aegon cofunds contact number

You can't carry out this transactions online for your clients Cofunds Pension Account. 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. Weve made a number of improvements to transaction history to help you and your clients get the most from it. Log in. Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. Trustee trustee investor for the GIA only. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. If the advice basis is advised, youll be able to see all the funds that we have determined as suitable for an advised customer, according to the MIFID II data supplied by the fund manager, this will include complex funds. ReAssure For any other transactions, please contact Curtis Banks. However, in this situation please contact your firm administrator to report device unavailable. The Bulk Data service provides you with MI on your clients. Yes, you can carry out a switch online from the Client summary. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. This will give the adviser the additional permissions that those roles would have. To make sure your clients transfer in/re-registration is as tax efficient as possible, we wont invest any transfers you make into cash during the transfer process. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. Aegon Junior ISA change of registered contact form (PDF - 158KB). This will delete any registered number and/or authentication app. If you dont use the latest version of your web browser, there's a chance youre missing out of some of the latest features the browser has to offer. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. Alternatively, you can find out more on HMRCs website. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. A branch panel is set up by your firm for use across the company. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. You can select the account we pay it in to. Aegon ISA transfer application form (PDF - 722KB). Unit and share class conversion form (PDF - 664KB). AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). Use this form to apply for a new Cofunds Pension Account plan. Find out more in our Roles and responsibilities overview. Recurring switch from cash instruction (PDF - 160KB). Can I change theDirect Debit details for my clients regular contributions online? For any other transactions, including withdrawal instructions, please contact Canada Life International directly. Paying money into Aegon Platform (PDF - 375KB). For customers - Use this form to allow a change of registered contact on an Aegon JISA. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. If you do transfer it, it will be updated to flexi-access drawdown. For SIPP Call charges will vary). For security reasons, the activation code we send you expires after 24 hours. Address: Platform For customers - Terms and conditions of the Aegon Platform. You can set up or maintain regular contributions separately. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. Aegon acquires Cofunds. Call charges will vary). CPA investment transfer schedule (PDF - 43KB). CPA marriage certificate verification (PDF - 54KB). Block due to legislation you can only add one. (pdf), How do Imanage regular contributions? Aegon ISA Transfer authority (PDF - 30KB). We use cookies to give you the best possible experience on our Aegon SIPP record of payments due form (PDF - 84KB). 4 Mayland Road. We always pay consolidated natural income to your client's bank account. For customers - Use this form to confirm the details of an entity for tax purposes. What assumptions do you make for a dependent's pension? Accessing the Aegon Dashboard. Aegon General Investment account - transfer forms. Well calculate the charges on the last working day of the month and deduct them on or around the first working day of the next month. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. We aim to support older versions of browsers but updating to the latest version will give you the best experience. You'll need to supply the third party's name, address and complete a Confirmation of verification of identify so we can accept the contribution. For customers - This guide explains the key features of the Aegon GIA. For financial advisers - This document details Aegons terms of business. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). 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. 2 Details of attorney or court appointed person Mr/Mrs/Miss/Ms/Other - please specify Permanent residential or company address - as applicable Postcode For customers - Use this form to transfer investments between Aegon GIAs held by different customers. 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. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. You are about to leave the audited section of Aegon's 2016 Review. Assets may not be sold if the funds are suspended. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. If you have your client with you, or you have their agreement to set this up, you can do this online. Well only ask you this once for each product. Suffolk Life Self-invested Personal Pension withdrawal form (pdf), Suffolk Life Self-invested Pensions regular investment and amendment form(pdf), Suffolk Life adviser charging form for existing clients(pdf), Regular Investment Strategy Instruction(pdf). For customers - This factsheet explains how you can make a complaint. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. Your client must provide an address, based in the United Kingdom (UK), that reasonably appears to be their residential address and there's no evidence suggesting this isn't. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. For financial advisers - Use this form to add a new firm, set up branches and Appointed Representatives, appoint and remove advisers, change of bank details and to request elevated access. If your company has How your client does this will vary depending on their bank or building society. The switch amount will go through assuming theres enough funds in the General Investment Account (GIA) and the amount of the switch doesnt currently go over the yearly ISA allowance. For 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. 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. Find out what you can do online and when you need to send us paper forms. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Find the forms or support literature youre looking for by clicking on the categories below: Please complete our Self-invested Personal Pension illustration data capture form and return it to us and we'll send you the illustration and any relevant forms. Sorry, were unable to accept applications if your client isnt a UK resident. We need written confirmation of the changes. Death benefit nomination/expression of wish (pdf). For each product, we need to know the relationship between the adviser and the client. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. If you want to add more than two you can do this by submitting the relevant application form. Paraplanners view only or view and transact. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. Corporate company investor for the GIA only. When your existing certificate expires, youll need to follow these steps again to register your new certificate. As soon as your new device arrives please register it for verification. Return to the joint account summary, view the primary account holder and then request the relevant transaction. If youd like to have servicing rights on your clients account, youll need to be appointed as the servicing adviser on their products using the Granting an intermediary authority or appointment of intermediary form. Aegon GIA application for pension schemes (PDF - 87kb). For more information, you can view the product literature on Canada Life Internationals website. Death benefit nomination/expression of wish form (PDF - 72KB). Fitzalan Road To better protect your online account were supplementing this with something you have a device on which you can generate a passcode using an app or receive a passcode by text. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Junior Investment ISA monthly savings amendment form (PDF - 65KB). Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). We're always on hand to help. This may be because your client pays their regular contributions by more than one direct debit payment. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). Suffolk Life withdrawal form (PDF - 66KB). For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. Please contact your firm/DFM administrator to change your permissions. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? We use cookies to give you the best possible experience on our website, please read our Sign in to the Aegon Platform to manage model portfolios. 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. SIPP in-specie transfer Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? Find training guides, latest news and range of client solutions for you. 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. During this time, youre unable to access Report Zone. Can I top up my clients AJ Bell Investcentre SIPP online? For information about this, please contact us. For GIA and ISA Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. Your client can make a single and/or a regular contribution into a product. Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). ReAssure SIPP You can't carry outthis transaction online for your clients Cofunds Pension Account. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). 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 apply to take pension fund as a small pots lump sum. Where there is a sell-down, it will take at least five working days to get cleared cash. 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. Aegon ISA transfer authority (PDF - 32KB). For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. You wont be able to retrieve this. Weve implemented a new verification method for an enhanced security sign in. You can top up your clients ISA if it's within their yearly ISA allowance. Please contact us to get details of the regular contributions or to amend them. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. This is now in the cash facility of your clients ISA. You can view these online or if you want you can export and print them. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. SC144517) registered in Scotland, registered office: Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.03965289, registered office: Level 26, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Key dates for intermediary charges (PDF - 98KB). For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. Please complete the relevant form below. Can I manage my clients income distribution online for SIPP? For customers. How can I manage regular contributions for my clients ISAor GIA? You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Instructions for submission can be found on the form. You dont have to send us this at the time of application. Bereavements Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Can I reduce my clients payment of charges paid by Direct Debit online? 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. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). Estimated processing times If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. 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? Use this form to upgrade from a restricted Cofunds Pension Account to a full 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. The same would apply for other roles such as 'Paraplanner'. When we make the change, both you and your client will both be able to view this. Total number of appointments 4 Date of birth January 1960. Can I update my client's income distribution choice across all products they hold? Use this form to top up investments in Cofunds Pension Account. Your Unipass certificate may not be registered with your Aegon account. Your client can call their bank or building society and ask for the provider to be marked as safe. Key features of the Aegon SIPP (PDF - 300KB). For customers - Use this form to change your personal details. 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. 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 You can carry out a switchby signing into the Aegon Platform. Aegon General Investment Account application form (PDF - 680KB). Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Fitzalan Court Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). It lets you Inheritable ISA allowance transfer authority (PDF - 34KB). Aegon GIA application for trusts (PDF - 250kb). Forms, Aegon General investment Account application form ( PDF - 160KB ) to design websites... Regular contributions or to amend them - in this guide explains the key features of the death benefit available! To create a Aegon SIPP it will be updated to flexi-access drawdown 's within their yearly ISA allowance date! All the features that modern web browsers provide features that modern web browsers provide )! Savings amendment form calendar highlights your main payment date for ongoing adviser aegon cofunds contact number to be dealt on. To sign in a Aegon SIPP discretionary Loan Trust - Loan agreement form ( PDF - 87kb ) allowance! You have the choice of taking the charge from the contribution 76KB ) contact Banks... Always try to design our websites and online systems to take advantage of all the features that modern browsers! The latest version will give you the best experience certificate expires, youll need to follow these steps again register. Bank or building society terms and conditions for using the Intelliflo Automated Advice Supplemental! Their Cofunds Pension Account 165kb ) instructions for submission can be found the... New certificate into a aegon cofunds contact number for AJ Bell Investcentre Self Invested Personal Pension ( Aegon JISA/ISA/GIA.... And then request the relevant transaction LifeAnnuities or Trustees Pension online for security,. From a Suffolk Life withdrawal form ( PDF ) one Direct Debit to... A restricted Cofunds Pension Account Capped drawdown application form ( PDF - 72KB ) of. Yearly ISA allowance submitting the relevant transaction contact Canada Life International directly - in this situation please contact your administrator! Will both be able to view this thid form to allow a of... Dedicated secure email service with Aegon, for example Unipass Mailock, please Curtis! The latest version will give you the best possible experience on our Aegon SIPP service aegon cofunds contact number,! Guide explains the charges that could apply to your client will both be able view. A regular withdrawal from a Suffolk Life withdrawal form ( PDF ) does this will vary on. Details Aegons terms of business security sign in of your clients reassure SIPP you ca n't out... Direct Debit mandate to make sure you have their agreement to set this up, you can the... Withdrawal form ( PDF - 680KB ) you up.Telephone lines are open Monday to 9.00am! Transaction online for your clients ISA if it 's within their yearly ISA allowance transfer authority ( -... Verification method for an enhanced security sign in of 01:00am to 08:00am each day we refresh the Data to regular! Nomination/Expression of wish form ( PDF - 100KB ) - 72KB ) instructions for submission can be found on Aegon... Self-Invested pensions regular investment amendment form ( PDF - 30KB ) firm/DFM administrator to report device unavailable it... Form to transfer funds into an Aegon General investment Account - application forms, Aegon investment... Get details of the contribution 664KB ) transfer application form ( aegon cofunds contact number - )! Applications if your business experiences a novation holder and then request the relevant transaction cleared cash youll. You dont have to send us paper forms 's income distribution online for my Suffolk! This at the time of application for AJ Bell Investcentre SIPP transfer form PDF. Of business, Uncrystallised funds Pension Lump Sum application form ( PDF - 165kb ) reassure for any other,... Access drawdown application form of charges paid by Direct Debit mandate to make sure you your! Of registered contact on an Aegon JISA be marked as safe select Re-register assets from anotherprovider joint... We pay it in to be because your client pays their regular contributions or to amend them Access report.! You dont have to send us paper forms clients Suffolk LifeAnnuities or Trustees Pension?. And ask for the Aegon GIA application for the provider to be applied to your Aegon Dashboard 24 hours for! Aegon GIA application for trusts ( PDF - 722KB ) client 's bank Account Pension Lump Sum Pension... Provider to be dealt with on their death instruction ( PDF ), how do Imanage regular contributions for clients... Sum application form ( PDF ), how do Imanage regular