aegon cofunds address

To protect your privacy, our head office teams do not have access to your account information. The cash facility lets you hold cash in your ISA. We use multiple banks to hold your money. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. 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. Changing your email address will also change your username for Aegon Platform. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. 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. Please note, this is included in the overall ISA limit of 20,000. If you want to update your password, simply select the Forgotten your password option at the bottom of the sign-in screen to reset it. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. However, we're unable to ensure the security of emails before they reach us so please consider this and do not include any personally sensitive, financial or banking information that has not been appropriately secured. 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. FAQs Use our FAQs to answer your questions quickly. How do I update my name, address or contact details? Our guide will help you through the process. 4,000 for a lifetime ISA. Where there is a sell-down, it will take at least five working days to get cleared cash. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. If were unable to deduct a charge due on your Aegon ISA from your Aegon GIA because there isnt enough available cash and/or investments to cover the charge, well direct the charge back and deduct it from your Aegon ISA. Aegon's UK subsidiaries expect to resume dividend payments to the holding in 2017 in line with earlier guidance. If you select ISA or GIA,theres no limit to the number of transfers you can add. If you've set quarterly automatic rebalancing, the first rebalance will take place four months after that on day 19 of the month, and then quarterly on day 19 of the month thereafter (unless automatic rebalancing is stopped). Select another Aegon website from the list of links below. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. Aegon Platform terms of business (PDF - 258KB). Advisory is where your client has to agree to investment decisions you may recommend. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). An overview of Aegon, including our history, products, and our purpose. Sorry, you dont currently have permission to carry out this task. You can't carry out this transaction online for your clients Cofunds Pension Account. We use cookies to give you the best experience we can. However, if you have applied for fund protection, you'll have a higher personal lifetime allowance. If you have an adviser, they can request to withdraw residual balances for you. For customers - This document details the terms and conditions of the Aegon SIPP. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. The minimum amount we pay is 2.50 - we'll hold any amount less than this and pay it once the minimum amount is reached. Can I cancel my clientsDirect Debit for payment of charges? If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. Sign in and select Profilein the top right corner of the screen and select the Security and Notificationstab. Aegon expects to generate GBP 60 million of annualized cost synergies by moving the Cofunds business onto the state-of-the-art Aegon technology, and by delivering efficiencies as a result of removing duplication across the businesses. We use cookies to give you the best possible experience on our website, please read our Please select the box that applies to you. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. You can read our Fund protection summary or our frequently asked questions. If you're unsure, you should speak to a financial adviser there may be a charge for this. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). Youll then be able to register a new number and/or smart device when you next sign in. Aegon SIPP record of payments due (PDF - 87KB), For employers - Use this form to set up member contributions to an Aegon SIPP, Aegon Self Invested Personal Pension (Aegon SIPP) pack (PDF - 255kb). Were sorry to hear that something hasnt gone to plan. This form also generates as part of the new business application online process. If: Please speak to a financial adviser for more information. Please complete the relevant form below and submit. Any salary sacrificed in return for pension contributions on or after 9 July 2015, less. Access a wide range of support material you can use with your clients. 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. Aegon Platform document library Get Aegon Platform product literature, forms and other documents. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. 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. For information about a specific fund, please contact us. Ifyour firm administrator cant help you, please contact us using webchat. 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. Scottish Equitable plc report Firm name: Scottish Equitable plc Group: Aegon UK Other firms included in this report: none Period covered in this report: 1 January 2022 to 30 June 2022 Brand/trading names covered: Scottish Equitable, Aegon Scottish Equitable, Aegon *The number of new complaints per 1,000 policies in force as at 30 June 2022. How to make a complaint On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). Other activities auxiliary to financial services, except insurance and pension funding (66190), NACE Rev.2 (EU 2008) : Trustee trustee investor for the GIA only. 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. All products on the Aegon Platform have their own cash facility. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Yes, you can do this using your Aegon dashboard. If you choose for this option its your responsibility to ensure theres sufficient cash and/or investments held in your Aegon GIA to cover any charges due. Ourprocess for dealing with a complaint(PDF - 153kb)is written in line with regulations laid down by the FinancialConduct Authority and we do our best to make sure that youre kept up to date with the progress of any complaint. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Remember to check your spam folder if you havent received an email from us. Customers whether youre an individual or have an Aegon workplace pension through your employer, were passionate about supporting you with your retirement plans and to make managing your savings easier. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). If your client is male, then well assume the dependent is three years younger. Financial adviser application form (PDF - 156KB). If the third-party system has seamless integration the Bulk Data admin role needs to set this up. Aegon head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands Email: info@aegon.com Contact via phone: +31 70 344 3210 You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. For customers - This guide explains the key features of the Aegon GIA. For customers - Use this form to set up Direct Debit payments to an ISA. Unit and share class conversion form (PDF - 664KB). In other words, anyone subject to the taper whose adjusted income is 312,000 and over will have an annual allowance of 4,000. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. This makes it quicker and easier for you to find the funds you need. Learn More How It Works. For full information regarding your cancellation rights, please see the Key Features document. If youre making a debit card payment, you may need to verify the transaction. Hold income as cash within your Aegon product so that you can choose what you want to do with it from there. Similarly, any other correspondence will be delayed in reaching us. Full version (English)Printversie (Dutch)Presentation >, You are about to leave the audited section of Aegon's 2016 Review. You also dont have to disclose them on a tax return. Aegon acquires Cofunds. We need written confirmation of the change signed by all relevant directors/signatories. For employers - Use this form to set up member contributions to an Aegon SIPP. You can't carry outthis transaction online for your clients Cofunds Pension Account. Why cant I make withdrawals, top up or switch online when I sign in? The value of any tax relief depends on your individual circumstances. Witham Essex CM8 2UX. How can I manage regular contributions for my clients ISAor GIA? For GIA and ISA AJ Bell Investcentre SIPP transfer form (PDF - 76KB). We require a mobile number and/or smart device to help verify you when signing in. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). 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. Contact via email: [email protected] Contact via phone: +31 70 344 3210. You can carry out this request online, as long as your client isn't a trust or corporate joint client. Our transfer guidewill help you with this. 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. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). If you have a question about a policy or product, or want to get in touch, we're here to help. Our story started over 190 years ago, when we were founded as Scottish Equitable here in the UK. Weve implemented a new verification method for an enhanced security sign in. If you require access to our institutional website, selectInstitutionalhere. The maximum amount (also known as the ISA allowance) for the current tax year is: You can split your ISA allowance between a stocks and shares, cash, innovative finance and lifetime ISA as best suits your circumstances. You can make payment by bank transfer using the details provided during the online journey. Instructions for submission can be found on the form. Please complete the appropriate form below and submit. Death benefits guide to the Aegon SIPP (pdf). From here, you will be able to download the documents connected with your account. CPA drawdown transfer application form for new clients (PDF - 235kb). 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. In order to get you to the right place, we need to find out a bit more about you. Phone:+ 44 (0) 3456 10 00 10 Call charges will vary. Theres no limit to the number of funds you can add. 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. Returns from an ISA are free from any personal liability to income tax and capital gains tax. What do you mean by habitually resident in the UK? Why have I received an account activation email? For customers - Terms and conditions supplement for Junior ISA. 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. If you have access to our online services, you may be able to log in and complete your action securely. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. You are currently on the Aegon Group corporate website. 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. 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. Use this form to transfer a Cofunds Pension Account product to another pension provider. How many banks do you (Scottish Equitable plc and Cofunds Limited) hold accounts with? For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. * 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. Assuming there are no issues, your changes will show on our system shortly. If your firm/DFM administrator isn't able to help you, you can contact us. The tax that applies after taking benefits from your pension depends on the benefit option you're receiving and your age when you die. Confirmation of Payee is a service used by banks to make sure payments go to the right place. Youll only be able to see a joint account online if youre the primary investor. You need to set up the third-party systems before data can be fed through. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. To set up an online account with us, you first of all have to activate your account. We subtract the total contributions in the current tax year from the allowance set by the government. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). For the current tax year, the MPAA is 4,000. These expenses will be recorded in 2016 and 2017. You've been signed out of your account as you've changed your email address. You need to register your Unipass certificate with your Aegon account. Suffolk Life investment and amendments form (PDF - 67KB). No, Letter of authorities are applied to accounts for information purposes only. For customers - Use this form to apply for an Aegon GIA for a registered charity. Q2 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 85kb), Q2 2019 - Aegon researched fund panel update (PDF - 68kb), Researched fund panel update prepared by Morningstar, Q1 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 61kb), Q1 2019 - Aegon researched fund panel update (PDF - 83kb), Q4 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 101kb), Q4 2018 - Aegon researched fund panel update (PDF - 63kb), Q3 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 57kb), Q3 2018 - Aegon researched fund panel update (PDF - 53kb), Key features of the Aegon ISA (PDF - 251KB). 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. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). 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). Inheritable ISA allowance transfer authority (PDF - 34KB). It enables us to create substantial value as the number one provider in the fast-growing UK platform market. Aegon Platform terms and conditions (PDF - 313KB). It started life with the backing of six financial services companies, but is now owned by Aegon. However, if you send transaction instructions to our Edinburgh address after Please visit our Money out card on our Support page. . The Bulk Data service provides you with MI on your clients. You can access Report Zone from your dashboard. For customers - This guide explains the key features of the Aegon ISA. Why have you asked me to provide a bank statement? Select Top up. If you die after taking benefits from your pension. By executing on our strategy, we have transformed our business into a cost efficient, scalable platform business. Investment strategy instruction form - Aegon Platform (PDF - 149KB). Withdrawal from a General Investment Account (GIA) into a Junior ISA form (pdf), Junior ISA transfer application form (pdf), Aegon Junior ISA transfer authority (pdf), Transfer from a child trust fund to an Aegon junior ISA form (pdf). If you're a financial adviser - we're here to help support you. There is no restriction on what you can pay into a GIA. Visit The Website. Information on the combination of Aegon NL and a.s.r. CPA capped drawdown application (PDF - 127KB). Unlike an ISA or pension, there are no tax benefits for investing in a GIA. Find out how to make a complaint. You dont currently have permission to carry out this task. You'll need to supply the third party's name, address and complete a Confirmation of verification of identify so we can accept the contribution. Reinvest income back into the fund at the next valuation point. process for dealing with a complaint(PDF - 153kb). Yes, this could. 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. No, we only accept one-off payments by bank transfer, debit card or cheque. You may not have transactional access. Cofunds is one of the oldest adviser platforms in the market. You can carry out a switchby signing into the Aegon Platform. If you want to add more than two you can do this by submitting the relevant application form. your money purchase contributions from the date the MPAA first applies to you until the end of that tax year exceed the MPAA, your money purchase contributions prior to the MPAA applying to you, together with any defined benefit pension savings that are tested against the alternative annual allowance of 36,000. Can I manage my clients income distribution online for SIPP? St Johns Court , 70 St Johns Close, Knowle, West Midlands, B93 0NH. Suffolk Life withdrawal form (PDF - 66KB). Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). Find out how income is paid. *The number of new complaints per 1,000 policies in force as at 30 June 2022. 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 20,000 covers the total amount paid into a stocks and shares ISA, cash ISA, an innovative finance ISA and a lifetime ISA. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. If you need other information, please contact us. Please contact our Investor relations department for assistance. The rule is that you mustnt have more than the annual ISA allowance split between the different types of ISA. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. Can I reduce my clients payment of charges paid by Direct Debit online? You should also change your account password as soon as possible. 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. * 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 - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. Does using an older version of my browser affect my online experience? Instead, we recommend you contact your local Aegon customer service team. The cash facility allows you to hold money in your GIA. 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. Address:Platform Complaints Team, Aegon Workplace Solutions,Sunderland, SR43 4DS. The tax paid will depend on your personal tax situation, and may be subject to change in the future. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. For customers - Use this form to top up your existing Aegon ISA. 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. Toenable us to do this, please make sure that you complete an online Top Up journey as well as sending your cheque to us. Where we send out regular customer communications, including statements, well be including a change of address flyer, and were updating our forms and literature to include our new address. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. 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. To do this, please complete our Change to product details form. Can I update my client's income distribution choice across all products they hold? If you need help finding out which option is right for you, please visit our Support and contact page and using our policy finder. Number one provider in the UK get in touch, we have transformed our business into a Junior.. Accounts with complete your action securely part of the Aegon Platform terms of business ( PDF - )... Income back into the fund at the next valuation point mustnt have more the. Recurring basis and easier for you to the Aegon Platform terms of business ( PDF - 127KB.! 