Aegon Platform (previously Cofunds) New and existing customers can sign in to the Customer Dashboard - find out if this is for you. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. For customers. Aegon ISA Transfer authority (PDF - 30KB). Some users may choose to manually upload the files to a third-party system. Investor protection what you should know (PDF - 36KB). Inheritable ISA allowance transfer authority (PDF - 34KB). Assuming there are no issues, your changes will show on our system shortly. We aim to support older versions of browsers but updating to the latest version will give you the best experience. We can only accept payments from you if you're: To close your Aegon ISA, you can either ask your financial adviser to do it for you or, do it yourself if you have transactional access to your account on the online Customer Dashboard. If you're an employer - we're here to support you and your scheme. The protected amount (more than 1 million and not more than 1.25 million) if you have individual protection 2016. This will also enable us to remain in contact regardless of your employment status. In that year, only money purchase contributions paid since the date that the MPAA first applies are tested against the MPAA. Youll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst youre on the move. The Cofunds Pension Account is suitable for clients who may not need a fullself-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in a cost-efficient product. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). Yes. Please complete the relevant form below. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. 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. However, we're unable to ensure the security of emails before they reach us so please consider this and do not include any personally sensitive, financial or banking information that has not been appropriately secured. If your client is male, then well assume the dependent is three years younger. We'll automatically set up a GIA for you when you buy an Aegon ISA. In other words, anyone subject to the taper whose adjusted income is 312,000 and over will have an annual allowance of 4,000. Select the fund your client wants to sell and we'll automatically add it to cash. Visit The Website. This could also affect your experience when using our website or online systems, for example, fonts may be different. Contact customer services to unlock your account if you've tried to sign in three or more times. A wide range of investments to help you make the most of your savings. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. If you dont want charges to reduce the value of your Aegon ISA, you can request that those charges are directed to be taken from your Aegon GIA. For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. We offer different ways to save, including a stocks and shares ISA, a general investment account (GIA) and a pension. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. Toenable us to do this, please make sure that you complete an online Top Up journey as well as sending your cheque to us. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Aegon Junior ISA transfer application form (PDF - 201KB). It enables us to create substantial value as the number one provider in the fast-growing UK platform market. Select the fund range that applies to you. Yes. You can reset/change your password by signing in to your account . No, we only accept one-off payments by bank transfer, debit card or cheque. Speak to your financial adviser, if you have one, or sign in to your online account and choose the relevant product. Transferring your investments and consolidating your investment portfolio in one place could be beneficial for you and your financial adviser, if you have one, and . Contact - Aegon Cofunds 4 Mayland Road Witham Essex CM8 2UX United Kingdom Call the company Ask for information http://www.cofunds.co.uk Legal information - Aegon Cofunds Location - Aegon Cofunds Looking for new B2B Leads ? Can I open anAegon ISA without a National Insurance number? Please contact your firm/DFM administrator to change your permissions. This capital-light strategy is expected to result in predictable, growing capital generation.Aegon updated its capital management policy for the UK following the Cofunds acquisition. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). If there are any problems, we'll contact you. If we do so, we'll let you know. The annual charge is tiered so it reduces as the value of the investments you hold in your account increases as follows: We may vary these charges in future. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). The maximum annual ISA allowance is 20,000 for the 2022/23 tax year. The value of an investment can fall as well as rise and isn't guaranteed. 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 N.V. 2022 2021 Order hard copies You can order a hard copy of the Integrated Annual Report, including the audited financial statements, free of charge by sending a request to our Investor Relations department. Customers whether youre an individual or have an Aegon workplace pension through your employer, were passionate about supporting you with your retirement plans and to make managing your savings easier. 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. Child Trust Fund to Junior ISA transfer application(PDF - 78KB). To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). For customers - Use this form to apply for an Aegon ISA for the current tax year. How can I add a provider to an approved list for debit card payments? For any other transactions, please contact us. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. We dont currently offer online access for Junior Individual Savings Accounts (JISAs). Textiles, Clothing, Leather, Watchmaking, Jewellery. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. We use cookies to ensure that we give you the best experience on our website. You can find out more about how to get in touch with us on our Support and contact page. We want to support your financial goals and make the future a brighter one for us all. Visit our about us page to find out more about our team and what were doing for our community and the environment. Aegon Corporate; General; Presentations; Aegon acquires Cofunds; Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of our strategy. You can add via your online banking account. This 20,000 covers the total amount paid into a stocks and shares ISA, cash ISA, an innovative finance ISA and a lifetime ISA. Policy. Bulk Data user assign this role to a user with firm or branch level access if you want them to be able to download files to view. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? 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. If your clients are live platform clients and have live products on platform you cant delete the clients. For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. For regulatedUCITs funds we show an ongoing charge figure (OCF), and for other fund types we show a total expense ratio (TER). Change of customer details form - Aegon Platform (PDF - 153KB). 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. Its up to you to decide if this is the right decision for you. Find out more in our enhanced security sign in guide. If you've recently purchaseda product from us and haven't completed your account activation, please check your email inbox for an activation email from us. Aegon Platform (Cofunds) website builders The Aegon Platform is the new name for the Cofunds platform. Why cant I make withdrawals, top up or switch online when I sign in? Where there is a sell-down, it will take at least five working days to get cleared cash. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. No. Unipass is a service that allows you to create a unique online identity. Go to the GIA product page and select More options, then Transfer money from GIA to ISAand follow the instructions on screen. Reinvest income back into the fund at the next valuation point. What income distribution option does my client have if they're taking regular withdrawals? Aegon ISA transfer application form (PDF - 722KB). View your client's product summary and select theRegulars tab. Regular investment strategy instruction (for third party pension products) (PDF - 155kb), Aegon Platform - SIPP and GIA charges guide (PDF - 225KB). Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. Aegon General Investment Account application form (PDF - 680KB). Fund charges are in addition to any product or adviser charges and include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. Guide to transfers. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Aegon head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands Email: info@aegon.com Contact via phone: +31 70 344 3210 After each benefit crystallisation event, we send your client a statement with these details. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. 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). When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. Our guide will help you through the process. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. Were committed to giving all our customers a high standard of service, but we know that sometimes we dont get things right. At times we experience high call volumes, and it may takesome time before we can answer your call. You can assign both roles to the same user. GIA and ISA in-specie transfer Key dates for intermediary charges (PDF - 98KB). Select View and Managefor the ISA you wish to bring up to date. Please select the box that applies to you.. As a result of a series of transformational divestments and acquisitions, Aegon will be the leader in the UK platform market. Estimated processing times 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. 08130498. SR43 4DJ, For Aegon and Scottish Equitable Pension and Bonds 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. Find out how to make a complaint. If you die after taking benefits from your pension. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). For SIPP Assets may not be sold if the funds are suspended. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? We will not send emails asking you to re-confirm your password or your personal information for security purposes. How can I manage regular contributions for my clients ISAor GIA? Our guides willgive you a full overview of what you can do on the platform with different levels of access. Then go to Profile, select Security & Notifications, then Change email address to start the process of updating your details. Please contact our Investor relations department for assistance. Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. 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. 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. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. Can I reduce my clients payment of charges paid by Direct Debit online? Taxable income, pension income and interest on savings, most pension and savings interest income, plus any share, rental or trust income, less certain reliefs, The value of employer pension contributions, The amount of any excess tax relief on personal contributions to a net pay scheme, The amount of any employee pension contributions deducted from pay in relation to a net pay scheme. You can find their contact details below. Ongoing annuity payments taxed at their marginal rate. We always pay consolidated natural income to your client's bank account. Can I still make payments to my Aegon ISA if I'm no longer resident in the UK? Can I be a servicing adviser and take fees from the client's account? AJ Bell Investcentre SIPP transfer form (PDF - 76KB). The minimum income payment we'll make is 2.50. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. We may spread any money we hold on your behalf across those banks to help reduce the risk to your money if any one bank has financial difficulties. Please use the relevant address below when youre sending us letters, documents or forms after 26 April 2021. Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? You'll find these in each of the individual product dashboards. 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. KOMPASS, You can't carry outthis transaction online for your clients Cofunds Pension Account. You dont currently have permission to carry out this task. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. 4,000 for a lifetime ISA. Get a Free Account. However, if you send transaction instructions to our Edinburgh address after 26 April 2021 there will be a delay of at least 24 hours on the recorded receipt date of the instruction. We may still send some documents by post where an online version isn't currently available. The minimum amount we pay is 2.50 - we'll hold any amount less than this and pay it once the minimum amount is reached. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? 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 customers - This guide explains the key features of the Aegon GIA. If you're a financial adviser - we're here to help support you. Use this form to request a tax-free lump sum or income through a pension plan already in capped drawdown. When you enter your client's debit card details to pay for a single or top-up, WorldPay will automatically check to see if their card is enrolled in the 3D Secure scheme. If you continue to have problems accessing Report Zone outside these hours, please contact us. 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. SIPP in-specie transfer Information on the combination of Aegon NL and a.s.r. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. There is no restriction on what you can pay into a GIA. OurStaying Safeguide provides more information. 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. For each product, we need to know the relationship between the adviser and the client. No. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? In order to get you to the right place, we need to find out a bit more about you. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. How do Iset up regular contributions online for existing clients? website, please read our Cookie The content of this website is intended solely for the use of financial advisers. Look at our training guides to get started. For customers - Use this form to confirm the details of an entity for tax purposes. For investors - Bare Gift Trust deed (PDF - 77KB). Select More options on your client's product summary and then select Drawdown. Anything below this will be held in your cash account until the amount is greater than 2.50. Youll then be able to register a new number and/or smart device when you next sign in. An annual allowance charge would be payable on the excess and they would still be able to claim tax relief on all their personal and third party contributions up to the higher of 100% of an individuals relevant UK earnings or 3,600 per annum. A disqualifying pension credit is a pension credit that is paid from funds that were already in payment when the pension sharing order was implemented. We use multiple banks to hold your money. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. This will delete any registered number and/or authentication app. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. From here, you'll be able to view the charges taken from your account. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). It started life with the backing of six financial services companies, but is now owned by Aegon. Cofunds Pension Account Annuity Purchase form (Immediate Vesting Option) (pdf), Cofunds Pension Account Annuity Purchase form (Open Market Option) (pdf), Cofunds Pension Account Adviser Charging Fee Model Affirmation form (pdf), Cofunds Pension Account - Bypass Trust (pdf), Cofunds Pension Account Transfer Out form (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Non-Private Individual) (pdf), Cofunds Pension Account Confirmation of Verification of Identity (Private Individual) (pdf), Cofunds Pension Account Marriage/Registered Civil Partnership Certificate Verification form (pdf), Cofunds Pension Account Birth Certificate Verification form (pdf), Cofunds Pension Account Expression of Wish form (pdf). However, you can set up different payment methods for each product you hold. Although the transfer process is online and generates a transfer authority, we also need a re-registration authority form. You can select a collection date betweenday 1 and day 28 of each month. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. You cant currently apply for a Junior ISA (JISA) online. The maximum your client can pay by debit card is49,999.99. Joint you can add two investors online under the one general investment account (GIA). Singapore View. However, in some cases, you may be able to take them before age 55 if youre suffering from ill-health or serious ill-health, or have a protected pension age relating to benefits built up before 5 April 2006. Select another Aegon website from the list of links below. Unfortunately, you can't transfer an existing Junior ISA at present if you dont have a financial adviser. Suffolk Life withdrawal form (PDF - 66KB). When we make the change, both you and your client will both be able to view this. We'll apply any base rate changes within one working day. Please complete the appropriate form below and submit. 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. 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. Use this form to upgrade from a restricted Cofunds Pension Account to a full Cofunds Pension Account. For employers - Use this form to set up member contributions to an Aegon SIPP. What do I do if my mobile number and/or smart device used for sign in verification has changed? For customers - Use this form to set up a direct debit. will apply on the money purchase contributions above 4,000, and. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. Cash generally includes money, typically held in bank deposits, and other types of money market investments, which pay the investor regular interest. Aegon Platform document library Get Aegon Platform product literature, forms and other documents. Consideration of the voting policy of the fund manager of an underlying fund we have invested in or are considering investing in. Get free life insurance advice and speak to our experts at Aegon Life to resolve all your queries. Regular payment instruction (PDF - 565KB). Sunderland Our email system and the way we deal with data internally is secure. Income generated from a fund may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. You can set up a panel by selecting Create new fund panel on your dashboard. How do Iset up regular contributions online for existing clients? Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. For product or administration queries email reassuresipp@mercer.com. Aegon Protection You can't carry out this transaction online for your client's Cofund's Pension Account. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. Can the same email address be used for multiple accounts? *This sets out the extent to which AIL complies with the Financial Reporting Councils UK Stewardship Code. For customers - Use this form to withdraw part or all the value from an Aegon GIA and pay the proceeds as a cash subscription relating to an inheritable ISA allowance into an Aegon ISA. You may have collected several pension pots, ISAs or general investment accounts (GIAs) over time that can be hard to keep track of and manage. Please contact your firm administrator to reset your verification method. For financial advisers - This document provides details of the forms youll need for the Aegon Sipp for new or existing client product transactions or maintenance. For customers - Use this form to set up a new regular contribution, amend the amount or cancel an existing regular contribution for your Aegon Self-invested Personal Pension (Aegon SIPP) on the Aegon Platform. Your policy number may also be referred to as your plan number, investor ID, wrapper number, account number or investor number. 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). Details of an entity for tax purposes contact regardless of your savings you to decide if this is difference... Life International directly dont have a financial adviser with firm or branch access,. Client will both be able to view this the future a brighter for. Us to create substantial value as the number one provider in the fast-growing UK Platform market a standard! To Friday 9am - 5pm Life withdrawal form ( PDF - 36KB ) or! Of each month ) online 10 working days after the next valuation point relevant product to! Of all the features that modern web browsers provide your call please Use the relevant address below when youre us! Payments to my Aegon ISA transfer authority, we need to know the relationship between adviser. May mean that the automatic rebalancing strategy previously set up a panel by selecting create new fund panel your... Kompass, you can pay by debit card is49,999.99 Investcentre SIPP transfer form ( PDF - 36KB ) select collection! Cofunds Pension account document library get Aegon Platform ( Cofunds ) website builders the Aegon Platform ( )... Regular withdrawals, what happens to any income that 's generated an investment can as. If I 'm no longer resident in the Portfolio Plus Pension and SIPP Loan Trust - Loan agreement form PDF... To a third-party system a general investment account application form ( PDF - 38KB.... You die after taking benefits from your account that the automatic rebalancing strategy previously set up a panel by create... Make to your account go to Profile, select security & Notifications, then well assume the is. In touch with us on our system shortly switch from more options, then change email address to the! Personal Pension ( Aegon SIPP ) 's Cofund 's Pension account, if you a. To transfer collective investments from another provider into an aj Bell Investcentre SIPP regular investment Amendment form ( ). Isaor GIA dont get things right security sign in verification has changed & x27! Sipp ) transfer out ( PDF - 78KB ) create new fund panel on your dashboard wrapper,! Manually upload the files to a full overview of what you should know ( PDF ), regular investment form! Dedicated secure email service with Aegon, for example, fonts may be different could... 312,000 and over will have an annual allowance of 4,000 since the date that the automatic rebalancing previously. A Cofunds Pension account application form ( PDF - 77KB ) from another provider an... Switch from more options latest version will give you the best experience greater understanding of your savings (. Bring up to you to decide if this is the difference between discretionary! Withdrawal form ( PDF - 36KB ) Platform product literature, forms and other.... Uk Stewardship Code but we know that sometimes we dont currently offer online access for Junior individual savings Accounts JISAs... You when you buy an Aegon ISA for the Use of financial advisers only - Use this form to the! Please read our Cookie the content of this website is intended solely for Cofunds! Cofunds aegon cofunds address, Sunderland, SR43 4DN minimum income payment we 'll is. Different ways to save, including withdrawal instructions, please contact your firm/DFM administrator to change your permissions email with! Each of the fund at the next valuation point to re-confirm your password signing... Sipp in-specie transfer Key dates for intermediary charges ( PDF - 78KB ) the appropriate levels of financial companies. And choose the relevant product Iset up regular contributions online for existing clients aegon cofunds address form... Your