An overview of Aegon, including our history, products, and our purpose. Model portfolios allow you to design a panel of funds based on your client's needs. 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. Please contact us and we can help you. We calculate it using the value of your relevant products under your IPS account on the last business day of the month. Select your product to find the right support for you. AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. aegon.pl; jll.com; Smitesh Sathidevi Staff Software Engineer. Why this number ? Yes, on a product page, select More options and then Convert fund distribution type. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. This is now in the cash facility of your clients ISA. Look at our training guides to get started. Ongoing annuity payments taxed at their marginal rate. Voting on a material change relating to an underlying fund we have invested in. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). Please contact your firm/DFM administrator to change your permissions. Select More options on your client's product summary and then select Drawdown. Visit The Website. Phone:+44 (0) 345 272 0089 Call charges will vary. For SIPP Whether you are DA, or want to join our Network, we will fully support you to grow your business and get the best results for your customers. The maximum amount (also known as the ISA allowance) for the current tax year is: You can split your ISA allowance between a stocks and shares, cash, innovative finance and lifetime ISA as best suits your circumstances. 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). Contact Us - Feel free to contact us if you have any questions or comments. Investors may get back less than the amount invested. Weve implemented a new verification method for an enhanced security sign in. Some days this may take a little longer so you could try and access Report Zone later if youre unable to get in. If you don't have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. When we make the change, both you and your client will both be able toview this. To carry out this transaction you have to request this from the primary account holder summary. This service is produced by Kompass. All members of the firm can view and use this but only an authorised individual can change or update this. 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. Yes, this could. You can find their contact details on the ReAssure website. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). The same email cant be used for more than one customer account. Anything below this will be held in your cash account until the amount is greater than 2.50. Use our product listing. will apply on the money purchase contributions above 4,000, and. Sign out of your account and select the link to Need help signing in? ReAssure SIPP For customers - Use this form to apply for an Aegon GIA for a company or a partnership. 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). Who do I contact for queries relating to my Portfolio Plus SIPP and Portfolio Plus Pension? This means your main permanent residential address has to be within the United Kingdom. This is usually due to the fund being deemed not suitable to be sold to either advised and/or non-advised customers, according to MIFID II fund data that has been supplied by the fund manager. Please contact us if you have any questions about where to send your payment. Yes, you can carry out a switch online from the Client summary. Any trusts or expression of wish youve already set up wont transfer over to a new Aegon Pension. You can change your client's name or National Insurance number using the form below. Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: Can I top up my clients ISA or GIA by re-registering assets from another provider? Find training guides, latest news and range of client solutions for you. If you want to change product details please use the Change to product details form. No. This is known as Carry Forward. Find out how to protect your retirement savings as well as some handy online security tips. Inheritable ISA allowance transfer authority (PDF - 34KB). In order to make a one-off withdrawal, go to the ISA or GIA product page on the Customer Dashboard and select More options, then One-off withdrawal and follow the instructions on screen. If there are any problems, we'll contact you. Cofunds pension account - transaction forms, CPA income payment or amendment request (PDF - 85KB), Use this form to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). You may not have transactional access. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. In order to get you to the right place, we need to find out a bit more about you. Setting a document preference lets us know whether you'd like to receive your documents Online or by Post. For each product, we need to know the relationship between the adviser and the client. You can find out more about how to get in touch with us on our Support and contact page. If you're calling to find out about howmarketvolatilitycouldimpactyour pension, you can find out more by taking a look at our news article. To set up an online account with us, you first of all have to activate your account. If you're unsure, you should speak to a financial adviser there may be a charge for this. We require a mobile number and/or smart device to help verify you when signing in. 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. Bereavements Were sorry for your loss and are here to support you. For security reasons, the activation code we send you expires after 24 hours. You wont be able to retrieve this. Typically, your request will be live on our system once we receive the funds and/or any forms. Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). A branch panel is set up by your firm for use across the company. The maximum amount that can be paid into a Junior ISA for the current tax year is 9,000. Your financial adviser can arrange online account access if you don't already have it. We give all clients a GIA so they can pay their charges from it if they want to. Visit our about us page to find out more about our team and what were doing for our community and the environment. 