For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. For more information, you can view the product literature onCanada Life Internationals website. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html 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. View your client's product summary and select theRegulars tab. We use your clients email address for service notifications and to allow clients to manage their accounts. How your client does this will vary depending on their bank or building society. Contact; Contact us. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). Your client must be habitually resident in the UK for us to accept the business. 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 Death benefit nomination/expression of wish (pdf). Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). You can top up an existing product online by signing in to the Aegon Platform. You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Find out more in our enhanced security sign in guide. For customers - This document details the terms and conditions of the Aegon SIPP. Power of attorney and third party CVI (PDF - 155KB). For customers - Use this form to allow a change of registered contact on an Aegon JISA. 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. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). View your client's product summary and select theRegulars tab. Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: funds@dowgate.co.uk Fund Characteristics: For customers - Use this form to apply for an Aegon ISA for the current tax year. This Loan Agreement is presented as a draft only. Bulk Data user assign this role to a user with firm or branch level access if you want them to be able to download files to view. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. 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. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Telephone lines are open Monday to Friday 9.00am to 5.00pm. Well only ask you this once for each product. 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. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. Inheritable ISA allowance transfer authority (PDF - 34KB). You can't carry outthese transactions online. Please contact us and we can help you. Please contact your firm administrator to reset your verification method. This may be because your client pays their regular contributions by more than one direct debit payment. Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: funds@dowgate.co.uk Fund Characteristics: Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. CPA capped drawdown application (PDF - 127KB). AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). 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 cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. How do Iperform a GIA to ISA switch? For any other transactions, please contact Curtis Banks. This is now in the cash facility of your clients ISA. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. When we make the change, both you and your client will both be able to view this. Yes, you can carry out a switch online from the Client summary. Contact us For analysts and investors. Were sorry to hear that something hasnt gone to plan. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. For customers. Please contact your firm/DFM administrator to change your permissions. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA for financial advisers (PDF - 185KB). Aegon GIA application for companies and partnerships (PDF - 220kb). Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Well invest money from a bank transfer the next working day. They can't select reinvest or consolidated natural income. If your clients are still prospects and dont have any products on platform, the record will be deleted. Between the hours of 01:00am to 08:00am each day we refresh the data to make sure you have the most up to date information. 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. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Aegon is a brand name of both Scottish Equitable plc (No. You can enter an amount above the annual allowance when adding contributions, however, you need to consider your client's individual circumstances including: If you'd like more information, visit our Technical Zone. Please complete the appropriate form below and submit. website, please read our Cookie Theres some information we havent previously captured about your client that we need. Your Unipass certificate may not be registered with your Aegon account. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). Call charges will vary. Can I be a servicing adviser and take fees from my client's account? Change of customer details form - Aegon Platform (PDF - 153KB). 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. 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). Discretionary Loan Trust - Loan agreement form (PDF - 38KB). Regardless of whether your clients select online or post as their preferred method, we'll always save a copy of the document to their online document store. If you require access to our institutional website, selectInstitutionalhere. This guide shows you what you need to do to submit a GIA to ISA switch. Investor protection what you should know (PDF - 36KB). Please speak to your firm administrator and they can update your email address. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. Can I change theDirect Debit details for my clients regular contributions online? 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). 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). Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Are you an analyst or investor, or a journalist with a question about Aegon? These are shown below, please contact your firm administrator orusto find out the different permissions each role has. Aegon GIA application for pension schemes (PDF - 87kb). Cofunds Pension Account Annuity Purchase form (Immediate Vesting Option) (pdf), Cofunds Pension Account Annuity Purchase form (Open Market Option) (pdf), Cofunds Pension Account Adviser Charging Fee Model Affirmation form (pdf), Cofunds Pension Account - Bypass Trust (pdf), Cofunds Pension Account Transfer Out form (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Non-Private Individual) (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Private Individual) (pdf), Cofunds Pension Account Marriage/Registered Civil Partnership Certificate Verification form (pdf), Cofunds Pension Account Birth Certificate Verification form (pdf), Cofunds Pension Account Expression of Wish form (pdf). For product or administration queries email reassuresipp@mercer.com. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. Granting an adviser authority or appointment of adviser form (PDF - 166KB). Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. For customers - This guide explains the key features of the Aegon SIPP. For GIA and ISA CPA investment transfer schedule (PDF - 43KB). For information about this, please contact us. It may be that no further verification is required. For financial advisers - This document details Aegons terms of business. For customers - Use this form to confirm the details of an individual for tax purposes. For SIPP Please complete the relevant form below and submit. 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. Death benefits guide to the Aegon SIPP (pdf). Please select the box that applies to you.. Aegon Junior ISA change of registered contact form (PDF - 158KB). During this time, youre unable to access Report Zone. If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. Contact via email: [email protected] Contact via phone: +31 70 344 3210. 4 Mayland Road. For financial advisers - Use this form to withdraw part or all of the value of the Aegon GIA and make a subscription of equivalent amount to an existing Aegon ISA. For trustees - Use this form to apply for an Aegon GIA for a Trust. Please contact us to get details of the regular contributions or to amend them. 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. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). 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. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? Can I submit regular monthly contributions for ISAs or GIAs online? You or your client should contact us to tell us that theyve moved abroad. Get 5 free searches. Aegon General Investment account - transfer forms. How to make a complaint Recurring switch into cash form (PDF 151KB). For more information, you can view the product literature on Canada Life Internationals website. What do I do if my mobile number and/or smart device used for sign in verification has changed? For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). You can no longer make contributions into these products. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. You can do this by completing our Aegon Asset Transfer form. 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. 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. Report Zone is a separate reporting website, accessed from your dashboard. Sign in to the Aegon Platform to set up and manage regular contributions online. Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). If youre not registered yet, call us on+44 (0) 345 604 4001and well set Regular payment instruction (PDF - 565KB). If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? 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 your client's bank does participate in this scheme, your client will be prompted to enter further verification information. Use this step-by-step guide to create a model portfolio on the Aegon Platform. You need to set up the third-party systems before data can be fed through. You can do this during the quote and apply process, by selecting the Re-register from another provider option. CF24 0EL. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). Find out more in our Roles and responsibilities overview. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). We need written confirmation of the change signed by all relevant directors/signatories. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). It allows you to sign in to multiple websites within the financial services industry on any device. For investors - Bare Gift Trust deed (PDF - 77KB). Entity self certification form - Aegon Platform (PDF - 161KB). Sorry, you can't currently apply online. You'll need to, Your account is locked. For sign in to multiple websites within the financial services industry on any device a direct Debit mandate to sure! And dont have any products on Platform, the record will be deleted clients... 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