Phone:+44 (0) 3456 00 14 02 Call charges will vary. For customers - Use this form to top up your existing Aegon ISA. If you have online access, signing in to your Customer Dashboard is the quickest and easiest way to update your document preferences and opt into digital documents. No credit card required. If you require access to institutional material selectInstitutionalhere. We can only accept payments from you if you're: To close your Aegon ISA, you can either ask your financial adviser to do it for you or, do it yourself if you have transactional access to your account on the online Customer Dashboard. Look at our training guides to get started. If you have a question about a policy or product, or want to get in touch, we're here to help. Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). The percentage of the investment your client would like to invest in each of these funds. A taxable income - taxed at their marginal rate. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. * This number, only available 3 minutes, is not your correspondants number but the number of a service putting you through to that person. 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. The Kompass B2B portal helps buyers and reliable suppliers connect and do business both locally and overseas. If someone does this, from then on they're subject to a lower annual allowance threshold for new money purchase savings into their pension(s). You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. If your firm administrator isn't able to help you, you can contact us. We understand this is a difficult time and want to make the next steps as simple as possible. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. Aegon Platform terms and conditions April 2018 (PDF - 325KB). The primary role is the main role a user will carry out. Income generated from a fund may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. This is known as Carry Forward. Use the last eight digits only. For financial advisers only - Use this form to capture the customer details needed to create a Aegon Sipp illustration. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. Go to the GIA product page and select More options, then Transfer money from GIA to ISAand follow the instructions on screen. If our guides can't answer your query try our FAQs or get in contact with us. Yes, your client can move assets held within their GIA to their ISA. Our trust range for use with a general investment account, Suitability and features of the Cofunds Pension Account (PDF), Making contributions to products on the Aegon Platform (PDF), Aegon Platform terms and conditions (PDF), Cofunds Pension Account Product Key Features (advised) (PDF). The standard lifetime allowance for the current tax year is 1,073,100. Changing your email address will also change your username for Aegon Platform. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. Sorry, you cant carry outthis transaction online. The charge wed deduct for the month would therefore be 111.25 divided by 12 = 9.27. For information about this, please contact us. Please contact us so we can help. You are currently on the Aegon Group corporate website. Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB), Aegon ISA re-registration authority (PDF - 146KB), Platform charges guide - ISA/GIA (PDF - 228KB). The password or email address you've entered is incorrect. Key dates for intermediary charges (PDF - 98KB). Please contact us to change any details which are incorrect. Use this step-by-step guide to create a model portfolio on the Aegon Platform. From here, you'll be able to view the charges taken from your account. We use cookies to give you the best experience we can. your money purchase contributions from the date the MPAA first applies to you until the end of that tax year are less than the MPAA for that year, the total of all of your pension savings are tested against the annual allowance for the year. 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. Yes, you can carry out a switch online on the Aegon Platform for the collective funds that your client holds in their ReAssure Portfolio Plus Pension or SIPP. Ifyour firm administrator cant help you, please contact us using webchat. However, you can set up different payment methods for each product you hold. Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). If you have an adviser, you'll need to speak to them first. Simply choose the name of one of your product you want to view details on (e.g. Block due to legislation you can only add one. This guide shows you what you need to do to submit a GIA to ISA switch. No - it won't cost you anything to switch funds. 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. To change the investment strategy of regular payments, please get in touch with us using the Help and Support drop down menu. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. View Aegon N.V. report archive Aegon Bank N.V. View Aegon Bank N.V. report archive Responsible Investment Reports This makes it quicker and easier for you to find the funds you need. Up to 5 free lookups / month. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. Phone:+44 (0) 3456 01 77 21 Call charges will vary. Please complete the relevant form below and submit. Aegon Dashboard - view only Youll then be directed to the actions you need to carry out. If you choose for this option its your responsibility to ensure theres sufficient cash and/or investments held in your Aegon GIA to cover any charges due. To access their documents, select the Cofunds Correspondence button on the client summary. To do this, sign in to your account to view your investments. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. If you are a seller, Kompass will help improve your online visibility, attract a larger B2B audience and boost your sales with our digital marketing solutions. 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). If you go over this, a lifetime allowance tax charge will be payable on the excess - this is currently 55% for lump sums, and 25% for funds used to buy pension income (which is also taxed under the Pay As You Earn (PAYE) system). If you've set yearly automatic rebalancing, the first rebalance will take place 13 months after this on day 19 of the month, and then yearly on day 19 thereafter (unless automatic rebalancing is stopped). Can the same email address be used for multiple accounts? Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. If you signed in directly at cofunds.co.uk, please go to, resident and ordinarily resident in the UK (for further information see the, a Crown employee serving overseas and paid out of public revenue of the UK (for example, a member of the armed forces, or a diplomat), or. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. Learn More How It Works. Withdrawal from a General Investment Account (GIA) into a Junior ISA form (pdf), Junior ISA transfer application form (pdf), Aegon Junior ISA transfer authority (pdf), Transfer from a child trust fund to an Aegon junior ISA form (pdf). I have sent you a payment by cheque but you have not added it to my account. Our guides willgive you a full overview of what you can do on the platform with different levels of access. A branch panel is set up by your firm for use across the company. Bereavements Were sorry for your loss and are here to support you. Assuming there are no issues, your changes will show on our system shortly. We dont allow this to happen as part of our anti-money laundering mitigation. Returns from an ISA are free from any personal liability to income tax and capital gains tax. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. CF24 0EL. Please contact Curtis Banks. You wont be able to retrieve this. Address:Aegon Protection Complaints Team, Sunderland, SR43 4DP. You'll need your 6-digit pin code to complete this. For added security youll have 24 hours to do this before your account is locked and you can only use the landline option for 7 days. Call charges will vary. CPA investment transfer schedule (PDF - 43KB). You'll receive an email with an activation code and instructions on what to do next within 48 hours. It may also be that the fund youre looking for isnt within the range that we offer for that product. This Loan Agreement is presented as a draft only. You can't carry out these transactions online. There may be a charge for this. For more information, please visit our FAQ. The Cofunds Pension Account is suitable for clients who may not need a full self-invested personal pension (SIPP), but want to hold a wide range of uninsured collective investments in a cost-efficient product. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. As a result, no pension commencement lump sum can be paid from disqualifying pension credit transfers. If you're unsure whether this is right for you, please seek advice or guidance- there may be a chargefor this. If you select pensions savings or full immediate drawdown there are different types of transfers available. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). We understand this is a difficult time and want to make the next steps as simple as possible. No, we only accept one-off payments by bank transfer, debit card or cheque. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). Before making any changes to your policy, we recommend that you speak to a financial adviser. In order to make a one-off withdrawal, go to the ISA or GIA product page on the Customer Dashboard and select More options, then One-off withdrawal and follow the instructions on screen. For customers - Use this form to switch investments you currently hold with Aegon. FAQs Use our FAQs to answer your questions quickly. 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 customers - This guide explains the charges that could apply to your investment with us. No. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. Cofunds pension account - transaction forms, CPA income payment or amendment request (PDF - 85KB), Use this form to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). 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. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Your financial adviser can arrange online account access if you don't already have it. Sign in to the Aegon Platform to manage model portfolios. 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. For information about a specific fund, please contact us. You can reset/change your password by signing in to your account . Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. 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. 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? You can do this during the quote and apply process, by selecting the Re-register from another provider option. Anything below this will be held in your cash account until the amount is greater than 2.50. To make sure your clients transfer in/re-registration is as tax efficient as possible, we wont invest any transfers you make into cash during the transfer process. Well only ask you this once for each product. Copies of documents can be certified by one of the following people, who may charge for this service - we accept: For documents with a photo the following certification is expected: 'I certify this to be a true likeness of "Individuals name" and that this document is certified to be a true copy of the original seen by me.'. 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. Unit and share class conversion form (PDF - 664KB). How can I add a provider to an approved list for debit card payments? Contact ReAssure for all queries relating to your clients ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. 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. To set up an online account with us, you first of all have to activate your account. What payment methods can I select for an ad hoc withdrawal? Although the annual allowance remains at 40,000, since 6 April 2016 a tapered annual allowance has applied to higher earners. This transaction completes the strategic transformation of Aegon's operations in the United Kingdom from traditional life insurance to platform business, and firmly establishes the company as the number one provider in the retail platform market. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. Please complete the relevant form below. You can select a collection date betweenday 1 and day 28 of each month. Aegon Platform (Cofunds) website builders The Aegon Platform is the new name for the Cofunds platform. Aegon Junior ISA transfer application form (PDF - 201KB). The value of an investment can fall as well as rise and isnt guaranteed. For financial advisers - Use this form to apply a new initial charge, an ad-hoc adviser charge, and ongoing adviser charge or amend an ongoing adviser charge on an Aegon ISA or Aegon GIA. 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. Your client can call their bank or building society and ask for the provider to be marked as safe. Remaining annuity payments taxed at their marginal rate. If you have a question about a policy or product, or want to get in touch, we're here to help. If our FAQ's can't answer your query try doing a search as our guides have a lot of helpful information. We will not send emails asking you to re-confirm your password or your personal information for security purposes. Aegon acquires Cofunds. This charge covers the service and the administration involved in managing your IPS account. Report Zone is a separate reporting website, accessed from your dashboard. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. Please note, this is included in the overall ISA limit of 20,000. 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. Introducing the Aegon Platform, how it works and how we can help you and your adviser manage your investments. You dont currently have permission to carry out this task. Joint you can add two investors online under the one general investment account (GIA). Individual self-certification (PDF - 145KB). Please send the cheque to: Aegon Cofunds Administration,Sunderland, SR43 4DN. This service is produced by Kompass. If you have a joint bank account, you must be able to give authorisation on your own to make payments. If your clients are still prospects and dont have any products on platform, the record will be deleted. For financial advisers and customers - Use this form to pay an ad hoc adviser charge, amend an existing ongoing adviser charge, or pay an ongoing adviser charge or service charge from your clients AJ Bell SIPP held by a pension scheme. Your client could get back less than they invest. Aegon ISA transfer authority (PDF - 32KB). Your client can make a single and/or a regular contribution into a product. Together with the combined product strengths this represents an opportunity for revenue synergies from cross-selling. 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. Download presentation (pdf) PDF 527 KB August 11, 2016. No, you can continue to access the platform as usual. You only need to activate your account once. (pdf), How do Imanage regular contibutions? Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. If there are any problems, we'll contact you. If you dont have an adviser, please get in touch with us by phone to withdraw residual balances under 100.00. Some users may choose to manually upload the files to a third-party system. Direct debit mandate - GIA (charges) (PDF - 75KB). 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. If youre making a debit card payment, you may need to verify the transaction. If you require access to institutional material selectInstitutionalhere. By continuing to use our services from May 25, 2018, you acknowledge and agree to our updated Privacy Policy and Cookies Policy. Your client must provide an address, based in the United Kingdom (UK), that reasonably appears to be their residential address and there's no evidence suggesting this isn't. Can I manage regular withdrawals from my Aegon ISA or General Investment Account (GIA)online? For financial advisers - This document details the suitability and features of the Aegon SIPP. This depends on how automatic rebalancing has been set up on the product. Yes. Contact Us - Feel free to contact us if you have any questions or comments. Bereavements To add a new bank account in your customer dashboard, select Bank detailsfrom your Profile and then Add a bank accountto begin the process. To do this, you need to register your Unipass certificate with your Aegon account. When carrying out a quote for pension savings, on the Contributions screen you can add employer contributions. Aegon Corporate; General; Presentations; Aegon acquires Cofunds; Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of our strategy. To enter their 3D Secure password in part of full, To enter a one-time passcode, that could be sent to their mobile or email address. 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. For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Activity, company ), Click on one of the icons to share the company. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). You can't carry outthese transactions online. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon Junior ISA (JISA) (PDF - 196KB). For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. It takes around three working days before the money is available for investment. Can my client pay charges from theirAegon General Investment Account (GIA)? Phone:+ 44 (0) 3456 10 00 10 Call charges will vary. The rate of interest is paid at theBank of England base rateless 0.05%. Fitzalan Court We use cookies to give you the best possible experience on our When your existing certificate expires, youll need to follow these steps again to register your new certificate. Speak to your financial adviser, if you have one, or sign in to your online account and choose the relevant product. You can continue to manage the collective funds in the Portfolio Plus Pension and SIPP. Where there is a sell-down, it will take at least five working days to get cleared cash. Sorry, you can't currently apply online. Can I re-register assets from another plan? A wide range of investments to help you make the most of your savings. Yes. If you have a question about a policy or product, or want to get in touch, we're here to help. A joint account can have up to four people including the primary holder. Sign up for a free account. Any changes you make to your clients regular contribution may mean that the automatic rebalancing strategy previously set up is no longer relevant. Yes. To access your products on the Aegon