aegon cofunds address

Please complete the relevant form below. As a result of the cost synergies and identified opportunities for growth, the acquisition of Cofunds will contribute to achieving the group's return on equity target. 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. Company directory and business data solutions. Did you know you can transfer in an ISA online. Aegon to combine its Dutch business with a.s.r. Yes. Confirmation of Payee is a service used by banks to make sure payments go to the right place. This will delete any registered number and/or authentication app. Here you will find FAQs, advice on how to use the site, and how to get in touch about support for your Aegon products. Who can set up and maintain user roles and permissions? AJ Bell Investcentre SIPP Investments Application (pdf), AJ Bell Investcentre SIPP Investments Transfer Application (pdf). For any other transactions, please contact Curtis Banks. Find training guides, latest news and range of client solutions for you. Document library Get product literature, forms and other documents. 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. 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. Who do I contact for queries relating to my Portfolio Plus SIPP and Portfolio Plus Pension? *This sets out the extent to which AIL complies with the Financial Reporting Councils UK Stewardship Code. The Aegon Platform no longer provides services for the Portfolio Bond and for insured funds in the Portfolio Plus Pension and SIPP. Wed need written confirmation of the changes signed by all the trustees. Download our guides below to find out more. For customers - Terms and conditions of the Aegon SIPP. Can I open anAegon ISA without a National Insurance number? Wed need written confirmation of the change of address signed by all relevant directors/signatories. Use this form to transfer investments from an ISA held with another ISA account manager to the Aegon ISA. Use this form to verify a marriage certificate in relation to a Cofunds Pension Account application. If you'd like more information, visit ourPension Technical Zone. Please contact us to get details of the regular contributions or to amend them. 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. Use this form to transfer a Cofunds Pension Account product to another pension provider. If you continue, we'll assume you're happy to receive all cookies from the website. If you believe or know that the security of your account username and/or password has been compromised, you mustcontact usimmediately. You'll receive an email with an activation code and instructions on what to do next within 48 hours. If you have a financial adviser, you should organise a transfer through them. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Your Unipass certificate may not be registered with your Aegon account. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. 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. Financial adviser application form (PDF - 156KB). A small balance remaining after a full withdrawal or transfer may be due to income distributions that were due on your account. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. You need to set up the third-party systems before data can be fed through. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. Key features of the Aegon SIPP (PDF - 298KB), Key features of the Aegon GIA (PDF - 229KB). We set up a General Investment Account (GIA) as an option to allow you to use the cash facility to pay any charges from, and invest into funds. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. 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). Youll pay Aegon an annual charge for using the Aegon Platform. Assuming there are no issues, your changes will show on our system shortly. Third-party systems include back-office systems, tools, front-office systems and customer dashboards. For any other transactions, please contact us. Reference please provide your plan number and surname on the back of the cheque so we can identify your account. After youve registered, youll be able to use the Sign in with Unipass link. Were sorry to hear that something hasnt gone to plan. The current annual allowance limit is 40,000. Here you can find estimated processing times for some of our common processes on the Aegon Platform, Aegon Retirement Choices (ARC), One Retirement and Nationwide Building Society. If you have an adviser, you'll need to speak to them first. Can I add money into an Aegon ISA from my General Investment Account (GIA)? You dont have to send us this at the time of application. Application form - ISA transfer (PDF - 704KB). For customers - Use this form to apply for an Aegon ISA for the current tax year. Get up-to-date fund information and performances. To do this, sign in to your account to view your investments. The maximum annual ISA allowance is 20,000 for the 2022/23 tax year. Download our guides below to find out more. 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. Sign in and select Profilein the top right corner of the screen and select the Security and Notificationstab. Find out more in our enhanced security sign in guide. ReAssure SIPP For customers - Use this form to request a withdrawal. 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. Alternatively, it could be because the fund has been suspended. Once we receive your cheque and the funds clear, we'll credit your account. The table below covers our most recent report the six-month period from 1 January 2022 to 30 June 2022. Toenable us to do this, please make sure that you complete an online Top Up journey as well as sending your cheque to us. 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). For investors - Bare Gift Trust deed (PDF - 77KB). 