Were sorry to hear that something hasnt gone to plan. The income distribution choice has to be set individually for each product your client has. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. You have the right to request a copy of the personal information we hold on you. Select your product to find the right support for you. From here, you will be able to download the documents connected with your account. You only need to activate your account once. **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. Fitzalan Court Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. How do I update my name, address or contact details? 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. What are the Bulk Data user and admin roles? If you have a question about a policy or product, or want to get in touch, we're here to help. Aegon UK document library Get Aegon UK product literature, forms and other documents. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. Once we have received a switch request, it will be actioned within 2 working days. If you have another product on the Customer Dashboard within the same service profile, for example an Aegon ISA, you can elect to re-direct and pay your ongoing ISA charges from the cash facility within your GIA, rather than pay them from yourtax-efficient ISA product. Ongoing annuity payments taxed at their marginal rate. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). Any income generated will remain in the cash facility of the product and will be used for fees and charges. Suffolk Life withdrawal form (PDF - 66KB). Your client can select consolidated natural income or regular withdrawals, but not both. If there are any problems, we'll contact you. If you have an adviser, they can request to withdraw residual balances for you. Can I change theDirect Debit details for my clients regular contributions online? Please select the box that applies to you.. Yes. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. Youre required to keep your details on your customer dashboard up to date so your product details are kept secure. View Aegon N.V. report archive Aegon Bank N.V. View Aegon Bank N.V. report archive Responsible Investment Reports Why this number ? No, you can continue to access the platform as usual. Our transfer guidewill help you with this. 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. Contact - Aegon Cofunds 4 Mayland Road Witham Essex CM8 2UX United Kingdom Call the company Ask for information http://www.cofunds.co.uk Legal information - Aegon Cofunds Location - Aegon Cofunds Looking for new B2B Leads ? Aegon SIPP terms and conditions (PDF - 235KB). Income generated may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. Your client can make a single and/or a regular contribution into a product. This will also enable us to remain in contact regardless of your employment status. Our postal address is changing from 26 April 2021 as a result of changing our print and postal administration supplier our Edinburgh office isnt changing location. 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. For customers - Use this form to request a withdrawal. Financial adviser application form (PDF - 156KB). You are currently on the Aegon Group corporate website. Why have you asked me to provide my client's bank statement? You can do this in the Aegon dashboard by going to a product page, selecting More options and then Manage income from funds. Purchase a If our FAQ's can't answer your query try doing a search as our guides have a lot of helpful information. The cash facility lets you hold cash in your ISA. The value of investments can fall as well as rise and isnt guaranteed. No. You can find a financial adviser near you by using the free and impartial government sponsored MoneyHelper. The remaining allowance takes into account any money that you've already contributed and the value of any scheduled payments you've already set up for the current tax year. 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. To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. For customers - Use this form to withdraw part or all the value from an Aegon GIA and pay the proceeds as a cash subscription relating to an inheritable ISA allowance into an Aegon ISA. General Investment Account re-registration application form (PDF - 78KB). The downside is that cash tends to have far less potential to grow than other investments and it can actually fall in value in real terms because of inflation. CPA drawdown transfer application form for new clients (PDF - 235kb). Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices, individual investors and foundations. However, if you're still having problems after keying in your email address, please contact us. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. If your financial adviser had a Cofunds microsite, go to their original site and you'll be automatically redirected. Singapore View. Canada Life International Portfolio Bond supplement (PDF - 30KB). If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. No. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. For more information, you can view the product literature on Canada Life Internationals website. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. We'll then need you to confirm the planholders account, their full name, date of birth and address. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. You can track down a lost pension by using the Government-backedpension tracing service. Beware of phishing scams - if you ever receive an email from someone you dont know, be careful not to click on any links or attachments, as they may install harmful software on your device. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. Aegon SIPP immediate drawdown form (PDF - 380kb). For customers - Use this form to transfer investments between Aegon GIAs held by different customers. To update your name, address or contact details, please fill in this form. However, if you have applied for fund protection, you'll have a higher personal lifetime allowance. To do this, sign in to your account to view your investments. Standard theres no limit to the number you can add. Sorry, you cant currently carry out any of these transactionsonline. Theres no charge for this until you decide to use it. We'll also need a certified original death certificate. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Following this strategic transformation, Aegon will fully focus on the growth of fee-based products on its UK platform. How many banks do you (Scottish Equitable plc and Cofunds Limited) hold accounts with? The value of any tax relief depends on your individual circumstances. 4,000 for a lifetime ISA. Who do I contact for queries relating to my Portfolio Plus SIPP and Portfolio Plus Pension? Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. "The acquisition of Cofunds is a unique opportunity to further accelerate the execution of our UK strategy. Aegon Junior ISA transfer application form (PDF - 201KB). You can find out more about how to get in touch with us on our Support and contact page. Your remaining drawdown fund can be paid to your beneficiaries as: The income payments will normally stop when you die if you dont buy a joint-life annuity or a guaranteed annuity. Aegon Platform (previously Cofunds) New and existing customers can sign in to the Customer Dashboard - find out if this is for you. For customers - Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. We assist our customers in the countries where we are active. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. To do this, select the Help and Support tab and choose Customer Services from the drop down menu. A joint account can have up to four people including the primary holder. To change the investment strategy of regular payments, please get in touch with us using the Help and Support drop down menu. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. Key features of the Aegon JISA (PDF - 210KB). Suffolk Life investment and amendments form (PDF - 67KB). When youre processing a trade, youll be able to select from the fund panels relevant to you. 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. * This number, only available 3 minutes, is not your correspondants number but the number of a service putting you through to that person. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. What rate of interest is payable on cash in my Aegon ISA cash facility? Aegon Digital Solutions, For Protection For customers - This document details the terms and conditions of the Aegon SIPP. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. What income distribution option does my client have if they're taking regular withdrawals? Adviser homepage Visit our about us page to find out more about our team and what were doing for our community and the environment. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. You need to register your Unipass certificate with your Aegon account. Call charges will vary). Can I be a servicing adviser and take fees from my client's account? Can I still make payments to my Aegon ISA if I'm no longer resident in the UK? If this is the case, our team will be in touch. 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