The value of an investment can fall as well as rise and isnt guaranteed. Document library Get product literature, forms and other documents. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. 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. Change of postal address Our postal address is changing from 26 April 2021 as a result of changing our print and postal administration supplier - our Edinburgh office isn't changing location.As the change happens after 6 April, your tax year end planning won't be affected. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? If you've flexibly accessed your benefits, such as taken an uncrystallised funds pension lump sum (UFPLS) or taken income from a flexi-access drawdown fund, the Money Purchase Annual Allowance (MPAA) is the amount that can be paid in one year to your money purchase arrangements without a tax charge applying. Typically, your request will be live on our system once we receive the funds and/or any forms. These OEICs are funds of funds, which means they invest only in other funds, also known as collective investment schemes. If there are any problems, we'll contact you. Instructions for how to submit can be found on the form. If you do transfer it, it will be updated to flexi-access drawdown. You can read our Fund protection summary or our frequently asked questions. A branch panel is set up by your firm for use across the company. For customers - Use this form to top up your existing Aegon ISA. Aegon Investments Limited (AIL) is an investment manager of Open Ended Investment Companies (OEICs). OurStaying Safeguide provides more information. With over 4,000* investments available, there's a huge range to choose from - whether you're looking to grow your savings, approaching retirement or taking an income. Standard theres no limit to the number you can add. Death benefits guide to the Aegon SIPP (pdf). If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service. The annual allowance is the maximum amount of pension savings an individual can have each year that benefit from tax relief. Can I change theDirect Debit details for my clients regular contributions online? Can I manage regular withdrawals from my Aegon ISA or General Investment Account (GIA)online? Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. Can I be a servicing adviser and take fees from my client's account? Visit The Website. Re-registration is a transfer of investments between ISAs without selling them in the process. Your remaining drawdown fund can be paid to your beneficiaries as: The income payments will normally stop when you die if you dont buy a joint-life annuity or a guaranteed annuity. Presentations Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. Any payments will be added to your account within two working days. Some users may choose to manually upload the files to a third-party system. Aegon Retirement Choices, One Retirement and Retiready Aegon Platform Nationwide Building Society TargetPlan Aegon and Scottish Equitable Pensions and Bonds You can carry out a switch by signing into the Aegon Platform. The same email cant be used for more than one customer 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. For this, you can switch your client's investment or change their cash top-up method. You could get back less than you invest. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. The value of any tax relief depends on your individual circumstances. Contact via email: customer.care@aegonlife.com, Transamerica Life Bermuda, Bermudawebsite, Transamerica Life Bermuda Hong Kongwebsite, Contact via email:customerservicehk@transamerica.com, Transamerica Life Bermuda Singaporewebsite, Contact via email:customerservicesg@transamerica.com, Aegonplein 502591 TV,The Hague,The Netherlands, Email: info@aegon.com Contact via phone: +31 70 344 3210, You are about to leave the audited section of Aegon's 2016 Review. (pdf). It isnt designed for long-term saving and inflation is likely to exceed returns. To find out how to use the updated forms take a look at ourquestions and answers (pdf). This could also affect your experience when using our website or online systems. For GIA and ISA What payment methods can I select for an ad hoc withdrawal? We use multiple banks to hold your money. When youre processing a trade, youll be able to select from the fund panels relevant to you. Child Trust Fund to Junior ISA transfer application(PDF - 78KB). You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. You can complete theDirect Debit instruction online if your client is present. Income is paid on or around day 12 of each month. If you have a question about your account or product, or want to get in touch, we're here to help. We calculate it using the value of your relevant products under your IPS account on the last business day of the month. Phone:+44 (0) 3456 00 14 02 Call charges will vary. Please contact ReAssure to do this. Below you can find contact details of all our main country offices and businesses. We've been supporting people with their pension since 1831 it's what we do. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. You can only make regular payments by Direct Debit. Switching funds will not affect the investment of any regular contributions you may be paying. 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. If: Please speak to a financial adviser for more information. For customers - Terms and conditions supplement for the Curtis Banks SIPP. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. Your customer number is used to verify your identity/account. A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. The maximum annual ISA allowance is 20,000 for the 2022/23 tax year. If you die after taking benefits from your pension. There is nothing to stop an individual paying in more than their available annual allowance. 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. For customers - Terms and conditions of the Aegon Platform. 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. Please refine your search by(Localization + What, who? 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. Sorry, you cant currently carry out any of these transactionsonline. If your clients are live platform clients and have live products on platform you cant delete the clients. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Contact Us - Feel free to contact us if you have any questions or comments. For customers - Use this form to apply for an Aegon ISA for the current tax year. Activity, company ), Click on one of the icons to share the company. A tax-free income (if your pension plan offers it). Can I manage my clients income distribution online for SIPP? Reinvest income back into the fund at the next valuation point. You can't carry outthese transactions online. Visit our financial wellbeing hub to find articles, resources and insight that could help you find financial freedom through future planning. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. Well make payments at that point, usually within two working days, assuming theres enough money in the products cash facility. Please contact yourfirm administrator to request a new code. 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? Follow the instructions to make a one-off payment by debit card, bank transfer and cheque. Joint you can add two investors online under the one general investment account (GIA). For customers. Income generated may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. Wed need a new application for a joint GIA. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. SelectTop upnext to the relevant SIPP on theClient summaryand follow the steps. 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. 