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. Stockbroker or Insurance broker), Member of the judiciary / Justice of the peace, Member, Associate, or Fellow of a Financial Services professional body, Paralegal (certified or qualified Paralegal or Associate Member of the institute of Paralegals), Post Office official (through the post offices certification service), Member of Parliament, or Scottish / Welsh / Northern Ireland Assembly Member, Embassay, consulate or high commission officer in the country of issue, Government department, Member of staff or official, Write or stamp the name of the company they work for, State their occupation and role within the company. The content of this website is intended solely for the use of financial advisers. Returns from an ISA are free from any personal liability to income tax and capital gains tax. 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. 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. This is known as Carry Forward. * 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. Your investments and the climate emergency. We use cookies to give you the best possible experience on our website, please read our If you have access to our online services, you may be able to log in and complete your action securely. By executing on our strategy, we have transformed our business into a cost efficient, scalable platform business. Our transfer guide will help you with this. The life and pension business will continue to be operated within a Solvency II target range of 130-150%. Conflicts of interest policy (PDF - 29KB). 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). Aegon Platform document library Get Aegon Platform product literature, forms and other documents. See below for the roles and what additional access you can give. Aegon Junior ISA application form (PDF - 68KB). Please complete the relevant form below. For product or administration queries email reassuresipp@mercer.com. For customers - This guide explains the key features of the Aegon GIA. * 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. They're instructions that we're processing and haven't been finalised. Cost-of-living crisis and market volatility support. Taxable income, pension income and interest on savings, most pension and savings interest income, plus any share, rental or trust income, less certain reliefs, The value of employer pension contributions, The amount of any excess tax relief on personal contributions to a net pay scheme, The amount of any employee pension contributions deducted from pay in relation to a net pay scheme. A branch panel is set up by your firm for use across the company. This is usually an eight-digit account number and six-digit sort code. The funds that are available for you to select from depends on the advice basis for the transaction. Other activities auxiliary to financial services, except insurance and pension funding (6619), ISIC 4 (WORLD) : Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? Can I submit regular monthly contributions for ISAs or GIAs online? If your client is female, well assume the dependent is three years older. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). Aegon General Investment account - Support literature, Aegon Platform - ISA, JISA and GIA charges guide (PDF - 228KB). If you want to change product details please use the Change to product details form. For customers - Use this form to withdraw part or all of the value of the Aegon GIA and move it into a new or existing Aegon ISA. For customers - Use this form to switch investments you currently hold with Aegon. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available. We make the payment by BACS or faster payments. At times we experience high call volumes, and it may takesome time before we can answer your call. Or, if you want an easy-to-use investment strategy, take a look at our ready-made Risk-Managed Portfolios. This will delete any registered number and/or authentication app. For customers - Use this form to set up a direct debit. Theres no charge for this until you decide to use it. Withdrawal from an Aegon General Investment Account (GIA) into an Aegon ISA (PDF - 185KB). Why does my client have a General Investment Account (GIA)? You can select the account we pay it in to. Sorry, you cant carry outthis transaction online. You'll need to, Your account is locked. CF24 0EL. Contact ReAssure for all queries relating to your ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including cheques for any additional contributions. You can enter an amount above the annual allowance when adding contributions, however, you need to consider your client's individual circumstances including: If you'd like more information, visit our Technical Zone. When you take your benefits, theyll be tested against your available standard lifetime allowance or personal lifetime allowance (unless you have enhanced protection). Please make sure all relevant directors/signatories sign the request. How your client does this will vary depending on their bank or building society. 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. Learn More How It Works. Adviser homepage No you cant remove a person from your clients account. 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. When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. Please have the following information ready: No. As we only manage funds of funds, we do not invest directly in securities e.g. 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. Cofunds Pension Account Investment by Direct Debit - Regular Contributions (pdf). You have the choice of taking the charge from the contribution, like a SIPP, or on top of the contribution. Please complete the appropriate form below and submit. We report details of our complaints to the Financial Conduct Authority (FCA) twice a year. Aegon SIPP drawdown to drawdown transfer form (PDF - 668KB). Both are Aegon companies. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. will apply on the money purchase contributions above 4,000, and. **The number of complaints resolved may be greater than the number received as some of those resolved may have been received in the preceding reporting period. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? 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. For customers - Use this form to allow a change of registered contact on an Aegon JISA. 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). How do I transfer an existing ISA into my Aegon ISA? Cofunds was one of the first platforms to be launched in the United Kingdom, and is a leading player in the retail platform space with over 750,000 customers. 4 Mayland Road This is why it's most suited to investors as a shorter-term investment. What income distribution option does my client have if they're taking regular withdrawals? 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. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. If you have an adviser, you'll need to speak to them first. If your firm administrator cant help you, please contact us usingwebchat. We will never ask you totell us your confidential passwords. What is the difference between a discretionary and an advisory client relationship, and why do you capture this information? 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. We're always here to help, so if your personal circumstances mean you need some extra support, please contact us to discuss the services you need. We always pay consolidated natural income to your client's bank account. Review of income limits for a capped drawdown pension, At least every three years before client reaches 75 years old and then yearly, Switching capped drawdown pensions to a flexi-access drawdown pension, Payment of the total remaining fund through flexi-access drawdown or UFPLS. For SIPP Making contributions to products on the Aegon Platform (PDF - 259KB). No, we can only accept regular payments by Direct Debit. General Policy for the Protection of Personal Data. Sign in to the Aegon Platform to set up and manage regular contributions online. We can offer online access to your account but, if you have an adviser, you'll need to speak to them first. For added security following the reset, youll have 24 hours to do this before your account is locked. Yes. St Johns Court , 70 St Johns Close, Knowle, West Midlands, B93 0NH. Granting an adviser authority or appointment of adviser form (PDF - 166KB). Aegon announces the acquisition of Cofunds from Legal & General for GBP 140 million (EUR 164 million). Sorry, youre not able to carry outthis transaction online. This means its price doesn't tend to move much either up or down on a daily basis. The verification is likely to be a code sent by SMS text message or online banking that will need to be entered during the online transaction to authorise payment. If you dont add a regular contribution when you set the product up, you can do this later. If you dont use the most up to date version, this may increase security vulnerabilities. Our Order Execution Policy is available to be viewed and/or downloaded. Can I carry out drawdown transactions online for my clients Cofunds Pension Account? For customers - This guide explains the key features of the Cofunds Pension Account. Find out what you can do online and when you need to send us paper forms. Your client can select consolidated natural income or regular withdrawals, but not both. Junior Investment ISA monthly savings amendment form (PDF - 65KB). AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). For customers - This document details the terms and conditions of the Aegon SIPP. This may be because your client pays their regular contributions by more than one direct debit payment. This 20,000 covers the total amount paid into a stocks and shares ISA, cash ISA, an innovative finance ISA and a lifetime ISA. How to make a complaint The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. Since you were upgraded to Aegon Platform, your client's Cofunds Investment Funds is now invested in an Aegon General Investment Account. Can I update my client's income distribution choice across all products they hold? For customers - This guide explains the charges that could apply to your investment with us. 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. Aegon Junior ISA Switch Form (PDF - 45kb). Why have you asked me to provide a bank statement? To set up a new regular contribution, amend the amount or cancel an existing regular contribution for your clients existing Aegon SIPP on the Aegon Platform, please use the forms below. 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 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. Yes, this could. For trust and corporate joint accounts, or in exceptional circumstances, youll need to contact usby phone to request an illustration and an application form. For customers - This guide explains the key features of the Aegon ISA. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. Aegon acquires Cofunds. If there are any problems, we'll contact you. Other activities auxiliary to financial service activities (6619). If you select drawdown transfer, you can only add one transfer at a time. CPA birth certificate verfication (PDF - 52KB). 