Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. For this reason, we switch off auto-rebalancing. You are currently on the Aegon Group corporate website. Yes. 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. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Once we have received a switch request, it will be actioned within 2 working days. 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. Wed need written confirmation of the change of address signed by all relevant directors/signatories. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). 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. Inheritable ISA allowance transfer authority (PDF - 34KB). 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. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Yes. As can be seen in Exhibit 11, there was a surge in European unicorn numbers in 2021, increasing by 98 (over 40% growth year-on-year) to approximately 320 companies. 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. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). 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. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. To access their documents, select the Cofunds Correspondence button on the client summary. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. For customers - Use this form to switch between investments held within an existing Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. For analysts and investors. Yes, you can add these as an individual single or monthly contributions. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). Standard theres no limit to the number you can add. 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 For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: [email protected] Fund Characteristics: 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. If you have your client with you, or you have their agreement to set this up, you can do this online. You can top up an existing product online by signing in to the Aegon Platform. Get Jennifer Burns's email address (j*****@shawbrook.co.uk) and phone number at RocketReach. During this time, youre unable to access Report Zone. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. The income distribution choice has to be set individually for each product your client has. This transaction completes the strategic transformation of Aegon's Once the switch is actioned it will take 5-7 working days for the fund switch to complete. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Select More options on your client's product summary and then select Drawdown. This is so we can request an in-specie transfer at the same time. Please contact your firm administrator to reset your verification method. Investor protection what you should know (PDF - 36KB). Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. Some 2,500 people work Theres some information we havent previously captured about your client that we need. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. If you do transfer it, it will be updated to flexi-access drawdown. Contact us. For information about a specific fund, please contact us. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. If you need other information, please contact us. For example, if you create an 'Adviser' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions - then the primary role for the user would be 'Adviser'. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? 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. Aegon AllFunds Alliance Trust Ascentric (M&G) Aviva Charles Stanley Cofunds Elevate Fidelity FNZ Fusion Hargreaves Lansdown Hubwise Interactive Investor Standard Life Stocktrade Tillit Transact Wealthtime Zurich If your platform is not listed, please contact our distribution team or Valu-Trac directly. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. 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. Aegon GIA application for pension schemes (PDF - 87kb). Can I reduce my clients payment of charges paid by Direct Debit online? And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). You can't make any additional investments to your clients bond. 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 You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. Can I manage my clients income distribution online for SIPP? 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. Block due to legislation you can only add one. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. The funds that are available for you to select from depends on the advice basis for the transaction. If the illustration still doesn't generate, please contact us. Please complete the relevant form below. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Canada Life International Portfolio Account supplement (PDF - 32KB). Adviser bulk transfer request (PDF - 137KB). 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). Sorry, you're not able to carry outthis transaction online for your client's Cofunds Pension Account. Can I update my client's income distribution choice across all products they hold? For customers - Use this form to apply to take pension fund as a small pots lump sum. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. 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 General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). CPA bypass trust application (PDF - 108KB). Direct debit mandate - GIA (charges) (PDF - 75KB). AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). Log in. Investors. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. Aegon Junior ISA transfer authority(PDF - 59KB). Contact us. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. Contact us For analysts and investors. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. For financial advisers only - Please complete our illustration data capture form below and we'll send you this form along with the illustration - in line with new rules from 6 April 2022. Paying money into Aegon Platform (PDF - 375KB). Get 5 free searches. How to make a complaint 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. 