Aegon is a brand name of both Scottish Equitable plc (No. No credit card required. It takes around three working days before the money is available for investment. Why have you asked me to provide my client's bank statement? Please have the following information ready: No. How to make a complaint For customers - Use this form to set up a direct debit from your General Investment Account (GIA). An overview of Aegon, including our history, products, and our purpose. 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. Aegon Platform (previously Cofunds) New and existing customers can sign in to the Customer Dashboard - find out if this is for you. For customers - This guide explains the key features of the Aegon SIPP. You should let us know what youd like us to do with the account, any instruction (not submitted online) should be signed by all relevant directors/signatories. Or, if you want an easy-to-use investment strategy, take a look at our ready-made Risk-Managed Portfolios. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. Our email system and the way we deal with data internally is secure. Yes, you can carry out a switch online from the Client summary. Remember to check your spam folder if you havent received an email from us. You can find their contact details below. For financial advisers - This document provides details of the forms youll need for the Aegon Sipp for new or existing client product transactions or maintenance. How would a client have triggered the money purchase annual allowance? By continuing to use our services from May 25, 2018, you acknowledge and agree to our updated Privacy Policy and Cookies Policy. 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 you cant find or haven't received your account verification email from us, please check your email junk folder. 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. For more information, you can view the product literature onCanada Life Internationals website. Look at our training guides to get started. You can ask us to sell down from a specific investment by contacting us. You can access Report Zone from your dashboard. Canada Life International Portfolio Account supplement (PDF - 32KB). To exercise this right, please write to the Data Protection Officer, Aegon, Edinburgh Park, Lochside Crescent, Edinburgh, EH12 9SE or email dataprotection@aegon.co.uk. Key dates for intermediary charges (PDF - 98KB). 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. Aegon Platform complaints procedure (PDF - 34KB). For example, switching units between funds during a fund switch or waiting for money after a withdrawal request. All charges are subject to VAT and we may vary them in future. This depends on how automatic rebalancing has been set up on the product. If you dont already have an ISA, then one will be set up as part of this process. Bulk Data admin (if linked to a financial adviser with firm or branch access). 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, use the forms below. Yes, please contact Canada Life International directly to arrange this. We'll also need a certified original death certificate. You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Our transfer guidewill help you with this. Address:Platform Complaints Team, Aegon Workplace Solutions,Sunderland, SR43 4DS. This form also generates as part of the new business application online process. Our email system and the way we deal with data internally is secure. For re-registrations, if youre unable to find the fund youre looking for it may be because we dont currently hold this fund and we wont be able to accept it. Aegon N.V. 2022 2021 Order hard copies You can order a hard copy of the Integrated Annual Report, including the audited financial statements, free of charge by sending a request to our Investor Relations department. Once automatic rebalancing has been set up on the rebalance instruction, automatic rebalance will take place as follows: For example, if you set up a rebalancing instruction on 10 August, automatic rebalance will take place as shown below: A financial adviser or discretionary fund manager can also rebalance on an ad hoc basis. For customers - Use this pack to provide details for a new client application for the Aegon SIPP. Access isnt available if your client has multiple advisers. If your firm/DFM administrator isn't able to help you, you can contact us. If you client is already taking, or wants to take, regular withdrawals they have to set their income distribution option as leave in cash. In all cases, once you have successfully signed in, remember to bookmarkthis pagefor the next time you wish to access your account. For SIPP Child Trust Fund to Aegon Junior ISA transfer authority (PDF - 165kb). To protect your privacy, our head office teams do not have access to your account information. If you die after taking benefits from your pension. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Death benefit nomination/expression of wish form (PDF - 72KB). If you want to provide additional access to the primary role, then the user will also get the permissions of the additional roles you give them. Phone:+44 (0) 3456 00 14 02 Call charges will vary. Please contact our Media relations department for assistance. However, we're 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. This money can be used to invest into funds, to pay charges or can be withdrawn. If you have access to our online services, you may be able to log in and complete your action securely. Income is paid on or around day 12 of each month. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. The income distribution choice has to be set individually for each product your client has. Get up-to-date fund information and performances. This makes it quicker and easier for you to find the funds you need. Please make sure all relevant directors/signatories sign the request. Contact via email: customer.care@aegonlife.com, Transamerica Life Bermuda, Bermudawebsite, Transamerica Life Bermuda Hong Kongwebsite, Contact via email:customerservicehk@transamerica.com, Transamerica Life Bermuda Singaporewebsite, Contact via email:customerservicesg@transamerica.com, Aegonplein 502591 TV,The Hague,The Netherlands, Email: info@aegon.com Contact via phone: +31 70 344 3210, You are about to leave the audited section of Aegon's 2016 Review. 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. You may find the following links useful to see how the different banks and building societies are operating strong customer authentication. Aegon to combine its Dutch business with a.s.r. 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). At times we experience high call volumes, and it may takesome time before we can answer your call. You can complete theDirect Debit instruction online if your client is present. Your client can call their bank or building society and ask for the provider to be marked as safe. Your remaining drawdown fund can be paid to your beneficiaries as: The income payments will normally stop when you die if you dont buy a joint-life annuity or a guaranteed annuity. To change your document preferences, simply sign in, go to your Profile, select Security and notifications, and select Document preferences. If you've forgotten your customer number you can view this in the Your details section of your Profile. To request an illustration, complete the illustration request form below. 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. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). Speak to your financial adviser, if you have one, or sign in to your online account and choose the relevant product. You can't carry out this transaction online for your clients Cofunds Pension Account. Please remember that the email address attached to your Unipass certificate and your Aegon account must be the same. Making contributions to products on the Aegon Platform (PDF - 259KB). You can find their contact details on the ReAssure website. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. 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. 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. No, just use your usual Aegon Platform sign on. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. To comply with regulations, we need to gather this information for each product.
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