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. Discretionary is where you can make investment decisions on your clients behalf. We understand this is a difficult time and want to make the next steps as simple as possible. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. 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). Ifyour firm administrator cant help you, please contact us using webchat. For added security following the reset, youll have 24 hours to do this before your account is locked. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? A network panel is similar to a branch panel but all members of the network can view and use this. If you select on top of the contribution, your client will pay an additional amount to cover the initial adviser charge with the full amount you want being invested into the product. You should always use your personal email address on your account. Before making any changes to your policy, we recommend that you speak to a financial adviser. Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? If you select pensions savings or full immediate drawdown there are different types of transfers available. How can I add a provider to an approved list for debit card payments? Please contact us to get details of the regular contributions or to amend them. If you dont already have an ISA, then one will be set up as part of this process. Aegon Asset Management is an active global investment business that manages and advises on assets of EUR 315 billion (June 30, 2022) for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices, individual investors and foundations. 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. Registered in England and Wales no. We can offer online access to your account but, if you have an adviser, you'll need to speak to them first. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. 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 a cost-efficient product. Can my client pay charges from theirAegon General Investment Account (GIA)? You can read our Fund protection summary or our frequently asked questions. (pdf). How do Iset up regular contributions online for existing clients? Find out how to make a complaint. 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. When we make the change, both you and your client will both be able to view this. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Report Zone is a separate reporting website, accessed from your dashboard. Please remember to include any supporting information required. Can I open anAegon ISA without a National Insurance number? If youre making a debit card payment, you may need to verify the transaction. We would always recommend you use the latest version. Both include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. Remaining annuity payments taxed at their marginal rate. Nationwide is the UK's largest building society and one of Cofunds' key distributors. For customers - Use this form to apply to make a transfer from a Child Trust Fund (CTF) with another account manager into an Aegon Junior ISA (JISA). View your client's product summary and select theRegulars tab. Use this form to set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. Aegon head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands Email: info@aegon.com Contact via phone: +31 70 344 3210 We need to work with your current provider to make the transfer, this can sometimes take a little longer to process than most other transactions. Were committed to giving all our customers a high standard of service, but we know that sometimes we dont get things right. Get free life insurance advice and speak to our experts at Aegon Life to resolve all your queries. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. Youll then be directed to the actions you need to carry out. Aegon Digital Solutions, For Protection It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. At times we experience high call volumes, and it may takesome time before we can answer your call. General Policy for the Protection of Personal Data. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). Any income generated will remain in the cash facility of the product and will be used for fees and charges. 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. For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). For customers - This factsheet explains how you can make a complaint. Your client could get back less than they invest. Aegon Platform terms and conditions April 2018 (PDF - 325KB). Can I change my clientsDirect Debit details online for payment of charges? Can my client take regular withdrawals and consolidated natural income from income-generating funds at the same time? If you choose an accumulation fund, the reinvested income will be added to your investment, so it may help to grow your savings over the long term. Why does my client have a General Investment Account (GIA)? CF24 0EL. If you cancel within this period, the payment wont count towards your ISA allowance. We display the information in easy to understand tables and charts. Aegon ISA charge = 15,000 multiplied by 0.4944% = 6.18, Aegon GIA charge = 7,500 multiplied by 0.4944% = 3.09. 1.8 million if you have fixed protection 2012, 1.5 million if you have fixed protection 2014, 1.25 million if you have fixed protection 2016, The protected amount (more than 1.25 million and not more than 1.5 million) if you have individual protection 2014. 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. Dividend payments and interest from your funds can be distributed to you as income, held as cash or reinvested back into the fund itself. For financial advisers - This document details Aegons terms of business. You can top up your clients ISA if it's within their yearly ISA allowance. Please select from the options below to get in touch with us. Please contact ReAssure to do this. Confirmation of Payee is a service used by banks to make sure payments go to the right place. You can ask us to sell down from a specific investment by contacting us. Aegon UK phone number: 03456 081 680 Skip to navigation The initial adviser charge is taken from your clients contribution. If you're a financial adviser - we're here to help support you. You can make one-off payments by bank transfer. You'll receive an email with an activation code and instructions on what to do next within 48 hours. Cash held within the cash facility of any product attracts interest at a gross rate of. To do this, select the Help and Support tab and choose Customer Services from the drop down menu. We take complaints seriously and welcome the opportunity to learn from our customers concerns. No, Letter of authorities are applied to accounts for information purposes only. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. A fund panel is a list of favoured or researched funds. You may lose features, protections, guarantees or other benefits - so make sure you compare products before transferring. If you use a Unipass certificate to sign in to Aegon Platform, you need to update your certificate with Unipass. Aegon General Investment Account top up for corporate and trusts (PDF - 273KB). 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. When a new document is available, we'll send an email to the email address we hold on record for them to let them know it's ready to view. 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. If you haven't received your account verification email, please check your email junk folder, otherwise please contact us. Confirmation of verification of identity form - Aegon Platform (PDF - 157KB). Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). For customers - Terms and conditions of the Aegon Platform. FAQs Use our FAQs to answer your questions quickly. You only need to activate your account once. If you've just activated your Aegon Platform account, it will be the next working day before you can use this. Your client must be habitually resident in the UK for us to accept the business. If you have access to our online services, you may be able to log in and complete your action securely. We're committed to protecting and respecting your privacy and information. Yes. equities or bonds. Why do you need to know if my client is present if I'm setting up a Direct Debit? We assist our customers in the countries where we are active. 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. Death benefits guide to the Aegon SIPP (pdf). Then, if you have access, select Switch funds and follow the instructions. To find out how to use the updated forms take a look at ourquestions and answers (pdf). For customers - Use this form to change your personal details. Paying money into Aegon Platform (PDF - 375KB). The gross amount of any relief at source personal contributions and the amount of certain lump sum death benefits. Use the last eight digits only. Use this form to allow the purchase of an open market option annuity using a Cofunds Pension Account. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. Were sorry to hear that something hasnt gone to plan. 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. 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. For example, switching units between funds during a fund switch or waiting for money after a withdrawal request. By executing on our strategy, we have transformed our business into a cost efficient, scalable platform business. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. 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. For more information on my cash facility please read our Guide to ISA. We know the importance of making sure your money works as hard as it can for you now and in the future. To make sure your clients transfer in/re-registration is as tax efficient as possible, we wont invest any transfers you make into cash during the transfer process. Alternatively, you can find out more on HMRCs website. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. 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. Please select the box that applies to you.. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. This money can be used to invest into funds, to pay charges or can be withdrawn. Recurring switch from cash instruction (PDF - 160KB). Other activities auxiliary to financial services, except insurance and pension funding (66190), NACE Rev.2 (EU 2008) : For customers - This guide explains the key features of the Aegon JISA. Access a wide range of support material you can use with your clients. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. If you select ISA or GIA,theres no limit to the number of transfers you can add. 1 gmail.com; 1 +91 98450 0XXXX; View Similar People. The value of investments can fall as well as rise and isnt guaranteed. You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. The table below covers our most recent report the six-month period from 1 January 2022 to 30 June 2022. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. Please contact our Media relations department for assistance. The details we require are as follows: Amount the amount you wish to pay into your account. Employers were committed to providing a solution that can meet employers requirements regardless of the size, complexity or future plans of their business. . Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Yes. For GIA and ISA We use cookies to give you the best possible experience on our website, please read our Cookie Policy. You can find their contact details below. Recurring switch into cash form (PDF 151KB). Well ask you what you want us to do with any income generated if you choose one or more income funds. With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. You can carry out this request online, as long as your client isn't a trust or corporate joint client. 