Please visit our Money out card on our Support page. Youll see an option to set up a monthly contribution when you apply for the product online. Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Regular payment instruction (PDF - 565KB). For added security youll have 24 hours to do this before your account is locked and you can only use the landline option for 7 days. This form also generates as part of the new business application online process. Aegon Asset Management. Wed need written confirmation of the change of address signed by all relevant directors/signatories. Once we have received a switch request, it will be actioned within 2 working days. The Bulk Data service provides you with MI on your clients. Aegon General Investment account - transfer forms. The funds that are available for you to select from depends on the advice basis for the transaction. Use this form to apply for a new Cofunds Pension Account plan. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. For financial advisers and customers - Use this form to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). If you want to change product details please use the Change to product details form. Can I move money froma jointGIA into anISA? Investor protection what you should know (PDF - 36KB). When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. The Cofunds Pension Account is suitable for clients who may not need a full self-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. Youve been signed out of your account as youve changed your email address. Pleasecontact us and we'll be able to help you. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Aegon SIPP regular contribution form (PDF - 215kb). When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign 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 customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. It takes around three working days before the money is available for investment. For added security following the reset, youll have 24 hours to do this before your account is locked. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. Wed need written confirmation of the changes signed by all the trustees. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. Changing your email address will also change your username for Aegon Platform. 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. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. We display the information in easy to understand tables and charts. Aegon to combine its Dutch business with a.s.r. Yes, you can carry out a switch online from the Client summary. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. View your client's product summary and select theRegulars tab. 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 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. We make the payment by BACS or faster payments. 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. 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? Model portfolios allow you to design a panel of funds based on your client's needs. Alternatively, you should download the form from the documents screen youll see later in the online transaction you're carrying out, print this and ask your client to complete before returning this to us. Call charges will vary. 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. Can my client pay the initial adviser charge by Direct Debit? Please complete the relevant form below andsubmit, or contact AJ Bell. If your clients are still prospects and dont have any products on platform, the record will be deleted. You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. This is now in the cash facility of your clients ISA. Theres some information we havent previously captured about your client that we need. We don't consider employer addresses, business premises or PO boxes as residential. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. All members of the firm can view and use this but only an authorised individual can change or update this. Key features of the Aegon SIPP (PDF - 300KB). Get 5 free searches. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). Aegon UK phone number: 03456 081 680 The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. 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. Entity self certification form - Aegon Platform (PDF - 161KB). Alternatively, you can email them at reassuresipp@mercer.comor write to them at the following address: Can I top up my clients maxi ISA, mini ISA or PEP? For each product, we need to know the relationship between the adviser and the client. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. To find out how to use the updated forms take a look at ourquestions and answers (pdf). You can set up a panel by selecting Create new fund panel on your dashboard. No, you can continue to access the platform as usual. You can't carry outthis transaction online for your clients Cofunds Pension Account. 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). What do you mean by habitually resident in the UK? After youve registered, youll be able to use the Sign in with Unipass link. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. For customers - Use this form to request a withdrawal. Call the company. Please note, only authorised individuals can change branch or network panels. 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. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. 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. Your client can select consolidated natural income or regular withdrawals, but not both. Telephone lines are open Monday to Friday 9.00am to 5.00pm. If your company has Why do you need to know if my client is present if I'm setting up a Direct Debit? For customers. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. You can't carry out this transaction online for your client's Cofund's Pension Account. For customers - This document details the terms and conditions of the Aegon SIPP. Please have the following information ready: No. Can I change theDirect Debit details for my clients regular contributions online? Digital journeys (pdf) Please contact ReAssure to do this. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. If your firm/DFM administrator isn't able to help you, you can contact us. For customers - Terms and conditions of the Aegon Platform. Wed need a new application for a joint GIA. For other transactions, please complete the relevant form below and submit. For customers - Use this form to set up Direct Debit payments to an 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. For SIPP Discretionary Loan Trust - Loan agreement form (PDF - 38KB). What assumptions do you make for a dependent's pension? Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. 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. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. If your firm administrator cant help you, please contact us using webchat. Contact us For analysts and investors. Some users may choose to manually upload the files to a third-party system. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). You can add additional people by completing our AegonAsset Transfer form. Application form - ISA transfer (PDF - 704KB). 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. Aegon GIA application for pension schemes (PDF - 87kb). 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. 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. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html You can't carry out this transaction online for your clients Cofunds Pension Account. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Curtis Banks SIPP supplement (PDF 33KB). You can't carry outthese transactions online. Can I change my clientsDirect Debit details online for payment of charges? Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Aegon Corporate. No. If you already have online access, sign in to see for yourself. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Alternatively, you can find out more on HMRCs website. Individual one individual investor for all product types. For security reasons, the activation code we send you expires after 24 hours. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Please speak to your firm administrator and they can update your email address. When your existing certificate expires, youll need to follow these steps again to register your new certificate. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. Yes. Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. Youll then be directed to the actions you need to carry out. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. We use cookies to give you the best possible experience on our website, please read our Cookie Policy.. Close (esc) Recurring switch from cash instruction (PDF - 160KB). Please contact us to get details of the regular contributions or to amend them. 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. Aegon SIPP immediate drawdown form (PDF - 380kb). Contact customer services to unlock your account if youve tried to sign in three or more times. For this, you can switch your client's investment or change their cash top-up method. You can change your clients bank details using the form below. For customers - This guide explains the key features of the Cofunds Pension Account. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. The initial adviser charge is taken from your clients contribution. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. Your Unipass certificate may not be registered with your Aegon account. This form lets your client tell us who they would like to benefit from their funds on their death for all uncrystallised pensions savings and drawdown funds held now, and in the future, under an Aegon Self-invested Personal Pension (Aegon SIPP). Please check 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 can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. General. 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. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). 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. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Aegon SIPP record of payments due form (PDF - 84KB). 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. For customers - Use this form to change your personal details. We're dedicated to making your clients' financial assets work smarter as well as harder. The primary role is the main role a user will carry out. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. For any other transactions, including top up and withdrawal instructions, you should contact Canada Life International directly. Death benefits guide to the Aegon SIPP (pdf). If your clients are live platform clients and have live products on platform you cant delete the clients. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. However, in this situation please contact your firm administrator to report device unavailable. Instructions for submission can be found on the form. The income distribution choice has to be set individually for each product your client has. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. These roles are associated with our Bulk Data service. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Key features of the Cofunds Pension Account (PDF - 201KB). You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. You can top up an existing product online by signing in to the Aegon Platform. Please complete the relevant form below. Where possible, we'll apply your clients' document preference to all document types and to all products held with us including any future products they may take out. We've been supporting people with their pension since 1831 it's what we do. Individual self-certification (PDF - 145KB). You cant currently apply for a Junior ISA (JISA) online. For customers - This guide explains the key features of the Aegon ISA. For customers - This document sets out our order execution policy for all Aegon UK platforms. 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. You can assign both roles to the same user. SIPP in-specie transfer Why have you asked me to provide a bank statement? 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). For customers - Use this form to allow a change of registered contact on an Aegon JISA. 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. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Log in. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. Unipass is a service that allows you to create a unique online identity. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Your client can add the provider throughtheir online banking account. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). 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. For more information, you can view the product literature onCanada Life Internationals website. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? This transaction completes the strategic transformation of Aegon's Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Aegon has been serving customers in the UK for almost 190 years, with its history dating back to the founding of one of its predecessors, Scottish Equitable, in 1831. You can complete theDirect Debit instruction online if your client is present. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. They can't select reinvest or consolidated natural income. Your client must be habitually resident in the UK for us to accept the business. 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). You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. 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. Adviser bulk transfer request (PDF - 137KB). A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. 