If you want to add more than two you can do this by submitting the relevant application form. Aegon Retirement Choices, One Retirement and Retiready Aegon Platform Nationwide Building Society TargetPlan Aegon and Scottish Equitable Pensions and Bonds You can find a financial adviser near you by using the free and impartial government sponsored MoneyHelper. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. Training and resources For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. Aegon expects to generate GBP 60 million of annualized cost synergies by moving the Cofunds business onto the state-of-the-art Aegon technology, and by delivering efficiencies as a result of removing duplication across the businesses. Find out what you can do online and when you need to send us paper forms. The gross amount of any relief at source personal contributions and the amount of certain lump sum death benefits. This will also enable us to remain in contact regardless of your employment status. Who do I contact for queries relating to my Portfolio Plus SIPP and Portfolio Plus Pension? All the lines are busy at the moment, please try again in a moment. The current annual allowance limit is 40,000. 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. SR43 4DJ, For Aegon and Scottish Equitable Pension and Bonds This capital-light strategy is expected to result in predictable, growing capital generation.Aegon updated its capital management policy for the UK following the Cofunds acquisition. If your client is paying more than this or wants a quicker way to invest onto the Aegon Platform, they can send us the payment by a bank transfer. Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices, individual investors and foundations. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Sign in and select Profilein the top right corner of the screen and select the Security and Notificationstab. For more information on the cash facility, please read ourGuide to ISA. 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. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. You can't carry out this transaction online for your clients Cofunds Pension Account. If you choose for this option its your responsibility to ensure theres sufficient cash and/or investments held in your Aegon GIA to cover any charges due. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. If you dont use the most up to date version, this may increase security vulnerabilities. Making contributions to products on the Aegon Platform (PDF - 259KB). However, if you cancel after the 30-day period has expired, the payment will count towards your ISA allowance. Sign in to the Aegon Platform to set up and manage regular contributions online. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). Aegon General Investment account - transfer forms. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. It may also be that the fund youre looking for isnt within the range that we offer for that product. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. Theres no limit to the number of funds you can add. A lifetime ISA cant be used to increase your limit to 24,000. If you require access to institutional material selectInstitutionalhere. How your client does this will vary depending on their bank or building society. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). * 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. Find out how to make a complaint. Information on the combination of Aegon NL and a.s.r. It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. You can select a collection date betweenday 1 and day 28 of each month. Need a bit more help finding your product? For more information, please visit our Pension Technical Zone. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Your client can add the provider throughtheir online banking account. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. A financial adviser can help you assess your goals and help with planning. Presentations No, we can only accept regular payments by Direct Debit. You are currently on the Aegon Group corporate website. Please have the following information ready: No. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. You have the right to request a copy of the personal information we hold on you. Customers whether youre an individual or have an Aegon workplace pension through your employer, were passionate about supporting you with your retirement plans and to make managing your savings easier. 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. This depends on how automatic rebalancing has been set up on the product. Transferring a pension may not be the best option for you. We use cookies to give you the best possible experience on our Select the Customer serviceslink under the Help and Supporttab at the top right of the page to get in touch. Bulk Data admin (if linked to a financial adviser with firm or branch access). If were unable to deduct a charge due on your Aegon ISA from your Aegon GIA because there isnt enough available cash and/or investments to cover the charge, well direct the charge back and deduct it from your Aegon ISA. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. What payment methods can I select for an ad hoc withdrawal? Please don't email any personal, financial or banking information as it's not a secure method of communication. 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. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. Please complete the relevant form below andsubmit, or contact AJ Bell. Youll only be able to see a joint account online if youre the primary investor. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. The Code aims to enhance the quality of engagement between investors and companies with the aim of improving long-term risk-adjusted returns to shareholders. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. Use the last eight digits only. You could get back less than you invest. *The number of new complaints per 1,000 policies in force as at30 June 2022. 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. Nationwide is the UK's largest building society and one of Cofunds' key distributors. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? This charge covers the service and the administration involved in managing your IPS account. For customers - This guide explains the key features of the Aegon GIA. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). 2nd Floor, Fitzalan House Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. Aegon SIPP record of payments due form (PDF - 84KB). For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. (pdf). Our guide will help you through the process. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? Fund prices and performance Get up-to-date fund information and performances. Please complete the relevant form below and submit. For customers - Use this form to confirm the details of an individual for tax purposes. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). If you don't currently have access and would like to manage your account online, you can request online access to your account. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. 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. Investor protection what you should know (PDF - 36KB). Stocks and Shares ISA) and select the Documents tab. No, we only accept one-off payments by bank transfer, debit card or cheque. Activity, company ), Click on one of the icons to share the company. Suffolk Life adviser charging form (PDF - 65KB). Upgrade from a restricted CPA to a full CPA (PDF - 92KB). You can enter an amount above the annual allowance when adding contributions, however, you need to consider your client's individual circumstances including: If you'd like more information, visit our Technical Zone. Digital journeys Find out what you can do online and when you need to send us paper forms. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. Aegon N.V. 2022 2021 Order hard copies You can order a hard copy of the Integrated Annual Report, including the audited financial statements, free of charge by sending a request to our Investor Relations department. Lifetime ISA cant be used to increase your limit to 24,000 1,000 policies in force as at30 June 2022 any. Verification, how can aegon cofunds address select for an ad hoc withdrawal Self Invested personal Pension illustration Data capture (! 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This document details the terms and conditions for using the Intelliflo Automated Advice Service,.
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