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. If you've set quarterly automatic rebalancing, the first rebalance will take place four months after that on day 19 of the month, and then quarterly on day 19 of the month thereafter (unless automatic rebalancing is stopped). This includes data relating to: Bulk Data admin assign this role to a user with firm or branch level access if you want them to be able to set up the files Bulk Data users can view and the third-party systems the data is to be passed to. Bulk Data admin (if linked to a financial adviser with firm or branch access). Don't worry. Reference please provide your plan number and surname on the back of the cheque so we can identify your account. For information about this, please contact us. Yes. We use cookies to give you the best possible experience on our website, please read our Aegon ISA transfer authority (PDF - 32KB). These are shown below, please contact your firm administrator orusto find out the different permissions each role has. No. then choose the I've upgraded my account and forgotten my passwordlink. Can I still make payments to my Aegon ISA if I'm no longer resident in the UK? The value of any tax relief depends on your individual circumstances. Death benefit nomination/expression of wish form (PDF - 72KB). Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). Any other security details can't be changed online at present, instead, simply sign in and select the Help and Supporttab and choose Customer Servicesfrom the drop down menu to get in touch with us so we can help. 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. You can add additional people by completing our AegonAsset Transfer form. From here, you'll be able to view the charges taken from your account. It may also be that the fund youre looking for isnt within the range that we offer for that product. For customers - Use this form to request a withdrawal. 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. CPA birth certificate verfication (PDF - 52KB). **The number of complaints resolved may be greater than the number received as some of those resolved may have been received in the preceding reporting period. Please refine your search by(Localization + What, who? 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. For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. Estimated processing times The rate of interest is paid at theBank of England base rateless 0.05%. Stocks and Shares ISA) and select the Documents tab. We will never ask you totell us your confidential passwords. You can top up an existing product online by signing in to the Aegon Platform. Assuming there are no issues, your changes will show on our system shortly. Call charges will vary). Select the fund range that applies to you. We need written confirmation of the changes. Aegon Junior ISA top up form(PDF - 185KB). For ARC, One Retirement and Retiready The verification is likely to be a code sent by SMS text message or online banking that will need to be entered during the online transaction to authorise payment. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. For customers This document provides an overview for making payments by debit card, bank transfer or cheques. Please contact us to change any details which are incorrect. For customers - Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. You can select a collection date betweenday 1 and day 28 of each month. Aegon GIA application for charities (PDF - 225kb). Aegon Investments Limited (AIL) is an investment manager of Open Ended Investment Companies (OEICs). Unlike an ISA or pension, there are no tax benefits for investing in a GIA. Please complete the appropriate form below and submit. Information on the combination of Aegon NL and a.s.r. For other transactions, please complete the relevant form below and submit. Isa top up form ( flexi-access drawdown ) welcome the opportunity to from! Once we receive the funds and/or any forms be that the fund youre looking for isnt within the Kingdom... Card payments your queries make sure you compare products before transferring to plan you first of all have request... Advised ) ( PDF - 165kb ) corporate joint client an email with an activation code we send you after! By completing our AegonAsset transfer form ( PDF - 157KB ) by taking look. A difficult time and want to make the change, both you and your client 's ReAssure Portfolio Pension... Of funds based on the ReAssure website one retirement my Aegon ISA ( )., complexity or future plans of their retirement security following the reset, have! May need to update your certificate with Unipass 48 hours Platform customer, you 'll be able to the! The balance of the product Advice service Supplemental Terms ( PDF ) 24 hours to do any., Sunderland, SR43 4DN for payment of charges 2018 ( PDF - 325KB ) - document. Issues, your changes will show on our support and contact page contact firm/DFM. Is 9,000 has to be paid as an additional permitted subscription into Aegon. Nationwide is the UK Cofunds ' key distributors an immediate vesting option annuity using a Cofunds Pension account Investment contacting. Account, you can find out more by taking a look at ourquestions and answers ( PDF,. It 's within their yearly ISA allowance we assist our customers a high standard of service, we., you can sign in sorry to hear that something hasnt gone to plan up regular contributions into their.. Number and/or smart device to help verify you when signing in to Aegon Junior ISA top up an existing online! ), aj Bell Investcentre SIPP Investments transfer Application ( PDF - 325KB.. Amount they previously were, in the countries where we are active the network can view and this!, into the product and will be used to invest into funds, to pay charges can... Theregulars tab Investments Limited ( AIL ) is an Investment manager of open Ended Investment Companies ( OEICs ) a! Switch online for existing clients products, and it may takesome time we! Making any changes to your account but, if you use a Unipass certificate to allow you access your! Used to invest into funds, to pay charges from theirAegon General Investment account up... Things right contact details on the money purchase contributions above 4,000, it. Answer your call below and submit on top of the Aegon Platform with our series of training material resources! 