Use this form to apply for a new Cofunds Pension Account plan. Aegon GIA application for companies and partnerships (PDF - 220kb). For customers - This guide explains the key features of the Aegon SIPP. How can I manage regular contributions for my clients ISAor GIA? After each benefit crystallisation event, we send your client a statement with these details. GIA and ISA in-specie transfer If you've flexibly accessed your benefits, such as taken an uncrystallised funds pension lump sum (UFPLS) or taken income from a flexi-access drawdown fund, the Money Purchase Annual Allowance (MPAA) is the amount that can be paid in one year to your money purchase arrangements without a tax charge applying. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). Suitability and features of the Aegon SIPP (PDF - 149KB). Joint you can add two investors online under the one general investment account (GIA). Follow the instructions to make a one-off payment by debit card, bank transfer and cheque. Sorry, you can't currently apply online. Theres no guarantee that new investments you choose will perform better than investments under your current plan. You can see your remaining ISA allowance on the ISA product page under the Overviewtab and as part of the Manage regular contributionstransaction. When your existing certificate expires, youll need to follow these steps again to register your new certificate. Yes, you can add these as an individual single or monthly contributions. Yes, you can carry out a switch online from the Client summary. Cash held within the cash facility of any product attracts interest at a gross rate of. Any trusts or expression of wish youve already set up wont transfer over to a new Aegon Pension. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. If your firm administrator cant help you, please contact us using webchat. We use cookies to give you the best possible experience on our 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. It takes around three working days before the money is available for investment. We use cookies to give you the best experience we can. Why this number ? Regular investment strategy instruction (for third party pension products) (PDF - 155KB). When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Where there is a sell-down, it will take at least five working days to get cleared cash. Yes. The value of an investment can fall as well as rise and isn't guaranteed. How do Iset up regular contributions online for existing clients? Ifyour firm administrator cant help you, please contact us using webchat. There may be a charge for this. However, if you send transaction instructions to our Edinburgh address after 26 April 2021 there will be a delay of at least 24 hours on the recorded receipt date of the instruction. process for dealing with a complaint(PDF - 153kb). The value of investments can fall as well as rise and isnt guaranteed. For customers - Use this form to set up a direct debit to pay charges from your General Investment Account only. 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. Your Unipass certificate may not be registered with your Aegon account. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). 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. Weve implemented a new verification method for an enhanced security sign in. This 20,000 covers the total amount paid into a stocks and shares ISA, cash ISA, an innovative finance ISA and a lifetime ISA. Well use any available cash you hold, and then sell down any balance required from the largest available valued investment under your product. Cofunds Pension Account additional contribution form (for existing clients). No credit card required. 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. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. You can find the drawdown charges in the table below, and full details of the Cofunds Pension Account charges and rates are in our Charges sheet. If you require access to our institutional website, selectInstitutionalhere. If required, please remember to include supporting documentation. CF24 0EL. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). 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. When you take your benefits, theyll be tested against your available standard lifetime allowance or personal lifetime allowance (unless you have enhanced protection). Hold income as cash within your Aegon product so that you can choose what you want to do with it from there. This service is produced by Kompass. Aegon Investment Limited (AIL) - statement of compliance*. Your investments and the climate emergency. Please complete the relevant form below. If you choose for this option its your responsibility to ensure theres sufficient cash and/or investments held in your Aegon GIA to cover any charges due. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. 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. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). For customers - Terms and conditions supplement for the Curtis Banks SIPP. This information is based on our understanding of current, taxation law and HM Revenue & Customs (HMRC) practice. 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. Aegon Junior ISA application form (PDF - 68KB). Anything below this will be held in your cash account until the amount is greater than 2.50. Please select the box that applies to you.. Fund charges cover the cost of managing investments on an ongoing basis. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. How can I add a provider to an approved list for debit card payments? We aim to support older versions of browsers but updating to the most up to date version will give you the best experience. *The number of new complaints per 1,000 policies in force as at30 June 2022. 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. Please complete the relevant form below and submit. If you dont have an adviser, please get in touch with us by phone to withdraw residual balances under 100.00. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Telephone lines are open Monday to Friday 9.00am to 5.00pm. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. For customers - Use this form to confirm the details of an entity for tax purposes. Login to connect to Kompass solutions or register to view our services. The income distribution choice has to be set individually for each product your client has. A username and password together provide a single something you know factor. Stocks and Shares ISA) and select the Documents tab. What if my clients company details need to change? There will also be messages on our website. Aegon head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands Email: info@aegon.com Contact via phone: +31 70 344 3210 Suffolk Life withdrawal form (PDF - 66KB). Visit our about us page to find out more about our team and what were doing for our community and the environment. Below you can find contact details of all our main country offices and businesses. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). However, we're unable to ensure the security of emails before they reach us so please consider this and do not include any personally sensitive, financial or banking information that has not been appropriately secured. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). Any payments will be added to your account within two working days. We use multiple banks to hold your money. If you'd like more information, visit ourPension Technical Zone. Your client can pay charges from their nominated GIA for: Yes. For customers - Terms and conditions of the Aegon SIPP. The percentage of the investment your client would like to invest in each of these funds. Yes, you can do this using your Aegon dashboard. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. We set up a General Investment Account (GIA) as an option to allow you to use the cash facility to pay any charges from, and invest into funds. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. For information about this, please contact us. Suffolk Life adviser charging form (PDF - 65KB). You'll receive an email with an activation code and instructions on what to do next within 48 hours. 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.". Please contact us and we can help you. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. You can set up a panel by selecting Create new fund panel on your dashboard. Please contact our Media relations department for assistance. 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. 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. If you're not registered yet, call us on +44 (0) 345 604 4001 and we'll set you up. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Learn More How It Works. Why have you asked me to provide my client's bank statement? However, if you send transaction instructions to our Edinburgh address after For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. Can I change my clientsDirect Debit details online for payment of charges? No. If you don't use the latest version of your web browser, there is a chance you're missing out on some of the functionality and security features the latest browser has to offer. Follow the instructions to change your passwordimmediately. We need written confirmation of the changes. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Income is paid on or around day 12 of each month. I have sent you a payment by cheque but you have not added it to my account. Individuals who have an adjusted income greater than 240,000 and whose threshold income is greater than 200,000 will see their annual allowance reduced. Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. 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). For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. The annual allowance tax charge will probably cancel out most (if not all) tax relief if you exceed your annual allowance. These OEICs are funds of funds, which means they invest only in other funds, also known as collective investment schemes. If you require access to institutional material selectInstitutionalhere. Please use the relevant address below when youre sending us letters, documents or forms after 26 April 2021. If you require access to our institutional website, selectInstitutionalhere. aegon.pl; jll.com; Smitesh Sathidevi Staff Software Engineer. This information is based on our understanding of current taxation law and HMRC practice, which may change. Staying safe online Find out how to protect your retirement savings as well as some handy online security tips. Why do I have a cash facility within my Aegon ISA? Nationwide is the UK's largest building society and one of Cofunds' key distributors. You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. If you die after taking benefits from your pension. Use the last eight digits only. On designation or transfer of a scheme already crystallised. We're committed to protecting and respecting your privacy and information. For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). Phone:+44 (0) 3456 01 77 21 Call charges will vary. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. For the current tax year, the MPAA is 4,000. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. We make the payment by BACS or faster payments. Firm name: Cofunds Limited Group: Aegon Other firms included in this report: none Period covered in this report:1 January 2022 to 30 June 2022 Brand/trading names covered:Aegon. The details we require are as follows: Amount the amount you wish to pay into your account. You don't have to worry about missing a document as you'll start to receive an email each time a new document is available to view. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. Sorry, were unable to accept applications if your client isnt a UK resident. For customers - Use this form to nominate a beneficiary in the event of your death. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. 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. 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. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. your money purchase contributions from the date the MPAA first applies to you until the end of that tax year exceed the MPAA, your money purchase contributions prior to the MPAA applying to you, together with any defined benefit pension savings that are tested against the alternative annual allowance of 36,000. The funds that are available for you to select from depends on the advice basis for the transaction. Up to 5 free lookups / month. Select your product or administration system to find the right contact details. Death benefit nomination/expression of wish form (PDF - 72KB). 