If your client is paying more than this or wants a quicker way to invest onto the Aegon Platform, they can send us the payment by a bank transfer. This Loan Agreement is presented as a draft only. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. You can view these online or if you want you can export and print them. From 6 April 2020, in line with new rules, clients must get an illustration for pension income withdrawals to show the impact that the withdrawal could have on their retirement savings. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. You can do this during the quote and apply process, by selecting the Re-register from another provider option. Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. What if my clients company details need to change? AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. If you'd like more information, visit ourPension Technical Zone. Accessibility support SIPP in-specie transfer Rocketreach finds email, phone & social media for 450M+ professionals. A fund panel is a list of favoured or researched funds. Application form - ISA transfer (PDF - 704KB). If you dont add a regular contribution when you set the product up, you can do this later. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. Access isnt available if your client has multiple advisers. How do Iperform a GIA to ISA switch? Aegon UK phone number: 03456 081 680 CPA birth certificate verfication (PDF - 52KB). Bereavements 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). Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Can I top up my clients AJ Bell Investcentre SIPP online? Report Zone is a separate reporting website, accessed from your dashboard. This is so we can request an in-specie transfer at the same time. ReAssure If required, please remember to include supporting documentation. Suitability and features of the Aegon SIPP (PDF - 149KB). Individual self-certification (PDF - 145KB). If you already have online access, sign in to see for yourself. 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. Assuming there are no issues, your changes will show on our system shortly. Sorry, you cant carry outthis transaction online. CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 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. We aim to support older versions of browsers but updating to the latest version will give you the best experience. CPA marriage certificate verification (PDF - 54KB). 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. Find out more in our enhanced security sign in guide. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. Please contact Curtis Banks. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? If your firm administrator isn't able to help you, you can contact us. Walter Scott was established in 1983 to offer global equity portfolio management to institutional investors around the world. Wed need written confirmation of the changes signed by all the trustees. Cofunds Pension Account additional contribution form (for existing clients). Here are some suggestions: There are exceptions to this such as the first time you submit a debit card payment from a device or location how this is triggered is down to each bank or building societys rules, so it may vary for each client. 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. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Get 5 free searches. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. For customers - Use this form to apply for an Aegon ISA for the current tax year. For customers. For customers - This guide explains the charges that could apply to your investment with us. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. We would always recommend you use the latest version. If you dont use the most up to date version, this may increase security vulnerabilities. If the illustration still doesn't generate, please contact us. The Bulk Data service provides you with MI on your clients. Your client can make a single and/or a regular contribution into a product. Did you know you can complete this process online. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). Aegon SIPP regular contribution form (PDF - 215kb). Phone: +44 (0) 3456 01 77 21 Call charges will vary. 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. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: Can I top up my clients ISA or GIA by re-registering assets from another provider? For customers - Use this form to confirm the details of an individual for tax purposes. If there isnt enough money in the products cash facility to make the payment and your client hasnt nominated a specific investment to sell down, well sell down the largest investment within the product. For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. 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. On the product summary screen, you can select Manage regular contributions from More options or by viewing the Regular contributions tab. For any other transactions, please contact Curtis Banks. For added security following the reset, youll have 24 hours to do this before your account is locked. Sign in to the Aegon Platform to set up and manage regular contributions online. Digital journeys (pdf) Are you an analyst or investor, or a journalist with a question about Aegon? Block due to legislation you can only add one. For customers - Use this form to confirm the details of an entity for tax purposes. How do Iset up regular contributions online for existing clients? You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. You can't make regular contributions to your clients pension online. Status: Page Online Aegon Life Insurance Customer Care Toll Free Number https://www.bankbazaar.com/insurance/aegon-life-insurance-customer-care.html How do I make a complaint? This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). For customers - This factsheet explains how you can make a complaint. Please contact our media relations department for assistance. We don't consider employer addresses, business premises or PO boxes as residential. Sorry, you dont currently have permission to carry out this task. Once verification is complete, you'll see a message on screen (and your client will receive an email) confirming if the payment was successful or not. Select the fund your client wants to sell and we'll automatically add it to cash. What are the Bulk Data user and admin roles? Get Jennifer Burns's email address (j*****@shawbrook.co.uk) and phone number at RocketReach. 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. You can do this by completing our Aegon Asset Transfer form. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. Use this form to transfer a Cofunds Pension Account product to another pension provider. Yes. We have grouped together answers to a number of FAQs relating to Aegon's shares, funding and performance. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Alternatively, you can email them at reassuresipp@mercer.comor write to them at the following address: Can I top up my clients maxi ISA, mini ISA or PEP? Changing your email address will also change your username for Aegon Platform. This will delete any registered number and/or authentication app. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. Aegon SIPP immediate drawdown form (PDF - 380kb). 1.39% 7% 5% 5% 2% 16% 4% 30% 7% 3% 41% 40% Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. 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've set quarterly automatic rebalancing, the first rebalance will take place four months after that on day 19 of the month, and then quarterly on day 19 of the month thereafter (unless automatic rebalancing is stopped). Upgrade from a restricted CPA to a full CPA (PDF - 92KB). It allows you to sign in to multiple websites within the financial services industry on any device. For customers - Use this form to set up Direct Debit payments to an ISA. For SIPP General. Yes. Key dates for intermediary charges (PDF - 98KB). Investor protection what you should know (PDF - 36KB). Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. Model portfolios allow you to design a panel of funds based on your client's needs. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. Cardiff Get 5 free searches. Call charges will vary. Are you an analyst or investor, or a journalist with a question Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). 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. (pdf). Discretionary is where you can make investment decisions on your clients behalf. Yes, you can carry out a switch online from the Client summary. To access their documents, select the Cofunds Correspondence button on the client summary. Please complete the relevant form below. Contact us. If the forms above don't cover the transaction you'd like to carry out, please contact us.
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