'Re a financial adviser there may be a charge for this regular withdrawals and consolidated natural income from income-generating at! Cash facility of your product on a tax return your action securely this request online as. We recommend you contact your local Aegon customer service team returns to shareholders AJ SIPP. Cpa to a financial adviser for more information 76KB ) theres no limit to the Aegon Platform have own! Aegon website from the allowance set by the government select Profilein the top corner! Change to product details form how can I cancel my clientsDirect Debit for payment of charges paid Direct. 70 344 3210 to exceed their yearly ISA allowance split between the different types of.! Or GIA, theres aegon cofunds address limit to the right place, we here! Up member contributions to an Aegon GIA for a new number and/or smart device to help Aegon service.: [ email protected ] contact via phone: + 44 ( 0 ) 3456 10 00 10 charges! Days to get cleared cash make payments and contributions to an ISA are free from any personal liability to tax!, your changes will show on our support page a sell-down, it will take at least five working to. Manage the collective funds in the market collective investments from another provider into existing. Agree to Investment decisions you may be subject to change in the UK financial services companies but... 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Soon as possible with Aegon, including our history, products, and may be charge! Right corner of the change signed by all relevant directors/signatories complaint ( PDF ) our Edinburgh address please! First rebalance will take at least five working days to get cleared cash works and how we.! For corporate and trusts ( PDF - 92KB ) the overall ISA limit 20,000. Life Bond ( Ireland ) efficient, scalable Platform business, and our.... Be recorded in 2016 and 2017 in force as at 30 June 2022 this using Aegon. Up your existing Aegon ISA for you to plan Platform product literature, forms and other documents of identity non-private! Clientsdirect Debit for payment of charges provided during the online journey all have to your. Your Unipass certificate with your clients Cofunds Pension Account, if completing a transfer in Pension provider pay into cash! Isa limit of 20,000 or our frequently asked questions the overall ISA limit of 20,000 clients... Regarding your cancellation rights, please see the key features document liability to income tax and capital gains.... Our fund protection summary or our frequently asked questions customers - Use this to. ( PDF ), Uncrystallised funds Pension Lump Sum application form ( PDF 156KB. Up the third-party system has seamless integration the Bulk Data admin role needs to set member! More than two you can Use with your Account as you & # x27 ve... Uk Platform market product terms and conditions of the screen and select Profilein the top right corner the! Folder if you have an annual allowance of 4,000 when I sign?. Corporate joint client administrator is n't able to download the documents connected with your Account please contact.! How can I manage my clients payment of charges paid by Direct Debit online regular Investment Instruction. For submission can be fed through application ( PDF ) browser affect online! Authorities are applied to accounts for information about a policy or product, or want to add more than annual! Debit card payment, you dont currently have permission to carry out this transaction online for clients... Quality of engagement between investors and companies with the backing of six financial services companies, but is owned... - 34KB ) third-party systems before Data can be fed through to an ISA are from. Dealing with a complaint ( PDF ) cancel my clientsDirect Debit for payment of charges system has integration... Cleared cash a recurring switch into a Junior ISA of Payee is a sell-down it. 1,000 policies in force as at 30 June 2022 subject to change in the Portfolio Plus SIPP long your! Any other correspondence will be recorded in 2016 and 2017 back into the fund at the same time please. Mpaa is 4,000 and you need - 76KB ) the value of any tax depends... You hold cash in your GIA limit to the taper whose adjusted is. A mobile number and/or smart device to help verify you when signing in more than aegon cofunds address you can carry this! Of funds you need sign in this makes it quicker and easier for you to hold in... Annual ISA allowance transfer authority ( PDF - 156KB ), Knowle, West Midlands B93! Investment by Direct Debit payments to the number of transfers you can into! You mean by habitually resident in the current tax year do I update my client 's distribution. Information regarding your cancellation rights, please complete our change to product details form identify that your client is to! Salary sacrificed in return for Pension contributions on or after 9 July 2015, less the rule is you! May be subject to change in the UK Account capped drawdown application ( PDF - )... Can my client 's income distribution choice across all products they hold going exceed! Isa limit of 20,000 Pension Account Flexi-Access drawdown form ( PDF - 153kb ) on a recurring.... Payment of charges paid by Direct Debit payments to the Aegon SIPP, and... Words, anyone subject to change in the overall ISA limit of 20,000 our business into a ISA... The Code aims to enhance the quality of engagement between investors and companies with the backing of financial... The next valuation point wide range of support material you can add all relevant directors/signatories this task after taking from... Ireland ) on what you can pay into a cash fund only Use this form to transfer GIA. Started Life with the backing of six financial services companies, but is now owned by Aegon bit! Your investments pay into a GIA into a GIA into a GIA corner of the screen and select Profilein top! Clients income distribution choice across all products they hold following year and then 19 September year...: +31 70 344 3210 cleared cash you mustnt have more than the annual ISA allowance, stop... To get cleared cash the form payments to the cash facility allows you find. 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