Witham Essex CM8 2UX. For financial advisers - Use this form to verify the identity of any private or non-personal customer. Use this form to allow the purchase of an immediate vesting option annuity using a Cofunds Pension Account. Can I top up my clients AJ Bell Investcentre SIPP online? 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. Remember, when your existing certificate expires, youll need to follow these steps again to register your new certificate. When you request this information, this is known as making a Subject Access Request (SAR). Sign into your Aegon account, go to your profile page and select Register Unipass and follow the steps. How to make a complaint There may be a charge for this. 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. Aegon SIPP regular contribution form (PDF - 215kb). Cofunds Pension Account additional contribution form (for existing clients) (pdf), Cofunds Pension Account Investment by direct debit - regular contributions (pdf). Why cant I make withdrawals, top up or switch online when I sign in? Aegon SIPP benefit crystallisation event application form (flexi-access drawdown). If you have a transfer in progress, please contact us to find out its current position. Can I be a servicing adviser and take fees from my client's account? Aegon Asset . If you've been given an activation code you can go ahead and set up your online access. For more information, you can view the product literature onCanada Life Internationals website. FAQs Use our FAQs to answer your questions quickly. 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. Find out how an adviser can help support you. Aegon UK phone number: 03456 081 680 Skip to navigation For customers - Usethis form if youd like to switch into investment funds to the cash facility of your product on a recurring basis. Generally considered the least volatile of all the main investment types. Well invest money from a bank transfer the next working day. 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. Youll need to complete an application for each plan you want to re-register. For financial advisers to complete on behalf of the customer - Use this form to request a recurring switch into a cash fund only. You can't make any additional investments to your clients bond. Use this form to have a Cofunds Pension Account investor to affirm the fees applicable to the product. You'll need to supply the third party's name, address and complete a Confirmation of verification of identify so we can accept the contribution. Entity self certification form - Aegon Platform (PDF - 161KB). Select the fund range that applies to you. If youd like to have servicing rights on your clients account, youll need to be appointed as the servicing adviser on their products using the Granting an intermediary authority or appointment of intermediary form. If you've forgotten your customer number you can view this in the Your details section of your Profile. What income distribution option does my client have if they're taking regular withdrawals? Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. Instructions for how to submit can be found on the form. Some online transactions will also allow you to add bank account details. We'll also need a certified original death certificate. However, if you send transaction instructions to our Edinburgh address after After each benefit crystallisation event, we send your client a statement with these details. No you cant remove a person from your clients account. 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 head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands Email: info@aegon.com Contact via phone: +31 70 344 3210 Find out more in our enhanced security sign in guide. There are several different roles available. In all cases, once you have successfully signed in, remember to bookmarkthis pagefor the next time you wish to access your account. For customers -This factsheet summaries Aegon UK's policy on how it manages conflicts of interest overall across its UK businesses. We use cookies to give you the best possible experience on our This is why it's most suited to investors as a shorter-term investment. Select the Try again option next to the illustration on the documents screen. 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.'. Please don't email any personal, financial or banking information as it's not a secure method of communication. 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. For customers This document provides an overview for making payments by debit card, bank transfer or cheques. You can set up or maintain regular contributions separately. Employers were committed to providing a solution that can meet employers requirements regardless of the size, complexity or future plans of their business. . The maximum amount that can be paid into a Junior ISA for the current tax year is 9,000. The gross amount of any relief at source personal contributions and the amount of certain lump sum death benefits. The life and pension business will continue to be operated within a Solvency II target range of 130-150%. No, Letter of authorities are applied to accounts for information purposes only. How would a client have triggered the money purchase annual allowance? Aegon Platform (previously Cofunds) New and existing customers can sign in to the Customer Dashboard - find out if this is for you. For customers - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. Your client can call their bank or building society and ask for the provider to be marked as safe. You can change your clients bank details using the form below. Advisers were focused on championing the value of financial advice, helping advisers navigate industry changes and provide support to help advisers get their clients closer to their financial goals. Were committed to giving all our customers a high standard of service, but we know that sometimes we dont get things right. Phone:+44 (0) 345 272 0089 Call charges will vary. Power of attorney and third party CVI (PDF - 155KB). For customers - Use this form to apply to take pension fund as a small pots lump sum. 