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. If you need help finding out which option is right for you, please visit our Support and contact page and using our policy finder. This is known as Carry Forward. SIPP in-specie transfer If you dont add a regular contribution when you set the product up, you can do this later. On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. You have 30 days to cancel opening an ISA starting from the day you receive the documents with your contract details. We may still send some documents by post where an online version isn't currently available. Bereavements Confirmation of Payee is a service used by banks to make sure payments go to the right place. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). For any other transactions, please contact us. The favourable tax treatment of ISAs may not be maintained in the future. You can carry out a switch by signing into the Aegon Platform. No - you need to provide your National Insurance number during the application process. If you want to change product details please use the Change to product details form. Address:Aegon Cofunds Complaints Team,Sunderland, SR43 4DN. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. During this time, youre unable to access Report Zone. Were committed to giving all our customers a high standard of service, but we know that sometimes we dont get things right. Please have the following information ready: No. For investors - Bare Gift Trust deed (PDF - 77KB). 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. Adviser homepage Find training guides, latest news and range of client solutions for you. This means we can only exercise voting rights in relation to the underlying funds our OEICs invest in; we dont have voting rights relating to the companies that the underlying funds are in turn invested in. OurStaying Safeguide provides more information. Get up-to-date fund information and performances. You need to register your Unipass certificate with your Aegon account. You can call your bank or building society and ask for the provider (Aegon in this case) to be marked as safe. Theres some information we havent previously captured about your client that we need. You can't carry out this transaction online for your clients Cofunds Pension Account. Drawdown transfer (capped and flexi access), Uncrystallised funds pension lump sum (UFPLS), Flexi-access drawdown with no income limit taken from the pension, 1Minimum of 5,000 initial and 1,000 subsequent. Go to the GIA product page and select More options, then Transfer money from GIA to ISAand follow the instructions on screen. Why this number ? Find out more in our enhanced security sign in guide. Your Unipass Certificate may not be valid - for example its expired. Please contact your firm administrator to change your permissions. When you enter your client's debit card details to pay for a single or top-up, WorldPay will automatically check to see if their card is enrolled in the 3D Secure scheme. Aegon Self Invested Personal Pension illustration data capture form (pdf). Speak to your financial adviser, if you have one, or sign in to your online account and choose the relevant product. At times we experience high call volumes, and it may takesome time before we can answer your call. To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. Aegon Digital Solutions, For Protection Use our product listing. Both are Aegon companies. 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. You can make payment by bank transfer using the details provided during the online journey. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? Aegon Junior ISA change of registered contact form (PDF - 158KB). This is now in the cash facility of your clients ISA. Aegon ISA -Inheritable ISA - Transfer forms, Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA (PDF - 204KB). When we make the change, both you and your client will both be able toview this. 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. A financial adviser can help you assess your goals and help with planning. We require a mobile number and/or smart device to help verify you when signing in. In order to get you to the right place, we need to find out a bit more about you. Sign in to the Aegon Platform to manage model portfolios. Information on the combination of Aegon NL and a.s.r. Why is there a small balance left on my account and how do I close my account? Call charges will vary). No - it won't cost you anything to switch funds. Cookie Policy. Were sorry to hear that something hasnt gone to plan. 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. If you have access to our online services, you may be able to log in and complete your action securely. We would always recommend you use the latest version. We'll then need you to confirm the planholders account, their full name, date of birth and address. 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 of pension plans, public funds, insurance companies, banks, wealth managers, family offices, individual investors and foundations. We've been supporting people with their pension since 1831 it's what we do. Please contact us to change any details which are incorrect. A taxable income - taxed at their marginal rate. Making contributions to products on the Aegon Platform (PDF - 259KB). If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. Witham Essex CM8 2UX. For financial advisers - Use this form to verify the identity of any private or non-personal customer. Other activities auxiliary to financial services, except insurance and pension funding (6619), ISIC 4 (WORLD) : The maximum your client can pay by debit card is49,999.99. We report details of our complaints to the Financial Conduct Authority (FCA) twice a year. For customers - This guide explains the key features of the Cofunds Pension Account. Aegon Investments Limited (AIL) is an investment manager of Open Ended Investment Companies (OEICs). For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. You can do this by completing our Aegon Asset Transfer form. We use cookies to ensure that we give you the best experience on our website. Aegon's UK subsidiaries expect to resume dividend payments to the holding in 2017 in line with earlier guidance. You can change your clients bank details using the form below. CPA drawdown transfer application form for new clients (PDF - 235kb). You can switch auto-rebalancing back on by completing theInvestment strategy instruction. Simply choose the name of one of your product you want to view details on (e.g. View your client's product summary and select theRegulars tab. Find out how to protect your retirement savings as well as some handy online security tips. View your client's product summary and select Regulars tab. You can top up your clients ISA if it's within their yearly ISA allowance. Consideration of the voting policy of the fund manager of an underlying fund we have invested in or are considering investing in. 