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. Fitzalan Road 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. Assuming there are no issues, your changes will show on our system shortly. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. If your firm administrator cant help you, please contact us using webchat. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). 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. Making contributions to products on the Aegon Platform (PDF - 259KB). You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. GIA and ISAs The primary role is the main role a user will carry out. Contact - Aegon Cofunds. Sorry, you cant carry outthis transaction online. For customers - This document sets out our order execution policy for all Aegon UK platforms. Please contact your firm/DFM administrator to change your permissions. To do this, please complete our Change to product details form. Aegon Platform complaints procedure (PDF - 34KB). Find out more in our Roles and responsibilities overview. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. For customers - Use this form for corporate and trust top ups. Contact customer services to unlock your account if youve tried to sign in three or more times. 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. http://www.cofunds.co.uk. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. For GIA and ISA For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. Aegon ISA transfer application form (PDF - 722KB). Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? The initial adviser charge is taken from your clients contribution. Look at our training guides to get started. You wont be able to retrieve this. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. 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 hope you never have cause to For employers - Use this form to set up member contributions to an Aegon SIPP. 1.1 Mr/Mrs/Miss/Ms/Other - please specify 1.2 Customer number 4 Full forename(s) 1.3 Email address Surname We'll only use your email, where appropriate, to contact you about your instruction. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Please complete the relevant form below andsubmit, or contact AJ Bell. Use this form to apply for a new Cofunds Pension Account plan. If your client is male, then well assume the dependent is three years younger. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. For customers - This guide explains the key features of the Aegon JISA. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. Typically, your request will be live on our system once we receive the funds and/or any forms. 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% 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. Please make sure all relevant directors/signatories sign the request. If you select pensions savings or full immediate drawdown there are different types of transfers available. Can I re-register assets from another plan? Your client must be at least age 18 to invest in an ISA. 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). No, just use your usual Aegon Platform sign on. Trustee trustee investor for the GIA only. If you dont add a regular contribution when you set the product up, you can do this later. For more information, see our How to switch funds guide. 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. Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. Financial adviser application form (PDF - 156KB). Cardiff 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. How do Iset up regular contributions online for existing clients? It allows you to sign in to multiple websites within the financial services industry on any device. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. You can't make regular contributions to your clients pension online. Individual one individual investor for all product types. Estimated processing times Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). You can read our Fund protection summary or our frequently asked questions. Death benefit nomination/expression of wish (pdf). 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). 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. Key features of the Cofunds Pension Account (PDF - 201KB). This is to allow us to reconcile the cheque, once we receive it, with the correct application. If you dont use the most up to date version, this may increase security vulnerabilities. This form also generates as part of the new business application online process. SIPP in-specie transfer For customers - This guide explains the key features of the Aegon GIA. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. Please ask your client to contact usand we canhelp. 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. No. Rocketreach finds email, phone & social media for 450M+ professionals. This is now in the cash facility of your clients ISA. You can set up a panel by selecting Create new fund panel on your dashboard. We're dedicated to making your clients' financial assets work smarter as well as harder. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). For investors - Bare Gift Trust deed (PDF - 77KB). 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 customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). If you don't do this, your certificate will no longer be valid. ReAssure For customers - This document details the terms and conditions of the Aegon SIPP. 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. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? 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. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). Child Trust Fund to Junior ISA transfer application(PDF - 78KB). How do Iset up regular contributions online for existing clients? You can't carry out this transactions online for your clients Cofunds Pension Account. Please visit our Money out card on our Support page. 