Well invest money from a bank transfer the next working day. CPA bypass trust application (PDF - 108KB). Upgrade from a restricted CPA to a full CPA (PDF - 92KB). Return to the joint account summary, view the primary account holder and then request the relevant transaction. Regardless of whether your clients select online or post as their preferred method, we'll always save a copy of the document to their online document store. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. However, in this situation please contact your firm administrator to report device unavailable. 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. Training and resources Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? If youre not registered yet, call us on+44 (0) 345 604 4001and well set Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. Suitability and features of the Aegon SIPP (PDF - 149KB). For employers - Use this form to set up member contributions to an Aegon SIPP. The UKs leading Open Documents and Data platform. For customers - This guide explains the key features of the Aegon JISA. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 Please complete the relevant form below andsubmit, or contact AJ Bell. Contact your firm administrator in the first instance, if they arent available, Their relevant UK earnings in the current tax year if a personal contribution is being made, Whether they have used up their full annual allowance in the tax year they want to use carry forward in, Their entitlement to carry forward unused annual allowance from the previous three tax years through membership of a registered pension scheme, The impact of the tapered annual allowance in the current or three previous tax years, Whether or not they are already affected by the money purchase annual allowance, The total amount your client is looking to move to the ISA, The names and SEDOL numbers for the funds your client would like to invest the contribution in. You can set up or change a model portfolio from the Model Portfolio Manager on your dashboard, if you are set up with the correct access level. Fitzalan Road For customers - Use this form to nominate a beneficiary in the event of your death. GIA and ISAs Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. Corporate company investor for the GIA only. If your firm administrator isn't able to help you, you can contact us. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. Aegon to combine its Dutch business with a.s.r. Yes. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. We display the information in easy to understand tables and charts. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. The funds that are available for you to select from depends on the advice basis for the transaction. Aegon GIA application for trusts (PDF - 250kb). You are currently on the Aegon Group corporate website. If you want to add more than two you can do this by submitting the relevant application form. Contact via email: [email protected] Contact via phone: +31 70 344 3210. How do I make a complaint? The maximum your client can pay by debit card is49,999.99. This Trust Deed is presented as a draft only. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Fitzalan Court AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Your client must be habitually resident in the UK for us to accept the business. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. You can select the account we pay it in to. Aegon SIPP terms and conditions (PDF - 235KB). Well invest the balance of the contribution, after payment of initial adviser charge, into the product. If your client is male, then well assume the dependent is three years younger. For customers - Terms and conditions of the Aegon SIPP. Use this form to top up investments in Cofunds Pension Account. We now help around 3.8 million customers with their financial goals, and we want to help you take control of your future and achieve a lifetime of financial security. An overview of Aegon, including our history, products, and our purpose. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. Call charges will vary). For investors - Bare Gift Trust deed (PDF - 77KB). The same would apply for other roles such as 'Paraplanner'. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Find who to contact on this page. Please speak to your firm administrator and they can update your email address. You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. Log in. Once the switch is actioned it will take 5-7 working days for the fund switch to complete. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. The success and maturity of the European ecosystem can also be measured in terms of the number of unicorns in Europe, private companies with a valuation above US$1bn. Please visit our Money out card on our Support page. 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. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. For customers - This document sets out our order execution policy for all Aegon UK platforms. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). You can't make any additional investments to your clients bond. We always pay consolidated natural income to your client's bank account. An individual panel - you can set this up and only you can view this. If you continue to have problems accessing Report Zone outside these hours, please contact us. Aegon Junior ISA top up form(PDF - 185KB). For customers - Terms and conditions supplement for Junior ISA. For analysts and investors. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. Yes. Cofunds Pension Account additional contribution form (for existing clients). Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of For product or administration queries email reassuresipp@mercer.com. You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. You can select a collection date betweenday 1 and day 28 of each month. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. A username and password together provide a single something you know factor. Youve been signed out of your account as youve changed your email address. This form also generates as part of the new business application online process. No. For customers This document provides an overview for making payments by debit card, bank transfer or cheques. For financial advisers - This document provides the details required to make payments and contributions to products on the Aegon Platform. Youll see an option to set up a monthly contribution when you apply for the product online. We now help around 3.8 million customers with their financial goals, and we want to help you take control of Aegon Corporate Newsroom News & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General, following regulatory approval. No you cant remove a person from your clients account. It may be that no further verification is required. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Please ask your client to contact usand we canhelp. If you want to provide additional access to the primary role, then the user will also get the permissions of the additional roles you give them. For any other CPA transactions, please complete the relevant form below and submit. Telephone lines are open Monday to Friday 9.00am to 5.00pm. CPA birth certificate verfication (PDF - 52KB). If someone does this, from then on they're subject to a lower annual allowance threshold for new money purchase savings into their pension(s). You can make one single contribution and/or set up one regular contribution instruction on each product. If your firm administrator cant help you, please contact us usingwebchat. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Bulk Data admin (if linked to a financial adviser with firm or branch access). Ifyour firm administrator cant help you, please contact us using webchat. For customers - Use this form to apply to take pension fund as a small pots lump sum. Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). Your client wont make any investment losses or gains. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. 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. Aegon Platform complaints procedure (PDF - 34KB). It's easy to use and works with your business, saving you time and money while supporting client relationships. How do Iperform a GIA to ISA switch? Rocketreach finds email, phone & social media for 450M+ professionals. 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. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. See below for the roles and what additional access you can give. If you want to change product details please use the Change to product details form. You cant currently apply for a Junior ISA (JISA) online. To comply with regulations, we need to gather this information for each product. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. Your firm administrator can set up access for you. We require a mobile number and/or smart device to help verify you when signing in. If the third-party system has seamless integration the Bulk Data admin role needs to set this up. For customers - Use this form for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. General. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. Advisory is where your client has to agree to investment decisions you may recommend. 2nd Floor, Fitzalan House Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. This will delete any registered number and/or authentication app. Aegon Junior ISA transfer authority(PDF - 59KB). 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