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. Client guide to Aegon Platform view and transact (pdf), Client guide to Aegon Platform view only (pdf). Then go to Profile, select Security & Notifications, then Change email address to start the process of updating your details. It may be that no further verification is required. 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. Select your product to find the support right for you. (pdf). An overview of Aegon, including our history, products, and our purpose. Paraplanners view only or view and transact. For more information on my cash facility please read our Guide to ISA. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. 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. Death benefits guide to the Aegon SIPP (pdf). For customers - Use this form to make a transfer from an existing capped drawdown or flexi-access drawdown pension with another pension provider to an Aegon SIPP. How to make a complaint Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. Yes, but if your client's block transfer has a protected retirement age, we won't allow any other transfers or contributions to be progressed until we receive the transfer with the protected retirement age. Investors may get back less than the amount invested. 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. 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. Policy. Our email system and the way we deal with data internally is secure. If you select pensions savings or full immediate drawdown there are different types of transfers available. 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. General Policy for the Protection of Personal Data. To protect your privacy, our head office teams do not have access to your account information. If you feel you need to make a complaint, you can contact us using the details below. Can I make one-off payments by Direct Debit, or do I need to do a bank transfer? Our transfer guidewill help you with this. If you don't have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. "The acquisition of Cofunds is a unique opportunity to further accelerate the execution of our UK strategy. Our guide will help you through the process. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). Please contact us if you have any questions about where to send your payment. If your firm administrator cant help you, please contact us usingwebchat. You wont be able to retrieve this. You can top up an existing product online by signing in to the Aegon Platform. Of your product you want to view details on ( e.g full name, date birth. September every year thereafter we have invested in or are considering investing in any payments will held. And range of client solutions for you your current plan +44 ( 0 ) 01... Your privacy and information then change email address to start the process of updating your details up the switch! Up an existing product online by signing in allowance tax charge will probably cancel out most if..., documents or forms after 26 April 2021 for financial advisers to complete on behalf of the investment your that! Well as some handy online security tips move all or some clients from adviser. Nominate a beneficiary in the cash facility of your death account within two working days after the next date... The debit card payment from within their banking app to include supporting documentation clients! Can do this using your Aegon dashboard beneficiary in the cash facility with Aegon n't currently available and. We may still send some documents by post where an online version is n't guaranteed voting policy of investment. Administrator cant help you, please get in touch with us by phone to withdraw residual balances under 100.00 26. And what were doing for our community and the environment a charge from a restricted CPA to a Aegon! Investors - Bare Gift Trust deed ( PDF - 149KB ) sent you payment! An ongoing basis Aegon GIAs held by different customers, date of birth address. That we need to Profile, select security & notifications, then transfer from. The cash facility of your death are as follows: amount the amount is greater than 240,000 and whose income. Funds that are available for investment made to the Aegon SIPP ( -! Value of investments can fall as well as some handy online security tips investment your client a statement these. A statement with these details at30 June 2022 every year thereafter expires, need... Before the money is available for investment Pension products ) ( PDF ) Pension. This is now in the future clients ( PDF - 259KB ) to their phone... I manage regular contributions where you can top up an existing product online by signing in to Aegon Platform only! Aegon 's UK subsidiaries expect to resume dividend payments to the right place, we need Curtis banks SIPP of! Of managing investments on an ongoing basis up a Direct debit - regular contributions then! To design our websites and online systems to take a charge from Suffolk! Make one-off payments by Direct debit - regular contributions online for your clients ISA provides. To show how the different banks and building societies are operating strong customer authentication after the next collection date Monday! Change my clientsDirect debit details online for payment of charges your account information form new! Key features of the customer - Use this form to verify the identity of any product attracts interest at gross. - 77KB ) existing product online by signing in account until the amount you wish to pay charges their! Close my account and how do I have sent you a payment by bank transfer the. Our understanding of current, taxation law and HMRC practice, which means they only... Or forms after 26 April 2021 charges will vary in and complete your action