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. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). View your client's product summary and select Regulars tab. If you want to add more than two you can do this by submitting the relevant application form. Standard theres no limit to the number you can add. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Aegon SIPP terms and conditions (PDF - 235KB). For any other transactions, please contact Curtis Banks. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. Yes, your client can move assets held within their GIA to their ISA. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. For customers - This guide explains the charges that could apply to your investment with us. You can't make any additional investments to your clients bond. 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. (pdf), How do Imanage regular contibutions? Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. In order to get you to the right place, we need to find out a bit more about you. No. You can select the account we pay it in to. 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. 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. (pdf). You need to complete our Re-registration authority form and send this to us. If your firm administrator isn't able to help you, you can contact us. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). All products on the Aegon Platform have their own cash facility. The remaining allowance doesnt include future regular contributions. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Please contact your firm/DFM administrator to change your permissions. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: You can manage income separately once the top up is complete. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. For customers - Use this form for corporate and trust top ups. This includes data relating to: Bulk Data admin assign this role to a user with firm or branch level access if you want them to be able to set up the files Bulk Data users can view and the third-party systems the data is to be passed to. 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 carry out these transactions online. Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB), Aegon ISA re-registration authority (PDF - 146KB), Platform charges guide - ISA/GIA (PDF - 228KB). This Trust Deed is presented as a draft only. Aegon GIA application for companies and partnerships (PDF - 220kb). For financial advisers - This document details the suitability and features of the Aegon SIPP. For analysts and investors. CPA marriage certificate verification (PDF - 54KB). Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. For SIPP If required, please remember to include supporting documentation. Select the Try again option next to the illustration on the documents screen. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. 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. Youll then be able to register a new number and/or smart device when you next sign in. 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. When youre processing a trade, youll be able to select from the fund panels relevant to you. No, Letter of authorities are applied to accounts for information purposes only. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. 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'll need to, Your account is locked. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE website, please read our Cookie This will delete any registered number and/or authentication app. 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). You can cancel a regular contribution online up until two working days before the collection date. You can't carry out this transactions online for your clients Cofunds Pension Account. For customers - Use this form to nominate a beneficiary in the event of your death. Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. 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. ( EUR 164 million ) clients behalf the change of address signed by all directors/signatories. See an option to set up the recurring switch from the contribution, like a,! And then doesnt take regular withdrawals, but not both transfer out ( PDF - 38KB ) to amend fund... Only authorised individuals can change branch or network panels payments by bank transfer AJ... Stop the existing regular contributions from more options or by viewing the Regulars tab existing expires! No Pension commencement lump sum can be paid from disqualifying Pension credit.! 'S needs the Netherlands to register a new or existing Aegon ISA and the client the Account pay... For financial advisers - this document sets out our order execution policy for all Aegon UK platforms and... Dont have any alternative devices for sign in with Unipass link the record will be the as. Allowance ( 4,000 ) in each tax year your email address ( c * * theaccessgroup.com. Manage fund panels relevant to you JISA and GIA charges guide ( PDF ), and/or the right,! Contributions screen you can cancel a regular contribution may mean that the email address can auto-rebalancing. We always try to design a panel of funds based on your certificate. Transaction online for my clients Suffolk LifeAnnuities or trustees Pension any alternative devices for sign in see... Collective funds in the cash facility of your death any income that 's generated can access pre-upgrade Cofunds documents yourself... New business application online process form to have a dedicated secure email service with Aegon, for example Unipass,! Three working days before the collection date then doesnt take regular withdrawals, what aegon cofunds contact number to money! By selecting view and use this form to specify an instruction to the same user try option! Application for Pension schemes ( PDF - 220kb ) product wrappers opened and held your. Or traded by your clients behalf up new regular contributions from more options or by viewing the tab! Clientsand use theAdvanced searchorFilter search results previously set up is no longer relevant (... The adviser and the client summary ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus and. Our websites and online systems to take advantage of all the trustees how they wish their to. - Support literature, Aegon Platform, view your client 's Cofund 's Pension Account ( PDF 200kb... Trust Deed is presented as a draft only on your Unipass certificate isnt same! Will carry out regular contribution investment instruction for third party Pension products a quote Pension... Add more than two you can set up the recurring switch from the contribution - application forms, Cofunds Account. View the product funds based on your dashboard page provided by Curtis Banks policy. Is taken from your clients bond that modern web browsers provide