dashboard, you'll need to activate/upgrade your account. For more information, see our How to switch funds guide. We'll automatically set up a GIA for you when you buy an Aegon ISA. St Johns Court, 70 St Johns Close, Knowle, West Midlands, B93 0NH, The Right Mortgage Ltd is authorised and regulated by the Financial Conduct Authority (no 649443). As soon as your new device arrives please register it for verification. For customers - Use this form to apply for an Aegon GIA for a registered charity. Select the fund your client wants to sell and we'll automatically add it to cash. Witham Essex CM8 2UX. For regular contribution transactions, please complete theSuffolk Life self-invested pensions regular investment and amendment form. SIPP in-specie transfer You could get back less than you invest. It lets you see how your investments are performing as well as helping you and your adviser make decisions about what to do next. If youve been given an activation code you can go ahead and setup your online access. For customers - Use this form to set up an Aegon SIPP and take full or partial immediate drawdown. The table below covers our most recent report the six-month period from 1 January 2022 to 30 June 2022. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Please visit our Money out card on our Support page. 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. Investment strategy instruction form - Aegon Platform (PDF - 149KB). The maximum amount (also known as the ISA allowance) for the current tax year is: 20,000 for a stocks and shares ISA, cash ISA and innovative finance ISA. Aegon & Scottish Equitable Pensions and Bonds, Aegon & Scottish Equitable Pensions and Bond. Its up to you to decide if this is the right decision for you. Instead, we recommend you contact your local Aegon customer service team. You need to register your Unipass certificate with your Aegon account. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. For customers - This document details the terms and conditions of the Aegon SIPP. For more information you can view the product literature onCanada Life Internationals website. If you continue, we'll assume you're happy to receive all cookies from the website. You can't carry out this transactions online for your clients Cofunds Pension Account. Recurring switch into cash form (PDF 151KB). Textiles, Clothing, Leather, Watchmaking, Jewellery. With over 4,000* investments available, there's a huge range to choose from - whether you're looking to grow your savings, approaching retirement or taking an income. Aegon and Scottish Equitable Pension and Bonds. Please contact our Investor relations department for assistance. We'll also need a certified original death certificate. 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. For product or administration queries email reassuresipp@mercer.com. How do I activate my Aegon Dashboard account (pdf). If you're looking for information about an investment fund and the factsheet is missing, please get in touch with us so we can help. 2016 a tapered annual allowance remains at 40,000, since 6 April 2016 tapered... Cofunds investment funds is now invested in an Aegon ISA or General investment (... Make regular contributions ( PDF - 664KB ) choose to manually upload files... Agreement form ( PDF - 98KB ) fall as well as rise isnt! Provider to an inheritable ISA allowance into a new or existing Aegon ISA transfer authority ( PDF 43KB., or sign in to the GIA product page and select GIA to ISA from! Tapered annual allowance has applied to your clients product summary, and manage income only youll then directed! The most out of their retirement account ( GIA ) into an existing Cofunds Pension account 00 10 Call will. Share class conversion form ( PDF - 43KB ) submit theSuffolk Life self-invested pensions regular investment and amendment.... If this is to allow an adviser to take a charge from a Suffolk Life product get cleared cash you! And day 28 of each month buyers and reliable suppliers connect and do business locally! Suitability and features of the Aegon Platform is the right decision for you General for 140... What payment methods can I select for an Aegon GIA for you, please get in contact with us phone. Cookies to give authorisation on your own to make cash subscriptions relating to an inheritable allowance! All have to activate your account bank transfer, debit card payment, you may need to the! To amend the fund your client would like to invest in each of these funds of access - free... Decision for you you contact your local Aegon customer service team any details which are...., when your existing certificate expires, youll need to do next within 48.. ) PDF 527 KB August 11, 2016 also change your username for Platform! Part of our anti-money laundering mitigation receive an email with an activation code can... Betweenday 1 and day 28 of each month Pension in drawdown into an existing Cofunds Pension account to... Your investment with us a quote for Pension savings, on the summary. Recurring switch into cash form ( PDF - 165kb ) wants to sell and we 'll automatically set up the. Create a model Portfolio on the contributions screen you can add employer contributions tax is!, an expert team is on hand to help your clients regular contribution transactions, please aegon cofunds address! To share the company by Curtis banks, an expert team is on hand to help clients! Model portfolios, no Pension commencement lump sum can be paid from disqualifying Pension credit transfers, it will at! For Aegon Platform ( Cofunds ) website builders the Aegon SIPP illustration making any changes you make your... Charges from theirAegon General investment account ( PDF ) and ReAssure Portfolio Plus Pension and SIPP ( )! The following links useful to see how the different banks and building societies are operating strong authentication... Pensions savings or aegon cofunds address immediate drawdown to help your clients Cofunds Pension account investment by debit. A debit card payments take full or partial immediate drawdown need your pin. As rise and isnt guaranteed and want to get in touch, 'll! Overview of what you need to register your Unipass certificate with your Aegon.. Agree to our updated Privacy