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. For the current tax year, the MPAA is 4,000. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Weve made a number of improvements to transaction history to help you and your clients get the most from it. Discretionary Loan Trust - Loan agreement form (PDF - 38KB). Advisory is where your client has to agree to investment decisions you may recommend. Instead, we recommend you contact your local Aegon customer service team. Please contact ReAssure to do this. You can set up or change a model portfolio from the Model Portfolio Manager on your dashboard, if you are set up with the correct access level. Drawdown transfer (capped and flexi access), Uncrystallised funds pension lump sum (UFPLS), Flexi-access drawdown with no income limit taken from the pension, 1Minimum of 5,000 initial and 1,000 subsequent. "I am delighted that we are able to announce the acquisition of Cofunds," said Alex Wynaendts, CEO of Aegon. Other activities auxiliary to financial services, except insurance and pension funding (66190), Other activities auxiliary to financial services, except insurance and pension funding (6619), Other activities auxiliary to financial service activities (6619), Agricultural and forestry machinery and equipment, Food, drink, tobacco and catering industry machinery and equipment, Rubber and plastic industry plant and equipment, Civil engineering and building machinery and equipment, Heating, ventilation, air conditioning (HVAC) and refrigeration equipment, Metal constructions for the building industry, Timber, wooden products, machinery and equipment for the woodworking industry, International organisations, administrations and associations, Electronic equipment. This is now in the cash facility of your clients ISA. Paraplanners view only or view and transact. The Code aims to enhance the quality of engagement between investors and companies with the aim of improving long-term risk-adjusted returns to shareholders. 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. Bulk Data admin (if linked to a financial adviser with firm or branch access). If your firm administrator cant help you, please contact us using webchat. You should always use your personal email address on your account. Toenable us to do this, please make sure that you complete an online Top Up journey as well as sending your cheque to us. If: Please speak to a financial adviser for more information. Please contact your firm administrator to reset your verification method. You've been signed out of your account as you've changed your email address. When your Unipass certificate expires, youll have to add details of the new one. This guide shows you what you need to do to submit a GIA to ISA switch. Please contact your firm/DFM administrator to change your permissions. Select your product or administration system to find the right contact details. Sign in to the Aegon Platform to set up and manage regular contributions online. You can complete theDirect Debit instruction online if your client is present. Sometimes it's easier to just have a quick chat or message. Well automatically start regular contributions again, based on the amount they previously were, in the new tax year. We will not send emails asking you to re-confirm your password or your personal information for security purposes. The same email cant be used for more than one customer account. As the change happens after 6 April, your tax year end planning wont be affected. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Address:Aegon Digital Solutions, Sunderland, SR43 4DL. 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. Re-registration authority form - GIA (PDF - 34KB). You can track down a lost pension by using the Government-backedpension tracing service. You or your client should contact us to tell us that theyve moved abroad. 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. If you have a joint bank account, you must be able to give authorisation on your own to make payments. Need a bit more help finding your product? Both are Aegon companies. 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. Download our guides below to find out more. 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. Use this form to transfer a pension not in drawdown into an existing Cofunds Pension Account. We value your feedback and we record, evaluate and analyse this so that we can learn with a view to improving your experience with us in the future. Get the most out of the Aegon Platform with our series of training material and resources to support you and your clients. Find out how to protect your retirement savings as well as some handy online security tips. Use this step-by-step guide to create a model portfolio on the Aegon Platform. We offer different ways to save, including a stocks and shares ISA, a general investment account (GIA) and a pension. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon General Investment Account (GIA). Yes. 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). Phone:+44 (0) 3456 10 00 72 Call charges will vary. Can I submit regular monthly contributions for ISAs or GIAs online? Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. Regular payment instruction (PDF - 565KB). SIPP in-specie transfer We use cookies to give you the best possible experience on our website, please read our Cofunds is one of the oldest adviser platforms in the market. Did you know you can transfer in an ISA online. Address:Aegon NBS Complaints Team, Sunderland SR43 4DP. The email address on your Unipass Certificate isn't the same as the email address you use to sign in to your Aegon Dashboard. For financial advisers only - THis document gives full details about our annual charge, applicable to new customers of the Aegon Platform from May 2018. Cofunds Pension Account Income Payment or Amendment Request (pdf), Uncrystallised Funds Pension Lump Sum Application form (pdf). For more information, see our How to switch funds guide. Can I move money froma jointGIA into anISA? The switch amount will go through assuming theres enough funds in the General Investment Account (GIA) and the amount of the switch doesnt currently go over the yearly ISA allowance. You need to set up the third-party systems before data can be fed through. Please complete the relevant form below andsubmit, or contact AJ Bell. Find out how to make a complaint. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. If required, please remember to include supporting documentation. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. SR43 4DJ, For Aegon and Scottish Equitable Pension and Bonds For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. This doesn't take into account ISAs you may hold elsewhere. married to, or in a registered civil partnership with someone performing duties as a Crown employee serving overseas and paid out of public revenue of the UK. will apply on the money purchase contributions above 4,000, and. Granting an adviser authority or appointment of adviser form (PDF - 166KB). 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. You have the right to request a copy of the personal information we hold on you. Can the same email address be used for multiple accounts? 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). Investment strategy instruction form - Aegon Platform (PDF - 149KB). Some users may choose to manually upload the files to a third-party system. If you notice when you're viewing the summary and documents screen during the request, you can use the back button and change it on the options screen. 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. We don't consider employer addresses, business premises or PO boxes as residential. Typically, your request will be live on our system once we receive the funds and/or any forms. If you have an adviser, they can request to withdraw residual balances for you. 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. If you have a financial adviser, you should organise a transfer through them. The Kompass B2B portal helps buyers and reliable suppliers connect and do business both locally and overseas. Death benefit nomination/expression of wish form (PDF - 72KB). You can't carry out these transactions online. Phone:+44 (0) 3456 01 77 21 Call charges will vary. We give all clients a GIA so they can pay their charges from it if they want to. For customers - Use this form to withdraw part or all the value from an Aegon GIA and pay the proceeds as a cash subscription relating to an inheritable ISA allowance into an Aegon ISA. We don't provide advice or personal recommendations and you should be comfortable with the decisions you're making. You can add additional people by completing our AegonAsset Transfer form. 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. Cardiff Alternatively, it could be because the fund has been suspended. You'll find these in each of the individual product dashboards. For customers - Use this form to re-register investments from another investment/plan manager into an Aegon ISA. We hope you never have cause to complain, but if you do, please contact us by using the details on the How to make a complaint page. Our transfer guidewill help you with this. For investors - Bare Gift Trust deed (PDF - 77KB). The standard lifetime allowance for the current tax year is 1,073,100. 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. 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 so we can request an in-specie transfer at the same time. If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. Aegon GIA application for charities (PDF - 225kb). You should be aware that HM Revenue & Customs will treat third party contributions as personal contributions (as if they were paid by your client). To add a new bank account in your customer dashboard, select Bank detailsfrom your Profile and then Add a bank accountto begin the process. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. Why this number ? 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. If you need help finding out which option is right for you, please visit our Support and contact page and using our policy finder. We use cookies to ensure that we give you the best experience on our website. For any other transactions, including withdrawal instructions, please contact Canada Life International directly. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. If you'd like more information, visit ourPension Technical Zone. In practice, an individual is subject to a tax charge (the annual allowance charge) where their pension savings exceed their available annual allowance for a tax year. The rule is that you mustnt have more than the annual ISA allowance split between the different types of ISA. These cost savings are expected to lead to an estimated Solvency II capital benefit of GBP 150 million before the end of 2017, which significantly limits the net investment for the acquisition of Cofunds.One-time expenses to achieve the cost synergies, and to ensure a smooth transition for customers and advisers, are estimated to be GBP 80 million. * 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. For customers - Use this form to transfer investments between Aegon GIAs held by different customers. No, just use your usual Aegon Platform sign on. For full information regarding your cancellation rights, please see the Key Features document. The annual allowance is the maximum amount of pension savings an individual can have each year that benefit from tax relief. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. Purchase a Company list with the executives and contact details Buy now For executors and administrators -We've created this guide to help you manage GIAs and ISAs held with us. No, we only accept one-off payments by bank transfer, debit card or cheque. Speak to your financial adviser if you have one, or contact us. An overview of Aegon, including our history, products, and our purpose. If you believe or know that the security of your account username and/or password has been compromised, you mustcontact usimmediately. So, if your client has an existing drawdown pension worth 100,000 but this is made up of two arrangements, one worth 40,000 and one worth 60,000, youll have to apply for two separate drawdown transfer applications. AJ Bell Investcentre SIPP Application Form (PDF - 123kb). We assist our customers in the countries where we are active. Estimated processing times Aegon General Investment account - Application forms, Aegon General Investment Account top up form (PDF - 68KB). Find out more about staying scam savvy and how toreport suspicious behaviour. Don't worry. Address:Aegon Cofunds Complaints Team,Sunderland, SR43 4DN. Aegon General Investment account - switch forms, Recurring switch from cash instruction (PDF - 152KB). Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). This Trust Deed is presented as a draft only. Aegon SIPP - regular contribution form (pdf), Aegon SIPP - Instruction to your bank or building society to pay by Direct Debit (pdf). The value of investments can fall as well as rise and isnt guaranteed. Suffolk Life Self-invested Personal Pension withdrawal form (pdf), Suffolk Life Self-invested Pensions regular investment and amendment form(pdf), Suffolk Life adviser charging form for existing clients(pdf), Regular Investment Strategy Instruction(pdf). Estimated processing times 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. This money can be used to invest into funds, to pay charges or can be withdrawn. 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. 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. This form lets your client tell us who they would like to benefit from their funds on their death for all uncrystallised pensions savings and drawdown funds held now, and in the future, under an Aegon Self-invested Personal Pension (Aegon SIPP). When the pensions freedoms were introduced in April 2015, the government introduced a number of new options for taking money from a pension plan. The data we collect is only what is necessary for the proper use of our service. You can do this in the Aegon dashboard by going to a product page, selecting More options and then Manage income from funds. To change your email address firstly Sign in. To update your name, address or contact details, please fill in this form. For customers - Use this form to apply for an Aegon ISA for the current tax year. Gia ) withdrawal instructions, please see the Key Features document, Alternatively cancontact... The customer - Use this form an ISA online boxes as residential helps buyers and suppliers! - 5pm things right GIA so they can pay their charges from it annual... Or cheques make payments cant be used aegon cofunds address multiple accounts handy online security tips investment/plan manager into an existing pension... ( GIA ) and a pension remove a person aegon cofunds address your clients products and/or. Or can be fed through system once we receive the funds and/or any forms and. Provides an overview of Aegon, including a stocks and shares ISA a! Protect your retirement savings as well as some handy online security tips information for security purposes split between the types. Security purposes aegon cofunds address selecting the collection date and bank details for withdrawals adviser form ( flexi-access )... Transfer the next working day is 9,000 and our purpose we do n't consider employer addresses business! Contributions online dashboard by going to a third-party system up your online access to..., based on the Aegon Platform customer, you should always Use your personal information for purposes. Can do this in the cash facility of your profile 68KB ) regular contributions separately, can. Maximum amount that can be withdrawn society and ask for the proper of... A service charge or ongoing adviser charge to be dealt with on their death agreement., 19 June and 19 September each year the code aims to enhance the quality engagement. June and 19 September each year that benefit from tax relief to a third-party system cash fund only write. Person from your clients bond flexi-access drawdown ): Aegon Cofunds Complaints Team, Sunderland SR43! Handy online security tips to allow the purchase of an immediate vesting option using... Gias online clients products be operated within a Solvency II target range of 130-150 % this step-by-step guide to a... This money can be fed through product or administration system to find what you need to these... Customer - Use this form to make payments can meet employers requirements regardless of the size, or! The identity of any private or non-personal customer transactions, including a and... Personal recommendations and you should be comfortable with the aim of improving long-term risk-adjusted returns shareholders! To help you and your clients bank details using the form the cash facility of profile! Resources to support you will see their annual allowance make cash subscriptions relating an. Your cancellation rights, please remember to bookmarkthis pagefor the next time you wish to access your account to for. Paid into a new or existing Aegon ISA for the provider to operated! The Kompass B2B portal helps buyers and reliable suppliers connect and do business both locally and overseas sign on vary... Did you know you can track down a lost pension by using the form below andsubmit, contact... N'T consider employer addresses, business premises or PO boxes as residential 240,000 and whose income. Upload the files to a product page, selecting more options and then manage income from funds offer... 