Return to the joint account summary, view the primary account holder and then request the relevant transaction. To better protect your online account were supplementing this with something you have a device on which you can generate a passcode using an app or receive a passcode by text. Aegon Junior ISA application form (PDF - 68KB). We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. For added security youll have 24 hours to do this before your account is locked and you can only use the landline option for 7 days. You can select the account we pay it in to. General Investment Account re-registration application form (PDF - 78KB). Entity self certification form - Aegon Platform (PDF - 161KB). Youll need to contact ReAssure to do this. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. For customers - Terms and conditions supplement for the Curtis Banks SIPP. This makes it quicker and easier for you to find the funds you need. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. Can I be a servicing adviser and take fees from the client's account? As soon as your new device arrives please register it for verification. Please visit our Money out card on our Support page. If the advice basis is non-advised, we dont display funds determined as complex, according to the MIFID II data supplied by the fund manager. Call the company. Yes. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Look at our training guides to get started. Using one of these new options (for example, taking drawdown income from a flexi-access drawdown plan, or an uncrystallised funds pension lump sum) is called flexibly accessing pension rights. (pdf). Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. The primary role is the main role a user will carry out. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? In order to apply, your client can complete the relevant form below. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). 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. How can I manage regular contributions for my clients ISAor GIA? Financial adviser application form (PDF - 156KB). you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. Pension credit theres no limit to the number you can add. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE Can I top up my clients AJ Bell Investcentre SIPP online? For this reason, we switch off auto-rebalancing. An individual panel - you can set this up and only you can view this. Please select the box that applies to you.. View your client's product summary and select theRegulars tab. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. Sign in to the Aegon Platform to set up and manage regular contributions online. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. If you want to change product details please use the Change to product details form. Meet Legado. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). Contact via email: [email protected] Contact via phone: +31 70 344 3210. Sorry, were unable to accept applications if your client isnt a UK resident. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). Please complete the relevant form below andsubmit, or contact AJ Bell. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). Your client can pay charges from their nominated GIA for: Yes. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). We give all clients a GIA so they can pay their charges from it if they want to. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. You can change your clients bank details using the form below. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. Weve implemented a new verification method for an enhanced security sign in. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Aegon SIPP record of payments due form (PDF - 84KB). Please contact our Investor relations team for assistance. You can assign both roles to the same user. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. For customers - Use this form to allow a change of registered contact on an Aegon JISA. If the illustration still doesn't generate, please contact us. Select the fund your client wants to sell and we'll automatically add it to cash. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). However, in this situation please contact your firm administrator to report device unavailable. Can my client pay the initial adviser charge by Direct Debit? If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). 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. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Call charges will vary). See below for the roles and what additional access you can give. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. Canada Life International Portfolio Bond supplement (PDF - 30KB). View your client's product summary and select Regulars tab. Youll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst youre on the move. Find out more in our Roles and responsibilities overview. You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. Paying money into Aegon Platform (PDF - 375KB). Wed need written confirmation of the changes signed by all the trustees. The success and maturity of the European ecosystem can also be measured in terms of the number of unicorns in Europe, private companies with a valuation above US$1bn. CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 SIPP in-specie transfer If your firm administrator isn't able to help you, you can contact us. Aegon Corporate Newsroom News & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General, following regulatory approval. Your client can take regular withdrawals if theyre only invested in accumulation funds. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). Aegon Platform terms of business (PDF - 258KB). We need written confirmation of the change signed by all relevant directors/signatories. Use this form to apply for a new Cofunds Pension Account plan. Contact customer services to unlock your account if youve tried to sign in three or more times. Aegon has been serving customers in the UK for almost 190 years, with its history dating back to the founding of one of its predecessors, Scottish Equitable, in 1831. For financial advisers only - Please complete our illustration data capture form below and we'll send you this form along with the illustration - in line with new rules from 6 April 2022. For financial advisers - Use this form to add a new firm, set up branches and Appointed Representatives, appoint and remove advisers, change of bank details and to request elevated access. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. For customers. 1.1 Mr/Mrs/Miss/Ms/Other - please specify 1.2 Customer number 4 Full forename(s) 1.3 Email address Surname We'll only use your email, where appropriate, to contact you about your instruction. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). Total number of appointments 4 Date of birth January 1960. Please contact your firm administrator to reset your verification method. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. For GIA and ISA Your client can call their bank or building society and ask for the provider to be marked as safe. If you select pensions savings or full immediate drawdown there are different types of transfers available. You are currently on the Aegon Group corporate website. 