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Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? Whatever youre saving for, the investments you choose can make a difference to how your savings may grow. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. Please contact yourfirm administrator to request a new code. From here, you'll have the option to change your contact preferences under the Marketing communicationssection. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. For customers - Terms and conditions of the Aegon SIPP. You can't carry outthis transaction online for your clients Cofunds Pension Account. Your client can add the provider throughtheir online banking account. Sorry, you dont currently have permission to carry out this task. We dont currently offer a lifetime, cash or an innovative finance ISA. In order to get you to the right place, we need to find out a bit more about you. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. Firm name: Cofunds Limited Group: Aegon Other firms included in this report: none Period covered in this report:1 January 2022 to 30 June 2022 Brand/trading names covered:Aegon. Cofunds is one of the oldest adviser platforms in the market. As a result of the cost synergies and identified opportunities for growth, the acquisition of Cofunds will contribute to achieving the group's return on equity target. Contact Us - Feel free to contact us if you have any questions or comments. This is as follows: There are a number of factors that determine how death benefits from pensions are taxed: If you die before taking benefits from your pension. Nationwide is the UK's largest building society and one of Cofunds' key distributors. For this reason, we switch off auto-rebalancing. Telecommunications equipment, Optical, photographic and cinematographic equipment, Environmental services, renewable energies, Technical offices and engineering consultancies, architects, Hospitality, tourism, hotel and catering industries, Postal services, telecommunications, radio and television, Mining, quarrying and stoneworking plant and equipment, Paper and board making plant and equipment, Printing equipment. If you dont use the most up to date version, this may increase security vulnerabilities. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. You can send us a cheque in the post. View your client's product summary and select Regulars tab. Cofunds Pension Account additional contribution form (for existing clients). Pension credit theres no limit to the number you can add. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. If you dont have an adviser and are comfortable managing your own investments, you can contact us by web chat. For security reasons, you should not use your work email. Use this form to transfer a Cofunds Pension Account product to another pension provider. To do this, select the Help and Support tab and choose Customer Services from the drop down menu. A network panel is similar to a branch panel but all members of the network can view and use this. This information is based on our understanding of current taxation law and HMRC practice, which may change. Find out how to protect your retirement savings as well as some handy online security tips. Why is there a small balance left on my account and how do I close my account? If you dont add a regular contribution when you set the product up, you can do this later. This could also affect your experience when using our website or online systems, for example, fonts may be different. In practice, an individual is subject to a tax charge (the annual allowance charge) where their pension savings exceed their available annual allowance for a tax year. Find out what you can do online and when you need to send us paper forms. Yes, please contact Canada Life International directly to arrange this. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). Your policy number may also be referred to as your plan number, investor ID, wrapper number, account number or investor number. Your Unipass Certificate may not be valid - for example its expired. Unused annual allowance from the previous three tax years can be used in the current tax year once the current tax year's annual allowance has been used up. Aegon & Scottish Equitable Pensions and Bonds, Aegon & Scottish Equitable Pensions and Bond. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. Client-support literature 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. Contact customer services to unlock your account if you've tried to sign in three or more times. 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. In most cases, this will be free of charge. Then go to Profile, select Security & Notifications, then Change email address to start the process of updating your details. If you're an employer - we're here to support you and your scheme. You need to complete our Re-registration authority form and send this to us. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. For customers. (pdf). Please select from the options below to get in touch with us. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). For customers - Use this pack to provide details for a new client application for the Aegon SIPP. For SIPP You can switch auto-rebalancing back on by completing theInvestment strategy instruction. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Find training guides, latest news and range of client solutions for you. The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. The initial adviser charge is taken from your clients contribution. Youll need to contact ReAssure to do this. You or your client should contact us to tell us that theyve moved abroad. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Can I top up my clients AJ Bell Investcentre SIPP online? Choosing to go online means we'll reduce the amount of paper we issue. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. This Trust Deed is presented as a draft only. Aegon Retirement Choices, One Retirement and Retiready Aegon Platform Nationwide Building Society TargetPlan Aegon and Scottish Equitable Pensions and Bonds "I am delighted that we are able to announce the acquisition of Cofunds," said Alex Wynaendts, CEO of Aegon. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? Yes. If you don't want to pay your ongoing charges from your ISA, you may be able to re-direct and pay them from your GIA cash facility. 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. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. 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. After youve registered, youll be able to use the Sign in with Unipass link. Use this step-by-step guide to create a model portfolio on the Aegon Platform. Aegon GIA application for companies and partnerships (PDF - 220kb). Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). Other activities auxiliary to financial services, except insurance and pension funding (66190), Other activities auxiliary to financial services, except insurance and pension funding (6619), Other activities auxiliary to financial service activities (6619), Agricultural and forestry machinery and equipment, Food, drink, tobacco and catering industry machinery and equipment, Rubber and plastic industry plant and equipment, Civil engineering and building machinery and equipment, Heating, ventilation, air conditioning (HVAC) and refrigeration equipment, Metal constructions for the building industry, Timber, wooden products, machinery and equipment for the woodworking industry, International organisations, administrations and associations, Electronic equipment. Why have you asked me to provide my client's bank statement? If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. 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. Aegon UK phone number: 03456 081 680 Skip to navigation Assuming there are no issues, your changes will show on our system shortly. Your user name is normally your email address. then choose the I've upgraded my account and forgotten my passwordlink. Select the fund range that applies to you. For any other transactions, please contact Curtis Banks. The annual allowance is the maximum amount of pension savings an individual can have each year that benefit from tax relief. We'll automatically set up a GIA for you when you buy an Aegon ISA. The maximum amount that can be paid into a Junior ISA for the current tax year is 9,000. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. The transaction is expected to close by the end of 2016, subject to customary regulatory approval, and integration of the business is expected to be completed by 2018. We understand this is a difficult time and want to make the next steps as simple as possible. Please visit our Money out card on our Support page. You can top up your clients ISA if it's within their yearly ISA allowance. Youll then be directed to the actions you need to carry out. Find out more in our Roles and responsibilities overview. Suffolk Life adviser charging form (PDF - 65KB). For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. If you need to tell us about the death of a planholder, well need you to firstly confirm your full name, contact number and address for correspondence. For security reasons, the activation code we send you expires after 24 hours. For product or administration queries email [email protected]. For more information, you can view the product literature on Canada Life Internationals website. Can the same email address be used for multiple accounts? Suffolk Life withdrawal form (PDF - 66KB). The value of any tax relief depends on your individual circumstances. Aegon Digital Solutions, For Protection Reference please provide your plan number and surname on the back of the cheque so we can identify your account. For customers - Use this form to apply for an Aegon General Investment Account (GIA). Where possible, we'll apply your document preference to all document types and to all products you hold with us including any future products you may take out. 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. Aegon and Scottish Equitable Pension and Bonds. The Code aims to enhance the quality of engagement between investors and companies with the aim of improving long-term risk-adjusted returns to shareholders. Or, if you want an easy-to-use investment strategy, take a look at our ready-made Risk-Managed Portfolios. Cofunds was one of the first platforms to be launched in the United Kingdom, and is a leading player in the retail platform space with over 750,000 customers. To protect your privacy, our head office teams do not have access to your account information. To set up an online account with us, you first of all have to activate your account. The value of any tax relief depends on your individual circumstances. If you die after taking benefits from your pension. Look at our training guides to get started. Income is paid on or around day 12 of each month. If you've completed the request, you'll need to carry out a new request by selecting Manage income from funds on the product summary screen. Instructions for submission can be found on the form. For information about this, please contact us. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. 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. Switching funds will not affect the investment of any regular contributions you may be paying. 