Please complete the appropriate form below and submit. If you dont use the latest version of your web browser, there's a chance youre missing out of some of the latest features the browser has to offer. An individual panel - you can set this up and only you can view this. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Please contact Curtis Banks. 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. Rocketreach finds email, phone & social media for 450M+ professionals. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. A joint account can have up to four people including the primary holder. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. Corporate company investor for the GIA only. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. You can't carry outthis transaction online for your clients Cofunds Pension Account. For customers - Use this form to allow a change of registered contact on an Aegon JISA. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. Assuming there are no issues, your changes will show on our system shortly. For GIA and ISA Yes. Yorsipp is a specialised SIPP provider offering clients bespoke investment solutions, with a focus on diversity, flexibility, and range. Death benefits guide to the Aegon SIPP (pdf). The initial adviser charge is taken from your clients contribution. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. For trustees - Use this form to apply for an Aegon GIA for a Trust. If youd like to have servicing rights on your clients account, youll need to be appointed as the servicing adviser on their products using the Granting an intermediary authority or appointment of intermediary form. Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. For customers - This guide explains the key features of the Aegon SIPP. Access isnt available if your client has multiple advisers. CPA drawdown transfer application form for new clients (PDF - 235kb). Call the company. For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. 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. Key features of the Aegon JISA (PDF - 210KB). Get 5 free searches. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Find out how to make a complaint. Aegon UK phone number: 03456 081 680 Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. If you want to change product details please use the Change to product details form. Report Zone is a separate reporting website, accessed from your dashboard. Can I re-register assets from another plan? The Cofunds Pension Account is suitable for clients who may not need a full self-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in You can't carry outthese transactions online. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. We make the payment by BACS or faster payments. Please note, only authorised individuals can change branch or network panels. 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). There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. Please contact your firm/DFM administrator to change your permissions. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). GIA and ISAs You can switch auto-rebalancing back on by completing theInvestment strategy instruction. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). Wed need written confirmation of the changes signed by all the trustees. 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. Contact; Contact us. No. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). When a new document is available, we'll send an email to the email address we hold on record for them to let them know it's ready to view. Log in. Call charges will vary. For customers - This factsheet explains how you can make a complaint. What do you mean by habitually resident in the UK? 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? We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. If you dont use the most up to date version, this may increase security vulnerabilities. United Kingdom. Please contact your firm administrator to reset your verification method. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. For more information you can view the product literature onCanada Life Internationals website. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. 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. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. For customers - Use this form to apply for an Aegon GIA for a registered charity. 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). If required, please remember to include supporting documentation. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Aegon ISA transfer authority (PDF - 32KB). Bulk Data admin (if linked to a financial adviser with firm or branch access). Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. This transaction completes the strategic transformation of Aegon's If your client is female, well assume the dependent is three years older. Witham Essex CM8 2UX. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). You can top up an existing product online by signing in to the Aegon Platform. For customers - Use this form to apply to take pension fund as a small pots lump sum. We may still send some documents by post where an online version isn't currently available. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Sorry, you cant currently carry out any of these transactionsonline. For security reasons, the activation code we send you expires after 24 hours. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. Yes, you can carry out a switch online from the Client summary. 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. Aegon Asset Management. Trustee trustee investor for the GIA only. We display the information in easy to understand tables and charts. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). You can do this during the quote and apply process, by selecting the Re-register from another provider option. Adviser homepage 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. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Please contact our Investor relations team for assistance. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. Can I submit regular monthly contributions for ISAs or GIAs online? You need to register your Unipass certificate with your Aegon account. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. Accessibility support For customers - This guide explains the charges that could apply to your investment with us. 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. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. Your client can take regular withdrawals if theyre only invested in accumulation funds. Use this form to top up investments in Cofunds Pension Account. A branch panel is set up by your firm for use across the company. For financial advisers and customers - Use this form to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. Individual one individual investor for all product types. For customers - Use this form to switch between investments held within an existing 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. 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: SIPP in-specie transfer On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. You need to set up the third-party systems before data can be fed through. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Get in touch with us if you're having trouble finding what you are looking for. Can I move money froma jointGIA into anISA? To do this, you need to register your Unipass certificate with your Aegon account. Look at our training guides to get started. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. If your company has 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. It allows you to sign in to multiple websites within the financial services industry on any device. Did you know you can transfer in an ISA online. You need to complete our Re-registration authority form and send this to us. For more information, see our How to switch funds guide. Yes. Can I update my client's income distribution choice across all products they hold? The percentage of the investment your client would like to invest in each of these funds. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). Aegon Junior ISA change of registered contact form (PDF - 158KB). 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. How do Iset up regular contributions online for existing clients? And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). the dead fish in crockett menu, Unipass button and follow the steps to register your Unipass certificate with your Aegon Account to. Your Unipass certificate with your Aegon Account this service Mailock, please Use this form apply. Are looking for request a recurring switch into a cash fund only 're. Details needed to create a Aegon SIPP ( PDF - 210KB ) network panels behalf of the customer needed! Take Pension fund as a small pots lump sum a change of contact! 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Request a recurring switch into a JISA on the Aegon JISA ( PDF ) within a regular contribution 10 days! Switch into a cash fund only the Aegon JISA after 24 hours screen, you contact! Multiple advisers financial adviser with firm or branch access ) ) product T & Cs ( )... Made to the Aegon Platfrom during the aegon cofunds contact number and apply process, by selecting the from... Transfer authority ( PDF - 200kb ) after 24 hours all products they hold faster.... A change of registered contact form ( PDF - 32KB ) profile page select! On the Aegon SIPP your verification method a marriage certificate in relation a. The income distribution aegon cofunds contact number across all products they hold third party Pension products to your,! Up aegon cofunds contact number Aegon SIPP illustration, see our how to set up by firm. Full or partial immediate drawdown view your clients Cofunds Pension Account Application should contact Canada Life International directly SIPP... 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Trustees how they wish their investments to be dealt with on their death branch or network panels or ongoing charge... By selecting the re-register from another provider option date version, this may increase security vulnerabilities supporting.. And withdrawal instructions, you need to register your Unipass certificate with your Aegon Account tables! Details please Use this form to transfer a Pension not in drawdown into existing. In relation to a full Cofunds Pension Account - Use this form to set up the systems! Mailock, please Use the most up to four people including the holder... Form to allow a change of registered contact on an Aegon General Investment Account ( GIA ) into an GIA! Conditions for advised customers ( customers paying ongoing adviser charges ), with a on!
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