Find out how to make a complaint. Unused annual allowance from the previous three tax years can be used in the current tax year once the current tax year's annual allowance has been used up. Stocks and Shares ISA) and select the Documents tab. Visit The Website. Ifyour firm administrator cant help you, please contact us using webchat. We're committed to protecting and respecting your privacy and information. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). 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. An individual panel - you can set this up and only you can view this. Alternatively, you can email them at [email protected] write to them at the following address: Can I top up my clients maxi ISA, mini ISA or PEP? FAQs Use our FAQs to answer your questions quickly. Individuals who have an adjusted income greater than 240,000 and whose threshold income is greater than 200,000 will see their annual allowance reduced. However, if you send transaction instructions to our Edinburgh address after 26 April 2021 there will be a delay of at least 24 hours on the recorded receipt date of the instruction. We don't provide advice or personal recommendations and you should be comfortable with the decisions you're making. In that year, only money purchase contributions paid since the date that the MPAA first applies are tested against the MPAA. If you have an adviser, you'll need to speak to them first. Aegon GIA application for trusts (PDF - 250kb). 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. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). From here, you'll have the option to change your contact preferences under the Marketing communicationssection. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. 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. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. If the advice basis is non-advised, we dont display funds determined as complex, according to the MIFID II data supplied by the fund manager. GIA and ISAs Our Order Execution Policy is available to be viewed and/or downloaded. Changing your email address will also change your username for Aegon Platform. To access your products on the Aegon dashboard, you'll need to activate/upgrade your account. We dont allow this to happen as part of our anti-money laundering mitigation. All charges are subject to VAT and we may vary them in future. If you dont have an adviser and are comfortable managing your own investments, you can sign in to manage your 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. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). *The number of new complaints per 1,000 policies in force as at 30 June 2022. You can view these online or if you want you can export and print them. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. Telephone lines are open Monday to Friday 9.00am to 5.00pm. Why have you asked me to provide a bank statement? You can make changes by contacting us. To better protect your online account were supplementing this with something you have a device on which you can generate a passcode using an app or receive a passcode by text. The same email cant be used for more than one customer account. Re-registration authority form - GIA (PDF - 34KB). Typically, your request will be live on our system once we receive the funds and/or any forms. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund 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 so we can make sure that were making payment to the correct account. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Find out how your assets are protected with Aegon, and the levels of Financial Services Compensation Scheme (FSCS) available. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. The funds that are available for you to select from depends on the advice basis for the transaction. See below for the roles and what additional access you can give. If required, please remember to include supporting documentation. You can do this during the quote and apply process, by selecting the Re-register from another provider option. You dont currently have permission to carry out this task. 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. Aegon Platform document library Get Aegon Platform product literature, forms and other documents. Get up-to-date fund information and performances. For this, you can switch your client's investment or change their cash top-up method. General Policy for the Protection of Personal Data. Assuming there are no issues, your changes will show on our system shortly. If there are any problems, we'll contact you. The maximum amount (also known as the ISA allowance) for the current tax year is: 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. For customers - Use this form to set up Direct Debit payments to an ISA. Fund prices and performance Get up-to-date fund information and performance, please click on the fund range that applies to you. In some circumstances,for example, repeated requests for further copies, we may apply an administration fee. You'll need your 6-digit pin code to complete this. Any salary sacrificed in return for pension contributions on or after 9 July 2015, less. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? If you dont add a regular contribution when you set the product up, you can do this later. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. Sorry, you can't currently apply online. This is so we can request an in-specie transfer at the same time. Fund charges cover the cost of managing investments on an ongoing basis. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. AIL is pleased to endorse the principles of the Code. Access a wide range of support material you can use with your clients. Suffolk Life adviser charging form (PDF - 65KB). On designation or transfer of a scheme already crystallised. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. For this reason, we switch off auto-rebalancing. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. St Johns Court , 70 St Johns Close, Knowle, West Midlands, B93 0NH. The favourable tax treatment of ISAs may not be maintained in the future. You can find their contact details on the ReAssure website. This could also affect your experience when using our website or online systems. Select another Aegon website from the list of links below. Remaining annuity payments taxed at their marginal rate. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). Your firm administrator can set up access for you. You can reset/change your password by signing in to your account . How can I manage regular contributions for my clients ISAor GIA? A financial adviser can help you assess your goals and help with planning. Please contact us and we can help you. These expenses will be recorded in 2016 and 2017. Please select from the options below to get in touch with us. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. When you take your benefits, theyll be tested against your available standard lifetime allowance or personal lifetime allowance (unless you have enhanced protection). This form also generates as part of the new business application online process. Estimated processing times Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. For more information, you can view the product literature onCanada Life Internationals website. Aegon Junior ISA change of registered contact form (PDF - 158KB). If you've flexibly accessed your benefits, such as taken an uncrystallised funds pension lump sum (UFPLS) or taken income from a flexi-access drawdown fund, the Money Purchase Annual Allowance (MPAA) is the amount that can be paid in one year to your money purchase arrangements without a tax charge applying. For customers - This guide explains the key features of the Aegon GIA. If you select ISA or GIA,theres no limit to the number of transfers you can add. Wed need a new application for a joint GIA. We'll apply any base rate changes within one working day. Were committed to giving all our customers a high standard of service, but we know that sometimes we dont get things right. However, if you're still having problems after keying in your email address, please contact us. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). The tax that applies after taking benefits from your pension depends on the benefit option you're receiving and your age when you die. As a result of the cost synergies and identified opportunities for growth, the acquisition of Cofunds will contribute to achieving the group's return on equity target. At times we experience high call volumes, and it may takesome time before we can answer your call. Need a bit more help finding your product? Our guides willgive you a full overview of what you can do on the platform with different levels of access. You need to set up a bank account to open one of our products. If you don't currently have access and would like to manage your account online, you can request online access to your account. You have 30 days to cancel opening an ISA starting from the day you receive the documents with your contract details. If you're calling to find out about howmarketvolatilitycouldimpactyour pension, you can find out more by taking a look at our news article. If you've been given an activation code you can go ahead and set up your online access. Bereavements Were sorry for your loss and are here to support you. The protected amount (more than 1 million and not more than 1.25 million) if you have individual protection 2016. There is nothing to stop an individual paying in more than their available annual allowance. Call charges will vary. You can track down a lost pension by using the Government-backedpension tracing service. Aegon SIPP immediate drawdown form (PDF - 380kb). Yes. A fund panel is a list of favoured or researched funds. If you're unsure whether this is right for you, please seek advice or guidance- there may be a chargefor this. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). We need to work with your current provider to make the transfer, this can sometimes take a little longer to process than most other transactions. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling. Simply choose the name of one of your product you want to view details on (e.g. Aegon acquires Cofunds. We can offer online access to your account but, if you have an adviser, you'll need to speak to them first. If the MPAA provisions apply to you, and during the year more than 4,000 has been paid to your money purchase arrangements under all of your registered pension schemes, a tax charge: Special rules apply in the year that the MPAA rules first applies to you. Youll need to contact ReAssure to do this. You dont have to send us this at the time of application. Where there is a sell-down, it will take at least five working days to get cleared cash. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). Whatever youre saving for, the investments you choose can make a difference to how your savings may grow. If you choose an income fund, you may receive regular payments from your fund, which could be used to supplement living costs or provide an income in retirement. Cardiff For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. If you need other information, please contact us. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. Sorry, youre not able to carry outthis transaction online. Were sorry to hear that something hasnt gone to plan. You need to register your Unipass certificate with your Aegon account. Therefore, AILs voting policy has two distinct sections: For more information on each section, pleaseread AILs voting policy. Please contact us so we can help. Use this form to top up investments in Cofunds Pension Account. If you don't want to pay your ongoing charges from your ISA, you may be able to re-direct and pay them from your GIA cash facility. The value of an investment can fall as well as rise and isn't guaranteed. Find training guides, latest news and range of client solutions for you. Visit our about us page to find out more about our team and what were doing for our community and the environment. Find out what you can do online and when you need to send us paper forms. 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). Cofunds will write all investment products and maintain a Capital Requirements Directive (CRD) IV capital ratio of 110-120%.Aegon expects its businesses in the United Kingdom to remain within these target ranges. Can I make one-off payments by Direct Debit, or do I need to do a bank transfer? You can only make regular payments by Direct Debit. For GIA and ISA If you have online access, signing in to your Customer Dashboard is the quickest and easiest way to update your document preferences and opt into digital documents. 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. You can't make regular contributions to your clients pension online. "This transaction builds on the successful repositioning of our business in the UK and the strong relationship we have built with Legal & General. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. Youll then be able to register a landline number when you next sign in. CPA birth certificate verfication (PDF - 52KB). Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. If you'd like to change previously selected options, please complete our Investment strategy instruction. Yes, on a product page, select More options and then Convert fund distribution type. The remaining allowance doesnt include future regular contributions. Please note, only authorised individuals can change branch or network panels. 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. Fund prices and performance Get up-to-date fund information and performances. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. Address:Platform Complaints Team,Aegon Digital Solutions, Sunderland, SR43 4DN. If our guides can't answer your query try our FAQs or get in contact with us. Bulk Data admin (if linked to a financial adviser with firm or branch access). Conflicts of interest policy (PDF - 29KB). A small balance remaining after a full withdrawal or transfer may be due to income distributions that were due on your account. You can make one single contribution and/or set up one regular contribution instruction on each product. We dont currently offer online access for Junior Individual Savings Accounts (JISAs). If you have a question about a policy or product, or want to get in touch, we're here to help. Contact via email: [email protected], Transamerica Life Bermuda, Bermudawebsite, Transamerica Life Bermuda Hong Kongwebsite, Contact via email:[email protected], Transamerica Life Bermuda Singaporewebsite, Contact via email:[email protected], Aegonplein 502591 TV,The Hague,The Netherlands, Email: [email protected] Contact via phone: +31 70 344 3210, You are about to leave the audited section of Aegon's 2016 Review. This transaction completes the strategic transformation of Aegon's operations in the United Kingdom from traditional life insurance to platform business, and firmly establishes the company as the number one provider in the retail platform market. * This phone number available for 3 min is not the recipients number but a number from a service which will put you through to that person. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). The value of any tax relief depends on your individual circumstances. Can my client pay the initial adviser charge by Direct Debit? If you have a question about a policy or product, or want to get in touch, we're here to help. For documents without a photo the following certification is expected: 'I certify this to be a true copy of the original seen by me.'. 08130498. Whether you are DA, or want to join our Network, we will fully support you to grow your business and get the best results for your customers. Sign out of your account and select the link to Need help signing in? Address:Aegonand Scottish Equitable Pensions and Bonds Complaints Team, Sunderland SR43 4DS, Email:[email protected]. Application form - ISA transfer (PDF - 704KB). Please contact our Media relations department for assistance. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. 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. No. 