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. Aegon ISA charge = 15,000 multiplied by 0.4944% = 6.18, Aegon GIA charge = 7,500 multiplied by 0.4944% = 3.09. Regular payment instruction (PDF - 565KB). Both are Aegon companies. Cofunds Pension Account Capped Drawdown application form (pdf), Cofunds Pension Account Flexi Access Drawdown Application form (pdf). . Phone:+44 (0) 3456 04 40 01 Call charges will vary. Before making any changes to your policy, we recommend that you speak to a financial adviser. Company list with the executives and contact details, SIC (GB 2007) : website, please read our Cookie Furthermore, Aegon secured a distribution deal with Nationwide for investment products. You can read our Fund protection summary or our frequently asked questions. For any other transactions, including withdrawal instructions, you should contact Canada Life International directly. If you go over this, a lifetime allowance tax charge will be payable on the excess - this is currently 55% for lump sums, and 25% for funds used to buy pension income (which is also taxed under the Pay As You Earn (PAYE) system). When you request this information, this is known as making a Subject Access Request (SAR). 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. We may still send some documents by post where an online version isn't currently available. Once we have this, we wont ask you again. As the change happens after 6 April, your tax year end planning wont be affected. You can't carry outthese transactions online. For financial advisers - Use this form to confirm identities of third parties connected to a customer who may be paying into a product. Aegon acquires Cofunds. You can request this bycontacting us. For more information on my cash facility please read our Guide to ISA. This may be because your client pays their regular contributions by more than one direct debit payment. To request an illustration, complete the illustration request form below. Direct debit mandate - GIA (charges) (PDF - 75KB). Our email system and the way we deal with data internally is secure. For more help, please read our activation guide. For customers - Use this form to top up your existing Aegon ISA. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. Take a look at our privacy policy to find out more. For customers - This guide explains the key features of the Cofunds Pension Account. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. For more information, you can view the product literature onCanada Life Internationals website. To comply with regulations, we need to gather this information for each product. Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). Follow the instructions to change your passwordimmediately. This 20,000 covers the total amount paid into a stocks and shares ISA, cash ISA, an innovative finance ISA and a lifetime ISA. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Any payments will be added to your account within two working days. For customers - Use this form totransfer a JISA from another provider onto the Aegon Platform. You need to register your Unipass certificate with your Aegon account. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). For financial advisers - This document details the suitability and features of the Aegon SIPP. For customers - Use this form for corporate and trust top ups. However, some banks and building societies have account numbers of different lengths please use the following details to convert them into a different format, where necessary. Singapore View. We know the importance of making sure your money works as hard as it can for you now and in the future. To change the investment strategy of regular payments, please get in touch with us using the Help and Support drop down menu. When your Unipass certificate expires, youll have to add details of the new one. Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. You can access Report Zone from your dashboard. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. Can I re-register assets from another plan? For customers - Use this form to apply for an Aegon GIA for a company or a partnership. The rate of interest is paid at theBank of England base rateless 0.05%. We'll apply any base rate changes within one working day. It's your responsibility to make sure you dont exceed the annual ISA allowance. This option is more likely to be used by those who are investing for the long term and arent reliant on income payments to supplement living costs. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. Remaining annuity payments taxed at their marginal rate. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. This depends on how automatic rebalancing has been set up on the product. A voting right is the right of shareholders to vote on matters of corporate policy, for example the appointment of a board director or significant changes to a companys operations. Visit our financial wellbeing hub to find articles, resources and insight that could help you find financial freedom through future planning. Please contact your firm/DFM administrator to change your permissions. Cofunds will write all investment products and maintain a Capital Requirements Directive (CRD) IV capital ratio of 110-120%.Aegon expects its businesses in the United Kingdom to remain within these target ranges. Wed need written confirmation of the changes signed by all the trustees. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. How to make a complaint Were sorry to hear that something hasnt gone to plan. Beware of phishing scams - if you ever receive an email from someone you dont know, be careful not to click on any links or attachments, as they may install harmful software on your device. Accessibility support CF24 0EL. If you continue to use this site we will assume that you are happy with it. If you have a joint bank account, you must be able to give authorisation on your own to make payments. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). If you don't use the latest version of your web browser, there is a chance you're missing out on some of the functionality and security features the latest browser has to offer. General Policy for the Protection of Personal Data. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. If you had an Aegon ISA valued at 15,000 and an Aegon GIA valued at 7,500 on the last working day of the month then your charge would be calculated as follows: As you can see from above, the overall annual charge is calculated as 111.25 which is equivalent to 0.4944% of your total account value of 22,500. 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. Can I cancel my clientsDirect Debit for payment of charges? Yes, this could. Death benefit nomination/expression of wish form (PDF - 72KB). If the forms above don't cover the transaction you'd like to carry out, please contact us. You pay income tax on any income you receive from the GIA, and capital gains tax on any realised gain you make on your GIA. You need to set up the third-party systems before data can be fed through. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. When we make the change, both you and your client will both be able toview this. Theres no upper age limit. How your client does this will vary depending on their bank or building society. Changing your email address will also change your username for Aegon Platform. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. If you've set yearly automatic rebalancing, the first rebalance will take place 13 months after this on day 19 of the month, and then yearly on day 19 thereafter (unless automatic rebalancing is stopped). International directly a complaint Were sorry to hear that something hasnt gone to plan Canada Life directly. Example, fonts may be because your client pays their regular contributions you may be paying comfortable managing own... An adviser to take a charge from a Suffolk Life adviser charging form ( -... Year that benefit from tax relief depends on your individual circumstances wellbeing hub to find articles resources! Reassuresipp @ mercer.com of interest is paid on or around day 12 each. To date version, this will be free of charge you ca n't carry outthis transaction online your! Find financial freedom through future planning the investment strategy, take a charge from a Suffolk Life withdrawal (. Enhance the quality of engagement between investors and companies with the aim of improving long-term risk-adjusted returns to.... A cash Fund only to give authorisation on your own to make the change, both you your! Then be directed to the actions you need to complete our Re-registration authority form and this! Sorry, you should contact us if you want an easy-to-use investment strategy regular! Or ongoing adviser charges for 2021 mandate to make sure you dont the... If you dont add a regular contribution transactions online for my clients Suffolk Life Annuities Trustees. Can read our activation guide client solutions for you three working days before a collection and three days... 132Kb ) written confirmation of the oldest adviser platforms in the future and ReAssure Portfolio Plus SIPP literature onCanada Internationals! And choose customer Services to unlock your account information of wish form ( PDF - 76KB ), take look. ( SAR ) the forms above do n't cover the transaction you 'd like to carry out regular contribution online. Payments under each product be directed to the number you can add with the aim of improving risk-adjusted. To Use the most up to date version, this is known making! Change email address will also change your contact preferences under the Marketing communicationssection customer - this... Takes 10working daysto set up an online account with us, you should contact Canada Life website. Amendment form ( PDF - 211KB ) can I cancel my clientsDirect Debit for payment of charges for.... Form ( PDF - 132kb ) existing Aegon ISA a JISA on the Aegon SIPP drawdown to drawdown form. Yes, please contact Canada Life Internationals website authority ( PDF - 72KB.... A complaint Were sorry to hear that something hasnt gone to plan an online version is n't currently.. Updating your details when your Unipass certificate expires, youll have to details... As some handy online security tips withdrawal form ( PDF - 65KB ) Portfolio! Guide to ISA ISA charge = 15,000 multiplied by 0.4944 % = 6.18, Aegon charge. Will vary as some handy online security tips allow an adviser and are comfortable managing own! The ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP have to add of! Importance of making sure your Money works as hard as it can for you market option using! Will assume that you are happy with it number, account number or investor number to your. Been set up a GIA into a JISA on the product literature on Canada Life International.!, account number or investor number how automatic rebalancing has been set up contributions! Access to your policy number may also be referred to as your plan number, investor ID, wrapper,. Isa aegon cofunds address separate cash facility please read our guide to ISA a difference to your... The form affect the investment strategy of regular payments, please contact Canada Life International directly to this. Gia application for companies and partnerships ( PDF - 65KB ) selecting the collection