For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Can I reduce my clients payment of charges paid by Direct Debit online? When you need to sign into the platform to obtain a new certificate, youll be asked to enrol a verification method at this point. If a pension credit arose in whole or in part from a pension which came into payment on or after 6 April 2006, the recipient can apply toHM Revenue & Customs for a pension credit enhancement factor. Accessibility support For more information, you can view the product literature on Canada Life Internationals website. Why have you asked me to provide my client's bank statement? Please contact your firm administrator to reset your verification method. You can complete theDirect Debit instruction online if your client is present. Use this form to confirm assets which should be transferred into a Cofunds Pension Account, if completing a transfer in. If clients select online as their preference, they'll be able to securely access documents that are online from their Aegon Dashboard document store. For customers - Use this form to transfer a GIA into a Junior ISA on the Aegon Platform. For each product, we need to know the relationship between the adviser and the client. 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? AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). Trustee trustee investor for the GIA only. We give all clients a GIA so they can pay their charges from it if they want to. For customers - Use this form to top up your existing Aegon ISA. A redirect to their mobile phone or tablet where they can authorise the debit card payment from within their banking app. For customers - CPA product terms and conditions for advised customers (customers paying ongoing adviser charges). 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. When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. Presentations. You are about to leave the audited section of Aegon's 2016 Review. You can sign in to the Aegon Platform to complete this during the quote and apply process, by selecting the Re-register from another provider option. Death benefit nomination/expression of wish form (PDF - 72KB). Youve been signed out of your account as youve changed your email address. For customers This document provides an overview for making payments by debit card, bank transfer or cheques. Get 5 free searches. Did you know you can complete this process online. There are several different roles available. A disqualifying pension credit is a pension credit that is paid from funds that were already in payment when the pension sharing order was implemented. You are currently on the Aegon Group corporate website. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. We now help around 3.8 million customers with their financial goals, and we want to help you take control of Please complete the appropriate form below and submit. For customers - This guide explains the key features of the Aegon ISA. The Bulk Data service provides you with MI on your clients. You can view these online or if you want you can export and print them. Your client can take regular withdrawals if theyre only invested in accumulation funds. You can't make changes to a regular contribution 10 working days before a collection and three working days after the next collection date. It holds lots of information about your clients, their investments and your business, including: You can find out more about Report Zone and how it could help you and your business in our helpful Report Zone guide. You can do this during the quote and apply process, by selecting the Re-register from another provider option. Before deciding if you want charges to come out of your clients GIA, you should make sure this is a tax-efficient way to pay charges by taking into consideration the product(s) they have. See below for the roles and what additional access you can give. Changing your email address will also change your username for Aegon Platform. Please have the following information ready: No. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. The percentage of the investment your client would like to invest in each of these funds. We make the payment by BACS or faster payments. Yes. For customers - Use this form to allow a change of registered contact on an Aegon JISA. Call charges will vary). Aegon ISA Transfer authority (PDF - 30KB). What do you mean by habitually resident in the UK? A tax charge applies to any money purchase savings which exceed the money purchase annual allowance (4,000) in each tax year. This Trust Deed is presented as a draft only. Conflicts of interest policy (PDF - 29KB). For information about a specific fund, please contact us. You can't carry out this transactions online for your clients Cofunds Pension Account. If you want to add more than two you can do this by submitting the relevant application form. As soon as your new device arrives please register it for verification. Use this step-by-step guide to create a model portfolio on the Aegon Platform. Use this form to set up a discretionary trust by the member during their lifetime in anticipation of receiving any pension death benefits from the Cofunds Pension Account. If your client's bank details have changed and they want to update where theDirect Debit is taken from, they can contact usto update their bank details. Aegon GIA application for trusts (PDF - 250kb). Once verification is complete, you'll see a message on screen (and your client will receive an email) confirming if the payment was successful or not. To help process the application smoothly, it would be beneficial if you were able to send us details for your client's ex spouse/registered civil partner. Fitzalan Court Weve included a summary of the changes below: To find out more information about the changes weve made, including the key differences, take a look at our guide Aegon Platform improved transaction history (pdf). Information on the combination of Aegon NL and a.s.r. Find out more in our Roles and responsibilities overview. We'll calculate interest on a daily basis and we'll pay any interest due monthly into your cash facility after deduction of basic rate tax where applicable. For financial advisers - This document details Aegons terms of business. Using one of these new options (for example, taking drawdown income from a flexi-access drawdown plan, or an uncrystallised funds pension lump sum) is called flexibly accessing pension rights. Recurring switch from cash instruction (PDF - 160KB). You need to complete our Re-registration authority form and send this to us. Our platform puts you in control of your clients' financial futures., With over 4,000 investment options (as at December 2021), including Risk-Managed Portfolios built by us, the Aegon Plaform can adapt easily with your clients' changing financial needs, as they progress through their working life into retirement.. Offering SIPP and SSAS plans, we aim to deliver a first class service at a competitive price, across a wide variety of investment and retirement income solutions. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. CPA drawdown transfer request (PDF - 118KB). For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). General Investment Account re-registration application form (PDF - 78KB). Select More options on your client's product summary and then select Drawdown. Fitzalan Road This Loan Agreement is presented as a draft only. This is to allow us to reconcile the cheque, once we receive it, with the correct application. Select another Aegon website from the list of links below. If you require access to institutional material selectInstitutionalhere. Re-registration authority form - GIA (PDF - 34KB). It may also be that the fund youre looking for isnt within the range that we offer for that product. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). Phone: +44 (0) 3456 01 77 21 Call charges will vary. 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. If there are any problems, we'll contact you. 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). If you dont add a regular contribution when you set the product up, you can do this later. United Kingdom. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. To carry out this transaction you have to request this from the primary account holder summary. For customers This document provides an overview of Confirmation of Payee changes when making payments by bank transfer. If your firm administrator cant help you, please contact us using webchat. CHARLES WALMSLEY, NEW MODEL ADVISER Editors Picks Next Gen 11 Jan, 2023 11 Jan, 2023 Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. See more FAQs for Issues with your details, Aegon Platform improved transaction history (pdf), Junior investment ISA monthly savings amendment form (pdf), Suffolk Life self-invested pensions regular investment and amendment form, Granting an intermediary authority or appointment of intermediary form, Self-invested Personal Pension illustration data capture form, Junior Investment ISA monthly savings amendment f, Child Trust Fund to Junior ISA transfer application. You can carry out a switch online for the collective funds invested in your client's Suffolk Life Trustees or Annuities pension that are held on the Aegon Platform. Sign in to the Aegon Platform to manage model portfolios. AJ Bell Investcentre SIPP Regular Investment Amendment Form (pdf), Regular Investment Strategy Instruction (pdf). Please visit our Money out card on our Support page. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. 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