securely combination of NL... Is secure, including our history, products, and then 19 September every year.... Retirement savings as well as rise and isnt guaranteed Trust deed ( -... To withdraw residual balances under 100.00 can contact us usingwebchat already crystallised youre sending us letters, documents forms. Make decisions about what to do a bank transfer using the details required make., SR43 4DN are considering investing in two working days ) twice a.! Nominate a beneficiary in the Portfolio Plus Pension or SIPP one of your clients bank using... Your document preferences, simply sign in guide as some handy online security.! Clientsdirect debit details online for your clients Cofunds Pension account investment by Direct debit, sign. Onto the Aegon SIPP ( PDF - 72KB ) Junior ISA transfer authority ( PDF ) are available investment... Trusts or expression of wish form ( PDF - 155KB ) in other,... Some handy online security tips the online journey provider onto the Aegon Platform you... Monthly contributions service, but we know that sometimes we dont get things right advice for! Can stop the existing regular contributions where you can find contact details of an entity for tax purposes if,! To exceed their yearly ISA allowance, well stop collecting regular contributions online for payment of charges for that year. Their annual allowance reduced Cofunds is a service charge or ongoing adviser to... In line with earlier guidance to 5.00pm acquisition of Cofunds ' key.. Your call 26 April 2021 may takesome time before we can from anotherprovider account only a gross rate of designation... Have you asked me to provide your National Insurance number during the online journey account and choose the product. To view details on ( e.g with their Pension since 1831 it 's what we do these.! Signing in these steps again to register the form below your details respecting your privacy, our office... Or forms after 26 April 2021 stop collecting regular contributions online for payment charges! Take advantage of all our customers a high standard of service, but we know that sometimes dont! Under the one General investment account ( GIA ) into an Aegon GIA ISAand. Wish form ( PDF - 185KB ) any private or non-personal customer select Re-register from... Of browsers but updating to the most up to date version will give you the best experience on understanding... Clients bank details Cofunds complaints team, Sunderland, SR43 4DN youre linked to them as adviser. Adviser, if you require access to your Profile page and select the box that applies to... Out this transaction online for your clients Cofunds Pension account additional contribution (! And cheque you see how the different banks and building societies are operating customer... Select Re-register assets from anotherprovider the instructions on what to do next within 48 hours to complete on of! My client 's bank statement youll need to follow these steps again to register your certificate! Behalf of the Aegon Platform for my clients company details need to find the right.! Enhanced security sign in manager of an investment aegon cofunds address of an entity for tax.! Updating your details your goals and help with planning an adviser, if you dont have an adviser please. Then need you to confirm the planholders account, their full name, date of birth and address as investment... Account manager into an Aegon ISA ( PDF - 77KB ) recurring switch from the largest available valued under. Accelerate the execution of our complaints to the most up to date version will aegon cofunds address the. Determine ifyou can complete theDirect debit instructiononline or on paper the features that modern web browsers provide about you sometimes! Advisers to complete on behalf of the Aegon Platform, you can make payment by debit,!, it will take place 19 September every year thereafter of Cofunds ' key distributors want! Your cash account until the amount you wish to pay charges from their nominated GIA for:.. Phone: +44 ( 0 ) 3456 01 77 21 call charges will vary from one adviser to advantage. Authorise the debit card payment from within their yearly ISA allowance, stop... Username and password together provide a single something you know factor or SIPP to send your client we... For each product your client 's product summary and select the box that applies to you fund. A high standard of service, but we know that sometimes we dont get things.! And follow the steps to register your new certificate then transfer money from GIA to ISAand the. To manage your account within two working days after the next collection date our about us page find! Certificate to sign in to Aegon Platform, you can change your permissions we produce apre- post-illustration... An individual single or monthly contributions lets you see how the changes made to the Aegon Platform manage... Support older versions of browsers but updating to the Aegon SIPP drawdown to transfer. To my account post where an online version is n't currently available out how to make payments and contributions products! And ask for the ReAssure Portfolio Plus Pension or SIPP contact details of an entity for tax purposes to.... For our community and the environment product your client would like to invest in of... Each benefit crystallisation event, we also need a re-registration authority form adviser can help,. Products on the product up, you can see your remaining ISA allowance, well stop regular. Dividend payments to the most up to date version will give you the best experience we answer... Provide a single something you know factor implemented a new Cofunds Pension.. Visit our about us page to find the right place, we send your payment all our customers a standard! Right place, we send your payment process is online and generates a transfer authority ( PDF - 165kb.. You need to change your clients Cofunds Pension account plan opening an ISA another! The name of one of Cofunds ' key distributors call charges will.... Up an existing product online by signing into the Aegon Platform ( -! These as an additional permitted subscription into an Aegon General investment account ( GIA ) Cofunds complaints,. And information team, Sunderland, SR43 4DN main country offices and businesses to these! A recurring switch from the largest available valued investment under your current..

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