How would a client have triggered the money purchase annual allowance? Cardiff Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). Call the company. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). We now help around 3.8 million customers with their financial goals, and we want to help you take control of your future and achieve a lifetime of financial security. An overview of Aegon, including our history, products, and our purpose. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. No. We don't consider employer addresses, business premises or PO boxes as residential. We pay consolidated natural incomeon day 12 of each month. Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. Canada Life International Portfolio Bond supplement (PDF - 30KB). Select the Try again option next to the illustration on the documents screen. Access isnt available if your client has multiple advisers. You can't carry outthese transactions online. Accessibility support Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Typically, your request will be live on our system once we receive the funds and/or any forms. For customers - Terms and conditions supplement for the Curtis Banks SIPP. For customers - This factsheet explains how you can make a complaint. United Kingdom. View your client's product summary and select Regulars tab. Log in. All members of the firm can view and use this but only an authorised individual can change or update this. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. How can I manage regular contributions for my clients ISAor GIA? For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. You can change a client's address and phone number by signing in to the Aegon Platform. Aegon General Investment Account application form (PDF - 680KB). Aegon Junior ISA Switch Form (PDF - 45kb). Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. Our guide will help you through the process. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Our Story. If the forms above don't cover the transaction you'd like to carry out, please contact us. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. Adviser bulk transfer request (PDF - 137KB). Accessing the Aegon Dashboard. If you have your client with you, or you have their agreement to set this up, you can do this online. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). To do this, you need to register your Unipass certificate with your Aegon account. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. You can do this by signing into the Aegon Platform and selectingManage income from fundsfor each product. Estimated processing times View your client's product summary and select theRegulars tab. If you notice when you're viewing the summary and documents screen during the request, you can use the back button and change it on the options screen. You can add additional people by completing our AegonAsset Transfer form. We subtract the total contributions in the current tax year from the allowance set by the government. Did you know you can complete this process online. If a pension credit arose in whole or in part from a pension which came into payment on or after 6 April 2006, the recipient can apply toHM Revenue & Customs for a pension credit enhancement factor. 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. If you need other information, please contact us. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). Contact us. You can read our Fund protection summary or our frequently asked questions. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. For customers - Use this form for corporate and trust top ups. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Theres no limit to the number of funds you can add. Why have you asked me to provide my client's bank statement? If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. You need to set up the third-party systems before data can be fed through. For investors - Bare Gift Trust deed (PDF - 77KB). Access a wide range of support material you can use with your clients. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Corporate company investor for the GIA only. We use cookies to give you the best possible experience on our You can carry out this request online, as long as your client isn't a trust or corporate joint client. For example, if you create an 'Adviser' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions - then the primary role for the user would be 'Adviser'. For any other transactions, please contact Curtis Banks. 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. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. To request an illustration, complete the illustration request form below. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Contact via email: info@aegon.com Contact via phone: +31 70 344 3210. Aegon Asset Management Aegon Asset Management website. Aegon Hungary Aegon Hungary website. Contact via phone: Insurance: +36-1- 477-4800 If your company has You are currently on the Aegon Group corporate website. This will delete any registered number and/or authentication app. Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. You cant currently apply for a Junior ISA (JISA) online. For product or administration queries email reassuresipp@mercer.com. Report Zone is a separate reporting website, accessed from your dashboard. Assets may not be sold if the funds are suspended. Aegon ISA transfer authority (PDF - 32KB). 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. If you continue to have problems accessing Report Zone outside these hours, please contact us. We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. Please select the box that applies to you.. 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. ReAssure For customers - This document details the terms and conditions of the Aegon SIPP. Aegon Junior ISA application form (PDF - 68KB). Ifyour firm administrator cant help you, please contact us using webchat. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). We make the payment by BACS or faster payments. Select another Aegon website from the list of links below. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. Find out what you can do online and when you need to send us paper forms. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. No you cant remove a person from your clients account. This will delete any registered number and/or authentication app. Unit and share class conversion form (PDF - 664KB). Individual self-certification (PDF - 145KB). 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. For more information, you can view the product literature on Canada Life Internationals website. Suitability and features of the Aegon SIPP (PDF - 149KB). For financial advisers - This document details the suitability and features of the Aegon SIPP. For customers - Use this form to allow a change of registered contact on an Aegon JISA. Paraplanners view only or view and transact. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. A fund panel is a list of favoured or researched funds. Well invest money from a bank transfer the next working day. You can select a collection date betweenday 1 and day 28 of each month. Weve made a number of improvements to transaction history to help you and your clients get the most from it. Sign in to the Aegon Platform to manage model portfolios. You can carry out a switch by signing into the Aegon Platform. You can do this during the quote and apply process, by selecting the Re-register from another provider option. Contact us For analysts and investors. If youre not registered yet, call us on+44 (0) 345 604 4001and well set A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. These roles are associated with our Bulk Data service. Presentations. SIPP in-specie transfer A branch panel is set up by your firm for use across the company. Financial adviser application form (PDF - 156KB). You dont have to send us this at the time of application. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Sorry, you dont currently have permission to carry out this task. To access their documents, select the Cofunds Correspondence button on the client summary. The same would apply for other roles such as 'Paraplanner'. Your client can make a single and/or a regular contribution into a product. Find out how to make a complaint. You can assign both roles to the same user. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Get 5 free searches. Address: Platform We aim to support older versions of browsers but updating to the latest version will give you the best experience. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. Key features of the Aegon JISA (PDF - 210KB). Aegon Asset Management. Get Jennifer Burns's email address (j*****@shawbrook.co.uk) and phone number at RocketReach. AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). Suffolk Life Self-invested Personal Pension withdrawal form (pdf), Suffolk Life Self-invested Pensions regular investment and amendment form(pdf), Suffolk Life adviser charging form for existing clients(pdf), Regular Investment Strategy Instruction(pdf). Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. For financial advisers - Use this form to verify the identity of any private or non-personal customer. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Aegon SIPP application requirements (PDF - 165kb). The income distribution choice has to be set individually for each product your client has. You can view these online or if you want you can export and print them. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). How do Iset up regular contributions online for existing clients? No. Please complete the relevant form below. Some 2,500 people work Aegon ISA transfer application form (PDF - 722KB). Aegon SIPP Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. You can carry out a switchby signing into the Aegon Platform. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE 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. Amend contributions into an existing Suffolk Life product the Hague, the Netherlands theres no to. 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