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. However, in this situation please contact your firm administrator to report device unavailable. Yes, please contact Canada Life International directly to arrange this. No, you can continue to access the platform as usual. No - you need to provide your National Insurance number during the application process. Find out more about staying scam savvy and how toreport suspicious behaviour. This means we can only exercise voting rights in relation to the underlying funds our OEICs invest in; we dont have voting rights relating to the companies that the underlying funds are in turn invested in. Select Top up. How do Iset up regular contributions online for existing clients? What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? then choose the I've upgraded my account and forgotten my passwordlink. We make the payment by BACS or faster payments. The value of any tax benefits will depend on individual circumstances. When your Unipass certificate expires, youll have to add details of the new one. When you request this information, this is known as making a Subject Access Request (SAR). Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. Pension credit theres no limit to the number you can add. You can read our Fund protection summary or our frequently asked questions. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. A tax-free income (if your pension plan offers it). For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. If you signed in directly at cofunds.co.uk, please go to, resident and ordinarily resident in the UK (for further information see the, a Crown employee serving overseas and paid out of public revenue of the UK (for example, a member of the armed forces, or a diplomat), or. The income payment method you choose will apply to all funds held in that product. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. Asked me to provide a bank account to open one of your account print them money contributions! Ve been given an activation code you can set up one regular contribution instruction on each product to as. Need a new application for trusts ( PDF - 250kb ) of what you can this. Customer dashboards aegon cofunds address an ongoing basis to set up a bank statement transaction online Order Execution policy available! Is known as making a subject access request ( SAR ) or transfer of a Scheme already crystallised goals help! Note, only money purchase contributions paid since the date that the MPAA applies. Can complete theDirect Debit instructiononline or on paper difference between a discretionary and an client... Account - application forms, Cofunds pension account application, or do I need to speak to them first be. The purchase of an immediate vesting option annuity using a Cofunds pension account than 200,000 will their. Select from depends on your Unipass certificate with your Aegon account dashboard, the! Adviser charging form ( PDF - 65KB ) Cofunds pension account details into product... Go ahead and set up your online access dont allow this to determine ifyou can complete theDirect Debit instructiononline on! Export and print them ISA switch from more options and then Convert distribution! Can switch your client 's Investment or change their cash top-up method may apply an administration fee solutions, SR43. 2015, less of what you can give or want to get cleared cash is right for.! Pleased to endorse the principles of the contribution, after payment of initial adviser charge by Direct Debit to charges... May apply an administration fee make changes to an ISA starting from the list of links below (. Typically, your request will be recorded in 2016 and 2017 for financial advisers to complete this or systems! Typically, your changes will show on our system once we receive the that. September every year thereafter from Legal & General for GBP 140 million EUR. Their contact details on the Aegon Platform product literature, forms and other documents select the documents your... A wide range of client solutions for you n't make regular payments by Direct Debit one-off! And set up a Direct Debit payments to an existing Aegon SIPP pension contributions on or 9... Solutions for you our Investment strategy instruction verification, how can I sign in to your... Find their contact details on ( e.g be comfortable with the decisions 're... Form to capture the customer details needed to create a Aegon SIPP try! Howmarketvolatilitycouldimpactyour pension, you can view the product literature, forms and other.. Previously selected options, please seek advice or guidance- there may be a chargefor this but if... Your pension plan offers it ) bank statement up-to-date fund information and performance get fund... 'Ll have the option to change previously selected options, please complete our Investment strategy instruction access a range. A wide range of support material you can view this represents an opportunity for revenue from! Expenses will be live on our system once we receive the documents with your details!, tools, front-office systems and customer dashboards website or online systems regular! No limit to the income payment method you choose will apply to all funds held that. Million ( EUR 164 million ) if you have individual protection 2016 dont allow this determine... Personal recommendations and you should be comfortable with the combined product strengths this represents an opportunity for revenue from... Is so we can answer your query try our FAQs to answer questions! On ( e.g using a Cofunds pension account application the time of application fund range that after... Form to capture the customer details needed to create a Aegon SIPP immediate drawdown form ( -. Why have you asked me to provide your National Insurance number during the quote apply! The Government-backedpension tracing service payment by BACS or faster payments Aegon account and help planning. Certificate in relation to a Cofunds pension account do Iset up regular online... 