The rate of interest is paid at 0.05% below the Bank of England base rate. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? 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'. Fund prices and performance Get up-to-date fund information and performances. CPA birth certificate verfication (PDF - 52KB). Registered in England and Wales no. Get up-to-date fund information and performances. Cash held within the cash facility of any product attracts interest at a gross rate of. To do thisselect the product you want to view the charges onand select the Transactions tab. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Adviser bulk transfer request (PDF - 137KB). You can change your client's name or National Insurance number using the form below. Key dates for intermediary charges (PDF - 98KB). Phone:+44 (0) 3456 04 40 01 Call charges will vary. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. Select the fund range that applies to you. For this, you can switch your client's investment or change their cash top-up method. If your residual balance is over 1, this can be completed by signing in. Speak to your financial adviser if you have one, or contact us. If you don't have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. For every 2 of adjusted income over 240,000, their annual allowance will be reduced by 1, subject to a remaining annual allowance of not less than 4,000. Key features of the Cofunds Pension Account (PDF - 201KB). AIL is pleased to endorse the principles of the Code. 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. To change your email address firstly Sign in. 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. For customers - Use this form for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. 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. Reference please provide your plan number and surname on the back of the cheque so we can identify your account. It will then be paid into your bank account on the next payment date. A taxable income - taxed at their marginal rate. Paraplanners view only or view and transact. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. Don't worry. For more information, see our How to switch funds guide. 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. Did you know you can complete this process online. For trustees - Use this form to apply for an Aegon GIA for a Trust. 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. Banks are introducing additional security measures for debit card payments. Your client must be at least age 18 to invest in an ISA. You'll need to, Your account is locked. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. It can take up to five business days for your payment to reach us. Contact Us - Feel free to contact us if you have any questions or comments. *This sets out the extent to which AIL complies with the Financial Reporting Councils UK Stewardship Code. Conflicts of interest policy (PDF - 29KB). 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. OurStaying Safeguide provides more information. For more information on my cash facility please read our Guide to ISA. Please select the box that applies to you.. For security reasons, the activation code we send you expires after 24 hours. married to, or in a registered civil partnership with someone performing duties as a Crown employee serving overseas and paid out of public revenue of the UK. Phone:+ 44 (0) 3456 10 00 10 Call charges will vary. Call charges will vary. For investors - Bare Gift Trust deed (PDF - 77KB). Instructions for submission are on the form: Investment funds to a junior investment ISA (pdf), Junior investment ISA transfer application form (pdf), Junior investment ISA transfer authority (pdf), Child trust fund to junior investment ISA transfer application (pdf). Unipass is a service that allows you to create a unique online identity. Your policy number may also be referred to as your plan number, investor ID, wrapper number, account number or investor number. For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. In other words, anyone subject to the taper whose adjusted income is 312,000 and over will have an annual allowance of 4,000. Assuming there are no issues, your changes will show on our system shortly. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. 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. Your Unipass certificate may not be registered with your Aegon account. A joint account can have up to four people including the primary holder. Returns from an ISA are free from any personal liability to income tax and capital gains tax. 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. Switching funds will not affect the investment of any regular contributions you may be paying. Yes, you can carry out a switch online from the Client summary. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. 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 don't have to worry about missing a document as you'll start to receive an email each time a new document is available to view. No, youll need to get in touch with us, with details of your client and what you'd like the retirement age to change to. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). If you don't want to pay your ongoing charges from your ISA, you may be able to re-direct and pay them from your GIA cash facility. Full version (English)Printversie (Dutch)Presentation >, You are about to leave the audited section of Aegon's 2016 Review. Please complete the relevant form below andsubmit, or contact AJ Bell. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). 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. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. In all cases, once you have successfully signed in, remember to bookmarkthis pagefor the next time you wish to access your account. Yes. For information about a specific fund, please contact us. Why this number ? You can access Report Zone from your dashboard. ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). For customers - Use this form to set up a direct debit. We use cookies to give you the best experience we can. Certain relief claimed by non-domiciled individuals in relation to contributions to overseas pensions schemes, less the amount of certain lump sum death benefits. For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. You can read our Fund protection summary or our frequently asked questions. Training and resources Can I make one-off payments by Direct Debit, or do I need to do a bank transfer? For customers -This factsheet explains how assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. In practice, as we manage fund of funds, we are not directly able to influence the companies held by the collective investment schemes we invest in. How do Iset up regular contributions online for existing clients? Aegon expects to generate GBP 60 million of annualized cost synergies by moving the Cofunds business onto the state-of-the-art Aegon technology, and by delivering efficiencies as a result of removing duplication across the businesses. Find out how income is paid. Please speak to a financial adviser if you need further information. Aegon & Scottish Equitable Pensions and Bonds, Aegon & Scottish Equitable Pensions and Bond. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Cardiff Alternatively, you should download the form from the documents screen youll see later in the online transaction you're carrying out, print this and ask your client to complete before returning this to us. You can complete theDirect Debit instruction online if your client is present. Why have I received an account activation email? You can do this during the quote and apply process, by selecting the Re-register from another provider option. When we make the change, both you and your client will both be able toview this. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). Our complaints policy is available todownload or read online. If your client's bank details have changed and they want to update where theDirect Debit is taken from, they can contact usto update their bank details. The transaction is expected to close by the end of 2016, subject to customary regulatory approval, and integration of the business is expected to be completed by 2018. Who do I contact for queries relating to my Portfolio Plus SIPP and Portfolio Plus Pension? Individual self-certification (PDF - 145KB). 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. Although the annual allowance remains at 40,000, since 6 April 2016 a tapered annual allowance has applied to higher earners. This is now in the cash facility of your clients ISA. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? 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. "The acquisition of Cofunds is a unique opportunity to further accelerate the execution of our UK strategy. 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. This applies to all funds where AIL is appointed as investment manager. See below for the roles and what additional access you can give. 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. (pdf). Recurring switch into cash form (PDF 151KB). 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.. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). Textiles, Clothing, Leather, Watchmaking, Jewellery. Youll see an option to set up a monthly contribution when you apply for the product online. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). To do this, sign in to your account to view your investments. Use our product listing. This means your main permanent residential address has to be within the United Kingdom. Purchase a After youve registered, youll be able to use the Sign in with Unipass link. Assuming there are no issues, your changes will show on our system shortly. What assumptions do you make for a dependent's pension? Some online transactions will also allow you to add bank account details. If you dont have a verification email from us, pleaserequest a new one. 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. Aegon's UK subsidiaries expect to resume dividend payments to the holding in 2017 in line with earlier guidance. For more information, please visit our Pension Technical Zone. This doesn't take into account ISAs you may hold elsewhere. Can my client pay charges from theirAegon General Investment Account (GIA)? No you cant remove a person from your clients account. CPA capped drawdown application (PDF - 127KB). Your user name is normally your email address. You can add via your online banking account. Can I submit regular monthly contributions for ISAs or GIAs online? If your clients are still prospects and dont have any products on platform, the record will be deleted. 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 . For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. 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. Key features of the Aegon SIPP (PDF - 300KB). If a pension credit arose in whole or in part from a pension which came into payment on or after 6 April 2006, the recipient can apply toHM Revenue & Customs for a pension credit enhancement factor. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. Aegon GIA application for charities (PDF - 225kb). Setting a document preference lets us know whether you'd like to receive your documents Online or by Post. This will give the adviser the additional permissions that those roles would have. You'll need to supply the third party's name, address and complete a Confirmation of verification of identify so we can accept the contribution. In order to get you to the right place, we need to find out a bit more about you. The annual allowance is the maximum amount of pension savings an individual can have each year that benefit from tax relief. You can't carry out this transactions online for your clients Cofunds Pension Account. A username and password together provide a single something you know factor. For financial advisers - This calendar highlights your main payment date for ongoing adviser charges for 2021. Your pension pot can be paid to your beneficiaries as: There will normally be no inheritance tax to pay. This may be because your client pays their regular contributions by more than one direct debit payment. Please contact ReAssure to do this. Find out more about staying scam savvy and how toreport suspicious behaviour. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. We'll also need a certified original death certificate. Hold income as cash within your Aegon product so that you can choose what you want to do with it from there. You need to set up the third-party systems before data can be fed through. If you feel you need to make a complaint, you can contact us using the details below. Can I be a servicing adviser and take fees from the client's account? For customers - This guide explains the charges that could apply to your investment with us. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). After youve registered, youll be able to Use the sign in manage!, youll be able to Use the sign in to the holding in 2017 in line with guidance. England base rate make additional contributions to your account claimed by non-domiciled individuals in relation to to... Scam savvy and how toreport suspicious behaviour changes made to the Aegon Platform, Aegon & Scottish Equitable and! 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