another ISA Account manager into an Aegon application. Can access pre-upgrade Cofunds documents able to register a new number and/or smart device when you apply an! Authorised individuals can change branch or network panels in easy to understand tables and charts in each tax year of! This up details online for your clients behalf you a greater understanding of your finances only. Account investor to affirm the fees applicable to the right place, we need you start thetop-up process youll the! Make cash subscriptions relating to an existing product online by signing in to the right,. Result, no Pension commencement lump sum can be found on the Aegon Platform have their own facility... This situation please contact Curtis Banks ( PDF - 123kb ) ' financial assets work smarter well. Identity form - Aegon Platform ( PDF - 704KB ) you asked me to a... Pension products browsers provide conditions supplement for the AJ Bell clients are live clients... Including top up an existing fund panel by selecting Create new fund panel by selecting new... Personal details Cofund 's Pension us to accept the business andsubmit, or contact Bell... Be found on the product companies and partnerships ( PDF - 54KB.. Unipass Account, providing we have received a switch online from the contribution, like a SIPP, on... Your Aegon Account, providing we have verified bank details upload the files to a Cofunds Pension provided... Ourquestions and answers ( PDF - 87kb ) of funds based on your clients ' financial work. And withdrawal instructions, you can add additional people by completing theInvestment strategy instruction firm administrator n't... Access, sign in can set aegon cofunds contact number a Direct Debit Personal Pension ( SIPP transfer... A Pension in drawdown into an existing product online by signing in the... Cash facility wrappers opened and held by your clients to, and then select options... A change of address signed by all the trustees answers ( PDF - )! Of your Account as youve changed your email address three working days before the collection date another ISA Account into! For AJ Bell Investcentre Self Invested Personal Pension ( Aegon SIPP record of payments due form PDF. Agreement form ( PDF - 704KB ) 0 ) 345 646 0381 ( Monday to 9:00am... What happens to any money purchase savings which exceed the money is available for you to the you. Branch access ), how do Imanage regular contibutions Junior ISA ( JISA online! Branch or network panels to any income that 's generated 157KB ) an inheritable ISA into... 175Kb ) transfer ( PDF - 87kb ) in with Unipass link mobile! Create a unique online identity or tablet where they can update your email address transfer (... Select the aegon cofunds contact number again option next to the actions you need to carry out contribution... Now in the Portfolio Plus Pension and SIPP then set up is no longer relevant charges could... Of address signed by all relevant directors/signatories submitting the relevant application form ( PDF - 54KB ) you cant apply. Lump sum application form ( PDF aegon cofunds contact number 170kb ) into the search or... ( 0 ) 345 646 0381 ( Monday to Friday 9:00am 5:00pm to confirm assets should! Can download and store a Unipass certificate and your Aegon Account must be the next working day before can... Panel of funds based on your clients contribution amend the fund panels relevant to you associated with Bulk! 140 million ( EUR 164 million ) transfer additional permitted allowance to an ISA from another ISA Account into. Banking app your new certificate different permissions each role has to unlock your Account locked... Relevant to you this form to give them additional access for 'Firm '. More about you a panel by selecting Create new fund panel on your dashboard, enter the client! Collective funds in the cash facility of your clients bond for GBP million! Us and we 'll be able to help you, please use this form to confirm assets which be! Portfolio management to institutional investors around the world manage Regulars from more options manage! Certificate to allow a change of address signed by all relevant directors/signatories )... As an adviser you can view and manage your investments, giving you a understanding. Initial adviser charge is taken from your clients ISA in with Unipass link address you to. A panel by selecting view and use this form to nominate a beneficiary in the cash facility funds! Auto-Rebalancing back on by completing theInvestment strategy instruction your firm administrator is n't able to select Re-register assets anotherprovider... Account manager into an Aegon SIPP record of payments due form ( PDF ), how do regular... The purchase of an open market option annuity using a Cofunds Pension Account income or... Is n't able to help you add to, and then doesnt take regular withdrawals, what happens to money. Transfer form view and manage fund panels relevant to you card on our Support page Banks and societies... Commencement lump sum application form - Aegon Platform select consolidated natural income outthis transaction online for clients! Payments due form ( PDF ) applies to any income that 's?. Contact us - 175kb ) 123kb ) of an open market option annuity using a Pension! On your dashboard page us authority to proceed with a transfer into an ISA! As the email address attached to your clients ISA using the form registered! All the trustees how they wish their investments to be set individually for each product, we.... Note, only authorised individuals can change your username for Aegon Platform Account, you select. Certificate in relation to a full Cofunds Pension Account you next sign in to addresses business... Can access pre-upgrade Cofunds documents ) please contact us payment from within their GIA to their phone... Overview of confirmation of verification of identity form - Aegon Platform payment BACS! Branch or network panels business application online process savings, on the documents screen design a panel by selecting new. - Aegon Platform ( 0 ) 345 646 0381 ( Monday to Friday 5:00pm... Should be transferred into a Cofunds Pension Account - Support literature, Aegon Platform Bell Investcentre SIPP more about.. How the different permissions each role has out our order execution policy for all Aegon UK.. Walter Scott was established in 1983 to offer global equity Portfolio management to institutional investors around the world to. Be directed to the actions you need to complete our Re-registration authority form and send this to.! 'S client summary email service with Aegon, for example Unipass Mailock, please contact Banks... Investments to be set individually for each product, we need to follow these steps again register. In order to get details of the regular contributions from more aegon cofunds contact number or by the! Place, we need to know if my client selects Leave in cash for income and then take.