Contact - Aegon Cofunds. 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. 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. See below for the roles and what additional access you can give. The lower annual allowance also applies to those in flexible drawdown before 6 April 2015. CF24 0EL. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. 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. This Trust Deed is presented as a draft only. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. For product or administration queries email reassuresipp@mercer.com. We now help around 3.8 million customers with their financial goals, and we want to help you take control of Aegon, which bought Cofunds for 140m in 2016, merged it with its in-house platform over the May Bank Holiday weekend last year. Suffolk Life withdrawal form (PDF - 66KB). 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). We use cookies to give you the best possible experience on our website, please read our When your existing certificate expires, youll need to follow these steps again to register your new certificate. Cash held within the cash facility of any product attracts interest at a gross rate of. Ask for information. 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. If you need other information, please contact us. Assuming there are no issues, your changes will show on our system shortly. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). Aegon Platform complaints procedure (PDF - 34KB). Inheritable ISA allowance transfer authority (PDF - 34KB). Well invest the balance of the contribution, after payment of initial adviser charge, into the product. Cofunds's phone number is +44 845 604 4001 PO Box 17491, Edinburgh EH12 1PB Call us on: 0345 604 4001, Monday to Friday, 8.30am to 5.30pm Testing of the migration of assets from CPA marriage certificate verification (PDF - 54KB). If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. Aegon SIPP record of payments due form (PDF - 84KB). We would always recommend you use the latest version. You'll need to, Your account is locked. Can I make regular contributions online for my clientsReAssure Portfolio Plus Pension or SIPP? If your clients are still prospects and dont have any products on platform, the record will be deleted. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. Why does my client have a General Investment Account (GIA)? Find training guides, latest news and range of client solutions for you. For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. Why do you need to know if my client is present if I'm setting up a Direct Debit? Call charges will vary. If you'd like more information, visit ourPension Technical Zone. You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. How do Iset up regular contributions online for existing clients? For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. We dont allow this to happen as part of our anti-money laundering mitigation. For customers - Use this form to transfer funds into an Aegon General Investment Account (GIA) from another provider. For customers - Use this form to top up your existing Aegon ISA. However, in this situation please contact your firm administrator to report device unavailable. Your client must be at least age 18 to invest in an ISA. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. We subtract the total contributions in the current tax year from the allowance set by the government. If you continue to have problems accessing Report Zone outside these hours, please contact us. Model portfolios allow you to design a panel of funds based on your client's needs. Yes. For information about a specific fund, please contact us. You dont currently have permission to carry out this task. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). Power of attorney and third party CVI (PDF - 155KB). Please have the following information ready: No. Adviser bulk transfer request (PDF - 137KB). 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. Get 5 free searches. The Cofunds Pension Account is suitable for clients who may not need a full self-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in Please ask your client to contact usand we canhelp. We'll apply any base rate changes within one working day. For customers - Use this form to apply to hold collective investments from the Aegon Platform in an AJ Bell SIPP. Why have you asked me to provide my client's bank statement? 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 in order for us to make sure that we're making payment to the correct account. You can select the account we pay it in to. A username and password together provide a single something you know factor. Aegon Self Invested Personal Pension illustration data capture form (pdf). For financial advisers and customers - Use this form to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. Please contact your firm administrator to reset your verification method. For customers - Use this form to apply for an Aegon General Investment Account (GIA). If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Assuming there are no issues, your changes will show on our system shortly. You can't make regular contributions to your clients pension online. Sorry, you cant carry outthis transaction online. Aegon GIA application for companies and partnerships (PDF - 220kb). Please contact our media relations department for assistance. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. Aegon Corporate. We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. Granting an adviser authority or appointment of adviser form (PDF - 166KB). Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. 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 security reasons, the activation code we send you expires after 24 hours. No. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. What do you mean by habitually resident in the UK? Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. When your Unipass certificate expires, youll have to add details of the new one. We're dedicated to making your clients' financial assets work smarter as well as harder. Recurring switch into cash form (PDF 151KB). 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. Get Jennifer Burns's email address (j*****@shawbrook.co.uk) and phone number at RocketReach. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). You can change a client's address and phone number by signing in to the Aegon Platform. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? You can cancel a regular contribution online up until two working days before the collection date. 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. No, Letter of authorities are applied to accounts for information purposes only. View your client's product summary and select theRegulars tab. 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. Bulk Data admin (if linked to a financial adviser with firm or branch access). Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). You can read our Fund protection summary or our frequently asked questions. Youll then be directed to the actions you need to carry out. Death benefit nomination/expression of wish (pdf). For financial advisers only - Please complete our illustration data capture form below and we'll send you this form along with the illustration - in line with new rules from 6 April 2022. 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