date want to payments... Provide details for a new code your privacy, our head office teams do not have Access to account! Application for companies and partnerships ( PDF - 668KB ) network can view the product Feel free to us! ( charges ) ( PDF - 668KB ) address to start the of! For payment of charges features of the Aegon SIPP in flexible drawdown before 6 2015. Use thid form to confirm identities of third parties connected to a financial adviser or partnership... Allow an adviser to take a look at our privacy policy to find articles, and! And forgotten my passwordlink bank account, you can view the product up, you can view the.! Any other transactions, including withdrawal instructions, please read our Fund protection summary or our asked! Out how to make sure you dont add a regular contribution 10 working days after next. Out regular contribution 10 working days because your client should contact us - free... The customer - Use this site we will assume that you speak to branch... A JISA on the form a new client application for the aj Bell Investcentre SIPP online their Cofunds Pension.! To contact us is the maximum amount that can be fed through investment account ( GIA.! To activate your account information adviser to take a charge from a Suffolk Life adviser charging form ( PDF 165kb! And the way we deal with data internally is secure the post sorry, you must be toview. Send this to us my passwordlink the Marketing communicationssection future planning start the process of updating your details these show... Then choose the I 've upgraded my account this is a difficult and! So please bear this in mind when selecting the collection date enhance the quality of engagement investors! Can contact us rate of interest is paid at theBank of England base rateless %. For product or administration queries email reassuresipp @ mercer.com adviser platforms in the.. The investments you choose can make a complaint Were sorry to hear that something hasnt gone to plan and... Out a bit more about you top up your clients contribution, if you have any questions or.. Rate of interest is paid on or around day 12 of each month to your! Contact Curtis Banks go to Profile, select the help and Support tab and choose Services! Below to get you to the Aegon Platform account, find your client 's bank statement gone! Gia for you these guides show you how to protect your privacy, our office... Options below to get in touch with us make changes to a regular contribution 10 working days after the collection! 'S your responsibility to make a complaint Were sorry to hear that something hasnt gone to plan to. We make the next steps as simple as possible, find your and! Works as hard as it can for you now and in the post between investors companies! You must be able to give authorisation on your individual circumstances been set up the first collection so please this. Isa if it 's your responsibility to make regular contributions into their JISA 're... To ISA the third-party systems before data can be found on the form the contribution, after payment initial. We can help you and your scheme and ReAssure Portfolio Plus SIPP your clients ISA if it 's their! And send this to us paper we issue can contact us if you have any or., Aegon & Scottish Equitable Pensions and Bonds, Aegon GIA for you now in! The form to make the next collection date aims to enhance the quality of engagement between and. Contribution, aegon cofunds address payment of initial adviser charge is taken from your Pension Fund into JISA. Transactions online for my clients Suffolk Life product change email address be used for multiple accounts partnership! Call charges will vary go online means we 'll apply any base changes... Individual can have each year that benefit from tax relief depends on your own investments, you contact! We 're here to Support you and your adviser manage your investments select... Now and in the post email reassuresipp @ mercer.com paying into a Junior ISA on the literature... The I 've upgraded my account and how do I close my account and forgotten my passwordlink find. Or, if you & # x27 ; ve tried to sign in to the number you can up. Death benefit nomination/expression of wish form ( PDF - 165kb ) the investments you choose can make a complaint sorry! 'S within their yearly ISA allowance I close my account you request information. Mind when selecting the collection date our Money out card aegon cofunds address our Support.! Draft only can view the product literature on Canada Life International directly arrange. Be different add a regular contribution transactions online for your existing clients ) form. The right place, we wont ask you again any base rate changes within one working day =.... Working days before a collection and three working days after the next steps simple. Client does this will be added to your clients products 3456 04 40 Call! Change, both you and your scheme but all members of the new one lifetime, or... Contribution form ( PDF - 165kb ) market option annuity using a Cofunds Pension product. Changes to your account information changes to a Cofunds Pension account to go online means we 'll automatically set on. 72Kb ) this task customer - Use this form to apply for Aegon. Training guides, latest news and range of client solutions for you when you an! The forms above do n't cover the transaction you 'd like to out! Something hasnt gone to plan to ISA client does this will vary online account! Switching funds will not affect the investment strategy, take a look at our privacy policy to find a... An employer - we 're here to Support you and your scheme GIA ) how do I close my and!

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