How do Iset up regular contributions online for existing clients? Select the fund your client wants to sell and we'll automatically add it to cash. Please ask your client to contact usand we canhelp. 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'. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Before deciding if you want charges to come out of your clients GIA, you should make sure this is a tax-efficient way to pay charges by taking into consideration the product(s) they have. If the advice basis is non-advised, we dont display funds determined as complex, according to the MIFID II data supplied by the fund manager. Trustee trustee investor for the GIA only. Recurring switch from cash instruction (PDF - 160KB). SIPP in-specie transfer For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. For SIPP The percentage of the investment your client would like to invest in each of these funds. Can I change my clientsDirect Debit details online for payment of charges? You or your client should contact us to tell us that theyve moved abroad. 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 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. Please complete the relevant form below. 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. You cant make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. Changing your email address will also change your username for Aegon Platform. Please contact yourfirm administrator to request a new code. Log in. To do this, please complete our Change to product details form. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. For customers - Use this form to apply for an Aegon General Investment Account (GIA). You need to set up the third-party systems before data can be fed through. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. If your firm/DFM administrator isn't able to help you, you can contact us. Aegon SIPP record of payments due (PDF - 87KB), For employers - Use this form to set up member contributions to an Aegon SIPP, Aegon Self Invested Personal Pension (Aegon SIPP) pack (PDF - 255kb). Your client can make a single and/or a regular contribution into a product. For customers - This document sets out our order execution policy for all Aegon UK platforms. We hope you never have cause to How do Iset up regular contributions online for existing clients? For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). How can I manage regular contributions for my clients ISAor GIA? You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. If you notice when you're viewing the summary and documents screen during the request, you can use the back button and change it on the options screen. Rocketreach finds email, phone & social media for 450M+ professionals. An individual panel - you can set this up and only you can view this. It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. For customers. Aegon Asset Management. ReAssure SIPP Making contributions to products on the Aegon Platform (PDF - 259KB). Aegon acquires Cofunds. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. For more information, you can view the product literature on Canada Life Internationals website. If the forms above don't cover the transaction you'd like to carry out, please contact us. Individual one individual investor for all product types. 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. Application form - ISA transfer (PDF - 704KB). Call charges will vary. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). As soon as your new device arrives please register it for verification. Please make sure all relevant directors/signatories sign the request. What do you mean by habitually resident in the UK? 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). 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. Our platform gives you one-stop access to a universe of investment opportunity - to and through retirement. Joint you can add two investors online under the one general investment account (GIA). For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Key features of the Cofunds Pension Account (PDF - 201KB). For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Key dates for intermediary charges (PDF - 98KB). Individual self-certification (PDF - 145KB). You can make changes to an existing fund panel by selecting View and manage fund panels from your dashboard page. Your client can call their bank or building society and ask for the provider to be marked as safe. No. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. We display the information in easy to understand tables and charts. Access isnt available if your client has multiple advisers. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? We now help around 3.8 million customers with their financial goals, and we want to help you take control of your future and achieve a lifetime of financial security. An overview of Aegon, including our history, products, and our purpose. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. Contact us. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. Bulk Data admin (if linked to a financial adviser with firm or branch access). You can switch auto-rebalancing back on by completing theInvestment strategy instruction. We may still send some documents by post where an online version isn't currently available. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. 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 analysts and investors. Find training guides, latest news and range of client solutions for you. You can do this during the quote and apply process, by selecting the Re-register from another provider option. For financial advisers - Use this form to verify the identity of any private or non-personal customer. A fund panel is a list of favoured or researched funds. No, Letter of authorities are applied to accounts for information purposes only. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). A username and password together provide a single something you know factor. Aegon GIA application for pension schemes (PDF - 87kb). Aegon Platform complaints procedure (PDF - 34KB). For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. If you dont use the latest version of your web browser, there's a chance youre missing out of some of the latest features the browser has to offer. Can I reduce my clients payment of charges paid by Direct Debit online? Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). The maximum your client can pay by debit card is49,999.99. If you require access to our institutional website, selectInstitutionalhere. Contact via email: [email protected] Contact via phone: +31 70 344 3210. For financial advisers - Use this form to withdraw part or all of the value of the Aegon GIA and make a subscription of equivalent amount to an existing Aegon ISA. If we identify that your client is going to exceed their yearly ISA allowance, well stop collecting regular contributions for that tax year. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. If you want to change product details please use the Change to product details form. If you'd like more information, visit ourPension Technical Zone. Phone: +44 (0) 3456 01 77 21 Call charges will vary. We now help around 3.8 million customers with their financial goals, and we want to help you take control of Can I cancel my clientsDirect Debit for payment of charges? For customers - Use this form to confirm the details of an entity for tax purposes. 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. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. For GIA and ISA Your Unipass Certificate may not be valid - for example its expired. Call the company. Please contact our media relations department for assistance. Aegon Corporate Newsroom News & updates Aegon has successfully closed the acquisition of Cofunds from Legal & General, following regulatory approval. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). Individual or joint clients first name, surname, date of birth, gender and confirmation of UK residency. CF24 0EL. 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. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Typically, your request will be live on our system once we receive the funds and/or any forms. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). Yes, but if your client's block transfer has a protected retirement age, we won't allow any other transfers or contributions to be progressed until we receive the transfer with the protected retirement age. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. For customers - Use this form to contribute or amend contributions into an existing Suffolk Life product. To set up a new regular contribution, amend the amount or cancel an existing regular contribution for your clients existing Aegon SIPP on the Aegon Platform, please use the forms below. Aegon SIPP record of payments due form (PDF - 84KB). 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. See below for the roles and what additional access you can give. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. We understand this is a difficult time and want to make the next steps as simple as possible. 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. Instructions for submission can be found on the form. Use this form to apply for a new Cofunds Pension Account plan. If you do transfer it, it will be updated to flexi-access drawdown. Cofunds pension account - Application forms, Cofunds Pension Account provided by Curtis Banks (PDF - 200kb). Yes. If the advice basis is advised, youll be able to see all the funds that we have determined as suitable for an advised customer, according to the MIFID II data supplied by the fund manager, this will include complex funds. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. If the illustration still doesn't generate, please contact us. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Yes, you can add these as an individual single or monthly contributions. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. For more information, you can view the product literature onCanada Life Internationals website. Wed need written confirmation of the change of address signed by all relevant directors/signatories. Some users may choose to manually upload the files to a third-party system. For customers - Use this form to switch investments you currently hold with Aegon. Aegon Junior ISA transfer authority(PDF - 59KB). Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. You cant currently apply for a Junior ISA (JISA) online. Suffolk Life investment and amendments form (PDF - 67KB). Pleasecontact us and we'll be able to help you. If you cant find a document, please contact us. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. Offering SIPP and SSAS plans, we aim to deliver a first class service at a competitive price, across a wide variety of investment and retirement income solutions. 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