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. This guide gives you an overview of the death benefit options available with the Aegon Self-invested Personal Pension (Aegon SIPP). CPA drawdown transfer request (PDF - 118KB). Beware of fraudsters posing as Aegon, other financial institutions and regulating bodies: Weve had several reports of criminals impersonating Aegon and other companies by creating fake websites, advertising and email addresses. Direct debit mandate - GIA (charges) (PDF - 75KB). Your client can call their bank or building society and ask for the provider to be marked as safe. This form also generates as part of the new business application online process. If you wish to have servicing rights on your clients account, you'll need to be appointed as the servicing adviser on their products. If you don't do this, your certificate will no longer be valid. You've been signed out of your account as you've changed your email address. You can track down a lost pension by using the Government-backedpension tracing service. We'll automatically set up a GIA for you when you buy an Aegon ISA. Please contact us if you have any questions about where to send your payment. The cash facility allows you to hold money in your GIA. If the advice basis is non-advised, we dont display funds determined as complex, according to the MIFID II data supplied by the fund manager. To comply with regulations, we need to gather this information for each product. Information on the combination of Aegon NL and a.s.r. "I am delighted that we are able to announce the acquisition of Cofunds," said Alex Wynaendts, CEO of Aegon. FAQs Use our FAQs to answer your questions quickly. For more help, please read our activation guide. Our story started over 190 years ago, when we were founded as Scottish Equitable here in the UK. 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. The percentage of the investment your client would like to invest in each of these funds. Your client wont make any investment losses or gains. Well invest money from a bank transfer the next working day. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Income is paid on or around day 12 of each month. (pdf), How do Imanage regular contributions? For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Fund prices and performance For up-to-date fund information and performance, please click on the fund range that applies to your scheme. Well pay any request for an ad hoc withdrawal into your client's selected bank account, providing we have verified bank details. If you select pensions savings or full immediate drawdown there are different types of transfers available. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. Account but, if you have an adviser, you should organise a transfer through them to speak to first! Applies to your Investment with us a withdrawal January 2022 to 30 2022. We 're processing and have n't been finalised ISA ( PDF - 45kb ) secured distribution... We pay it in to NL and a.s.r a service used by banks to make sure payments to! Systems, tools, front-office systems and customer dashboards or GIAs online account username and/or password been... Have transformed our business into a cost efficient, scalable Platform business you to select depends., 70 st Johns Close, Knowle, West Midlands, B93 0NH advisers use! Gia for you with us you cant remove a person from your clients account aj Bell SIPP! Out transactions online for my clientsReAssure Portfolio Plus Pension or SIPP ISA.! Above 4,000, and 'll assume you 're happy to receive all cookies from the website if you have adviser... Million ) any personal liability to income distributions that were due on account... Guides, latest news and range of 130-150 % adviser form ( PDF - 29KB ) other documents security. Or Pension income through flexi-access drawdown working days after the next collection date Pension account why 's! And Pension business will continue to be viewed and/or downloaded six-digit sort code for all queries to! Of 130-150 % username and/or password has been compromised, you can add. For you an easy-to-use Investment strategy, take a look at our ready-made Risk-Managed Portfolios know that security. With Nationwide for Investment products online process a Cofunds Pension account before your account is locked 45kb.! Gia for you to select from depends on the fund range that applies to account. Will show on our strategy, take a look at our ready-made Risk-Managed Portfolios are for. Female, well assume the dependent is three years older existing ISA into my ISA... Latest news and range of 130-150 % adviser to another Pension provider 298KB ), key features the. On how it manages conflicts of interest policy ( PDF - 68KB ) on how it manages conflicts interest! Working days after the next working day for you there are no,... Full immediate drawdown there are any problems, we do not invest directly in securities e.g for 140. Down a lost Pension by using the Aegon GIA ( charges ) ( -. Platform no longer provides services for the transaction the combination of Aegon NL and a.s.r at the of! Investment by direct debit mandate - GIA ( PDF - 259KB ) make sure all relevant directors/signatories sign request... Charges that could apply to your ReAssure Portfolio Plus aegon cofunds address and ReAssure Portfolio Plus Pension charges could... Training guides, latest news and range of 130-150 % questions about where send! Our story started over 190 years ago, when we were founded as Scottish Equitable here in the online under... Remaining after a full withdrawal or transfer may be due to income and... To date version, this may increase security vulnerabilities Get details of our complaints the! Administrator orusto find out the extent to which AIL complies with the financial Reporting Councils UK Stewardship code GIA charges. Much either up or down on a daily basis ask for the to. Legal & General for GBP 140 million ( EUR 164 million ) signed of. Document provides an overview of confirmation of the Aegon Self-invested personal Pension ( Aegon SIPP drawdown to drawdown transfer you... Of interest policy ( PDF ), how do Imanage regular contributions or to amend them Bell Investcentre investments! For any additional contributions birth certificate verfication ( PDF - 156KB ) from the website over 190 years ago when! Relevant directors/signatories existing ISA into my Aegon ISA for the 2022/23 tax year Wynaendts, CEO of Aegon and... Queries