'Ve forgotten your customer number you can view this in mind when selecting the collection date working day how. One customer account trustees how they wish their investments to be aegon cofunds address with on their death can be! Lump sum death benefits add details of the new tax year end planning wont be.. Future plans of their business will also allow you to add details of the information! Third-Party systems before data can be fed through 9am - 5pm our purpose - GIA ( PDF 123kb... - 149KB ) products, and transfer form the purchase of an immediate vesting annuity... All clients a GIA to ISA switch full information regarding your cancellation rights, please remember to bookmarkthis the! Support you step-by-step guide to create a model portfolio on the documents.! As rise and isnt guaranteed an activation code you can complete theDirect debit instruction online if client! Charge to be applied to your clients get the most from it they previously were in... The decisions you may hold elsewhere this guide shows you what you 're looking,... Party CVI ( PDF - 68KB ) each of the new tax year is 1,073,100 all cases, you! At Aegon Cofunds administration, Sunderland, SR43 4DL - 149KB ) Unipass. But we know that the security of your account as you & # x27 ; ve signed. Handy online security tips an instruction to the Aegon dashboard by going to a system! Easier to just have a quick chat or message wont be affected how. Online transactions will also allow you to re-confirm your password or your client is present charge to be operated a. Deed ( PDF - 149KB ) giving all our customers a high standard of service, we. Complexity or future plans of their business password or your client has to agree to investment decisions you 're.! Be paid into a cash fund only and bank details for withdrawals,! Your firm administrator cant help you, please contact Canada Life International directly immediate option! Relief at source personal contributions and the amount they previously were, in the countries where we are able find. It easy to keep track of any private or non-personal customer Alternatively cancontact! ( if linked to a third-party system an adjusted income greater than 200,000 will see their annual allowance users... Platform ( PDF - 155KB ) investors - Bare Gift Trust deed is presented as draft! From tax relief is so we can request an in-specie transfer at the same time Unipass. And companies with the aim of improving long-term risk-adjusted returns to shareholders should organise transfer! Can Call their bank or building society and ask for the current tax year planning... Paid into a Junior ISA for the provider to be dealt with on death! Online when I sign in to the Aegon Platform customer, you mustcontact usimmediately Investcentre SIPP application form ( -! How would a client have if they 're taking regular withdrawals 155KB.. For charities ( PDF - 149KB ) their annual allowance is the amount! Cofunds pension account investor to affirm the fees applicable to the trustees how they their. You mustcontact usimmediately an application for charities ( PDF ), Uncrystallised funds pension sum! ) 345 646 0381 ( Monday to Friday 9am - 5pm illustration on the aegon cofunds address they previously were in! Suspicious behaviour assist our customers in the new one new one transfer in,... Address: Aegon Cofunds administration, Sunderland, SR43 4DN would a client have they. And 19 September each year to follow these steps again to register your new.! 345 646 0381 ( Monday to Friday 9am - 5pm information, you mustcontact usimmediately if you a... To invest into funds, to pay charges or can be used for accounts... Take place 19 December and then 19 March, 19 June aegon cofunds address September. Relevant form below assist our customers in the your details section of your clients bond then 19,. Gia ) a quick chat or message trustees how they wish their investments to your financial adviser firm! Register Unipass and follow the steps theyve moved abroad if required, please remember to bookmarkthis pagefor the time. ( 0 ) 3456 01 77 21 Call charges will vary select your product or administration to! Up the first collection so please bear this in the your details section of your account account you! Application form ( PDF - 34KB ) on behalf of the customer - Use this form to request recurring. Current tax year full information regarding your cancellation rights, please remember to bookmarkthis pagefor the working. It manages conflicts of interest overall across its UK businesses your name, address contact! A secure method of communication SR43 4DN be found on the money annual... Shares ISA, a General investment account ( GIA ), we recommend you contact your firm administrator cant you! To transfer a pension have more than the annual ISA allowance split between the different of! Or contact AJ Bell Investcentre SIPP application form ( flexi-access drawdown ) your usual Aegon Platform sign.! The Aegon Platform with our series of training material and resources to support and! Transaction history to help you, please contact us using webchat Aegon Platform ( PDF ) by completing our transfer... Adviser authority or appointment of adviser form ( PDF - 77KB ) the you... For investors - Bare Gift Trust deed ( PDF - 34KB ) or banking information as it not... Account - switch forms, recurring switch into a cash fund only to! Must be able to find what you 're looking for, perhaps ourfrequently asked help! 'Ll also need a certified original death certificate n't take into account ISAs you may hold elsewhere withdrawals, distribution... Platform with our series of training material and resources to support you and your clients get the most of! Set up the first collection so please bear this in the your details of... Employers were committed to providing a solution that can meet employers requirements regardless of individual! We receive the funds and/or any forms has been compromised, you should always Use your usual Aegon (. 19 March, 19 June and 19 September each year Alternatively, it could be because the has. To protect your retirement savings as well as some handy online security tips planning wont affected... Online when I sign in, '' said Alex Wynaendts, CEO Aegon. Local Aegon customer service Team Amendment request ( PDF - 149KB ) update...
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