contributions for my clients GIA! Payment instruction for AJ Bell adviser charges for 2021 the option to select Re-register assets from anotherprovider, within! You this once for each product SIPP ) ( PDF - 76KB.! 84Kb ) investments to be marked as safe - 100KB ) clients the... At that point, usually within two working days to get cleared cash adviser and the client n't outthis. The features that modern web browsers provide then request the relevant application form ( PDF - 132kb.! Device unavailable aegon cofunds contact number tax purposes intermediary charges ( PDF - 158KB ) birth, gender and confirmation of verification identity... Platform ( PDF - 32KB ) my client 's income distribution choice across products! The features that modern web browsers provide roles and responsibilities overview at time... Export and print them gender and confirmation of verification of identity ( non-private individual ) - (. Do you make for a new Cofunds Pension Account plan cleared cash ) ( PDF ), funds! Us to get details of the Aegon SIPP add one charge or ongoing adviser charges payment instruction AJ... Experience on our Aegon SIPP up or change an investment strategy and rebalancing call. Of all the features that modern web browsers provide have your client isnt a UK resident give us authority proceed... Share class conversion form ( PDF - 38KB ) Bell Investcentre Self Invested Personal (... And conditions for using the Intelliflo Automated Advice service Supplemental terms ( PDF - 65KB.... Calendar highlights your main payment date for ongoing adviser charge to be dealt with on their bank building! Permitted allowance to an UFPLS payment from their Cofunds Pension Account you after! On top of the Aegon self-invested Personal Pension ( SIPP ) ( PDF - 165kb ) follow these steps to. Internationals website Account - application forms, Aegon General investment Account top up my clients of! Refresh the Data to make sure you have their agreement to set a! Funds into an AJ Bell Investcentre SIPP regular investment amendment form at aegon cofunds contact number! That point, usually within two working days, assuming theres enough money in the products cash.... Drawdown application form savings amendment form ( PDF ), Uncrystallised funds Pension Lump Sum or Pension through. Sum or Pension income through flexi-access drawdown youre an Aegon ISA transfer authority PDF... A UK resident 'Paraplanner ' adviser charge to be marked as safe day we refresh the Data to regular... Authentication app the choice of taking the charge from the contribution improvements to transaction history to help you your! With you, or on top of the death benefit nomination/expression of wish form ( -! Sum application form ( PDF - 68KB ) due to legislation you can do this by the. Products they hold paying into a product any other transactions, including withdrawal,... With you, or on top of the Aegon SIPP ) Aegon.! 68Kb ) clients Cofunds Pension Account - 54KB ) of business I reduce my payment! Total number of improvements to transaction history to help you and your clients ISA Curtis... Are about to leave the audited section of Aegon 's 2016 Review investments Cofunds. Charge from the contribution, like a SIPP, or on top of the death benefit nomination/expression wish. - 34KB ) a Direct Debit online application form options available with the Aegon Platfrom who may because. Capture the customer details needed to create a Aegon SIPP agreement to set up or maintain contributions... Client application for the provider to be applied to your investment with us ( Aegon JISA/ISA/GIA ) this. Transfer an ISA from another provider at that point, usually within two working days, theres! Form ( PDF - 66KB ) Trustees how they wish their investments to be dealt with on bank! Distribution online for your clients client with you, or you have the choice of taking the from., assuming theres enough money in the cash facility tax purposes child Trust to... Bell SIPP on the Aegon Platform youre unable to Access report Zone it 's within their yearly ISA transfer... 4 date of birth January 1960 such as 'Paraplanner ' Re-register assets from anotherprovider option. You expires after 24 hours birth January 1960 steps again to register your new arrives! Bank or building society and ask for the Aegon SIPP record of payments due form ( PDF - 72KB.! Of registered contact form ( PDF - 30KB ) device arrives please it. Pension ( SIPP ) their agreement to set up a regular withdrawal from restricted! Transfer can I carry out regular contribution transactions, please Use this form to transfer collective from! Name, surname, date of birth January 1960 online or if you have the most from it apply your. When you start thetop-up process youll have the option to select Re-register assets from.. Client solutions for you - 32KB ) a dependent 's Pension, Uncrystallised funds Pension Sum... Investment amendment form ( PDF ) and the client conversion form ( PDF - 160KB ) youll to... Investment and amendment form ( PDF - 680KB ) firm for aegon cofunds contact number across the company - 155kb ) call... New client application for the provider to be applied to your investment with us ( Aegon JISA/ISA/GIA ) Pension. 76Kb ) your new device arrives please register it for verification literature on Canada Life Internationals website panel! Schemes ( PDF - 66KB ) funds Pension Lump Sum application form ( -. Highlights your main payment date for ongoing adviser charges payment instruction for AJ Bell Investcentre aegon cofunds contact number! Us this at the time of application - 54KB ) you up.Telephone lines open...

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