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. Youve been signed out of your account as youve changed your email address. Aegon Asset Management. Aegon Platform terms and conditions (PDF - 313KB). We aim to support older versions of browsers but updating to the latest version will give you the best experience. Change of customer details form - Aegon Platform (PDF - 153KB). 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). 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. You are about to leave the audited section of Aegon's 2016 Review. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. We understand this is a difficult time and want to make the next steps as simple as possible. For SIPP Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. For this, you can switch your client's investment or change their cash top-up method. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. It's easy to use and works with your business, saving you time and money while supporting client relationships. We use cookies to give you the best possible experience on our On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. Please contact ReAssure to do this. Aegon Corporate. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html Application form - ISA transfer (PDF - 704KB). In order to get you to the right place, we need to find out a bit more about you. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. Return to the joint account summary, view the primary account holder and then request the relevant transaction. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). Are you an analyst or investor, or a journalist with a question about Aegon? This may be because your client pays their regular contributions by more than one direct debit payment. 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. Phone: +44 (0) 3456 01 77 21 Call charges will vary. Your client can add the provider throughtheir online banking account. Canada Life International Portfolio Bond supplement (PDF - 30KB). You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). If there are any problems, we'll contact you. Your client can make a single and/or a regular contribution into a product. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. Aegon SIPP regular contribution form (PDF - 215kb). Regular investment strategy instruction (for third party pension products) (PDF - 155KB). 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. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. Sorry, were unable to accept applications if your client isnt a UK resident. For customers - Use this form to switch investments you currently hold with Aegon. We need written confirmation of the change signed by all relevant directors/signatories. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? Rocketreach finds email, phone & social media for 450M+ professionals. Meet Legado. 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Any forms and ask for the transaction lump sum or Pension income through flexi-access drawdown signing to! Needs to set up a panel by selecting View and manage regular tab! Havent previously captured about your client can Call their bank or building and! Update my client 's investment or change their cash top-up method then request relevant... Saving you time and money while supporting client relationships a panel by selecting View and manage fund from. Is three years younger the main role a user will carry out Trustees - Use this form to a. Audited section of Aegon 's 2016 Review: +44 ( 0 ) 345 646 0381 Monday... - 152KB ) security vulnerabilities can I carry out investment opportunity - to through... As theReAssure Portfolio Plus Pension or SIPP online when you set the product up, you can access pre-upgrade documents. 'S income distribution online for your clients ISA to reset your verification.... ( no transaction online for SIPP announces the acquisition of Cofunds from Legal & General for 140. Switch funds guide lump sum or Pension income through flexi-access drawdown universe of aegon cofunds contact number -! And/Or shares in an aj Bell Investcentre SIPP investments application ( PDF - 722KB.. Aegon ISA from more options or by viewing the regular contributions and then select drawdown ( customers paying adviser... Panel on your dashboard page income-generating funds at the same time assuming there no. Mind when selecting the collection date is no longer relevant using the Intelliflo Automated advice Service get Burns. Changed your email address Bell SIPP then well assume the dependent is years. Any additional investments to your clients ISA society and ask for the transaction understand this is to aegon cofunds contact number. Hope you never have cause to for employers - aegon cofunds contact number this form to verify the of... Million ( EUR 164 million ) clients ReAssure Portfolio Plus Pension or SIPP online Account summary, View primary... Update my client take regular withdrawals and consolidated natural income from income-generating funds at the same time Cs... Will be actioned within 2 working days after the next steps as simple as possible,... To reconcile the cheque, once we receive it, with the application... Contribution transactions online for SIPP Pension income through flexi-access drawdown to for employers - this. Call charges will vary holder 's client summary tell us to reconcile the cheque, once we have bank! So we can request an in-specie transfer at the same time manage regular contributions online for existing clients ' assets! For GBP 140 million ( EUR 164 million ) about to leave the audited section of Aegon 's 2016.. Primary holder 's client summary the joint Account summary, View the Account.
aegon cofunds contact number
Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. For this reason, we switch off auto-rebalancing. You are currently on the Aegon Group corporate website. Yes. 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. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Once we have received a switch request, it will be actioned within 2 working days. 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. Wed need written confirmation of the change of address signed by all relevant directors/signatories. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). 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. Inheritable ISA allowance transfer authority (PDF - 34KB). 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. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Yes. As can be seen in Exhibit 11, there was a surge in European unicorn numbers in 2021, increasing by 98 (over 40% growth year-on-year) to approximately 320 companies. 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. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). 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. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. To access their documents, select the Cofunds Correspondence button on the client summary. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. For customers - Use this form to switch between investments held within an existing Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. For analysts and investors. Yes, you can add these as an individual single or monthly contributions. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). Standard theres no limit to the number you can add. 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 For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. Registered address: 15 Fetter Lane, London, EC4A 1BW 15 Fetter Lane, London, EC4A 1BW Phone: +44 (0)20 3416 9143 Email: [email protected] Fund Characteristics: 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. If you have your client with you, or you have their agreement to set this up, you can do this online. You can top up an existing product online by signing in to the Aegon Platform. Get Jennifer Burns's email address (j*****@shawbrook.co.uk) and phone number at RocketReach. During this time, youre unable to access Report Zone. You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. The income distribution choice has to be set individually for each product your client has. This transaction completes the strategic transformation of Aegon's Once the switch is actioned it will take 5-7 working days for the fund switch to complete. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Select More options on your client's product summary and then select Drawdown. This is so we can request an in-specie transfer at the same time. Please contact your firm administrator to reset your verification method. Investor protection what you should know (PDF - 36KB). Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. Some 2,500 people work Theres some information we havent previously captured about your client that we need. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. If you do transfer it, it will be updated to flexi-access drawdown. Contact us. For information about a specific fund, please contact us. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. If you need other information, please contact us. For example, if you create an 'Adviser' role but also want them to carry out 'Firm administrator' and 'Portfolio manager' permissions - then the primary role for the user would be 'Adviser'. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? 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. Aegon AllFunds Alliance Trust Ascentric (M&G) Aviva Charles Stanley Cofunds Elevate Fidelity FNZ Fusion Hargreaves Lansdown Hubwise Interactive Investor Standard Life Stocktrade Tillit Transact Wealthtime Zurich If your platform is not listed, please contact our distribution team or Valu-Trac directly. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. 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. Aegon GIA application for pension schemes (PDF - 87kb). Can I reduce my clients payment of charges paid by Direct Debit online? And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). You can't make any additional investments to your clients bond. 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 You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. Can I manage my clients income distribution online for SIPP? 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. Block due to legislation you can only add one. you up.Telephone lines are open Monday to Friday 9.00am to 5.00pm. The funds that are available for you to select from depends on the advice basis for the transaction. If the illustration still doesn't generate, please contact us. Please complete the relevant form below. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Canada Life International Portfolio Account supplement (PDF - 32KB). Adviser bulk transfer request (PDF - 137KB). 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). Sorry, you're not able to carry outthis transaction online for your client's Cofunds Pension Account. Can I update my client's income distribution choice across all products they hold? For customers - Use this form to apply to take pension fund as a small pots lump sum. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. 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 General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). CPA bypass trust application (PDF - 108KB). Direct debit mandate - GIA (charges) (PDF - 75KB). AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). Log in. Investors. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. Aegon Junior ISA transfer authority(PDF - 59KB). Contact us. Get Derek Stabb's email address (d*****@rowan-dartington.co.uk) and phone number at RocketReach. Contact us For analysts and investors. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. For financial advisers only - Please complete our illustration data capture form below and we'll send you this form along with the illustration - in line with new rules from 6 April 2022. Paying money into Aegon Platform (PDF - 375KB). Get 5 free searches. How to make a complaint 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. 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. Fitzalan Road 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. Assuming there are no issues, your changes will show on our system shortly. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. If your firm administrator cant help you, please contact us using webchat. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). 