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. Regular investment strategy instruction (for third party pension products) (PDF - 155KB). Need a bit more help finding your product? Can I carry out regular contribution transactions online for my clients Cofunds Pension Account? Setting a document preference lets us know whether you'd like to receive your documents Online or by Post. You or your client should contact us to tell us that theyve moved abroad. Why cant I make withdrawals, top up or switch online when I sign in? Your client can make a single and/or a regular contribution into a product. Please send the cheque to: Aegon Cofunds Administration,Sunderland, SR43 4DN. You can find their contact details below. Fund charges cover the cost of managing investments on an ongoing basis. For customers - Use this form to apply to take pension fund as a small pots lump sum. Alternatively, you can email them at reassuresipp@mercer.comor write to them at the following address: Can I top up my clients maxi ISA, mini ISA or PEP? The favourable tax treatment of ISAs may not be maintained in the future. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. You can assign both roles to the same user. Please contact your firm administrator to change your permissions. Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. Aegon SIPP immediate drawdown form (PDF - 380kb). How can I add a provider to an approved list for debit card payments? Unfortunately, you can't transfer an existing Junior ISA at present if you dont have a financial adviser. When we make the change, both you and your client will both be able toview this. website, please read our Cookie Go to the GIA product page and select More options, then Transfer money from GIA to ISAand follow the instructions on screen. Our guide will help you through the process. For customers - Use this form to request a withdrawal. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. For customers - This guide explains the key features of the Aegon GIA. CPA investment transfer schedule (PDF - 43KB). It usually takes around three working days for the payment to be available for investment. A wide range of investments to help you make the most of your savings. Our people Headquartered in Edinburgh, Scotland, where we began over 190 years ago as Scottish Equitable, Aegon UK has around 2,300 employees (as at 31/3/2022), each and every one of them committed to helping people take responsibility for their financial future. This will also enable us to remain in contact regardless of your employment status. Aegon Self-invested Personal Pension single contribution top-up form (PDF - 211KB). How do Iset up regular contributions online for existing clients? If your residual balance is over 1, this can be completed by signing in. You need to set up a bank account to open one of our products. Login to connect to Kompass solutions or register to view our services. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. Generally considered the least volatile of all the main investment types. To do this, sign in to your account to view your investments. 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. If the MPAA provisions apply to you, and during the year more than 4,000 has been paid to your money purchase arrangements under all of your registered pension schemes, a tax charge: Special rules apply in the year that the MPAA rules first applies to you. Assuming there are no issues, your changes will show on our system shortly. Simply sign in and select the Profile tab and choose Customer services from the drop down menu to get in touch with us so we can help. Please complete the relevant form below. We'll apply any base rate changes within one working day. Athenelink.com - Xranks. Adviser homepage Find training guides, latest news and range of client solutions for you. Bereavements We're sorry for your loss and are here to support you and your clients. For more information you can view the product literature onCanada Life Internationals website. You can't carry out this transaction online for your clients Cofunds Pension Account. We don't provide advice or personal recommendations and you should be comfortable with the decisions you're making. aegon.pl; jll.com; Smitesh Sathidevi Staff Software Engineer. Please remember to include any supporting information required. Please contact your firm administrator to reset your verification method. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. For financial advisers - Use this form to verify the identity of any private or non-personal customer. You can cancel a regular contribution online up until two working days before the collection date. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. For customers - Use this form for corporate and trust top ups. Address:Aegon Cofunds Complaints Team,Sunderland, SR43 4DN. 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. Find out how to make a complaint. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. Confirmation of verification of identity (non-private individual) - CPA (PDF - 100KB). Can I add money into an Aegon ISA from my General Investment Account (GIA)? The gross amount of any relief at source personal contributions and the amount of certain lump sum death benefits. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. You can set up or maintain regular contributions separately. This guide shows you what you need to do to submit a GIA to ISA switch. Find out more in our enhanced security sign in guide. It will then be paid into your bank account on the next payment date. Download our guides below to find out more. How your client does this will vary depending on their bank or building society. Any salary sacrificed in return for pension contributions on or after 9 July 2015, less. For customers - Use this form to amend the regular investments into an existing AJ Bell SIPP on the Aegon Platform. Please contact us to change any details which are incorrect. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Select another Aegon website from the list of links below. * This phone number available for 3 min is not the recipients number but a number from a service which will put you through to that person. We'll then need you to confirm the planholders account, their full name, date of birth and address. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. For more information, you can view the product literature on Canada Life Internationals website. Did you know you can transfer in an ISA online. This money can be used to invest into funds, to pay charges or paid out to your bank account.. As you have two products the 9.27 charge would be proportioned between the two products as follows: Well normally take the charge from any available cash you have in the cash facility of the product the charge was calculated on. Aegon and Scottish Equitable Pension and Bonds. Don't worry. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. To access their documents, select the Cofunds Correspondence button on the client summary. We will never ask you totell us your confidential passwords. 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. If you cant find a document, please contact us. You can't carry out these transactions online. Key features of the Cofunds Pension Account (PDF - 201KB). For SIPP The maximum amount that can be paid into a Junior ISA for the current tax year is 9,000. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Why have you asked me to provide my client's bank statement? Weve implemented a new verification method for an enhanced security sign in. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. Get free life insurance advice and speak to our experts at Aegon Life to resolve all your queries. We would always recommend you use the latest version. Select the fund range that applies to you. 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.