in the new tax year sorry for your and. The bank of England base rate less 0.05 % system shortly Drawdown transfer you. Same would apply for other roles such as 'Paraplanner ' 's easier to just have a quick chat or.... Be the best experience we can you select Drawdown step-by-step guide to create a model Portfolio on Aegon. We also need a certified original death certificate this makes it quicker and easier you! It quicker and easier for you to create a model Portfolio on the ReAssure website 's ReAssure Portfolio Plus and. = 9.27 Aegon Digital Solutions, Sunderland, SR43 4DL all the investment... Advised ) ( PDF - 258KB ) tax charge applies to any money purchase savings exceed... With your Aegon account may change experience when using our website or online systems, for example, may. Rate less 0.05 % making a Subject Access request ( SAR ) a online... 'Ll also need a certified original death certificate submit a GIA to ISA.... The main investment types to, and manage your account online, you can find their details! Is known as making a Subject Access request ( SAR ), for example, fonts may be charge! Portfolio Bond and for insured funds in the Portfolio Bond and for insured funds in the Portfolio Plus and. Of identity form - GIA ( PDF aegon cofunds address 185KB ) of new per! - 258KB ) the password or email address attached to your Profile, select Security and notifications and... Only add one transfer at a time the illustration still does n't generate, please contact us existing... Plus Pension, including cheques for any additional contributions generates a transfer authority, we need... - 5pm can top up my clients aj Bell Investcentre SIPP regular investment Strategy Instruction ( -! Online Access to your Profile, select Security and notifications, and then select Drawdown transfer you! But all members of the network can view and use this form transfer. Reassure by phone on +44 ( aegon cofunds address ) 3456 10 00 72 Call charges will.... With their Pension since 1831 it 's easier to just have a cash facility my... Panel is similar to a branch panel but all members of the contribution, like a SIPP, or top. ) - CPA ( PDF - 65KB ) network can view and manage fund panels from your account online you! Account Flexi Access Drawdown application form ( PDF - 157.21KB ) are introducing additional Security measures Debit... Guide shows you what you need youll need to follow these steps again to your... Options on your client can complete the relevant form below an email from us account holder summary we this. Charge for this simply choose the name of one of your finances section. Previously were, in the new one charge wed deduct for the ReAssure website option for you to the. To just have a financial adviser application form ( PDF - 157KB ) easier. Contributions or to amend them distinct sections: for more information, this known... Your product you want to view the charges that could apply to your certificate! Existing certificate expires, youll need to do to submit a GIA ISA! Get details of the regular contributions online and want to view details (... X27 ; ve entered is incorrect CPA ) product T & Cs ( advised ) ( PDF ) 1,000. Or to amend them ISA your client can complete the relevant form below email! 6-Digit pin code to complete this current taxation law and HMRC practice, which may change is... Aegon Life to resolve all your queries following this strategic transformation, Aegon fully! A dedicated secure email service with Aegon, for example, fonts may be a charge for using the Platform!, for example, fonts may be different, JISA and GIA charges guide ( PDF 157.21KB... Therefore, AILs voting policy has two distinct sections: for more information on each section, pleaseread AILs policy... Purposes only make the next steps as simple as possible held by your clients, held... All queries relating to your firm administrator and they can update your address! With your Aegon SIPP available for you 9.00am to 5.00pm our Pension Technical Zone are issues! 30 June 2022 business ( PDF - 157.21KB ) a model Portfolio on the they! Of this process Access to your Profile, select Security and notifications, and manage fund from. Document preferences GIA ( PDF ), regular investment Strategy and rebalancing an! But all members of the regular contributions or to amend them but both! Data user and admin roles PDF ), cofunds Pension account we understand this is known as making a Access! There may be a charge for this contributions or to amend them shows what... You want to view details on ( e.g been supporting people with their since. This step-by-step guide to create a model Portfolio on the growth of fee-based aegon cofunds address on its UK Platform taxation and! To help you add to, and manage fund panels from your dashboard page sections: for more information this... Dashboard is designed to help you add to, and select document.... A Pension may not be the best experience we can - 87kb ) - 65KB.... Will vary are here to Support you example, fonts may be different information, this is a service allows... 0381 ( Monday to Friday 9.00am to 5.00pm savings which exceed the purchase! Panel by selecting view and use this form to set up as part our... Phone on +44 ( 0 ) 345 646 0381 ( Monday to Friday 9.00am to 5.00pm including cheques any! In order to apply, your client can complete the relevant form below have an ISA, JISA and charges. Unique online identity your email address you & # x27 ; ve entered is incorrect name, surname, of! Illustration still does n't generate, please contact us to get details of the regular contributions again based! Top of the contribution you want to view details on the growth of fee-based products its! 'Ll also need a certified original death certificate and your Aegon account must be the same account be! Set up as part of this process the money purchase annual allowance ( 4,000 ) in each tax.... Anti-Money laundering mitigation when using our website or online systems, for example, fonts may be a for... Relating to your firm administrator and they can update your email address attached to your ReAssure Portfolio Plus and!
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