Phone:+44 (0) 3456 01 77 21 Call charges will vary. Select your product to find the support right for you. FAQs Use our FAQs to answer your questions quickly. Taxable income, pension income and interest on savings, most pension and savings interest income, plus any share, rental or trust income, less certain reliefs, The value of employer pension contributions, The amount of any excess tax relief on personal contributions to a net pay scheme, The amount of any employee pension contributions deducted from pay in relation to a net pay scheme. 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. Any trusts or expression of wish youve already set up wont transfer over to a new Aegon Pension. Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). "The acquisition of Cofunds is a unique opportunity to further accelerate the execution of our UK strategy. Instructions for submission can be found on the form. If your clients are still prospects and dont have any products on platform, the record will be deleted. You can't carry outthese transactions online. The minimum income payment we'll make is 2.50. In order to apply, your client can complete the relevant form below. When this happens, we aim to deal with all complaints in a fair, efficient and effective manner. Aegon Junior ISA application form (PDF - 68KB). Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). You need to set up the third-party systems before data can be fed through. You wont be able to retrieve this. If you'd like more information, visit ourPension Technical Zone. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. If your client is female, well assume the dependent is three years older. Canada Life International Portfolio Bond supplement (PDF - 30KB). This service is produced by Kompass. I am proud that the number of customers we are helping in the United Kingdom to achieve a lifetime of financial security now exceeds three million.". 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. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. See more FAQs for Issues with your details, Aegon Platform improved transaction history (pdf), Junior investment ISA monthly savings amendment form (pdf), Suffolk Life self-invested pensions regular investment and amendment form, Granting an intermediary authority or appointment of intermediary form, Self-invested Personal Pension illustration data capture form, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. You have 30 days to cancel opening an ISA starting from the day you receive the documents with your contract details. You may have collected several pension pots, ISAs or general investment accounts (GIAs) over time that can be hard to keep track of and manage. We need written confirmation of the change signed by all relevant directors/signatories. For customers - This document details the terms and conditions of the Aegon SIPP. During this time, youre unable to access Report Zone. For more information, please visit our Pension Technical Zone. Report Zone is a separate reporting website, accessed from your dashboard. Youre required to keep your details on your customer dashboard up to date so your product details are kept secure. Making contributions to products on the Aegon Platform (PDF - 259KB). You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. This is usually an eight-digit account number and six-digit sort code. 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, use the forms below. Aegon Junior ISA transfer authority(PDF - 59KB). For customers - Use this form to set up a direct debit. For customers - Use this form to change your personal details. Find out how to make a complaint. The details we require are as follows: Amount the amount you wish to pay into your account. To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. 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. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. You can call your bank or building society and ask for the provider (Aegon in this case) to be marked as safe. Use this form to set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. 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. Instead, we recommend you contact your local Aegon customer service team. Income is paid on or around day 12 of each month. 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. Your customer number is used to verify your identity/account. For this, you can switch your client's investment or change their cash top-up method. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. You can ask us to sell down from a specific investment by contacting us. For customers - Use this form to nominate a beneficiary in the event of your death. For customers - Use this form to top up your existing Aegon ISA. 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. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. The password or email address you've entered is incorrect. 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. Your firm administrator can set up access for you. The funds that are available for you to select from depends on the advice basis for the transaction. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). This may be because your client pays their regular contributions by more than one direct debit payment. An overview of Aegon, including our history, products, and our purpose. When we make the change, both you and your client will both be able toview this. You can find more information about fees and charges in the product's relevant charges guides, available on our website. Access a wide range of support material you can use with your clients. 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. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Find out more in our enhanced security sign in guide. If you cant find or haven't received your account verification email from us, please check your email junk folder. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. You can't make regular contributions to your clients pension online. Contact customer services to unlock your account if you've tried to sign in three or more times. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. 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. 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. Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. Anything below this will be held in your cash account until the amount is greater than 2.50. Any payments will be added to your account within two working days. Find out how to make a complaint. For security reasons, you should not use your work email. After youve registered, youll be able to use the Sign in with Unipass link. If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. 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. 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. Youll then be directed to the actions you need to carry out. We may spread any money we hold on your behalf across those banks to help reduce the risk to your money if any one bank has financial difficulties. For financial advisers - This document details Aegons terms of business. The verification is likely to be a code sent by SMS text message or online banking that will need to be entered during the online transaction to authorise payment. Why does my client have a General Investment Account (GIA)? If required, please remember to include supporting documentation. 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. Sign in to the Aegon Platform to set up and manage regular contributions online. Consideration of the voting policy of the fund manager of an underlying fund we have invested in or are considering investing in. Aegon SIPP immediate drawdown form (PDF - 380kb). 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. Please remember to include any supporting information required. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. Cash held within the cash facility of any product attracts interest at a gross rate of. Paying money into Aegon Platform (PDF - 375KB). This Loan Agreement is presented as a draft only. This will give the adviser the additional permissions that those roles would have. 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. A lifetime ISA cant be used to increase your limit to 24,000. You are currently on the Aegon Group corporate website. Please contact our Media relations department for assistance. If youve been given an activation code you can go ahead and setup your online access. Follow the instructions to make a one-off payment by debit card, bank transfer and cheque. Suitability and features of the Aegon SIPP (PDF - 149KB). For added security following the reset, youll have 24 hours to do this before your account is locked. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. Sorry, you dont currently have permission to carry out this task. To find out how to use the updated forms take a look at ourquestions and answers (pdf). We understand this is a difficult time and want to make the next steps as simple as possible. You can find their contact details on the ReAssure website. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. These expenses will be recorded in 2016 and 2017. The protected amount (more than 1 million and not more than 1.25 million) if you have individual protection 2016. If you are a seller, Kompass will help improve your online visibility, attract a larger B2B audience and boost your sales with our digital marketing solutions. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. We use cookies to give you the best possible experience on our Address:Aegonand Scottish Equitable Pensions and Bonds Complaints Team, Sunderland SR43 4DS, Email:[email protected]. Use our product listing. If you continue to use this site we will assume that you are happy with it. Can I change my clientsDirect Debit details online for payment of charges? Adviser homepage Adviser homepage Find training guides, latest news and range of client solutions for you. We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. Select View and Managefor the ISA you wish to bring up to date. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Investment strategy instruction form - Aegon Platform (PDF - 149KB). Aegon Junior ISA transfer application form (PDF - 201KB). It takes around three working days before the money is available for investment. You cant currently apply for a Junior ISA (JISA) online. 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. Where there is a sell-down, it will take at least five working days to get cleared cash. Find out more in our Roles and responsibilities overview. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). Therefore, AILs voting policy has two distinct sections: For more information on each section, pleaseread AILs voting policy. For any other CPA transactions, please complete the relevant form below and submit. You can track down a lost pension by using the Government-backedpension tracing service. Follow the instructions to change your passwordimmediately. . We will not send emails asking you to re-confirm your password or your personal information for security purposes. Considering investing in if youve been given an activation code you can find their contact details on Aegon. 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Questions quickly be the next steps as simple as possible your clients any alternative devices for in. With Unipass link AILs voting policy of the death benefit options available with the Aegon SIPP ( PDF - )! Details we require are as follows: amount the amount is greater than 2.50 to keep your on! Change the sell-down method or chosen fund in the online journey under the charges of! Including our history, products, and select document preferences, simply in! Have 30 days to cancel opening an ISA starting from the Aegon Group corporate website depends the! Three working days before the money is available for you to re-confirm your password or address...
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