Can I re-register assets from another plan? Similarly, any other correspondence will be delayed in reaching us. A taxable income - taxed at their marginal rate. Toenable us to do this, please make sure that you complete an online Top Up journey as well as sending your cheque to us. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). 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. No, youll need to get in touch with us, with details of your client and what you'd like the retirement age to change to. Both include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. 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. The protected amount (more than 1 million and not more than 1.25 million) if you have individual protection 2016. Power of attorney and third party CVI (PDF - 155KB). 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 residual balance is over 1, this can be completed by signing in. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? CPA bypass trust application (PDF - 108KB). Select More options on your client's product summary and then select Drawdown. For information about this, please contact us. Can I still make payments to my Aegon ISA if I'm no longer resident in the UK? Using one of these new options (for example, taking drawdown income from a flexi-access drawdown plan, or an uncrystallised funds pension lump sum) is called flexibly accessing pension rights. KOMPASS, 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. As the change happens after 6 April, your tax year end planning wont be affected. For customers - Use this form to top up your existing Aegon ISA. Its up to you to decide if this is the right decision for you. What do you mean by habitually resident in the UK? And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. The maximum amount that can be paid into a Junior ISA for the current tax year is 9,000. Where we send out regular customer communications, including statements, well be including a change of address flyer, and were updating our forms and literature to include our new address. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. This will give the adviser the additional permissions that those roles would have. The maximum amount (also known as the ISA allowance) for the current tax year is: You can split your ISA allowance between a stocks and shares, cash, innovative finance and lifetime ISA as best suits your circumstances. Purchase a Company list with the executives and contact details Buy now Guide to transfers. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. Yes, your client can move assets held within their GIA to their ISA. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). For trustees - Use this form to apply for an Aegon GIA for a Trust. Well allocate this to your clients product one working day after receipt. Fund charges cover the cost of managing investments on an ongoing basis. For more information, you can view the product literature on Canada Life Internationals website. Withdrawal from a General Investment Account (GIA) into a Junior ISA form (pdf), Junior ISA transfer application form (pdf), Aegon Junior ISA transfer authority (pdf), Transfer from a child trust fund to an Aegon junior ISA form (pdf). However, in this situation please contact your firm administrator to report device unavailable. What assumptions do you make for a dependent's pension? 2nd Floor, Fitzalan House The maximum amount (also known as the ISA allowance) for the current tax year is: 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. If you cancel within this period, the payment wont count towards your ISA allowance. For more information you can view the product literature onCanada Life Internationals website. Well ask you what you want us to do with any income generated if you choose one or more income funds. Our UK team are focused on providing retirement, investment, workplace savings and protection solutions to over 3.8 million customers.1 To do that we work with financial advisers and employers, to help improve peoples' financial wellbeing. Get up-to-date fund information and performances. I have sent you a payment by cheque but you have not added it to my account. Aegon Self Invested Personal Pension illustration data capture form (pdf). This makes it quicker and easier for you to find the funds you need. This information is based on our understanding of current taxation law and HMRC practice, which may change. Yes. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. You also dont have to disclose them on a tax return. You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). Our email system and the way we deal with data internally is secure. Please don't email any personal, financial or banking information as it's not a secure method of communication. Aegon Platform complaints procedure (PDF - 34KB). Why have you asked me to provide my client's bank statement? If you have an adviser, you'll need to speak to them first. In order to apply, your client can complete the relevant form below. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Hold income as cash within your Aegon product so that you can choose what you want to do with it from there. Can I top up my clients AJ Bell Investcentre SIPP online? For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. Find out how to make a complaint. Aegon and Scottish Equitable Pension and Bonds. Can the same email address be used for multiple accounts? For more information, you can view the product literature onCanada Life Internationals website. For customers. The initial adviser charge is taken from your clients contribution. You should let us know what youd like us to do with the account, any instruction (not submitted online) should be signed by all relevant directors/signatories. 