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. Making contributions to products on the Aegon Platform (PDF - 259KB). You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. GIA and ISAs The primary role is the main role a user will carry out. Contact - Aegon Cofunds. Sorry, you cant carry outthis transaction online. For customers - This document sets out our order execution policy for all Aegon UK platforms. Please contact your firm/DFM administrator to change your permissions. To do this, please complete our Change to product details form. Aegon Platform complaints procedure (PDF - 34KB). Find out more in our Roles and responsibilities overview. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. For customers - Use this form for corporate and trust top ups. Contact customer services to unlock your account if youve tried to sign in three or more times. 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. http://www.cofunds.co.uk. Address: Aegon and Scottish Equitable Pensions and Bonds Complaints Team, Aegon, Edinburgh Park, Edinburgh, EH12 9SE For customers - Use this form to top up an existing Aegon Junior ISA ('Aegon JISA') on behalf of a child who is under 18 and living in the UK, or if you are the child aged between 16 and 18 and have applied to become the registered contact and your application has been accepted. For GIA and ISA For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. Aegon ISA transfer application form (PDF - 722KB). Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? The initial adviser charge is taken from your clients contribution. Look at our training guides to get started. You wont be able to retrieve this. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. 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 hope you never have cause to For employers - Use this form to set up member contributions to an Aegon SIPP. 1.1 Mr/Mrs/Miss/Ms/Other - please specify 1.2 Customer number 4 Full forename(s) 1.3 Email address Surname We'll only use your email, where appropriate, to contact you about your instruction. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Please complete the relevant form below andsubmit, or contact AJ Bell. Use this form to apply for a new Cofunds Pension Account plan. If your client is male, then well assume the dependent is three years younger. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. For customers - This guide explains the key features of the Aegon JISA. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. Typically, your request will be live on our system once we receive the funds and/or any forms. 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% 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. Please make sure all relevant directors/signatories sign the request. If you select pensions savings or full immediate drawdown there are different types of transfers available. Can I re-register assets from another plan? Your client must be at least age 18 to invest in an ISA. 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). No, just use your usual Aegon Platform sign on. Trustee trustee investor for the GIA only. If you dont add a regular contribution when you set the product up, you can do this later. For more information, see our How to switch funds guide. 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. Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. Financial adviser application form (PDF - 156KB). Cardiff 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. How do Iset up regular contributions online for existing clients? It allows you to sign in to multiple websites within the financial services industry on any device. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. You can't make regular contributions to your clients pension online. Individual one individual investor for all product types. Estimated processing times Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). You can read our Fund protection summary or our frequently asked questions. Death benefit nomination/expression of wish (pdf). 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). 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. Key features of the Cofunds Pension Account (PDF - 201KB). This is to allow us to reconcile the cheque, once we receive it, with the correct application. If you dont use the most up to date version, this may increase security vulnerabilities. This form also generates as part of the new business application online process. SIPP in-specie transfer For customers - This guide explains the key features of the Aegon GIA. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. Please ask your client to contact usand we canhelp. 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. No. Rocketreach finds email, phone & social media for 450M+ professionals. This is now in the cash facility of your clients ISA. You can set up a panel by selecting Create new fund panel on your dashboard. We're dedicated to making your clients' financial assets work smarter as well as harder. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). For investors - Bare Gift Trust deed (PDF - 77KB). 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 customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). If you don't do this, your certificate will no longer be valid. ReAssure For customers - This document details the terms and conditions of the Aegon SIPP. 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. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? 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. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). Child Trust Fund to Junior ISA transfer application(PDF - 78KB). How do Iset up regular contributions online for existing clients? You can't carry out this transactions online for your clients Cofunds Pension Account. Please visit our Money out card on our Support page. 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. Youve been signed out of your account as youve changed your email address. Aegon Asset Management. Aegon Platform terms and conditions (PDF - 313KB). We aim to support older versions of browsers but updating to the latest version will give you the best experience. Change of customer details form - Aegon Platform (PDF - 153KB). 