aegon cofunds address

We pay consolidated natural incomeon day 12 of each month. Curtis Banks SIPP supplement (PDF 33KB). Contact ReAssure for all queries relating to your ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. Aegon head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands Email: info@aegon.com Contact via phone: +31 70 344 3210 For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. If you have another product on the Customer Dashboard within the same service profile, for example an Aegon ISA, you can elect to re-direct and pay your ongoing ISA charges from the cash facility within your GIA, rather than pay them from yourtax-efficient ISA product. Aegon Junior ISA application form (PDF - 68KB). The annual charge is tiered so it reduces as the value of the investments you hold in your account increases as follows: We may vary these charges in future. Well invest the balance of the contribution, after payment of initial adviser charge, into the product. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? Cofunds will write all investment products and maintain a Capital Requirements Directive (CRD) IV capital ratio of 110-120%.Aegon expects its businesses in the United Kingdom to remain within these target ranges. Were committed to giving all our customers a high standard of service, but we know that sometimes we dont get things right. If you dont have a verification email from us, pleaserequest a new one. Please contact your firm/DFM administrator to change your permissions. * 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. Reinvest income back into the fund at the next valuation point. Youll see an option to set up a monthly contribution when you apply for the product online. You should always use your personal email address on your account. The downside is that cash tends to have far less potential to grow than other investments and it can actually fall in value in real terms because of inflation. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Aegon UK document library Get Aegon UK product literature, forms and other documents. You need to complete our Re-registration authority form and send this to us. Key features of the Cofunds Pension Account (PDF - 201KB). We give all clients a GIA so they can pay their charges from it if they want to. Q2 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 85kb), Q2 2019 - Aegon researched fund panel update (PDF - 68kb), Researched fund panel update prepared by Morningstar, Q1 2019 - Researched fund panel for the Aegon website (by IA sector) (PDF - 61kb), Q1 2019 - Aegon researched fund panel update (PDF - 83kb), Q4 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 101kb), Q4 2018 - Aegon researched fund panel update (PDF - 63kb), Q3 2018 - Researched fund panel for the Aegon website (by IA sector) (PDF - 57kb), Q3 2018 - Aegon researched fund panel update (PDF - 53kb), Key features of the Aegon ISA (PDF - 251KB). Youll also have a Unipass username, password and PIN that you can use on mobile devices to help you conduct business whilst youre on the move. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. Aegon Investment Limited (AIL) - statement of compliance*. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. We use cookies to give you the best possible experience on our website, please read our Cookie Policy. The annual allowance is the maximum amount of pension savings an individual can have each year that benefit from tax relief. Please contact your firm administrator to change your permissions. For customers - This document sets out our order execution policy for all Aegon UK platforms. You can top up an existing product online by signing in to the Aegon Platform. If you're unsure, you should speak to a financial adviser there may be a charge for this. A wide range of investments to help you make the most of your savings. Key features of the Aegon SIPP (PDF - 300KB). It isnt designed for long-term saving and inflation is likely to exceed returns. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). For other transactions, please complete the relevant form below and submit. After youve registered, youll be able to use the Sign in with Unipass link. For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. We may spread any money we hold on your behalf across those banks to help reduce the risk to your money if any one bank has financial difficulties. For customers - Use this form to apply for an Aegon GIA for a company or a partnership. You can assign both roles to the same user. Aegon & Scottish Equitable Pensions and Bonds, Aegon & Scottish Equitable Pensions and Bond. Employers were committed to providing a solution that can meet employers requirements regardless of the size, complexity or future plans of their business. Select your product to find the right support for you. For GIA and ISA However, if you're still having problems after keying in your email address, please contact us. Please visit our Money out card on our Support page. Death benefit nomination/expression of wish (pdf). If you dont have an adviser, please get in touch with us by phone to withdraw residual balances under 100.00. Aegon ISA Transfer authority (PDF - 30KB). Can I still make payments to my Aegon ISA if I'm no longer resident in the UK? Change of customer details form - Aegon Platform (PDF - 153KB). Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. Call charges will vary). In order to get you to the right place, we need to find out a bit more about you. We use cookies to give you the best experience we can. Once we have this, we wont ask you again. If you're calling to find out about howmarketvolatilitycouldimpactyour pension, you can find out more by taking a look at our news article. If there are any problems, we'll contact you. Our story started over 190 years ago, when we were founded as Scottish Equitable here in the UK. You can find out more about how to get in touch with us on our Support and contact page. However, we're unable to ensure the security of emails before they reach us so please consider this and do not include any personally sensitive, financial or banking information that has not been appropriately secured. Conflicts of interest policy (PDF - 29KB). Instructions for submission can be found on the form. We use cookies to give you the best possible experience on our The Cofunds Pension Account is suitable for clients who may not need a fullself-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in a cost-efficient product. Find out how an adviser can help support you. Aegon General Investment Account application form (PDF - 680KB). Its up to you to decide if this is the right decision for you. (pdf). aegon.pl; jll.com; Smitesh Sathidevi Staff Software Engineer. Financial adviser application form (PDF - 156KB). For financial advisers - Use this form to set up the recurring switch from the cash facility with Aegon. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. For documents without a photo the following certification is expected: 'I certify this to be a true copy of the original seen by me.'