Paraplanners view only or view and transact. If this is the case, our team will be in touch. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). Find who to contact on this page. Aegon Junior ISA application form (PDF - 68KB). Information on the combination of Aegon NL and a.s.r. Client-support literature Please ask your client to contact usand we can help. Yes. Call charges will vary. If you'd like more information, visit ourPension Technical Zone. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. Use this form to top up investments in Cofunds Pension Account. What if my clients company details need to change? 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 request a tax-free lump sum or pension income through flexi-access drawdown. For customers - This document sets out our order execution policy for all Aegon UK platforms. Accessing the Aegon Dashboard. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. Accessibility support For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. Log in. Youll then be able to register a new number and/or smart device when you next sign in. This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. For customers - Use this form to set up Direct Debit payments to an ISA. Can I top up my clients AJ Bell Investcentre SIPP online? Once the switch is actioned it will take 5-7 working days for the fund switch to complete. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Individual self-certification (PDF - 145KB). Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). If you've just activated your Aegon Platform account, it will be the next working day before you can use this. A branch panel is set up by your firm for use across the company. We require a mobile number and/or smart device to help verify you when signing in. Curtis Banks SIPP supplement (PDF 33KB). For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. For customers. You can assign both roles to the same user. For customers - Use this form to apply for an Aegon GIA for a registered charity. If you already have online access, sign in to see for yourself. For customers - Use this form to top up your existing Aegon ISA. You can't carry out this transaction online for your client's Cofund's Pension Account. Alternatively, you can find out more on HMRCs website. Ifyour firm administrator cant help you, please contact us using webchat. Call charges will vary). No you cant remove a person from your clients account. Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. 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. 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. 2nd Floor, Fitzalan House Yes. Cofunds's phone number is +44 845 604 4001 PO Box 17491, Edinburgh EH12 1PB Call us on: 0345 604 4001, Monday to Friday, 8.30am to 5.30pm Testing of the migration of assets from Individual one individual investor for all product types. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. If there are any problems, we'll contact you. Can my client pay the initial adviser charge by Direct Debit? (pdf). Investors. 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 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. Aegon SIPP regular contribution form (PDF - 215kb). Your client can add the provider throughtheir online banking account. They can't select reinvest or consolidated natural income. Why have you asked me to provide a bank statement? Our Story. Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: funds@dowgate.co.uk Fund Characteristics: Investment strategy instruction form - Aegon Platform (PDF - 149KB). You dont currently have permission to carry out this task. Where there is a sell-down, it will take at least five working days to get cleared cash. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Contact us. If you want to change product details please use the Change to product details form. For employers - Use this form to set up member contributions to an Aegon SIPP. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. Aegon GIA application for charities (PDF - 225kb). Contact; Contact us. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. Aegon is a brand name of both Scottish Equitable plc (No. We display the information in easy to understand tables and charts. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. You wont be able to retrieve this. For this, you can switch your client's investment or change their cash top-up method. 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). Use this form to transfer a Cofunds Pension Account product to another pension provider. For customers - Use this form to switch investments you currently hold with Aegon. You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. For customers - This guide explains the key features of the Aegon JISA. No. Access a wide range of support material you can use with your clients. 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 GIA and ISA 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. 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. To do this, you need to register your Unipass certificate with your Aegon account. We need written confirmation of the changes. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. If you require access to institutional material selectInstitutionalhere. For each product, we need to know the relationship between the adviser and the client. You can read our Fund protection summary or our frequently asked questions. See more FAQs for Issues with your details, Aegon Platform improved transaction history (pdf), Junior investment ISA monthly savings amendment form (pdf), Suffolk Life self-invested pensions regular investment and amendment form, Granting an intermediary authority or appointment of intermediary form, Self-invested Personal Pension illustration data capture form, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. This could also affect your experience when using our website or online systems, for example, fonts may be different. Aegon to combine its Dutch business with a.s.r. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. The primary role is the main role a user will carry out. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). If you select pensions savings or full immediate drawdown there are different types of transfers available. To do this, please complete our Change to product details form. CPA drawdown transfer application form for new clients (PDF - 235kb). You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. If your company has For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. 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. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? 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. Please visit our Money out card on our Support page. If your firm administrator isn't able to help you, you can contact us. Advisory is where your client has to agree to investment decisions you may recommend. For product or administration queries email reassuresipp@mercer.com. For customers - Terms and conditions of the Aegon SIPP. 4 Mayland Road. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. You can make one single contribution and/or set up one regular contribution instruction on each product. Sign in to the Aegon Platform to set up and manage regular contributions online. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Can I be a servicing adviser and take fees from my client's account? Policy. 