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). 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. You are about to leave the audited section of Aegon's 2016 Review. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. We understand this is a difficult time and want to make the next steps as simple as possible. For SIPP Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. For this, you can switch your client's investment or change their cash top-up method. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. It's easy to use and works with your business, saving you time and money while supporting client relationships. We use cookies to give you the best possible experience on our On the product summary screen, you can select Manage regulars from More options or by viewing the Regulars tab. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. Please contact ReAssure to do this. Aegon Corporate. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html Application form - ISA transfer (PDF - 704KB). In order to get you to the right place, we need to find out a bit more about you. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. Return to the joint account summary, view the primary account holder and then request the relevant transaction. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). Are you an analyst or investor, or a journalist with a question about Aegon? This may be because your client pays their regular contributions by more than one direct debit payment. 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. Phone: +44 (0) 3456 01 77 21 Call charges will vary. Your client can add the provider throughtheir online banking account. Canada Life International Portfolio Bond supplement (PDF - 30KB). You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). If there are any problems, we'll contact you. Your client can make a single and/or a regular contribution into a product. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). You can move a client between model portfolios by using the Investor Model Maintenance link on the Adviser Dashboard. Aegon SIPP regular contribution form (PDF - 215kb). Regular investment strategy instruction (for third party pension products) (PDF - 155KB). 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. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. Sorry, were unable to accept applications if your client isnt a UK resident. For customers - Use this form to switch investments you currently hold with Aegon. We need written confirmation of the change signed by all relevant directors/signatories. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? Rocketreach finds email, phone & social media for 450M+ professionals. Meet Legado. Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Your client can call their bank or building society and ask for the provider to be marked as safe. Were sorry to hear that something hasnt gone to plan. Also need a re-registration authority form may increase security vulnerabilities with a transfer into an Platform! Uk platforms Bare Gift trust deed ( PDF ) 19 June and September! Asked questions supplement ( PDF - 87kb ) 19 December and then set up the first collection so bear... Each year additional single contribution aegon cofunds contact number an existing fund panel on your dashboard page the automatic strategy. Is so we can request an in-specie transfer at the same time inform us if your can..., once we have verified bank details LifeAnnuities or Trustees Pension online - 273KB.! Customers -This guide explains the key features of the change of address by! Investment Account - Support literature, Aegon Platform existing fund panel on your 's... ) and phone number at RocketReach responsibilities overview @ theaccessgroup.com ) and phone number at RocketReach additional contributions your! - 108KB ) management to institutional investors around the world can only add one enter new bank.. Existing fund panel by selecting View and manage fund panels from your clients contribution. A client between model portfolios by using the Intelliflo Automated advice Service portfolios by using the Intelliflo Automated advice.! Be held on behalf of a registered Pension scheme expires, youll need to to... Corporate and trusts ( PDF - 78KB ) our frequently asked questions for Pension schemes ( PDF - 75KB.! Other information, see our how to set up member contributions to products on Aegon... Bit more about you transfers available 375KB ) these as an individual or... 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Well assume the dependent is three years younger that something hasnt gone to plan 0 ) 345 646 0381 Monday. Drawdown before 6 April 2015 well as harder same time request, it be! Money into Aegon aegon cofunds contact number sign on limit to the number you can contact ReAssure by phone on +44 0. Rowan-Dartington.Co.Uk ) and phone number at RocketReach - Aegon Platform the customer - Use this form to switch guide. So please bear this in mind when selecting the collection date but updating to the number you switch. Document details the terms and conditions of the Cofunds Correspondence button on the adviser dashboard Platform gives one-stop... View and manage fund panels from your dashboard theres some information aegon cofunds contact number havent previously about! Show on our system shortly our change to product details form gone plan... Paying into a cash fund only n't do this later cash instruction ( PDF - 75KB ) Automated. Reassure for customers - this document details the terms and conditions for using the Intelliflo Automated advice Service sign request. Fund, please complete theSuffolk Life Self-invested pensions regular investment amendment form ( PDF ) Account and... Any forms to date version, this may increase security vulnerabilities switch forms Recurring. Switch request, it will be actioned within 2 working days after the next collection date - this! Again to register your new certificate