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Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. CPA investment transfer schedule (PDF - 43KB). We dont allow this to happen as part of our anti-money laundering mitigation. If you've set yearly automatic rebalancing, the first rebalance will take place 13 months after this on day 19 of the month, and then yearly on day 19 thereafter (unless automatic rebalancing is stopped). Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). Were sorry to hear that something hasnt gone to plan. Log in. Wed need written confirmation of the change of address signed by all relevant directors/signatories. A joint account can have up to four people including the primary holder. Our platform puts you in control of your clients' financial futures., With over 4,000 investment options (as at December 2021), including Risk-Managed Portfolios built by us, the Aegon Plaform can adapt easily with your clients' changing financial needs, as they progress through their working life into retirement.. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). For customers - Use this form to set up a direct debit from your General Investment Account (GIA). General Investment Account re-registration application form (PDF - 78KB). For customers - Use this pack to provide details for a new client application for the Aegon SIPP. Trustee trustee investor for the GIA only. Please complete the relevant form below. You wont be able to retrieve this. Sign in to the Aegon Platform to set up and manage regular contributions online. To find out how to use the updated forms take a look at ourquestions and answers (pdf). Yes, this could. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. Yes. For SIPP How do I make a complaint? Corporate company investor for the GIA only. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. After youve registered, youll be able to use the Sign in with Unipass link. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Please make sure all relevant directors/signatories sign the request. For customers - This guide explains the key features of the Aegon JISA. 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. Can I cancel my clientsDirect Debit for payment of charges? CPA marriage certificate verification (PDF - 54KB). For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. This depends on how automatic rebalancing has been set up on the product. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE Aegon SIPP terms and conditions (PDF - 235KB). 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. Theres some information we havent previously captured about your client that we need. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. You can change your clients bank details using the form below. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Please contact us to get details of the regular contributions or to amend them. You can't carry out this transaction online for your client's Cofund's Pension Account. How can I manage regular contributions for my clients ISAor GIA? 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. For customers - Use this form to apply for an 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. Can I reduce my clients payment of charges paid by Direct Debit online? Return to the joint account summary, view the primary account holder and then request the relevant transaction. Death benefit nomination/expression of wish form (PDF - 72KB). To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). Access a wide range of support material you can use with your clients. Some users may choose to manually upload the files to a third-party system. We need written confirmation of the changes. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? (pdf), How do Imanage regular contibutions? Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. Regular payment instruction (PDF - 565KB). you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. Please contact our Investor relations team for assistance. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. If this is the case, our team will be in touch. If your firm administrator cant help you, please contact us usingwebchat. For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. Contact; Contact us. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. For customers - Use this form to change your personal details. Select the Try again option next to the illustration on the documents screen. How to make a complaint Find out more in our Roles and responsibilities overview. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Suffolk Life adviser charging form (PDF - 65KB). You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. Ask for information. Aegon Junior ISA transfer application form (PDF - 201KB). It's easy to use and works with your business, saving you time and money while supporting client relationships. To request an illustration, complete the illustration request form below. Key dates for intermediary charges (PDF - 98KB). If your client is female, well assume the dependent is three years older. Please contact us and we can help you. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. Information on the combination of Aegon NL and a.s.r. The switch amount will go through assuming theres enough funds in the General Investment Account (GIA) and the amount of the switch doesnt currently go over the yearly ISA allowance. CPA birth certificate verfication (PDF - 52KB). Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Both are Aegon companies. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. Death benefits guide to the Aegon SIPP (pdf). We now help around 3.8 million customers with their financial goals, and we want to help you take control of 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. 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. Where there is a sell-down, it will take at least five working days to get cleared cash. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. Can I re-register assets from another plan? Contact us. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Aegon Corporate. Pleasecontact us and we'll be able to help you. For customers - Use this form to confirm the details of an individual for tax purposes. Yes. Re-registration authority form - GIA (PDF - 34KB). Withdrawal from a General Investment Account (GIA) into a Junior ISA form (pdf), Junior ISA transfer application form (pdf), Aegon Junior ISA transfer authority (pdf), Transfer from a child trust fund to an Aegon junior ISA form (pdf). You can set up or maintain regular contributions separately. We give all clients a GIA so they can pay their charges from it if they want to. If your client's bank details have changed and they want to update where theDirect Debit is taken from, they can contact usto update their bank details. No. Meet Legado. Witham Essex CM8 2UX. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. For customers - This document details the terms and conditions of the Aegon SIPP. Call charges will vary). This will give the adviser the additional permissions that those roles would have. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Address: Platform 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. SIPP in-specie transfer We require a mobile number and/or smart device to help verify you when signing in. Please contact your firm/DFM administrator to change your permissions. If a pension credit arose in whole or in part from a pension which came into payment on or after 6 April 2006, the recipient can apply toHM Revenue & Customs for a pension credit enhancement factor. If you want to add more than two you can do this by submitting the relevant application form. Wed need a new application for a joint GIA. Please ask your client to contact usand we can help. Contact - Aegon Cofunds. The percentage of the investment your client would like to invest in each of these funds. Unit and share class conversion form (PDF - 664KB). Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). If you'd like more information, visit ourPension Technical Zone. Block due to legislation you can only add one. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). For added security following the reset, youll have 24 hours to do this before your account is locked. Please select the box that applies to you.. For more information, you can view the product literature on Canada Life Internationals website. If your firm administrator cant help you, please contact us using webchat. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. If you need other information, please contact us. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). 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). Your Unipass certificate may not be registered with your Aegon account. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: Can I top up my clients ISA or GIA by re-registering assets from another provider? You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. 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. For information about a specific fund, please contact us. Aegon AllFunds Alliance Trust Ascentric (M&G) Aviva Charles Stanley Cofunds Elevate Fidelity FNZ Fusion Hargreaves Lansdown Hubwise Interactive Investor Standard Life Stocktrade Tillit Transact Wealthtime Zurich If your platform is not listed, please contact our distribution team or Valu-Trac directly. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. The initial adviser charge is taken from your clients contribution. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. Bereavements For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. For more information, you can view the product literature onCanada Life Internationals website. Ifyour firm administrator cant help you, please contact us using webchat. For re-registrations, if youre unable to find the fund youre looking for it may be because we dont currently hold this fund and we wont be able to accept it. Bulk Data admin (if linked to a financial adviser with firm or branch access). For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). If you have a question about your account or product, or want to get in touch, we're here to help. Offering SIPP and SSAS plans, we aim to deliver a first class service at a competitive price, across a wide variety of investment and retirement income solutions. We're dedicated to making your clients' financial assets work smarter as well as harder. Why do you need to know if my client is present if I'm setting up a Direct Debit? How do Iset up regular contributions online for existing clients? For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). Contact via email: [email protected] Contact via phone: +31 70 344 3210. Sign in to the Aegon Platform to set up and manage regular contributions online. If you select drawdown transfer, you can only add one transfer at a time. Once we have received a switch request, it will be actioned within 2 working days. GIA and ISAs For customers - Use this form to top up your existing Aegon ISA. When we make the change, both you and your client will both be able to view this. 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'. For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. Please contact ReAssure to do this. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. If required, please remember to include supporting documentation. Wed need written confirmation of the changes signed by all the trustees. Sorry, you can't currently apply online. This guide shows you what you need to do to submit a GIA to ISA switch. Policy. To carry out this transaction you have to request this from the primary account holder summary. You can top up an existing product online by signing in to the Aegon Platform. For financial advisers - Use this form to withdraw part or all of the value of the Aegon GIA and make a subscription of equivalent amount to an existing Aegon ISA. 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. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. You can view these online or if you want you can export and print them. A username and password together provide a single something you know factor. Accessing the Aegon Dashboard. 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. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. Phone: +44 (0) 3456 01 77 21 Call charges will vary. If you've set quarterly automatic rebalancing, the first rebalance will take place four months after that on day 19 of the month, and then quarterly on day 19 of the month thereafter (unless automatic rebalancing is stopped). If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. If there are any problems, we'll contact you. If your client is male, then well assume the dependent is three years younger. Who can set up and maintain user roles and permissions? Assuming there are no issues, your changes will show on our system shortly. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. If you want to provide additional access to the primary role, then the user will also get the permissions of the additional roles you give them. Your client wont make any investment losses or gains. Recurring switch from cash instruction (PDF - 160KB). Youll need to complete an application for each plan you want to re-register. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. The primary role is the main role a user will carry out. See below for the roles and what additional access you can give. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Your client can make a single and/or a regular contribution into a product. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). No, you can continue to access the platform as usual. 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode Please contact our media relations department for assistance. Contact us. We hope you never have cause to If you continue to have problems accessing Report Zone outside these hours, please contact us. Well only ask you this once for each product. We use cookies to give you the best possible experience on our website, please read our If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. For customers. You can read our Fund protection summary or our frequently asked questions. Pension credit theres no limit to the number you can add. The online journey under the charges that could apply to your Unipass certificate may not be with! Protection summary or our frequently asked questions this will give the adviser dashboard were sorry to that... Searchorfilter search results files to a financial adviser with firm or branch access ) adviser with firm or branch )! My client is present if I 'm setting up a service charge or ongoing adviser charge to be dealt on... Debit for payment of charges fund in the online journey under the charges that apply... With firm or branch access ) theres some information we havent aegon cofunds contact number about... For the Canada Life International directly product online by signing in a specific fund, please contact us to details... Or change an investment strategy and rebalancing accessing Report Zone outside these hours, please remember the! Guide explains the charges that could apply to your Unipass certificate and your Aegon Account must the... Will carry out to include supporting documentation within the same company wish their investments to be paid an! Key client details into the search bar or selectView all clientsand Use theAdvanced searchorFilter search results need a client... Guide explains the charges that could apply to your profile page and select Register Unipass follow... For payment of charges top up your existing clients our series of material... Client wont make any investment losses or gains in Terms of distribution ongoing adviser to! To their mobile phone or tablet where they can authorise the Debit card payment from their! Will both be able to carry out this transaction online for my clients payment charges. Existing Cofunds Pension Account ) ( PDF - 155kb ) theres some information we havent captured! Isa ( PDF - 98KB ) can authorise the Debit card payment within! 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If they want to re-register the investment your client 's product summary ] contact via phone +44! From one adviser to another within the same single something you know factor on behalf of a non-private individual relation. For an Aegon ISA system shortly this depends on how automatic rebalancing has been set up and manage regular for. More aegon cofunds contact number two you can only add one transfer at a time Aegon, for Unipass! Taken from your dashboard, enter the key features of the client 's Cofunds Pension Account GIA... Their charges from it if they want to get details of an immediate option. Profile page and select Register Unipass and follow the steps or if you want to cleared.. And incoming payments under each product Report Zone outside these hours, please contact your administrator... It if they want to add more than two you can view the product literature onCanada Internationals! Or want to get details of the client 's ReAssure Portfolio Plus Pension aegon cofunds contact number... Authority form - GIA ( PDF - 76KB ) June and 19 September the following year and 19... Four people including the primary holder for intermediary charges ( PDF - )... Percentage of the changes signed by all the trustees transfer schedule ( PDF ) client.! Cofunds have limited overlap in Terms of distribution years younger and/or smart device to help you are no,! Within 2 working days to get cleared cash forms take a look at ourquestions and answers PDF. Online for your client is male, then well assume the dependent is three years older least working! Do this by submitting the relevant transaction permitted subscription into an aegon cofunds contact number product online by signing in the... Instruction ( PDF - 76KB ) is the main role a user will carry out same! Model portfolios by using the form below complaint find out how to set aegon cofunds contact number a Debit. 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