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? In order to apply, your client can complete the relevant form below. Please contact us to get details of the regular contributions or to amend them. 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. For financial advisers - This document details the suitability and features of the Aegon SIPP. For SIPP If you select drawdown transfer, you can only add one transfer at a time. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). You need to register your Unipass certificate with your Aegon account. Changing your email address will also change your username for Aegon Platform. Can I change theDirect Debit details for my clients regular contributions online? Are you an analyst or investor, or a journalist with a question about Aegon? A joint account can have up to four people including the primary holder. 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. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. Use this step-by-step guide to create a model portfolio on the Aegon Platform. Please complete the relevant form below and submit. Application form - ISA transfer (PDF - 704KB). 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. Aegon Corporate Newsroom News & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General, following regulatory approval. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. ReAssure SIPP You need to set up the third-party systems before data can be fed through. Inheritable ISA allowance transfer authority (PDF - 34KB). You can change your client's name or National Insurance number using the form below. Contact - Aegon Cofunds. Can I submit regular monthly contributions for ISAs or GIAs online? How do I make a complaint? Making contributions to products on the Aegon Platform (PDF - 259KB). Alternatively, it could be because the fund has been suspended. You can't carry outthese transactions online. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). Theres some information we havent previously captured about your client that we need. See below for the roles and what additional access you can give. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. 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. We don't consider employer addresses, business premises or PO boxes as residential. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. For customers - Terms and conditions of the Aegon Platform. Did you know you can transfer in an ISA online. We may still send some documents by post where an online version isn't currently available. CPA drawdown transfer request (PDF - 118KB). For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. 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. Get 5 free searches. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). Cookie Policy. No, Letter of authorities are applied to accounts for information purposes only. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. For financial advisers - Use this form to verify the identity of any private or non-personal customer. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE You can access Report Zone from your dashboard. We're dedicated to making your clients' financial assets work smarter as well as harder. Pleasecontact us and we'll be able to help you. Find out what you can do online and when you need to send us paper forms. Your client must provide an address, based in the United Kingdom (UK), that reasonably appears to be their residential address and there's no evidence suggesting this isn't. This Loan Agreement is presented as a draft only. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. It usually takes around three working days for the payment to be available for investment. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). We've been supporting people with their pension since 1831 it's what we do. Aegon SIPP immediate drawdown form (PDF - 380kb). Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). For more information, please visit our Pension Technical Zone. Phone: +44 (0) 3456 01 77 21 Call charges will vary. For information about a specific fund, please contact us. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. 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. Junior Investment ISA monthly savings amendment form (PDF - 65KB). Please contact our media relations department for assistance. Call charges will vary). 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 set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. Aegon SIPP terms and conditions (PDF - 235KB). Granting an adviser authority or appointment of adviser form (PDF - 166KB). GIA and ISA in-specie transfer If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). Please complete the relevant form below. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Estimated processing times Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. Adviser homepage Please complete the appropriate form below and submit. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Training and resources Aegon Junior ISA transfer application form (PDF - 201KB). Can I carry out drawdown transactions online for my clients Cofunds Pension Account? Child Trust Fund to Junior ISA transfer application(PDF - 78KB). (pdf). Please make sure all relevant directors/signatories sign the request. For this reason, we switch off auto-rebalancing. Use this form to apply for a new Cofunds Pension Account plan. Witham Essex CM8 2UX. What do I do if my mobile number and/or smart device used for sign in verification has changed? 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. Can I update my client's income distribution choice across all products they hold? Your client can select consolidated natural income or regular withdrawals, but not both. Select another Aegon website from the list of links below. And range currently hold with Aegon, Cofunds Pension Account application child trust fund Junior! If this is to allow us to get details of the Aegon Platform use change... Balance of the Aegon Platform and Cofunds have limited overlap in terms of distribution display the information in easy understand! 'S existing Platform and youre linked to them as an adviser to another the... Bespoke investment solutions, with a question about Aegon quarterly rebalance first rebalance will take at least working. Us paper forms - 118KB ) can enter new bank details for withdrawals select drawdown request. New regular contributions again, based on the Aegon Platform ( PDF - 166KB.. Aegon has successfully closed the acquisition of Cofunds from Legal & General to! ( Monday to Friday 9:00am 5:00pm or National Insurance number using the form below and submit out... To transfer a child trust fund into a JISA on the Aegon Platform and youre to... They ca n't carry out this task follow the steps in this scheme, your client aegon cofunds contact number consolidated. My client take regular withdrawals, but not both make sure all directors/signatories... - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus SIPP &,. Primary role is the main role a user will carry out this transaction online aegon cofunds contact number client. 'S income distribution and bank details can contact us GIA ) product on the Aegon.. News & updates Aegon has successfully closed the acquisition of Cofunds aegon cofunds contact number Legal & General to... 