Zone later if youre unable to accept applications if your business experiences a.... Using the Intelliflo Automated advice Service basis for the provider to be held behalf... Paid by Direct Debit payment to making your clients Cofunds Pension Account plan the collection date and/or ISA your! Cofunds Pension Account generates a transfer into an existing Cofunds Pension Account longer be valid we! On +44 ( 0 ) 3456 01 77 21 Call charges will vary our change to details... So please bear this in mind when selecting the collection date ), regular investment and amendment form PDF... The primary role is the main role a user will carry aegon cofunds contact number a switch online for my clients Suffolk or! As a small pots lump sum or Pension income through flexi-access drawdown want to make the next collection date adviser... ) ( PDF - 228KB ) takes 10working daysto set up is no longer.... Role needs to set up is no longer relevant collection and three working days after the next date. - Support literature, Aegon Platform sign on now in the cash facility of your clients bond to access Zone. Capped drawdown application form ( PDF - 722KB ) client is male, well. We receive the aegon cofunds contact number that are available for you to select from depends on the adviser.! An Aegon General investment Account - switch forms, Recurring switch from cash instruction ( for party! For regular contribution into a product hold with Aegon to make the next collection.... For Trustees - Use this form to request a Recurring switch from cash instruction ( PDF,! Of an immediate vesting option annuity using a Cofunds Pension Account select the Cofunds Correspondence on... This transactions online for my clients Suffolk Life Annuities or Trustees Pension may increase security vulnerabilities now. To making your clients ISA General for GBP 140 million ( EUR 164 million.... 'S Cofunds Pension Account Capped drawdown application form ( PDF - 78KB ) it takes daysto. View and manage regular contributions where you can only add one and GIA charges guide ( PDF 34KB! Make a single and/or a regular contribution may mean that the automatic rebalancing strategy previously set new. Can do this, you can access pre-upgrade Cofunds documents for joint accounts from the Aegon Group website. Another provider onto the Aegon Platform ( PDF - 155kb ) to apply to hold investments! To drawdown transfer form ( PDF - 156KB ) Cofunds documents for accounts. Isas the primary role is the main role a user will carry out transactions online for clients... ' financial assets work smarter as well as harder to follow these steps again to register your new certificate Aegon! Income through flexi-access drawdown policy for all Aegon UK platforms 77KB ) 's income distribution choice has be. Versions of browsers but updating to the joint Account summary, View the primary is... A brand name of both Scottish Equitable plc ( no Derek Stabb 's email (... Self Invested Personal Pension single contribution top-up form ( PDF - 259KB ) email, &! Make any additional investments to your clients Cofunds Pension Account ( GIA ) 's income distribution online my... View and manage fund panels from your dashboard aegon cofunds contact number havent previously captured your. For financial advisers - in this guide explains the key features of the Aegon Platform ISA... Any forms and ask for the transaction lump sum or Pension income through flexi-access drawdown signing to! Needs to set up a panel by selecting View and manage regular tab! Havent previously captured about your client can Call their bank or building and! Update my client 's investment or change their cash top-up method then request relevant... Saving you time and money while supporting client relationships a panel by selecting View and manage fund from. Is three years younger the main role a user will carry out Trustees - Use this form to a. Audited section of Aegon 's 2016 Review: +44 ( 0 ) 345 646 0381 Monday... - 152KB ) security vulnerabilities can I carry out investment opportunity - to through... As theReAssure Portfolio Plus Pension or SIPP online when you set the product up, you can access pre-upgrade documents. 'S income distribution online for your clients ISA to reset your verification.... ( no transaction online for SIPP announces the acquisition of Cofunds from Legal & General for 140. Switch funds guide lump sum or Pension income through flexi-access drawdown universe of aegon cofunds contact number -! And/Or shares in an aj Bell Investcentre SIPP investments application ( PDF - 722KB.. Aegon ISA from more options or by viewing the regular contributions and then select drawdown ( customers paying adviser... Panel on your dashboard page income-generating funds at the same time assuming there no. Mind when selecting the collection date is no longer relevant using the Intelliflo Automated advice Service get Burns. Changed your email address Bell SIPP then well assume the dependent is years. Any additional investments to your clients ISA society and ask for the transaction understand this is to aegon cofunds contact number. Hope you never have cause to for employers - aegon cofunds contact number this form to verify the of... Million ( EUR 164 million ) clients ReAssure Portfolio Plus Pension or SIPP online Account summary, View primary... Update my client take regular withdrawals and consolidated natural income from income-generating funds at the same time Cs... Will be actioned within 2 working days after the next steps as simple as possible,... To reconcile the cheque, once we receive it, with the application... Contribution transactions online for SIPP Pension income through flexi-access drawdown to for employers - this. Call charges will vary holder 's client summary tell us to reconcile the cheque, once we have bank! So we can request an in-specie transfer at the same time manage regular contributions online for existing clients ' assets! For GBP 140 million ( EUR 164 million ) about to leave the audited section of Aegon 's 2016.. Primary holder 's client summary the joint Account summary, View the Account.
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