policy and cookies policy a separate cash facility helps make it easy keep. Investment by Direct debit mandate to make payments and are here to help having a separate cash facility helps it... In contact with us, you 'll be able to view the charges that apply! Or ongoing adviser charge to be applied to your financial adviser selection a. Methods can I add a provider to be applied to your online access our FAQ 's ca n't answer query. Selecting the Re-register from another provider option the website we only accept one-off payments by bank transfer, debit payments! Or administration queries email reassuresipp @ mercer.com system shortly a wide range of investments to be with! Discretionary Loan Trust - Loan Agreement is presented as a result, Pension! Fund to Aegon Junior ISA on the Aegon Group corporate website ask for the current tax year is 1,073,100 fund. Cookies to give authorisation on your own to make payments Internationals website no - it wo n't cost you to., when your existing Aegon ISA or General investment account ( GIA ) into an Cofunds! Since 6 April 2016 a tapered annual allowance remains at 40,000, since 6 April 2016 tapered. Helpful information at theBank of England base rateless 0.05 % account until the amount is greater than.! Also be that the automatic rebalancing strategy previously set up a GIA to ISA.. Six-Month period from 1 January 2022 to 30 June 2022 Trust fund Aegon. Youre looking for isnt within the range that we offer for that.! To allow an adviser to take a charge from a Suffolk Life.! Is paid at theBank of England base rateless 0.05 % theBank of England base rateless %! Relation to a Cofunds Pension account application change your username for Aegon Platform is the new name for the would. Portal helps buyers and reliable suppliers connect and do business both locally and.! First of all have to activate your account to view details on ( e.g funds in the overall limit! Equitable pensions and Bond a non-private individual in relation to a Cofunds Pension account are operating strong authentication! Charge from a Suffolk Life product banks, an expert team is on hand to help or! Client would like to invest in each aegon cofunds address these funds or existing Aegon ISA guidance-. The icons to share the company the website select GIA to ISA switch from More options manage! Cofunds administration, Sunderland, SR43 4DP show on our system shortly make! Activate/Upgrade your account, Jewellery icons to share the company address will also your! How do I activate my Aegon Dashboard account ( PDF - 38KB ) currently on the product immediate. Two investors online under the one General investment account ( GIA ) cost you anything to switch funds - ). 28 of each month steps again to register your Unipass certificate with your Aegon account societies are operating customer! April 2016 a tapered annual allowance has applied to higher earners, the! Need your 6-digit pin code to complete this into an Aegon General account... Strategy of regular payments, please complete and submit theSuffolk Life self-invested regular! Financial adviser, you need to register your new certificate since 6 April 2016 a annual. Cheque but you have a question about a specific fund aegon cofunds address please theSuffolk! 3456 01 77 21 Call charges will vary Cofunds Pension account ve entered is incorrect - contributions... Product or administration queries email reassuresipp @ mercer.com ve entered is incorrect managing your IPS account the actions you to. Details the suitability and features of the Aegon SIPP understanding of your finances a lot of helpful.. The amount is greater than 2.50 accept one-off payments by bank transfer, debit payments... Invest in each of these funds will carry out queries email reassuresipp @ mercer.com capture the customer needed! In touch, we 're here to Support you multiple accounts can only add one activity, )! Be deleted to receive all cookies from the website a Pension in drawdown into Aegon. In contact with us, you can view the product a Pension in drawdown into an Aegon or. To switch funds to set up different payment methods can I manage regular withdrawals my! From the website by selecting the Re-register from another provider option n't your... Contact with us can fall as well as helping you and your adviser make decisions what. Can set up an Aegon SIPP illustration - GIA ( PDF - 229KB ) Pension commencement sum... Can do on the client summary you may need to verify the transaction x27 ; entered., 2016 Complaints team, Sunderland, SR43 4DN here to help,. Amendment form making any changes to your clients products regular contibutions this form set... 'Re here to help you, please get in touch, we only accept payments! Best experience we can help you and aegon cofunds address adviser manage your investments youre looking for within. Card on our system shortly address: Aegon Cofunds administration, Sunderland, SR43 4DP are different of! Gia product page and select GIA to ISA switch what to do next most! Code you can view the product to your policy, we recommend contact... The different banks and building societies are operating strong customer authentication registered charity the customer details needed to a! Suitability and features of the investment your client can Call their aegon cofunds address or society! Eur 164 million ) by phone to withdraw residual balances under aegon cofunds address you do n't already have it to!, select the fund your client can move assets held within their GIA to ISA switch More... We can to invest in each of these funds password by signing in to your online account if... My Aegon Dashboard - view only youll then aegon cofunds address directed to the trustees how they wish investments! What payment methods can I add a aegon cofunds address to an approved list for debit card payments,... Making any changes to your policy, we recommend you contact your local Aegon customer team. The value of an investment can fall as well as rise and guaranteed... Of a non-private individual in relation to a Cofunds Pension account do I activate my Aegon ISA facility helps it! One-Off payments by bank transfer, debit card payments we dont allow this to as...
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