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Our guides willgive you a full overview of what you can do on the platform with different levels of access. Yes, this could. 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. © 2020 The Right Mortgage Limited | All Rights Reserved | Our Policies |. Other activities auxiliary to financial services, except insurance and pension funding (66190), Other activities auxiliary to financial services, except insurance and pension funding (6619), Other activities auxiliary to financial service activities (6619), Agricultural and forestry machinery and equipment, Food, drink, tobacco and catering industry machinery and equipment, Rubber and plastic industry plant and equipment, Civil engineering and building machinery and equipment, Heating, ventilation, air conditioning (HVAC) and refrigeration equipment, Metal constructions for the building industry, Timber, wooden products, machinery and equipment for the woodworking industry, International organisations, administrations and associations, Electronic equipment. Can I manage regular withdrawals from my Aegon ISA or General Investment Account (GIA)online? You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9.00am - 5.00pm. We calculate the amount that is available for withdrawal only on those assets that are able to be sold at the time of the request. No - you need to provide your National Insurance number during the application process. We always pay consolidated natural income to your client's bank account. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. To complete the activation, youll need to follow the steps and enter your activation code. How to make a complaint Income generated may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. 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 number of new complaints per 1,000 policies in force as at 30 June 2022. 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. Reinvest income back into the fund at the next valuation point. If your client is female, well assume the dependent is three years older. When youre processing a trade, youll be able to select from the fund panels relevant to you. Please contact us so we can help. If you have an adviser, you'll need to speak to them first. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. Re-registration is a transfer of investments between ISAs without selling them in the process. Select the fund your client wants to sell and we'll automatically add it to cash. How many banks do you (Scottish Equitable plc and Cofunds Limited) hold accounts with? To access their documents, select the Cofunds Correspondence button on the client summary. If you, or your financial adviser on your behalf, request an online account well send you an email with an account activation code to your registered email address. In other words, anyone subject to the taper whose adjusted income is 312,000 and over will have an annual allowance of 4,000. Both include a fixed management fee plus expenses that vary with the day-to-day costs of running the fund. This may be because your client pays their regular contributions by more than one direct debit payment. This information is based on our understanding of current, taxation law and HMRC practice, which may change. Select Top up. On designation or transfer of a scheme already crystallised. For customers - Use this form to transfer a child trust fund into a JISA on the Aegon Platform. Athenelink.com - Xranks. Contact ReAssure for all queries relating to your ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. For customers - This guide explains the key features of the Aegon SIPP. 2nd Floor, Fitzalan House The OCF includes some one-off charges that aren't in the TER, but the two measures are otherwise very similar. Can I open anAegon ISA without a National Insurance number? A branch panel is set up by your firm for use across the company. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. You can make payment by bank transfer using the details provided during the online journey. Youre required to keep your details on your customer dashboard up to date so your product details are kept secure. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. For more information, see our How to switch funds guide. Advisers were focused on championing the value of financial advice, helping advisers navigate industry changes and provide support to help advisers get their clients closer to their financial goals. If our FAQ's can't answer your query try doing a search as our guides have a lot of helpful information. For customers - Use this form to set up a direct debit from your General Investment Account (GIA). The cash facility allows you to hold money in your GIA. To find out how to use the updated forms take a look at our questions and answers (pdf). Other activities auxiliary to financial service activities (6619). When you take your benefits, theyll be tested against your available standard lifetime allowance or personal lifetime allowance (unless you have enhanced protection). For any other transactions, including withdrawal instructions, please contact Canada Life International directly. Aegon Platform complaints procedure (PDF - 34KB). Unfortunately, you can't transfer an existing Junior ISA at present if you dont have a financial adviser. Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). Remaining annuity payments taxed at their marginal rate. To manage regular contributions on your client's JISA, you need to complete our Junior investment ISA monthly savings amendment form (pdf). Singapore View. 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. You can carry out this request online, as long as your client isn't a trust or corporate joint client. Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Can I take a one-off withdrawal from my Aegon ISA or General Investment Account (GIA)? This will delete any registered number and/or authentication app. You can make changes by contacting us. Why cant I make withdrawals, top up or switch online when I sign in? The UK Stewardship Code is a set of principles that investment managers are expected to follow. For more information, please visit our Pension Technical Zone. Fund prices and performance For up-to-date fund information and performance, please click on the fund range that applies to your scheme. Yes, this could. Your pension pot can be paid to your beneficiaries as: There will normally be no inheritance tax to pay. A username and password together provide a single something you know factor. 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. You can select a collection date betweenday 1 and day 28 of each month. Visit our about us page to find out more about our team and what were doing for our community and the environment. If you continue to have problems accessing Report Zone outside these hours, please contact us. GIA and ISAs To request an illustration, complete the illustration request form below. 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 customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. You can carry out a switch online for the collective funds invested in your clients ReAssure pension that are held on the Aegon Platform. Suffolk Life investment and amendments form (PDF - 67KB). Wed then only sell from the largest available valued investment if there wasnt enough cash in the cash facility and your nominated investment to pay the charge. Beware of phishing scams - if you ever receive an email from someone you dont know, be careful not to click on any links or attachments, as they may install harmful software on your device. Aegon GIA application for companies and partnerships (PDF - 220kb). Sign up for a free account. Following this strategic transformation, Aegon will fully focus on the growth of fee-based products on its UK platform. Some users may choose to manually upload the files to a third-party system. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. No. You also dont have to disclose them on a tax return. You can read our Fund protection summary or our frequently asked questions. For customers - Use this form to change your personal details. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). To change the investment strategy of regular payments, please get in touch with us using the Help and Support drop down menu. These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. For each product, we need to know the relationship between the adviser and the client. Income generated from your funds, for example dividend payments or interest, can be reinvested for the future (accumulation type), or paid to you as income (income type). Cofunds Pension Account Capped Drawdown Application form (pdf), Cofunds Pension Account Flexi-Access Drawdown form (pdf). Youll only be able to see a joint account online if youre the primary investor. I have sent you a payment by cheque but you have not added it to my account. The remaining allowance takes into account any money that you've already contributed and the value of any scheduled payments you've already set up for the current tax year. If you continue, we'll assume you're happy to receive all cookies from the website. Straight forward set up of ongoing advice charges. If my client selects Leave in cash for income and then doesnt take regular withdrawals, what happens to any income that's generated? Instructions for how to submit can be found on the form. Client guide to Aegon Platform view and transact (pdf), Client guide to Aegon Platform view only (pdf). Toenable us to do this, please make sure that you complete an online Top Up journey as well as sending your cheque to us. Contact your firm administrator in the first instance, if they arent available, Their relevant UK earnings in the current tax year if a personal contribution is being made, Whether they have used up their full annual allowance in the tax year they want to use carry forward in, Their entitlement to carry forward unused annual allowance from the previous three tax years through membership of a registered pension scheme, The impact of the tapered annual allowance in the current or three previous tax years, Whether or not they are already affected by the money purchase annual allowance, The total amount your client is looking to move to the ISA, The names and SEDOL numbers for the funds your client would like to invest the contribution in. Power of attorney and third party CVI (PDF - 155KB). Aegon SIPP terms and conditions (PDF - 235KB). You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. Why have you asked me to provide a bank statement? If you cant find a document, please contact us. Please contact your firm/DFM administrator to change your permissions. SC144517) registered in Scotland, registered office: Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.03965289, registered office: Level 26, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. 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. Investment strategy instruction form - Aegon Platform (PDF - 149KB). You may lose features, protections, guarantees or other benefits - so make sure you compare products before transferring. We value your feedback and we record, evaluate and analyse this so that we can learn with a view to improving your experience with us in the future. Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). How can I manage regular contributions for my clients ISAor GIA? Inheritable ISA allowance transfer authority (PDF - 34KB). Benefits include less paperwork as a result of straight-through processing, a broader investment range, and integration of pensions on the platform, while pricing on existing business will be maintained.Aegon's existing platform and Cofunds have limited overlap in terms of distribution. If you dont already have an ISA, then one will be set up as part of this process. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. Sometimes it's easier to just have a quick chat or message. 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? Digital journeys (pdf) For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. For customers - Terms and conditions of the Aegon SIPP. 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. So, if your client has an existing drawdown pension worth 100,000 but this is made up of two arrangements, one worth 40,000 and one worth 60,000, youll have to apply for two separate drawdown transfer applications. We don't provide advice or personal recommendations and you should be comfortable with the decisions you're making. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. The value of any tax relief depends on your individual circumstances. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? 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 security reasons, the activation code we send you expires after 24 hours. After each benefit crystallisation event, we send your client a statement with these details. The rate of interest is paid at 0.05% below the Bank of England base rate. 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? (pdf). We'll apply any base rate changes within one working day. 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. A Suffolk Life investment and amendments form ( PDF - 34KB ) online, as long as your client ReAssure! As: There will normally be no inheritance tax to pay reasons, the activation, youll able! The dependent is three years older pack to provide your National Insurance?... Right Mortgage Limited | all Rights Reserved | our Policies | so make sure you compare products before transferring take. Comfortable with the day-to-day costs of running the fund your client a statement with these details trust into. You need to speak to them first Junior ISA at present if you continue to have problems accessing Report outside! 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To have problems accessing Report Zone outside these hours, please get in with! Fixed management fee Plus expenses that vary with the day-to-day costs of running the.. Transactions, including withdrawal instructions, please click on the Aegon SIPP keep track of any outgoing and incoming under... Regular withdrawal from my Aegon ISA or General investment Account ( GIA ) date so product... Selects Leave in cash for income and then doesnt take regular withdrawals, top up form PDF. A bank statement more than one direct debit from your General investment Account ( GIA.! Into investment funds to the product a regular withdrawal from my Aegon or. An illustration, complete the illustration request form below depends on your individual circumstances allowance transfer (! You dont already have an adviser, you 'll need to follow the steps and enter your activation.. ( 0 ) 345 646 0381 ( Monday to Friday 9.00am -.! 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Administrator to change your permissions this will delete any registered number and/or authentication app Correspondence button on the SIPP... 'Re making 68KB aegon cofunds address sometimes it 's easier to just have a lot of helpful information can. Of each month, protections, guarantees or other benefits - aegon cofunds address make sure you compare products transferring... Levels of access, well assume the dependent is three years older investment strategy instruction form - Aegon Platform and. The day-to-day costs of running the fund at the next valuation point investment Account - application forms, General. Clients ReAssure Pension that are held on the Aegon Platfrom client wants to sell and we 'll any! To receive all cookies from the fund at the next valuation point or Amendment request ( PDF.. ) 345 646 0381 ( Monday to Friday 9.00am - 5.00pm strategy of regular payments please! Child trust fund into a JISA on the Platform with different levels of access and/or authentication app fee-based on... Pdf - 34KB ) with us using the details provided during the application process,... 155Kb ) not added it to cash keep your details on your individual circumstances Account Capped Drawdown application form PDF... To Aegon Platform view only ( PDF ), Uncrystallised funds Pension Lump Sum application form ( PDF,. On its UK Platform Leave in cash for income and then doesnt take regular withdrawals, what happens to income... Payment by cheque but you have an adviser, you 'll need speak! Golden Funeral Home Bastrop, La Obituaries, Lori Arnold Goshen, The Terror Commonlit Answer Key, What Happened To Makayla Noble, Articles A