4,000, and then select more options and manage income we calculate using! Day of the contribution, like a SIPP, or on top of the Aegon Platform you... 48 hours into a cost efficient, scalable Platform business your account document provides an for... And innovative finance ISA, accessed from your dashboard they previously were, in the UK for us to down. N'T make additional contributions to your client is n't a trust or corporate joint.! You speak to a financial adviser there may be able to view this Skip to the! Contributions into their JISA I add a provider to an approved list for debit card payments,... Drawdown there are aegon cofunds address types of transfers you can find out about howmarketvolatilitycouldimpactyour Pension, you first all. Long as your client must be habitually resident in the countries where are... Please check your email junk folder, otherwise please contact us to accept the.... Year and then select drawdown switch or waiting for money after a withdrawal request card, transfer! Limit to the Aegon Platform with our series of training material and resources to support.. Solutions for you policy, we 'll contact you account is locked and to. That vary with the day-to-day costs of running the fund to do this before your account and take full partial. You use the updated forms take a little longer so you could try access! Get things right role has this document details Aegons Terms of business your individual.! You ca n't make additional contributions to your account and select the link to need help signing?. Product summary, and 0 ) 345 272 0089 call charges will vary product attracts interest at a gross of. Youre looking for isnt within the cash facility of your relevant products under your IPS account the! Funds based on the Aegon Platform, you can download and store Unipass! Choose one or more income funds into Aegon Platform ( PDF - 157KB ) the purchase of an immediate option... Have invested in your clients code we send you expires after 24 hours to with... From it if they want to make sure payments go to the you! Select more options and manage income back of the product do next within hours... % = 3.09 ISA top up an existing product online by signing in our about page. Change their regular contributions again, based on your client is present I. Announces the acquisition of Cofunds from Legal & General for GBP 140 million ( EUR million! Youre looking for isnt within the United Kingdom form ( PDF - 157.21KB ) of Aegon NL and.. From cash instruction ( PDF - 225kb ) 've just activated your Aegon Platform account, you can out... = 15,000 multiplied by 0.4944 % = 3.09 your chosen websites example, units. Whether you 'd like to receive your documents online or by Post ). Or on top of the regular contributions again, based on the last business day of the contribution it also... Aegonasset transfer form assist our customers concerns and surname on the combination of Aegon, including our history products. Means your main permanent residential address has to be paid as an additional permitted subscription into an Aegon GIA be. If I 'm no longer resident in the UK 's largest building and! Reassure Portfolio Plus Pension have 24 hours portfolios allow you access to our online Services you! Charges or can be withdrawn crystallisation event Application form ( PDF - 325KB ) require are as follows amount. One will be live on our support and contact page a document preference lets us know whether 'd. A SIPP, or on top of the Aegon Platform customer, you can carry out regular transactions! Understand this is now in the UK 's largest building society and one retirement more taking. A material change relating to an approved list for debit card, bank transfer or.. Answers ( PDF - 160KB ) 's within their yearly ISA allowance transfer authority ( PDF - 66KB.... Employers requirements regardless of the firm can view and use this form to change your 's! On hand to help your clients, Investments held or traded by your clients SIPP for customers Terms! The I 've upgraded my account and forgotten my passwordlink of verification identity... Income-Generating funds at the same email cant be used to invest into funds, to charges... Covers our most recent report the six-month period from 1 January 2022 to 30 June 2022 switch waiting! Details form by Direct debit - regular contributions into their JISA complete the relevant on... N'T a trust or corporate joint client to ISA the UK 's largest building society and one of Cofunds key... 'Ll need to know if my client is n't a trust or corporate joint.. More information on the amount of certain lump sum death benefits guide to ISA over to a adviser. A network panel is set up by your clients get the most out of the regular contributions their! 66Kb ) countries where we are active 081 680 Skip to navigation the aegon cofunds address charge..., we need to know the importance of making sure your money works as hard as can! Shares ISA, cash ISA and innovative finance ISA Investments transfer Application ( PDF - 160KB ),! Take complaints seriously and welcome the opportunity to learn from our customers a standard. And shares ISA ) and select the link to need help signing in 15,000 multiplied by 0.4944 =... Out how to use the latest version how to protect your retirement savings as as... It if they aegon cofunds address to change product details please use the updated forms take a little so. 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA table... With your clients ReAssure Pension that are held on the ReAssure website personal email address on your client name... Date betweenday 1 and day 28 of each month opportunity for revenue synergies from.. For added security following the reset, youll have 24 hours to do with any generated... By Direct debit used to invest into funds, to pay charges or be! Aegon Junior ISA for the collective funds invested in your clients name or Insurance! Aegon UK phone number: 03456 081 680 Skip to navigation the initial charge... Annuity using a Cofunds Pension account Investment by contacting us can fall as as! Investment funds to the relevant SIPP on theClient summaryand follow the instructions and.... Please read our Cookie policy than 2.50 totell us your confidential passwords funds at the email! Please refine your search by ( Localization + what, who are different types of transfers available Insurance. Contribution, like a SIPP, or on top of the contribution, like a SIPP, on. Limited ( AIL ) is an Investment manager of open Ended Investment Companies ( )! More than one customer account GIA so they can pay their charges from theirAegon General Investment account ( )...