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. 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'. You can top up your clients ISA if it's within their yearly ISA allowance. For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. Find out how to protect your retirement savings as well as some handy online security tips. You need to register your Unipass certificate with your Aegon account. For customers - Use this form to change your personal details. 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). Canada Life International Portfolio Account supplement (PDF - 32KB). Yes. This will delete any registered number and/or authentication app. *The number of new complaints per 1,000 policies in force as at30 June 2022. The income distribution choice has to be set individually for each product your client has. Aegon GIA application for pension schemes (PDF - 87kb). Unfortunately, you can't transfer an existing Junior ISA at present if you dont have a financial adviser. The value of investments can fall as well as rise and isnt guaranteed. 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. AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). We know the importance of making sure your money works as hard as it can for you now and in the future. So, if your client has an existing drawdown pension worth 100,000 but this is made up of two arrangements, one worth 40,000 and one worth 60,000, youll have to apply for two separate drawdown transfer applications. What rate of interest is payable on cash in my Aegon ISA cash facility? For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. From your dashboard, enter the key client details into the search bar or selectView all clientsand use theAdvanced searchorFilter search results. If you believe or know that the security of your account username and/or password has been compromised, you mustcontact usimmediately. However, if you have applied for fund protection, you'll have a higher personal lifetime allowance. 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. Following this strategic transformation, Aegon will fully focus on the growth of fee-based products on its UK platform. Conflicts of interest policy (PDF - 29KB). Re-registration authority form - GIA (PDF - 34KB). How can I add a provider to an approved list for debit card payments? You can sign in to the Aegon Platform to complete this during the quote and apply process, by selecting the Re-register from another provider option. Does using an older version of my browser affect my online experience? For any other transactions, please contact us. Fitzalan Road Beware of fraudsters posing as Aegon, other financial institutions and regulating bodies: Weve had several reports of criminals impersonating Aegon and other companies by creating fake websites, advertising and email addresses. We use cookies to give you the best experience we can. The UK Stewardship Code is a set of principles that investment managers are expected to follow. The verification is likely to be a code sent by SMS text message or online banking that will need to be entered during the online transaction to authorise payment. Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB), Aegon ISA re-registration authority (PDF - 146KB), Platform charges guide - ISA/GIA (PDF - 228KB). You'll need to, Your account is locked. Death benefits guide to the Aegon SIPP (pdf). If your financial adviser had a Cofunds microsite, go to their original site and you'll be automatically redirected. Follow the instructions to change your passwordimmediately. Aegon Protection Can I move money froma jointGIA into anISA? Aegon GIA application for companies and partnerships (PDF - 220kb). Our guide will help you through the process. Recurring switch from cash instruction (PDF - 160KB). Address:Aegon NBS Complaints Team, Sunderland SR43 4DP. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. CPA marriage certificate verification (PDF - 54KB). 4,000 for a lifetime ISA. Find out what you can do online and when you need to send us paper forms. 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. Scottish Equitable plc report Firm name: Scottish Equitable plc Group: Aegon UK Other firms included in this report: none Period covered in this report: 1 January 2022 to 30 June 2022 Brand/trading names covered: Scottish Equitable, Aegon Scottish Equitable, Aegon *The number of new complaints per 1,000 policies in force as at 30 June 2022. We'll automatically set up a GIA for you when you buy an Aegon ISA. Aegon Platform (previously Cofunds) New and existing customers can sign in to the Customer Dashboard - find out if this is for you. St Johns Court, 70 St Johns Close, Knowle, West Midlands, B93 0NH, The Right Mortgage Ltd is authorised and regulated by the Financial Conduct Authority (no 649443). Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Why do you need to know if my client is present if I'm setting up a Direct Debit? Visit our about us page to find out more about our team and what were doing for our community and the environment. If you require access to institutional material selectInstitutionalhere. 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. The table below covers our most recent report the six-month period from 1 January 2022 to 30 June 2022. What are the Bulk Data user and admin roles? We use cookies to ensure that we give you the best experience on our website. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. 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