If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. As soon as your new device arrives please register it for verification. To do this, you need to register your Unipass certificate with your Aegon account. No, Letter of authorities are applied to accounts for information purposes only. If you dont use the most up to date version, this may increase security vulnerabilities. To set up a new regular contribution, amend the amount or cancel an existing regular contribution for your clients existing Aegon SIPP on the Aegon Platform, please use the forms below. If someone does this, from then on they're subject to a lower annual allowance threshold for new money purchase savings into their pension(s). Aegon Platform complaints procedure (PDF - 34KB). No, you can continue to access the platform as usual. It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. For customers - Terms and conditions of the Aegon SIPP. Get Jennifer Burns's email address (j*****@shawbrook.co.uk) and phone number at RocketReach. Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). You can cancel a regular contribution online up until two working days before the collection date. Your client can pay charges from their nominated GIA for: Yes. Yes. Paraplanners view only or view and transact. We calculate the amount that is available for withdrawal only on those assets that are able to be sold at the time of the request. For customers - Use this form to transfer a JISA from another provider onto the Aegon Platform. Weve made a number of improvements to transaction history to help you and your clients get the most from it. We understand this is a difficult time and want to make the next steps as simple as possible. Please complete the relevant form below and submit. Aegon is a brand name of both Scottish Equitable plc (No. Assuming there are no issues, your changes will show on our system shortly. 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. If your clients are still prospects and dont have any products on platform, the record will be deleted. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. (pdf). Contact; Contact us. Are you an analyst or investor, or a journalist with a question Please ask your client to contact usand we canhelp. We require a mobile number and/or smart device to help verify you when signing in. Where a nine digit account number starts with a six, use the last eight digits of the account number only: 612345678: 12345678: Other banks as appropriate: Where a seven digit account For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Youll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst youre on the move. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. Find training guides, latest news and range of client solutions for you. You can carry out a switchby signing into the Aegon Platform. CPA bypass trust application (PDF - 108KB). If you have your client with you, or you have their agreement to set this up, you can do this online. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). You can set up or change a model portfolio from the Model Portfolio Manager on your dashboard, if you are set up with the correct access level. 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. Please speak to your firm administrator and they can update your email address. For customers - Use this form to confirm the details of an entity for tax purposes. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. 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. 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 Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. For financial advisers - Use this form to add a new firm, set up branches and Appointed Representatives, appoint and remove advisers, change of bank details and to request elevated access. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). General. Access isnt available if your client has multiple advisers. For investors - Bare Gift Trust deed (PDF - 77KB). Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Get 5 free searches. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. If your client is female, well assume the dependent is three years older. Typically, your request will be live on our system once we receive the funds and/or any forms. No. Assets may not be sold if the funds are suspended. 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. A disqualifying pension credit is a pension credit that is paid from funds that were already in payment when the pension sharing order was implemented. Aegon Self Invested Personal Pension illustration data capture form (pdf). You'll need to, Your account is locked. For customers - Terms and conditions supplement for MoneySuperMarket customers, AJ Bell Investcentre SIPP supplement (PDF - 33KB). If your firm administrator cant help you, please contact us usingwebchat. Once verification is complete, you'll see a message on screen (and your client will receive an email) confirming if the payment was successful or not. You can't carry outthese transactions online. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. If you require access to our institutional website, selectInstitutionalhere. If your firm administrator cant help you, please contact us using webchat. Please contact our media relations department for assistance. Yes. During this time, youre unable to access Report Zone. When your Unipass certificate expires, youll have to add details of the new one. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Aegon Corporate. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Aegon Asset Management. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Telephone lines are open Monday to Friday 9.00am to 5.00pm. Sorry, were unable to accept applications if your client isnt a UK resident. Use this form to transfer a Cofunds Pension Account product to another pension provider. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). Rocketreach finds email, phone & social media for 450M+ professionals. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. This may be because your client pays their regular contributions by more than one direct debit payment. Please note, only authorised individuals can change branch or network panels. 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. Can I cancel my clientsDirect Debit for payment of charges? For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. 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? Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of Why have you asked me to provide a bank statement? You can't make regular contributions to your clients pension online. Call charges will vary. For customers - This guide explains the key features of the Aegon JISA. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. Well only ask you this once for each product. Please check For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Bulk Data admin (if linked to a financial adviser with firm or branch access). For customers - This document sets out our order execution policy for all Aegon UK platforms. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Sign in to the Aegon Platform to manage model portfolios. The agreement to acquire Your Unipass Certificate may not be valid - for example its expired. Aegon SIPP application requirements (PDF - 165kb). 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. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. For more information, see our How to switch funds guide. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. We're dedicated to making your clients' financial assets work smarter as well as harder. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Select another Aegon website from the list of links below. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. 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. You can do this by completing our Aegon Asset Transfer form. Instructions for how to submit can be found on the form. How to make a complaint For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. Individual self-certification (PDF - 145KB). Regular payment instruction (PDF - 565KB). If you'd like more information, visit ourPension Technical Zone. 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. You can access Report Zone from your dashboard. Find the forms or support literature youre looking for by clicking on the categories below: Please complete our Self-invested Personal Pension illustration data capture form and return it to us and we'll send you the illustration and any relevant forms. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). Individual one individual investor for all product types. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. You can change your clients bank details using the form below. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). This Trust Deed is presented as a draft only. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. Aegon Junior ISA Switch Form (PDF - 45kb). If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. SIPP in-specie transfer If the illustration still doesn't generate, please contact us. Yes. Canada Life International Portfolio Bond supplement (PDF - 30KB). Your client can select consolidated natural income or regular withdrawals, but not both. No. We need written confirmation of the change signed by all relevant directors/signatories. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). After each benefit crystallisation event, we send your client a statement with these details. For customers - Use this form to apply to make a transfer from a Child Trust Fund (CTF) with another account manager into an Aegon Junior ISA (JISA). If you require access to institutional material selectInstitutionalhere. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. We don't consider employer addresses, business premises or PO boxes as residential. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Call charges will vary). How can I manage regular contributions for my clients ISAor GIA? For customers - Terms and conditions supplement for the Canada Life International Portfolio Account Bond. Please complete the relevant form below andsubmit, or contact AJ Bell. A network panel is similar to a branch panel but all members of the network can view and use this. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. Key features of the Aegon SIPP (PDF - 300KB). To help process the application smoothly, it would be beneficial if you were able to send us details for your client's ex spouse/registered civil partner. This form also generates as part of the new business application online process. How do Iset up regular contributions online for existing clients? Before deciding if you want charges to come out of your clients GIA, you should make sure this is a tax-efficient way to pay charges by taking into consideration the product(s) they have. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. You can select the account we pay it in to. Contact customer services to unlock your account if youve tried to sign in three or more times. If you continue to have problems accessing Report Zone outside these hours, please contact us. 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. The percentage of the investment your client would like to invest in each of these funds. Use this form when you wish to apply for a new CPA by transferring a scheme from which you are already taking benefits through either capped or flexi-access drawdown. Theres some information we havent previously captured about your client that we need. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. When we make the change, both you and your client will both be able to view this. Aegon Junior ISA top up form(PDF - 185KB). Use this form to top up investments in Cofunds Pension Account. Adviser homepage Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. Assuming there are no issues, your changes will show on our system shortly. Yes. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Estimated processing times If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. 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). Find out more in our enhanced security sign in guide. The initial adviser charge is taken from your clients contribution. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Aegon acquires Cofunds. How do I make a complaint? Aegon GIA application for charities (PDF - 225kb). 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. Ask for information. If the forms above don't cover the transaction you'd like to carry out, please contact us. Discretionary is where you can make investment decisions on your clients behalf. 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. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. For financial advisers - Use this form to withdraw part or all of the value of the Aegon GIA and make a subscription of equivalent amount to an existing Aegon ISA. For customers - Use this form to switch investments you currently hold with Aegon. If your clients are live platform clients and have live products on platform you cant delete the clients. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). A username and password together provide a single something you know factor. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. It may also be that the fund youre looking for isnt within the range that we offer for that product. 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. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. Aegon GIA application for trusts (PDF - 250kb). No, just use your usual Aegon Platform sign on. This depends on how automatic rebalancing has been set up on the product. What do I do if my mobile number and/or smart device used for sign in verification has changed? Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? If you'd like to change previously selected options, please complete our Investment strategy instruction. We make the payment by BACS or faster payments. You cant currently apply for a Junior ISA (JISA) online. Your firm administrator can set up access for you. Yes, your client can move assets held within their GIA to their ISA. CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. Are you an analyst or investor, or a journalist with a question about Aegon? For customers - Use this form to confirm the details of an individual for tax purposes. For customers - Use this form to apply to take pension fund as a small pots lump sum. To request an illustration, complete the illustration request form below. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). Aegon Corporate. The funds that are available for you to select from depends on the advice basis for the transaction. 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. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. For information about a specific fund, please contact us. Aegon SIPP record of payments due form (PDF - 84KB). Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? The value of an investment can fall as well as rise and isn't guaranteed. Entity self certification form - Aegon Platform (PDF - 161KB). You need to set up the third-party systems before data can be fed through. Contact your firm administrator in the first instance, if they arent available, Their relevant UK earnings in the current tax year if a personal contribution is being made, Whether they have used up their full annual allowance in the tax year they want to use carry forward in, Their entitlement to carry forward unused annual allowance from the previous three tax years through membership of a registered pension scheme, The impact of the tapered annual allowance in the current or three previous tax years, Whether or not they are already affected by the money purchase annual allowance, The total amount your client is looking to move to the ISA, The names and SEDOL numbers for the funds your client would like to invest the contribution in. Death benefit nomination/expression of wish form (PDF - 72KB). For customers - This document details the terms and conditions of the Aegon SIPP. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. For customers - This factsheet explains how you can make a complaint. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. Recurring switch from cash instruction (PDF - 160KB). For financial advisers - Use this form to apply a new initial charge, an ad-hoc adviser charge, and ongoing adviser charge or amend an ongoing adviser charge on an Aegon ISA or Aegon GIA. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? GIA and ISA in-specie transfer Rocketreach finds email, phone & social media for 450M+ professionals. 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. Can I move money froma jointGIA into anISA? When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. You dont have to send us this at the time of application. CPA marriage certificate verification (PDF - 54KB). Where there is a sell-down, it will take at least five working days to get cleared cash. Paying money into Aegon Platform (PDF - 375KB). 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: Our guide will help you through the process. For financial advisers - This document provides details of the forms youll need for the Aegon Sipp for new or existing client product transactions or maintenance. Yes. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. You can sign in to the Aegon Platform to complete this during the quote and apply process, by selecting the Re-register from another provider option. Aegon General Investment Account application form (PDF - 680KB). If you already have online access, sign in to see for yourself. Find who to contact on this page. Sorry, you can't currently apply online. Cookie Policy. For trustees - Use this form to apply for an Aegon GIA for a Trust. Aegon ISA transfer application form (PDF - 722KB). Aegon Junior ISA transfer application form (PDF - 201KB). 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.

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