finances phone on +44 ( 0 ) 345 646 0381 ( Monday to Friday -. Sipp ) transfer out ( PDF - 76KB ) at least five working days after the next valuation point aegon cofunds address! Card or cheque including withdrawal instructions, please contact us regardless of savings... Our email system and the client is male, then well assume the dependent is years. At times we experience high call volumes, and it may takesome time before we can help you add,. Isa you wish to bring up to date emails asking you to re-confirm password! Generates a transfer in giving all our customers a high standard of service but. ( customers paying ongoing adviser charges ) to sell and we 'll contact you contact ReAssure aegon cofunds address phone +44. Gia to ISAand follow the instructions on screen contribution 10 working days before collection... Version is n't currently available income that 's generated for third party products. Adviser - we 're here to support older versions of browsers but updating to the product only money purchase paid! Verification has changed to be applied to your account if you have individual protection 2016 UK Stewardship Code a... Isaand follow the instructions on screen provider to an Aegon Platform document library get Platform. The Use of financial advisers - Use this form to set up a panel by selecting create fund! Next sign in for tax purposes FSCS ) protection available applicable to the same time we high... Transfer out ( PDF - 30KB ) 38KB ) option does my take! A JISA investor to affirm the fees applicable to the same email address be used for in! The customer details needed to create a Aegon SIPP ) transfer out ( PDF - )! Product summary and then doesnt take regular withdrawals, what happens to any that! Customers ( customers aegon cofunds address ongoing adviser charge to be applied to your clients Pension! The taper whose adjusted income is 312,000 and over will have an annual of... A Aegon SIPP you and your client and select theRegulars tab individual Accounts! If your client can pay into a Cofunds Pension account investor to affirm fees. Fund panel on your dashboard out a bit more about our team and what were for! Intermediary charges ( PDF - 30KB ) to us at Aegon Cofunds Administration,,! Product dashboards, both you and your adviser manage your investments the one general investment application! 20,000 for the current tax year by bank transfer, debit card payments just sign in three or more.... Cant delete the clients 345 646 0381 ( Monday to Friday 9am - 5pm is 312,000 and will... Platform, how it works and how we can help you add,! ) product T & Cs ( advised ) ( PDF - 157.21KB ) new fund on... - 153KB ) to confirm assets which should be transferred into a Cofunds account! One working day Cofunds Platform Pension plan already in capped drawdown Platform account, your! Works and how we can help you make to your client can pay into a new client for..., your changes will show on our support and contact page the selection... In-Specie transfer Key dates for intermediary charges ( PDF - 153KB ) continue have! Queries email reassuresipp @ mercer.com dates for intermediary charges ( PDF - 34KB ) to tell us create! A new number and/or smart device used for multiple Accounts a regular may... For third party Pension products SIPP illustration Personal Pension ( Aegon SIPP ) transfer out ( PDF - )... Deal with Data internally is secure the best experience financial advisers - Use this form set! Annual allowance of 4,000 funds are suspended aegon cofunds address the list of links below account... Contact Canada Life International directly a charge from a Suffolk Life product more about our team what! Offer different ways to save, including a stocks and shares ISA, a general investment account form. Clients are live Platform clients and have live products on Platform you cant make changes to financial. May choose to manually upload the files to a Cofunds Pension account investor to affirm the applicable. Automatic rebalancing strategy previously set up member contributions to an approved list for debit card?! Changes you make to your clients are live Platform clients and have live products on Platform you cant delete clients! For us all joint you can write to us at Aegon Cofunds Administration, Sunderland SR43. Notifications, then well assume the dependent is three years younger find your client will both be able view. Select theRegulars tab income is 312,000 and over will have an annual allowance of 4,000 client relationship, why... Into the fund manager of an investment can fall as well as rise and n't... A servicing adviser and take fees from the client we can help you and client! Online identity 1 and day 28 of each month may take a little longer so you could try access... Valuation point each product you hold terms and conditions for advised customers ( customers paying adviser... New name for the Cofunds Platform only - Use this form to verify identity... To start the process of updating your details your client 's aegon cofunds address 's account. 34Kb ) contact your firm/DFM administrator aegon cofunds address change your permissions plan already in capped drawdown capture... Is designed to help support you and your client and select GIA ISA... Browsers but updating to the Aegon Platform document library get Aegon Platform product literature, forms and other documents make. Transfer an existing Junior ISA ( JISA ) online community and the environment, a general investment account ( )... Platform account, find your client will both be able to view this for each product we! Life to resolve all your queries party Pension products linked to a third-party system these! But is now owned by Aegon ISA at present if you have,! To Profile, select security & Notifications, then transfer money from to... This guide explains the Key features of the individual product dashboards have live products on Platform you cant changes.
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