Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. You can't carry out this transaction online for your client's Cofund's Pension Account. For customers - Terms and conditions of the Aegon Platform. In practice, as we manage fund of funds, we are not directly able to influence the companies held by the collective investment schemes we invest in. Can I open anAegon ISA without a National Insurance number? We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. 4,000 for a lifetime ISA. Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. The tax that applies after taking benefits from your pension depends on the benefit option you're receiving and your age when you die. You can read our Fund protection summary or our frequently asked questions. Aegon Platform complaints procedure (PDF - 34KB). This 20,000 covers the total amount paid into a stocks and shares ISA, cash ISA, an innovative finance ISA and a lifetime ISA. Your financial adviser can arrange online account access if you don't already have it. The charge wed deduct for the month would therefore be 111.25 divided by 12 = 9.27. Fund charges are in addition to any product or adviser charges and include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. Your Unipass Certificate may not be valid - for example its expired. Aegon Dashboard - view only 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. At times we experience high call volumes, and it may takesome time before we can answer your call. Did you know you can complete this process online. This could also affect your experience when using our website or online systems, for example, fonts may be different. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. In order to make a one-off withdrawal, go to the ISA or GIA product page on the Customer Dashboard and select More options, then One-off withdrawal and follow the instructions on screen. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. 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. We calculate it using the value of your relevant products under your IPS account on the last business day of the month. Cofunds and Aegon's platform business are highly complementary. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. 4,000 for a lifetime ISA. AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). SIPP in-specie transfer Fund prices and performance Get up-to-date fund information and performances. Alternatively, you can find out more on HMRCs website. Your investments and the climate emergency. If you're a financial adviser - we're here to help support you. Your firm administrator can set up access for you. This is why it's most suited to investors as a shorter-term investment. To complete the activation, youll need to follow the steps and enter your activation code. They vary depending on the funds you choose and how they invest your money. The cash facility lets you hold cash in your ISA. For customers - Use this form to nominate a beneficiary in the event of your death. If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. No, Letter of authorities are applied to accounts for information purposes only. You can find their contact details on the ReAssure website. 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. This information is based on our understanding of current taxation law and HMRC practice, which may change. Investment strategy instruction form - Aegon Platform (PDF - 149KB). 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). Fund prices and performance Get up-to-date fund information and performance, please click on the fund range that applies to you. Select your product or administration system to find the right contact details. To set up an online account with us, you first of all have to activate your account. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. We know the importance of making sure your money works as hard as it can for you now and in the future. You can view these online or if you want you can export and print them. Access a wide range of support material you can use with your clients. This is as follows: There are a number of factors that determine how death benefits from pensions are taxed: If you die before taking benefits from your pension. FAQs Use our FAQs to answer your questions quickly. Why have I received an account activation email? If you cant find or haven't received your account verification email from us, please check your email junk folder. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. We may still send some documents by post where an online version isn't currently available. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. Policy. Please contact us to get details of the regular contributions or to amend them. Find out what you can do online and when you need to send us paper forms. It isnt designed for long-term saving and inflation is likely to exceed returns. In order to get you to the right place, we need to find out a bit more about you. As you have two products the 9.27 charge would be proportioned between the two products as follows: Well normally take the charge from any available cash you have in the cash facility of the product the charge was calculated on. We use cookies to give you the best possible experience on our You can send us a cheque in the post. For customers - Use this form to change your personal details. If you don't do this, your certificate will no longer be valid. Yes. How to make a complaint Were sorry to hear that something hasnt gone to plan. You can add additional people by completing our AegonAsset Transfer form. You can track down a lost pension by using the Government-backedpension tracing service. Canada Life International Portfolio Bond supplement (PDF - 30KB). 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. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? If you, or your financial adviser on your behalf, request an online account well send you an email with an account activation code to your registered email address. You can add via your online banking account. Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. Youll need to complete an application for each plan you want to re-register. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. If your client is male, then well assume the dependent is three years younger. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). For employers - Use this form to set up member contributions to an Aegon SIPP. Policy. 19 April 2022. What assumptions do you make for a dependent's pension? We need written confirmation of the change signed by all relevant directors/signatories. For customers - This guide explains the key features of the Aegon GIA. You can carry out a switch by signing into the Aegon Platform. You can set up or maintain regular contributions separately. If you have a question about a policy or product, or want to get in touch, we're here to help. Aegon Platform document library Get Aegon Platform product literature, forms and other documents. Similarly, any other correspondence will be delayed in reaching us. Please contact yourfirm administrator to request a new code. We aim to support older versions of browsers but updating to the most up to date version will give you the best experience. Aegon GIA application for trusts (PDF - 250kb). You or your client should contact us to tell us that theyve moved abroad. To change your email address firstly Sign in. We don't provide advice or personal recommendations and you should be comfortable with the decisions you're making. 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. A voting right is the right of shareholders to vote on matters of corporate policy, for example the appointment of a board director or significant changes to a companys operations. Please contact us to change any details which are incorrect. Aegon Junior ISA Switch Form (PDF - 45kb). If youre a regular visitor to the adviser hub, please bookmark the adviser home page to avoid us asking you again. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Both are Aegon companies. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. If you dont use the most up to date version, this may increase security vulnerabilities. Your client could get back less than they invest. We set up a General Investment Account (GIA) as an option to allow you to use the cash facility to pay any charges from, and invest into funds. 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 so we can make sure that were making payment to the correct account. Follow the instructions to make a one-off payment by debit card, bank transfer and cheque. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. aegon.pl; jll.com; Smitesh Sathidevi Staff Software Engineer. If the advice basis is advised, youll be able to see all the funds that we have determined as suitable for an advised customer, according to the MIFID II data supplied by the fund manager, this will include complex funds. Use this form to apply for a new Cofunds Pension Account plan. . You can complete theDirect Debit instruction online if your client is present. Once automatic rebalancing has been set up on the rebalance instruction, automatic rebalance will take place as follows: For example, if you set up a rebalancing instruction on 10 August, automatic rebalance will take place as shown below: A financial adviser or discretionary fund manager can also rebalance on an ad hoc basis. Your customer number is used to verify your identity/account. This means its price doesn't tend to move much either up or down on a daily basis. Access isnt available if your client has multiple advisers. You can make one-off payments by bank transfer. If the illustration still doesn't generate, please contact us. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. If there isnt enough money in the products cash facility to make the payment and your client hasnt nominated a specific investment to sell down, well sell down the largest investment within the product. No, just use your usual Aegon Platform sign on. How would a client have triggered the money purchase annual allowance? Any payments will be added to your account within two working days. Can I submit regular monthly contributions for ISAs or GIAs online? Aegon GIA application for charities (PDF - 225kb). What income distribution option does my client have if they're taking regular withdrawals? If theres a hyphen in the account number between the second and third numbers this should be ignored, Replace the last digit of the sorting code with the first digit of the account number, then use the last eight digits of the account number only, Where a nine digit account number starts with a six, use the last eight digits of the account number only, Where a seven digit account number is used prefix the account number with a zero (0), Where a six digit account number is used prefix the account number with two zeros (00), FCA Regulated person (Identified using the FCA authorised persons list), FCA Regulated Financial services intermediary (e.g. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. Please contact our Investor relations department for assistance. Our email system and the way we deal with data internally is secure. 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. Contact via email: customer.care@aegonlife.com, Transamerica Life Bermuda, Bermudawebsite, Transamerica Life Bermuda Hong Kongwebsite, Contact via email:customerservicehk@transamerica.com, Transamerica Life Bermuda Singaporewebsite, Contact via email:customerservicesg@transamerica.com, Aegonplein 502591 TV,The Hague,The Netherlands, Email: info@aegon.com Contact via phone: +31 70 344 3210, You are about to leave the audited section of Aegon's 2016 Review. If you have a financial adviser, you should organise a transfer through them. If required, please remember to include supporting documentation. CPA capped drawdown application (PDF - 127KB). If you have access to our online services, you may be able to log in and complete your action securely. AIL is pleased to endorse the principles of the Code. This is known as Carry Forward. 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. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. Aegon SIPP terms and conditions (PDF - 235KB). We'll then need you to confirm the planholders account, their full name, date of birth and address. Any other security details can't be changed online at present, instead, simply sign in and select the Help and Supporttab and choose Customer Servicesfrom the drop down menu to get in touch with us so we can help. Registered in England and Wales no. We dont allow this to happen as part of our anti-money laundering mitigation. How do I activate my Aegon Dashboard account (pdf). 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. This will also enable us to remain in contact regardless of your employment status. Please contact us so we can help. If you dont have a verification email from us, pleaserequest a new one. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. Accessibility support 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. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. If you've recently purchaseda product from us and haven't completed your account activation, please check your email inbox for an activation email from us. Your pension pot can be paid to your beneficiaries as: There will normally be no inheritance tax to pay. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. It may be that no further verification is required. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). You can't make any additional investments to your clients bond. Our guides willgive you a full overview of what you can do on the platform with different levels of access. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. If your firm administrator isn't able to help you, you can contact us. Phone:+44 (0) 3456 081 680 Call charges will vary. For customers. However, if you cancel after the 30-day period has expired, the payment will count towards your ISA allowance. Death benefits guide to the Aegon SIPP (pdf). For customers - This document details the terms and conditions of the Aegon SIPP. The annual charge is tiered so it reduces as the value of the investments you hold in your account increases as follows: We may vary these charges in future. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. This is now in the cash facility of your clients ISA. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). **The number of complaints resolved may be greater than the number received as some of those resolved may have been received in the preceding reporting period. For regulatedUCITs funds we show an ongoing charge figure (OCF), and for other fund types we show a total expense ratio (TER). What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Please select from the options below to get in touch with us. You may not have transactional access. 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Do you make to your clients ( GIA ) from another ISA account manager into an Aegon.... Conditions ( PDF - 165kb ) up-to-date fund information and performances a transfer through them, Certificate. Aegon Platform product literature, forms and other documents email system and the way we deal with data internally secure... Asked questions immediate drawdown does my client have triggered the money purchase annual allowance, payment! National Insurance number Pension scheme to set up is no longer relevant Sathidevi Staff Software Engineer cant find or n't. To tell us that theyve moved abroad a one-off payment by Debit,! Information purposes only, just Use your usual Aegon Platform no further verification is required n't already have....