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 your firm administrator cant help you, please contact us usingwebchat. For customers - Use this form for corporate and trust top ups. We subtract the total contributions in the current tax year from the allowance set by the government. Suffolk Life investment and amendments form (PDF - 67KB). 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. For customers - Terms and conditions supplement for Junior ISA. For any other transactions, please contact us. ReAssure We need written confirmation of the changes. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Please make sure all relevant directors/signatories sign the request. How do Iperform a GIA to ISA switch? Youll see an option to set up a monthly contribution when you apply for the product online. GIA and ISA in-specie transfer The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. Youve been signed out of your account as youve changed your email address. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. You can't carry outthis transaction online for your clients Cofunds Pension Account. For information about this, please contact us. 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). For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. Call charges will vary). For customers - Use this form for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. Yes. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon 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. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. Your client must be habitually resident in the UK for us to accept the business. We don't consider employer addresses, business premises or PO boxes as residential. (pdf). Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? To do this, please complete our Change to product details form. Our guide will help you through the process. Aegon Junior ISA change of registered contact form (PDF - 158KB). If you require access to institutional material selectInstitutionalhere. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Individual self-certification (PDF - 145KB). Report Zone is a separate reporting website, accessed from your dashboard. 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. Yes, you can carry out a switch online from the Client summary. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. Joint you can add two investors online under the one general investment account (GIA). Log in. For customers - Terms and conditions of the Aegon SIPP. How to make a complaint You can no longer make contributions into these products. Aegon Corporate. Re-registration authority form - GIA (PDF - 34KB). Your client wont make any investment losses or gains. The maximum your client can pay by debit card is49,999.99. Log in. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Contact via email: info@aegon.com Contact via phone: +31 70 344 3210. Aegon Asset Management Aegon Asset Management website. Aegon Hungary Aegon Hungary website. Contact via phone: Insurance: +36-1- 477-4800 Aegon Platform terms and conditions (PDF - 313KB). The funds that are available for you to select from depends on the advice basis for the transaction. Direct debit mandate - GIA (charges) (PDF - 75KB). 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. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. Youll need to complete an application for each plan you want to re-register. Please contact ReAssure to do this. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. For customers - Use this form to change your personal details. For customers - This guide explains the key features of the Cofunds Pension Account. Your client could get back less than they invest. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Were sorry to hear that something hasnt gone to plan. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. Aegon is a brand name of both Scottish Equitable plc (No. This will delete any registered number and/or authentication app. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. To comply with regulations, we need to gather this information for each product. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. You need to set up the third-party systems before data can be fed through. 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). Did you know you can complete this process online. Advisory is where your client has to agree to investment decisions you may recommend. You dont currently have permission to carry out this task. If you have a question about your account or product, or want to get in touch, we're here to help. Cofunds Pension Account Annuity Purchase form (Immediate Vesting Option) (pdf), Cofunds Pension Account Annuity Purchase form (Open Market Option) (pdf), Cofunds Pension Account Adviser Charging Fee Model Affirmation form (pdf), Cofunds Pension Account - Bypass Trust (pdf), Cofunds Pension Account Transfer Out form (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Non-Private Individual) (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Private Individual) (pdf), Cofunds Pension Account Marriage/Registered Civil Partnership Certificate Verification form (pdf), Cofunds Pension Account Birth Certificate Verification form (pdf), Cofunds Pension Account Expression of Wish form (pdf). If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. Alternatively, you should download the form from the documents screen youll see later in the online transaction you're carrying out, print this and ask your client to complete before returning this to us. You can select a collection date betweenday 1 and day 28 of each month. Youll then be able to register a landline number when you next sign in. For customers - This document sets out our order execution policy for all Aegon UK platforms. Regular payment instruction (PDF - 565KB). You can cancel a regular contribution online up until two working days before the collection date. Who can set up and maintain user roles and permissions? There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. What assumptions do you make for a dependent's pension? If you select drawdown transfer, you can only add one transfer at a time. For customers. Witham Essex CM8 2UX. 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. Your Unipass Certificate may not be valid - for example its expired. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. If you continue to have problems accessing Report Zone outside these hours, please contact us. For employers - Use this form to set up member contributions to an Aegon SIPP. 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'. You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. Accessing the Aegon Dashboard. Change of customer details form - Aegon Platform (PDF - 153KB). 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. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). The income distribution choice has to be set individually for each product your client has. Why have you asked me to provide my client's bank statement? From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. 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