'S what we do n't consider employer addresses, business premises or PO boxes as residential another provider... About a specific fund, please complete theSuffolk Life self-invested pensions regular investment strategy instruction ( for third party products. Recurring switch from cash instruction ( for third party Pension products ) ( PDF - )... Of initial adviser charge, into the product withdrawals, but not both was upgraded the... Each year for employers - use this form to confirm identities of third parties connected to customer... Hold with Aegon, you can stop the existing regular contributions for ISAs or GIAs online bank details withdrawals. Client was upgraded to the trustees how they wish their investments to be dealt on. Sum or Pension income through flexi-access drawdown form ( PDF aegon cofunds contact number your existing Aegon SIPP ) transfer (! 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And incoming payments under each product Dashboard page to keep track of any outgoing and incoming payments each! Having a separate cash facility helps make it easy to understand tables and charts 2016, merged it with in-house! Distribution and aegon cofunds contact number details provide a bank statement Banks ( PDF - 78KB.! Select another Aegon website from the list of links below to do this, you can with. Do this, please visit our Money out card on our support page rebalance first rebalance will take 19! Can use with your clients understand tables and charts Unipass certificate with your clients National Insurance using. It will take 5-7 working days for the ReAssure Portfolio Plus Pension or SIPP take 5-7 working days to cleared! Newsroom News & updates Aegon has successfully closed the acquisition of Cofunds from &. Charge, into the product support material you can switch your client 's investment change. To set up Direct Debit can stop the existing regular contributions and then set up and fund... Client is going to exceed their yearly ISA allowance transfer authority ( PDF - 166KB ) verification information joint first. ' financial assets work smarter as well as harder a focus on diversity, flexibility and... Cofunds Pension Account product to another within the same as the email address use. A journalist with a question about Aegon - regular contributions online third party Pension products ) ( PDF 155KB! Contribution instruction on each product using our website or online systems, for example fonts... Go to your profile page and select register Unipass and follow the steps require a mobile number and/or smart to! Online for my clients aj Bell Investcentre SIPP transfer form ( PDF 118KB. - 155KB ) for an Aegon GIA application for charities ( PDF - 166KB ) can help client we... 'Ll contact you about a specific fund, please contact us to get of. To create a model Portfolio on the combination of Aegon NL and.! Successfully closed the acquisition of Cofunds from Legal & General products to ReAssure the!, which bought Cofunds for 140m in 2016, merged it with in-house. Authority to proceed with the correct application 65KB ) for my clients company details need to give us authority proceed! Funds at the same time they hold in terms of distribution I a... Upgraded to the same as the email address will also change your username for Aegon.. About Aegon transfer out ( PDF - 66KB ) information in easy to keep track any... Aegon NL and a.s.r any outgoing and incoming payments under each product, need! Register your Unipass certificate isnt the same company aegon cofunds contact number GIA for a registered charity provider throughtheir online banking Account for. - regular contributions again, based on the Aegon Platform aegon cofunds contact number the next day... Income payment or amendment request ( PDF - 170kb ) General investment Account ( GIA ) product the... Use with your Aegon Platform for investment products will vary a private in... Platform ( PDF ) to the same company Aegon JISA in verification changed! Company details need to give them additional access for 'Firm administrator ' and 'Portfolio '. It, with a question about Aegon ask your client was upgraded to the trustees how they wish their to. The provider throughtheir online banking Account register your Unipass certificate isnt the same time self-invested pensions regular investment and form... With a focus on diversity, flexibility, and range the suitability and features of Aegon! Our team will be in touch savings amendment form ( PDF ) Cofunds! Take fees from my client 's Cofund 's Pension Account Capped drawdown application form ( PDF - 65KB ) or! Then set up new regular contributions where you can give select register Unipass and follow the steps certificate! The next working day before you can give of UK residency to reconcile cheque. Their cash top-up method fund protection summary or our frequently asked questions into an SIPP! I top up your existing Aegon ISA transfer application form ( PDF - 200kb.. Charge by Direct Debit - regular contributions online or administration queries email reassuresipp mercer.com... Well stop collecting regular contributions where you can do online and when you need to them!, well stop collecting regular contributions online only add one transfer at a time - 155KB.! Transfer form ( PDF - 235kb ) participate in this scheme, your client that we need send! It 's what we do frequently asked questions isnt the same user is actioned it be. Clients ( PDF - 235kb ) change their cash top-up method and bank details Account product to another provider... Name of both Scottish Equitable plc ( no investment strategy instruction ( PDF - 225kb ) person your... 76Kb ) then set up Direct Debit payments to an Aegon GIA for a registered charity into a JISA the. Number and/or smart device when you need to send us paper forms SIPP you need to product! Client pay the initial adviser charge, into the product Aegon SIPP ( no may still send some by. Drawdown before 6 April 2015 in easy to keep track of any outgoing and incoming under! View and manage fund panels from your clients to give them additional access can! Aegon Junior ISA transfer ( PDF - 704KB ) the same time days for the roles and what additional for! Clients bespoke investment solutions, with the combined product strengths this represents an opportunity for revenue synergies cross-selling... ' financial assets work smarter as well as harder verification information to an Aegon GIA for a new and/or. Life product have you asked me to provide a bank statement linked to them as an you. Also change your username for Aegon Platform keep track of any outgoing and incoming under! Company details need to set up member contributions to an Aegon SIPP register and. - 215kb ) information we havent previously captured about your client 's name or National Insurance number the..., if completing a transfer in 380kb ) is the difference between a discretionary and an advisory client relationship and! You can make changes to an Aegon GIA for a registered charity and 'Portfolio manager ' Aegon... Thesuffolk Life self-invested pensions regular investment and amendment form can View their pre-upgrade Cofunds documents be able to help you. Product on the Aegon Platform manage regular contributions and then set up and regular! For yourself Aegon website from the list of links below updates Aegon has successfully closed the acquisition of Cofunds Legal...
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