Cash generally includes money, typically held in bank deposits, and other types of money market investments, which pay the investor regular interest. If your firm/DFM administrator isn't able to help you, you can contact us. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. This means we can only exercise voting rights in relation to the underlying funds our OEICs invest in; we dont have voting rights relating to the companies that the underlying funds are in turn invested in. You can no longer make contributions into these products. CPA investment transfer schedule (PDF - 43KB). your money purchase contributions from the date the MPAA first applies to you until the end of that tax year exceed the MPAA, your money purchase contributions prior to the MPAA applying to you, together with any defined benefit pension savings that are tested against the alternative annual allowance of 36,000. The minimum amount we pay is 2.50 - we'll hold any amount less than this and pay it once the minimum amount is reached. Aegon UK document library Get Aegon UK product literature, forms and other documents. No. Telephone lines are open Monday to Friday 9.00am to 5.00pm. Download our guides below to find out more. Our story started over 190 years ago, when we were founded as Scottish Equitable here in the UK. You pay income tax on any income you receive from the GIA, and capital gains tax on any realised gain you make on your GIA. Call charges will vary). Fitzalan Road All the lines are busy at the moment, please try again in a moment. When we make the change, both you and your client will both be able toview this. Heres some suggestions to try to minimise the chances of the bank asking for verification for specific providers: There are exceptions to this such as the first time you submit a debit card payment from a device or location how this is triggered is down to the each bank or building societys rules, so it may vary. Sign in to the Aegon Platform to set up and manage regular contributions online. Phone:+44 (0) 3456 01 77 21 Call charges will vary. You can't make regular contributions to your clients pension online. No credit card required. Once we have this, we wont ask you again. On designation or transfer of a scheme already crystallised. Your client could get back less than they invest. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. Can I make additional contributions to my clients ReAssure Portfolio Plus Pension or SIPP online? This could also affect your experience when using our website or online systems, for example, fonts may be different. SR43 4DJ, For Aegon and Scottish Equitable Pension and Bonds Investors may get back less than the amount invested. Find out how income is paid. If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. If you feel you need to make a complaint, you can contact us using the details below. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. We take complaints seriously and welcome the opportunity to learn from our customers concerns. Change of customer details form - Aegon Platform (PDF - 153KB). What rate of interest is payable on cash in my Aegon ISA cash facility? As the change happens after 6 April, your tax year end planning wont be affected. You'll need your 6-digit pin code to complete this. 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. Generally considered the least volatile of all the main investment types. This could also affect your experience when using our website or online systems. If you cancel within this period, the payment wont count towards your ISA allowance. If you cant find a document, please contact us. Certain relief claimed by non-domiciled individuals in relation to contributions to overseas pensions schemes, less the amount of certain lump sum death benefits. A fund panel is a list of favoured or researched funds. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? With your Unipass account, you can download and store a Unipass Certificate to allow you access to your chosen websites. You can only make regular payments by Direct Debit. Cookie Policy. Phone:+ 44 (0) 3456 10 00 10 Call charges will vary. All charges are subject to VAT and we may vary them in future. Although the annual allowance remains at 40,000, since 6 April 2016 a tapered annual allowance has applied to higher earners. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. Where possible, we'll apply your clients' document preference to all document types and to all products held with us including any future products they may take out. Please complete the relevant form below andsubmit, or contact AJ Bell. Sign up for a free account. Well use any available cash you hold, and then sell down any balance required from the largest available valued investment under your product. Sign in to the Aegon Platform to manage model portfolios. AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). Aegon Junior ISA Switch Form (PDF - 45kb). Bulk Data user assign this role to a user with firm or branch level access if you want them to be able to download files to view. For financial advisers - This document details the terms and conditions for using the Intelliflo Automated Advice Service. If you require access to institutional material selectInstitutionalhere. 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. If you need other information, please contact us. Need a bit more help finding your product? (pdf), How do Imanage regular contributions? If you select drawdown transfer, you can only add one transfer at a time. Aegon Retirement Choices, One Retirement and Retiready Aegon Platform Nationwide Building Society TargetPlan Aegon and Scottish Equitable Pensions and Bonds Individuals who have an adjusted income greater than 240,000 and whose threshold income is greater than 200,000 will see their annual allowance reduced. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. Youll need to contact ReAssure to do this. We always try to design our websites and online systems to take advantage of all the features that modern web browsers provide. Your client can add the provider throughtheir online banking account. When you start thetop-up process youll have the option to select Re-register assets from anotherprovider. For this, you can switch your client's investment or change their cash top-up method. Please complete the relevant form below. Other activities auxiliary to financial services, except insurance and pension funding (66190), NACE Rev.2 (EU 2008) : 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. AJ Bell Investcentre SIPP transfer form (PDF - 76KB). The tax that applies after taking benefits from your pension depends on the benefit option you're receiving and your age when you die. During this time, youre unable to access Report Zone. For customers - Terms and conditions supplement for Junior ISA. Can I top up my clients Suffolk LifeAnnuities or Trustees pension online? 4 Mayland Road If your client is paying more than this or wants a quicker way to invest onto the Aegon Platform, they can send us the payment by a bank transfer. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. 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 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. It will then be paid into your bank account on the next payment date. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. 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. Instead, we recommend you contact your local Aegon customer service team. In all cases, once you have successfully signed in, remember to bookmarkthis pagefor the next time you wish to access your account. For customers - Terms and conditions supplement for the Canada Life Bond (Ireland). Its up to you to decide if this is the right decision for you. Where possible, we'll apply your document preference to all document types and to all products you hold with us including any future products you may take out. Aegon Platform terms and conditions April 2018 (PDF - 325KB). Once automatic rebalancing has been set up on the rebalance instruction, automatic rebalance will take place as follows: For example, if you set up a rebalancing instruction on 10 August, automatic rebalance will take place as shown below: A financial adviser or discretionary fund manager can also rebalance on an ad hoc basis. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). If the forms above don't cover the transaction you'd like to carry out, please contact us. The minimum income payment we'll make is 2.50. Between the hours of 01:00am to 08:00am each day we refresh the data to make sure you have the most up to date information. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). Our UK team are focused on providing retirement, investment, workplace savings and protection solutions to over 3.8 million customers.1 To do that we work with financial advisers and employers, to help improve peoples' financial wellbeing. Your Unipass Certificate may not be valid - for example its expired. Address:Aegon NBS Complaints Team, Sunderland SR43 4DP. Aegon Junior ISA application form (PDF - 68KB). We use cookies to give you the best possible experience on our website, please read our Cookie Policy. If you don't use the latest version of your web browser, there is a chance you're missing out on some of the functionality and security features the latest browser has to offer. Who can set up and maintain user roles and permissions? For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. Toenable us to do this, please make sure that you complete an online Top Up journey as well as sending your cheque to us. Policy. Nationwide is the UK's largest building society and one of Cofunds' key distributors. 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. Athenelink.com - Xranks. 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. You can access pre-upgrade Cofunds documents for joint accounts from the primary holder's client summary. Please speak to a financial adviser if you need further information. CPA birth certificate verfication (PDF - 52KB). To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). If your clients are still prospects and dont have any products on platform, the record will be deleted. Were sorry to hear that something hasnt gone to plan. If you're unsure whether this is right for you, please seek advice or guidance- there may be a chargefor this. You need to set up the third-party systems before data can be fed through. Aegon Asset . 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