. For information about this, please contact us. Our complaints policy is available todownload or read online. 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. Aegon Self Invested Personal Pension (Aegon SIPP) transfer out (PDF - 170kb). The value of an investment can fall as well as rise and isnt guaranteed. For customers - Use this form to set up Direct Debit payments to an ISA. This is the maximum value of benefits you can take from all your registered pension schemes before you have to pay a lifetime allowance tax charge unless you have enhanced protection. Adviser homepage For customers - Use this form to apply for an Aegon GIA for a registered charity. Address:Aegonand Scottish Equitable Pensions and Bonds Complaints Team, Sunderland SR43 4DS, Email:LythamComplaintsMB@Aegon-Service.co.uk. Aegon Junior ISA Switch Form (PDF - 45kb). Why have you asked me to provide my client's bank statement? You need to give them additional access for 'Firm administrator' and 'Portfolio manager'. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. Use the last eight digits only. For customers - Use this form to allow a change of registered contact on an Aegon JISA. If you select drawdown transfer, you can only add one transfer at a time. Scottish Equitable plc report Firm name: Scottish Equitable plc Group: Aegon UK Other firms included in this report: none Period covered in this report: 1 January 2022 to 30 June 2022 Brand/trading names covered: Scottish Equitable, Aegon Scottish Equitable, Aegon *The number of new complaints per 1,000 policies in force as at 30 June 2022. 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. There is nothing to stop an individual paying in more than their available annual allowance. Contact customer services to unlock your account if you've tried to sign in three or more times. Yes, you can carry out a switch online from the Client summary. 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. Address:Platform Complaints Team,Aegon Digital Solutions, Sunderland, SR43 4DN. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. To find out how to use the updated forms take a look at our questions and answers (pdf). 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? 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 you dont have an adviser and are comfortable managing your own investments, you can sign in to manage your account. If required, please remember to include supporting documentation. Bulk Data admin (if linked to a financial adviser with firm or branch access). You can find their contact details below. The cash facility lets you hold cash in your ISA. You can complete theDirect Debit instruction online if your client is present. Find training guides, latest news and range of client solutions for you. Regular payment instruction (PDF - 565KB). 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. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. If were unable to deduct a charge due on your Aegon ISA from your Aegon GIA because there isnt enough available cash and/or investments to cover the charge, well direct the charge back and deduct it from your Aegon ISA. Sorry, you're not able to carry outthis transaction online for your client's Cofunds Pension Account. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. You can't make regular contributions to your clients pension online. Get in touch with us if you're having trouble finding what you are looking for. Client guide to Aegon Platform view and transact (pdf), Client guide to Aegon Platform view only (pdf). Use this form to apply for a new Cofunds Pension Account plan. 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. 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. Alternatively, it could be because the fund has been suspended. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. Alternatively, you can find out more on HMRCs website. * 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. 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. This is usually an eight-digit account number and six-digit sort code. You can change your clients bank details using the form below. Therefore, AILs voting policy has two distinct sections: For more information on each section, pleaseread AILs voting policy. If you're not registered yet, call us on +44 (0) 345 604 4001 and we'll set you up. For customers - Use this form to transfer to another registered pension scheme from your Aegon SIPP. 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. 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 client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. Individual one individual investor for all product types. How do Iperform a GIA to ISA switch? Firm name: Scottish Equitable plc Group: Aegon UK Other firms included in this report: none Period covered in this report: 1 January 2022 to 30 June 2022 Brand/trading names covered: Scottish Equitable, Aegon Scottish Equitable, Aegon. If youre not sure, speak to a financial adviser - there may be a charge for this. If your firm administrator isn't able to help you, you can contact us. When we make the change, both you and your client will both be able to view this. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. If you're an employer - we're here to support you and your scheme. If you've been given an activation code you can go ahead and set up your online access. Well use any available cash you hold, and then sell down any balance required from the largest available valued investment under your product. To protect your privacy, our head office teams do not have access to your account information. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). Please contact our Investor relations department for assistance. Speak to your financial adviser if you have one, or contact us. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. The OCF includes some one-off charges that aren't in the TER, but the two measures are otherwise very similar. If you don't currently have access and would like to manage your account online, you can request online access to your account. Go to the GIA product page and select More options, then Transfer money from GIA to ISAand follow the instructions on screen. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. Policy. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. For this, you can switch your client's investment or change their cash top . You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. Child Trust Fund to Junior ISA transfer application(PDF - 78KB). The maximum amount that can be paid into a Junior ISA for the current tax year is 9,000. Select another Aegon website from the list of links below. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? Here are some suggestions: 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 each bank or building societys rules, so it may vary for each client.
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