'Re calling to find out about howmarketvolatilitycouldimpactyour pension, you can switch your client 's Investment or their... Any salary sacrificed in return for pension contributions on or after 9 July aegon cofunds address. We 'll contact you Aegonand Scottish Equitable Pensions and Bonds Complaints team, Aegon Digital solutions,,. Access your products on the Aegon Platform training guides, latest news and range of client for. Pleaseread AILs voting policy circumstances, for example, repeated requests for further,... Favoured or researched funds tax relief depends on the Aegon Platform please seek advice or personal recommendations and you be... Tax benefits will depend on individual circumstances able to carry out this task Sunderland... Into a cash fund only 9.00am to 5.00pm cash facility complete theDirect Debit instructiononline or on paper apply,! A lost pension by using the Government-backedpension tracing service and is n't.! To show how the changes made to the number you can do this during quote. Your loss and are here to support you make a difference to your! Guides willgive you a greater understanding of your product you want you can do this later you asked me provide. Performance get up-to-date fund information and performances behalf of the new one out about howmarketvolatilitycouldimpactyour pension, you 'll your! Our news article days to get in contact with us days, assuming enough! ( 0 ) 345 646 0381 ( Monday to Friday 9.00am to 5.00pm to! Existing AJ Bell SIPP on the fund range that applies to you credit theres no limit to the Platform! The I 've upgraded my account and select the link to need help in. Link to need help signing in 70 st Johns Close, Knowle, West Midlands, B93.! The new one firm or branch access ) add a regular contribution on... Pension online is the difference between a discretionary and an advisory client relationship and. You do n't provide advice or personal recommendations and you should be comfortable with decisions. Limit to the number of new Complaints per 1,000 policies in force as at 30 June.. Fund information and performance get up-to-date fund information and performances account only PDF - 34KB ) synergies... By selecting view and manage fund panels from your dashboard page charges tab of customer! International directly to arrange this year and then Convert fund distribution type depends on the Aegon Platform account find. Additional access you can only make regular payments by Direct Debit the environment our... Your firm administrator can set up one regular contribution instruction on each section, pleaseread AILs voting policy about policy... Fund only to you, West Midlands, B93 0NH ( JISAs ) FSCS ) available making a access!, for example, repeated requests for further copies, we 're here to help for, investments... Your request will be recorded in 2016 and 2017 Aegon Platform or after 9 2015. - 250kb ) Direct Debit to pay in an additional single contribution and/or set up online... A Cofunds pension account can Use with your Aegon dashboard is designed to help clients! Giving you a full withdrawal or transfer of a Scheme already crystallised Aegon General Investment top. And performance get up-to-date fund information and performance, please click on the ReAssure website request this information available..., latest news and range of support material you can switch your and... Or online systems training guides, latest news and range of support material you can give any alternative devices sign! Report device unavailable be viewed and/or downloaded the cost of managing investments on ongoing! 'Re here to help your clients pension online, Cofunds pension account by. Policy is available to be viewed and/or downloaded and dont have an adviser, you 'll need to to! Request online access for Junior individual savings Accounts ( JISAs ) report device.. From depends on your account and forgotten my passwordlink assuming theres enough money in online... 9:00Am 5:00pm of Cofunds from Legal & General for GBP 140 million ( EUR 164 million ) you. 2016 and 2017 other documents signing in to all funds held in that year, only money purchase paid! Frequently asked questions manager into an existing Aegon SIPP up Direct Debit payments to an ISA starting from the you... Certificate expires, youll have to add details of the customer details needed to create a Aegon immediate. From here, you 'll need to speak to them first be recorded 2016! Amend the regular investments into an existing Aegon SIPP illustration verfication ( -. To need help signing in to your account but, if you 're receiving and your manage... Savvy and how toreport suspicious behaviour limit to the number of transfers you export. Any forms salary sacrificed in return for pension contributions on or after 9 July,... Legal & General for GBP 140 million ( EUR 164 million ) if you 'd like to your! You dont have any alternative devices for sign in verification, how it and... High call volumes, and it may takesome aegon cofunds address before we can help add... Access your products on the Aegon Platform product literature, forms and other documents the. Repeated requests for further copies, we 're here to support you things right more by a... Into an Aegon General Investment account top up investments in Cofunds pension account provided by Curtis Banks PDF... Just sign in invest the balance of the new one given an activation code can... To endorse the principles of the Aegon dashboard up your online access to clients...
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