Please ask your client to contact usand we canhelp. CPA investment transfer schedule (PDF - 43KB). You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. Why cant I make withdrawals, top up or switch online when I sign in? 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. The tax that applies after taking benefits from your pension depends on the benefit option you're receiving and your age when you die. 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. For customers - This guide explains the charges that could apply to your investment with us. Cofunds was one of the first platforms to be launched in the United Kingdom, and is a leading player in the retail platform space with over 750,000 customers. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. (pdf), How do Imanage regular contibutions? If you're unsure, you should seek financial advice or guidance - there may be a charge for this. We give all clients a GIA so they can pay their charges from it if they want to. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. Re-registration is a transfer of investments between ISAs without selling them in the process. Simply sign in and select the Profile tab and choose Customer services from the drop down menu to get in touch with us so we can help. Aegon GIA application for charities (PDF - 225kb). Assuming there are no issues, your changes will show on our system shortly. What assumptions do you make for a dependent's pension? Select the Try again option next to the illustration on the documents screen. Aegon Protection We calculate it using the value of your relevant products under your IPS account on the last business day of the month. Contact via email: customer.care@aegonlife.com, Transamerica Life Bermuda, Bermudawebsite, Transamerica Life Bermuda Hong Kongwebsite, Contact via email:customerservicehk@transamerica.com, Transamerica Life Bermuda Singaporewebsite, Contact via email:customerservicesg@transamerica.com, Aegonplein 502591 TV,The Hague,The Netherlands, Email: info@aegon.com Contact via phone: +31 70 344 3210, You are about to leave the audited section of Aegon's 2016 Review. 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. The Cofunds Pension Account is suitable for clients who may not need a fullself-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in a cost-efficient product. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. If you've been given an activation code you can go ahead and set up your online access. No. Our trust range for use with a general investment account, Suitability and features of the Cofunds Pension Account (PDF), Making contributions to products on the Aegon Platform (PDF), Aegon Platform terms and conditions (PDF), Cofunds Pension Account Product Key Features (advised) (PDF). When we make the change, both you and your client will both be able toview this. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. St Johns Court , 70 St Johns Close, Knowle, West Midlands, B93 0NH. From here, you'll have the option to change your contact preferences under the Marketing communicationssection. 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 select a collection date betweenday 1 and day 28 of each month. Remember to check your spam folder if you havent received an email from us. If your client was upgraded to the Aegon Platform and youre linked to them as an adviser you can view their pre-upgrade Cofunds documents. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). View your client's product summary and select theRegulars tab. Today we're part of Aegon group an international provider of life insurance, pensions and asset management. If you haven't received your account verification email, please check your email junk folder, otherwise please contact 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. Your remaining drawdown fund can be paid to your beneficiaries as: The income payments will normally stop when you die if you dont buy a joint-life annuity or a guaranteed annuity. Aegon acquires Cofunds. We use cookies to ensure that we give you the best experience on our website. Find out what you can do online and when you need to send us paper forms. This information is based on our understanding of current, taxation law and HM Revenue & Customs (HMRC) practice. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. will apply on the money purchase contributions above 4,000, and. 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. This 20,000 covers the total amount paid into a stocks and shares ISA, cash ISA, an innovative finance ISA and a lifetime ISA. No, youll need to get in touch with us, with details of your client and what you'd like the retirement age to change to. It may be that no further verification is required. Aegon Junior ISA change of registered contact form (PDF - 158KB). ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). You are currently on the Aegon Group corporate website. If our FAQ's can't answer your query try doing a search as our guides have a lot of helpful information. (pdf). Telephone lines are open Monday to Friday 9.00am to 5.00pm. Youll need to complete an application for each plan you want to re-register. Contact - Aegon Cofunds 4 Mayland Road Witham Essex CM8 2UX United Kingdom Call the company Ask for information http://www.cofunds.co.uk Legal information - Aegon Cofunds Location - Aegon Cofunds Looking for new B2B Leads ? If you need other information, please contact us. Phone:+44 (0) 345 272 0089 Call charges will vary. For customers - Use this form to request a withdrawal. The value of an investment can fall as well as rise and isnt guaranteed. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. A voting right is the right of shareholders to vote on matters of corporate policy, for example the appointment of a board director or significant changes to a companys operations. For customers - Use this form for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. Power of attorney and third party CVI (PDF - 155KB). If you're calling to find out about howmarketvolatilitycouldimpactyour pension, you can find out more by taking a look at our news article. 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. If you do transfer it, it will be updated to flexi-access drawdown. For customers - Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. You can't make regular contributions to your clients pension online. For trustees - Use this form to apply for an Aegon GIA for a Trust. Recurring switch into cash form (PDF 151KB). may apply on the value of any savings made to defined benefit arrangements that are higher than 36,000 plus any carry forward you have available. Can I cancel my clientsDirect Debit for payment of charges? For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? If you require access to institutional material selectInstitutionalhere. No policy number? Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. We use cookies to give you the best experience we can. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). The downside is that cash tends to have far less potential to grow than other investments and it can actually fall in value in real terms because of inflation. They vary depending on the funds you choose and how they invest your money. 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. The value of any tax relief depends on your individual circumstances. This information is based on our understanding of current, taxation law and HMRC practice, which may change. However, if you send transaction instructions to our Edinburgh address after There is no restriction on what you can pay into a GIA. Aegon Investment Limited (AIL) - statement of compliance*. Alternatively, you can find out more on HMRCs website. If there isnt enough money in the products cash facility to make the payment and your client hasnt nominated a specific investment to sell down, well sell down the largest investment within the product. If you have a joint bank account, you must be able to give authorisation on your own to make payments. Please contact your firm administrator to reset your verification method. During this time, youre unable to access Report Zone. The life and pension business will continue to be operated within a Solvency II target range of 130-150%. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Review of income limits for a capped drawdown pension, At least every three years before client reaches 75 years old and then yearly, Switching capped drawdown pensions to a flexi-access drawdown pension, Payment of the total remaining fund through flexi-access drawdown or UFPLS. No - you need to provide your National Insurance number during the application process. You pay income tax on any income you receive from the GIA, and capital gains tax on any realised gain you make on your GIA. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. To request an illustration, complete the illustration request form below. Can my client pay the initial adviser charge by Direct Debit? For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. (pdf), How do Imanage regular contributions? 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. Phone:+44 (0) 3456 10 00 72 Call charges will vary. Can I be a servicing adviser and take fees from the client's account? Select More options on your client's product summary and then select Drawdown. Company directory and business data solutions. CPA drawdown transfer request (PDF - 118KB). Aegon is a brand name of both Scottish Equitable plc (No. If you dont want charges to reduce the value of your Aegon ISA, you can request that those charges are directed to be taken from your Aegon GIA. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. Get in touch with us if you're having trouble finding what you are looking for. Individual self-certification (PDF - 145KB). website, please read our Cookie For each product, we need to know the relationship between the adviser and the client. You should always use your personal email address on your account. 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. Information on the combination of Aegon NL and a.s.r. Yes, you can carry out a switch online from the Client summary. It allows you to sign in to multiple websites within the financial services industry on any device. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. Speak to your financial adviser, if you have one, or sign in to your online account and choose the relevant product. This form also generates as part of the new business application online process. We aim to support older versions of browsers but updating to the most up to date version will give you the best experience. If you're unsure whether this is right for you, please seek advice or guidance- there may be a chargefor this. For customers - Use this form to apply for an Aegon GIA for a registered charity. your money purchase contributions from the date the MPAA first applies to you until the end of that tax year are less than the MPAA for that year, the total of all of your pension savings are tested against the annual allowance for the year. 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. This may be because your client pays their regular contributions by more than one direct debit payment. The rule is that you mustnt have more than the annual ISA allowance split between the different types of ISA. Corporate company investor for the GIA only. 4,000 for a lifetime ISA. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. Stocks and Shares ISA) and select the Documents tab. You can add via your online banking account. Wed need a new application for a joint GIA. You can't carry out this transaction online for your clients Cofunds Pension Account. For customers - Use this form to apply for an 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. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. The standard lifetime allowance for the current tax year is 1,073,100. To comply with regulations, we need to gather this information for each product. For other transactions, please complete the relevant form below and submit. 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. If you had an Aegon ISA valued at 15,000 and an Aegon GIA valued at 7,500 on the last working day of the month then your charge would be calculated as follows: As you can see from above, the overall annual charge is calculated as 111.25 which is equivalent to 0.4944% of your total account value of 22,500. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. For customers - Use this form to apply for an Aegon ISA for the current tax year. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. Sorry, were unable to accept applications if your client isnt a UK resident. Death benefits guide to the Aegon SIPP (pdf). The annual allowance is the maximum amount of pension savings an individual can have each year that benefit from tax relief. For every 2 of adjusted income over 240,000, their annual allowance will be reduced by 1, subject to a remaining annual allowance of not less than 4,000. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. Pay their charges from it if they want to re-register system shortly Ireland... Of pension savings an individual can have each year spam folder if you receiving... Do online and when you need other information, please check your spam folder if you have,. Investment Limited ( AIL ) - statement of compliance * to support older versions of browsers updating! Make withdrawals, top up or switch online when I sign in clients a GIA our... Recurring switch from the contribution, like a SIPP, or sign in to your investment with us aegon cofunds address.! 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