Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). Select the fund range that applies to you. Fitzalan Court A username and password together provide a single something you know factor. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). Any income generated will remain in the cash facility of the product and will be used for fees and charges. You can change your client's name or National Insurance number using the form below. The factor increases their lifetime allowance and takes account of the fact that the pension credit will already have been tested against the original members lifetime allowance when the benefits were taken. If you're not registered yet, call us on +44 (0) 345 604 4001 and we'll set you up. Our email system and the way we deal with data internally is secure. Find out more in our Roles and responsibilities overview. 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. Important Our email system and the way we deal with data internally is secure. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. Guide to paying your charges through our GIA, See more FAQs for General Investment Account (GIA), See more FAQs for Investment fund information, See more FAQs for Investor Portfolio Service (IPS) customers only - charges, A tax-free lump sum (up to your available lifetime allowance with any excess subject to a 55% tax charge), or, A taxable lump sum - taxed at their marginal rate of tax, or. The charge wed deduct for the month would therefore be 111.25 divided by 12 = 9.27. We require a mobile number and/or smart device to help verify you when signing in. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. This depends on how automatic rebalancing has been set up on the product. 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'. If you dont want charges to reduce the value of your Aegon ISA, you can request that those charges are directed to be taken from your Aegon GIA. Firm name: Cofunds Limited Group: Aegon Other firms included in this report: none Period covered in this report:1 January 2022 to 30 June 2022 Brand/trading names covered:Aegon. The value of any tax relief depends on your individual circumstances. Or, if you want an easy-to-use investment strategy, take a look at our ready-made Risk-Managed Portfolios. Accessibility support Find out how to protect your retirement savings as well as some handy online security tips. Key features of the Cofunds Pension Account (PDF - 201KB). Transferring the Cofunds business onto Aegon's platform which uses modern technology will lead to significant benefits for these customers and their advisors. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. For customers - Use this form to nominate a beneficiary in the event of your death. Once youre signed in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. Before making any changes to your policy, we recommend that you speak to a financial adviser. Reinvest income back into the fund at the next valuation point. However, in some cases, you may be able to take them before age 55 if youre suffering from ill-health or serious ill-health, or have a protected pension age relating to benefits built up before 5 April 2006. 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. If you choose an income fund, you may receive regular payments from your fund, which could be used to supplement living costs or provide an income in retirement. Choosing to go online means we'll reduce the amount of paper we issue. We understand this is a difficult time and want to make the next steps as simple as possible. Athenelink.com - Xranks. Can I change theDirect Debit details for my clients regular contributions online? Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). If you feel you need to make a complaint, you can contact us using the details below. If you need help finding out which option is right for you, please visit our Support and contact page and using our policy finder. For example, switching units between funds during a fund switch or waiting for money after a withdrawal request. 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. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). The Code aims to enhance the quality of engagement between investors and companies with the aim of improving long-term risk-adjusted returns to shareholders. This service is produced by Kompass. 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. How do Iset up regular contributions online for existing clients? This could also affect your experience when using our website or online systems, for example, fonts may be different. Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? If you have an adviser, they can request to withdraw residual balances for you. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). If you select drawdown transfer, you can only add one transfer at a time. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). It's not possible to change a model portfolio during a top up, but it is possible to add automatic rebalancing. You can do this by completing our Aegon Asset Transfer form. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. Child Trust Fund to Junior ISA transfer application(PDF - 78KB). Switching funds will not affect the investment of any regular contributions you may be paying. The Kompass B2B portal helps buyers and reliable suppliers connect and do business both locally and overseas. Simply choose the name of one of your product you want to view details on (e.g. However, were 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. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Re-registration is a transfer of investments between ISAs without selling them in the process. If youre making a debit card payment, you may need to verify the transaction. There is nothing to stop an individual paying in more than their available annual allowance. 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). By continuing to use our services from May 25, 2018, you acknowledge and agree to our updated Privacy Policy and Cookies Policy. Pleasecontact us and we'll be able to help you. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. However, some banks and building societies have account numbers of different lengths please use the following details to convert them into a different format, where necessary. Please use the relevant address below when youre sending us letters, documents or forms after 26 April 2021. Were sorry to hear that something hasnt gone to plan. Why have I received an account activation email? Paraplanners view only or view and transact. You can't carry outthis transaction online for your clients Cofunds Pension Account. Following this strategic transformation, Aegon will fully focus on the growth of fee-based products on its UK platform. We'll then need you to confirm the planholders account, their full name, date of birth and address. Power of attorney and third party CVI (PDF - 155KB). Remaining annuity payments taxed at their marginal rate. 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. Witham Essex CM8 2UX. For any other transactions, please contact us. This charge covers the service and the administration involved in managing your IPS account. Your firm administrator can set up access for you. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. In order to apply, your client can complete the relevant form below. * This number, only available 3 minutes, is not your correspondants number but the number of a service putting you through to that person. We will never ask you totell us your confidential passwords. For customers. For more information, you can view the product literature on Canada Life Internationals website. For more information, please visit our Pension Technical Zone. The favourable tax treatment of ISAs may not be maintained in the future. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). No - you need to provide your National Insurance number during the application process. If you die after taking benefits from your pension. If your firm administrator isn't able to help you, you can contact us. Call charges will vary). You only need to activate your account once. 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. The cash facility allows you to hold money in your GIA. 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. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. Transfer income into your bank account so that its available for you to use day to day. Your client can select consolidated natural income or regular withdrawals, but not both. Key features of the Aegon JISA (PDF - 210KB). To access your products on the Aegon dashboard, you'll need to activate/upgrade your account. Contact ReAssure for all queries relating to your ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. What payment methods can I select for an ad hoc withdrawal? Where there is a sell-down, it will take at least five working days to get cleared cash. 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. Address:Platform Complaints Team,Aegon Digital Solutions, Sunderland, SR43 4DN. You can add additional people by completing our AegonAsset Transfer form. We give all clients a GIA so they can pay their charges from it if they want to. Each year risk-adjusted returns to shareholders take place 19 December and then 19,! Million ) regular contributions online application form ( PDF - 210KB ) in more than their annual. Advisers - Use this form to top up, but it is possible to a! Income generated will remain in the cash facility allows you to Use day day! Determine ifyou can complete the relevant form below on how automatic rebalancing has been set access! The fund at the next valuation point verify you when signing in carrying out a quote for Pension savings on. 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