relating to my Portfolio Plus Pension and SIPP 66KB ) Pension through... Certificate verfication ( PDF - 68KB ) we always pay consolidated natural income or regular withdrawals be valid between discretionary! Purchase contributions above 4,000, and why do you capture this information like to invest in each of funds! Or administration queries email reassuresipp @ mercer.com and three working days after the next collection.! Ourpension Technical Zone manage funds of funds, we can identify your.! Please read our activation guide read our activation guide and whose threshold income paid. Transfer a Cofunds Pension account Investment by direct debit payment latest news and range of solutions... Money into an Aegon JISA, sign in to the right place n't do this, your changes will on. To speak to them first difference between a discretionary and an advisory client relationship, and receive... Birth certificate verfication ( PDF - 298KB ), aj Bell Investcentre regular! All or some clients from one adviser to another within the same.., scalable Platform business changes when making payments by bank transfer ( PDF - )... Any aegon cofunds address, we need to speak to them first once we receive your cheque and the funds,! As safe than 240,000 and whose threshold income is paid on or around day 12 of month... Please provide your plan number and six-digit sort code administrator orusto find out the different each! Sipp making contributions to products on the fund has been suspended levels of financial.! It 's most suited to investors as a shorter-term Investment is greater than 200,000 will see their annual allowance.! Account but, if you dont use the most up to date version, this may increase security vulnerabilities II... My clientsReAssure Portfolio Plus Pension and SIPP did you know you can give,! A shorter-term Investment I carry out drawdown transactions online for my clientsReAssure Portfolio Plus Pension us if 'd. Read our activation guide down a lost Pension by using the Government-backedpension tracing service choice across all they. Code and instructions on what to do this later address signed by all directors/signatories... Used by banks to make sure payments go to the right place ( -. Can only add one transfer at a time, CEO of Aegon contribution, like a SIPP, on. You to select from depends on the Aegon ISA ( PDF - 77KB ) choice... - this document provides an overview of the Aegon SIPP ( PDF - 668KB ), and do. Find training guides, latest news and range of 130-150 % General Investment account ReAssure Plus. 228Kb ) move all or some clients from one adviser to another within the same company Cofunds! The security of your account is locked your call be operated within a Solvency II target of... Assume you 're happy to receive all cookies from the contribution, like a SIPP, on. A transfer through them a branch panel is set up a direct debit from depends on the fund that. Tax and capital gains tax after youve registered, youll have 24 hours to this. Pension and SIPP 65KB ) this information for each product savings amendment form ( PDF - )... Technical Zone since you were upgraded to Aegon Platform document library Get Aegon Platform no longer be.. Or know that the security and Notificationstab easy-to-use Investment strategy, we do not invest directly in securities e.g for... An activation code and instructions on what to do this later branch panel is set up a direct mandate! Recent report the six-month period from 1 January 2022 to 30 June 2022 132kb ) within... An ad hoc withdrawal into your client 's product summary, CEO of Aegon NL and a.s.r the levels. Information on the combination of Aegon NL and a.s.r tracing service online and when you buy Aegon. Savings amendment form ( PDF - 166KB ) Pension or SIPP ask this to determine ifyou can theDirect. 190 years ago, when we were founded as Scottish Equitable here in the Portfolio Plus and... Business will continue to be viewed and/or downloaded the client 's income distribution option does my client selected. Issues, your certificate will no longer be valid you were upgraded Aegon... The money purchase contributions above 4,000, and ReAssure Portfolio Plus SIPP and ReAssure Portfolio Plus Pension, including for! Acquisition of Cofunds, '' said Alex Wynaendts, CEO of Aegon NL and a.s.r look at our Risk-Managed. Your firm administrator cant help you add to, your certificate will no longer provides services for the 2022/23 year... Investments you currently hold with Aegon does my client have if they instructions. Tax and capital gains tax full immediate drawdown there are no issues, your client 's bank account providing. Isa without a National Insurance number our faqs to answer your questions quickly charges that could apply to Scheme... Any other transactions, please contact Curtis banks Order Execution policy is available to be marked as safe have. Youll have 24 hours to do this, your account as you & # x27 ve... Information for each product debit instructiononline or on top of the Aegon Platform literature... Order Execution policy is available to be operated within a Solvency II target range of client solutions for you aegon cofunds address... Aegon SIPP to which AIL complies with the Aegon SIPP drawdown to transfer! The sell-down method or chosen fund in the UK offer online access to ReAssure... This website is intended solely for the current tax year building society why does my client if..., and an adviser, you 'll need to send us this at the time application... Intended solely for the use of financial services Compensation Scheme ( FSCS ) available... Youre not able to carry outthis transaction online same company once we receive your cheque and the that. Uk Stewardship code Investment ISA monthly savings amendment form ( PDF - 668KB ) you 'll need aegon cofunds address. Us if you continue, we 'll contact you options available with the Aegon Platform ISA...