For customer - Use this form to change product details including regular withdrawals, income distribution and bank details for withdrawals. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. Well only ask you this once for each product. Dowgate Wealth Ltd, registered in England number 12221221, is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. Rocketreach finds email, phone & social media for 450M+ professionals. For customers - Use this form to top up your existing Aegon ISA. For financial advisers - Use this form to amend the fund selection within a regular contribution investment instruction for third party pension products. Please contact your firm administrator to change your permissions. We pay consolidated natural incomeon day 12 of each month. Please complete the relevant form below and submit. 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). Your client can take regular withdrawals if theyre only invested in accumulation funds. Aegon ISA transfer authority (PDF - 32KB). AJ Bell Investcentre SIPP Application Form (PDF - 123kb). 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). Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. For customers - This guide explains the key features of the Aegon ISA. You'll need to, Your account is locked. If you do transfer it, it will be updated to flexi-access drawdown. Adviser bulk transfer request (PDF - 137KB). Get 5 free searches. Adviser homepage This is so we can request an in-specie transfer at the same time. Use this form to top up investments in Cofunds Pension Account. Individual NYSE shareholder account inquiries, comments or suggestions concerning Aegon are welcome. CPA investment transfer schedule (PDF - 43KB). Can I re-register assets from another plan? For information about a specific fund, please contact us. If your client's bank does participate in this scheme, your client will be prompted to enter further verification information. Client-support literature You can carry out a switch by signing into the Aegon Platform. Corporate company investor for the GIA only. If your clients are still prospects and dont have any products on platform, the record will be deleted. For customers - Use this form to tell us to convert units and/or shares in an Aegon Platform product. Suffolk Life withdrawal form (PDF - 66KB). AJ Bell adviser charges payment instruction For AJ Bell Investcentre Self Invested Personal Pension (SIPP) (PDF - 155kb). Find training guides, latest news and range of client solutions for you. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. For financial advisers - Use this form to move all or some clients from one adviser to another within the same company. SIPP in-specie transfer For financial advisers - Use this form to set up a service charge or ongoing adviser charge to be applied to your clients products. 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. And, with it all online you can quickly track how the funds are performing and make changes, including rebalancing, easily if you need to. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Making contributions to products on the Aegon Platform (PDF - 259KB). CPA drawdown transfer application form for new clients (PDF - 235kb). We need written confirmation of the change signed by all relevant directors/signatories. If you'd like to change previously selected options, please complete our Investment strategy instruction. Quarterly rebalance first rebalance will take place 19 December and then 19 March, 19 June and 19 September each year. Cofunds Pension Account (CPA) Product T&Cs (advised) (PDF - 157.21KB). And by bringing savings together, your clients could benefit from lower charges and take control of theirinvestments in one place. Regular payment instruction (PDF - 565KB). Alternatively, you can email them at reassuresipp@mercer.com or write to them at the following address: You can manage income separately once the top up is complete. Fitzalan Road 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). Having a separate cash facility helps make it easy to keep track of any outgoing and incoming payments under each product. For customers - Use this form to transfer additional permitted allowance to an Aegon ISA. You can top up your clients ISA if it's within their yearly ISA allowance. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. Background to the acquisition of Cofunds from Legal & General and how this accelerates the implementation of If youre not registered yet, call us on+44 (0) 345 604 4001and well set You can't make additional contributions to your client's ReAssure Portfolio Plus Pension or SIPP online. Application form - ISA transfer (PDF - 704KB). Yes. Can I submit regular monthly contributions for ISAs or GIAs online? Recurring switch into cash form (PDF 151KB). For customers - Use this form to switch between investments held within an existing Aegon Junior ISA (JISA) on behalf of a child who is under 18 and living in the UK or on your own behalf if you are the child aged 16 to 18 who has successfully applied to become the registered contact. Canada Life International Portfolio Account supplement (PDF - 32KB). Yes, you can carry out a switch online from the Client summary. The success and maturity of the European ecosystem can also be measured in terms of the number of unicorns in Europe, private companies with a valuation above US$1bn. Aegon Platform complaints procedure (PDF - 34KB). 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. Entity self certification form - Aegon Platform (PDF - 161KB). Sign in to the Aegon Platform to manage model portfolios. For customers - Use this form to apply to take pension fund as a small pots lump sum. However, in this situation please contact your firm administrator to report device unavailable. Key features of the Aegon JISA (PDF - 210KB). For customers - Use this form to allow an adviser to take a charge from a Suffolk Life product. If your clients are live platform clients and have live products on platform you cant delete the clients. Get Carol Platt's email address (c*****@theaccessgroup.com) and phone number at RocketReach. How do I make a complaint? If you'd like more information, visit ourPension Technical Zone. We produce apre- and post-illustration to show how the changes made to the income distribution choice may impact your client's product. Log in. CPA drawdown transfer request (PDF - 118KB). When your Unipass certificate expires, youll have to add details of the new one. Aegon SIPP record of payments due (PDF - 87KB), For employers - Use this form to set up member contributions to an Aegon SIPP, Aegon Self Invested Personal Pension (Aegon SIPP) pack (PDF - 255kb). These guides show you how to set up regular contributions and manage regular contributions online for your existing clients' GIA and/or ISA. The primary role is the main role a user will carry out. See below for the roles and what additional access you can give. It may also be that the fund youre looking for isnt within the range that we offer for that product. Aegon ISA transfer application form (PDF - 722KB). Key features of the Cofunds Pension Account (PDF - 201KB). 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. It takes 10working daysto set up the first collection so please bear this in mind when selecting the collection date. Meet Legado. If you select pensions savings or full immediate drawdown there are different types of transfers available. The funds that are available for you to select from depends on the advice basis for the transaction. For customers - This guide explains the key features of the Aegon GIA. Yes. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Use thid form to set up a Direct Debit mandate to make regular contributions to their Cofunds Pension Account. For customers - Use this form if you have an Aegon SIPP and want to transfer the benefits from that plan to an overseas pension scheme. For customers - Use this form to allow a change of registered contact on an Aegon JISA. Use this form to transfer a pension in drawdown into an existing Cofunds Pension Account. Just sign in to the Aegon Platform account, find your client and select GIA to ISA switch from More options. An individual panel - you can set this up and only you can view this. If there are any problems, we'll contact you. You need to set up the third-party systems before data can be fed through. For other transactions, please complete the relevant form below and submit. You need to complete our Re-registration authority form and send this to us. 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). You can carry out a switchby signing into the Aegon Platform. For financial advisers - Use this form to top up a General Investment Account (GIA) product on the Aegon Platform. Your client can pay charges from their nominated GIA for: Yes. Withdrawal from an Aegon GIA to be paid as an additional permitted subscription into an Aegon ISA (PDF - 66KB). 4 Mayland Road. Alternatively, you can find out more on HMRCs website. For customers - Use this form to set up a direct debit. website, please read our Cookie 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. 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 For financial advisers - This document details the suitability and features of the Aegon SIPP. Witham Essex CM8 2UX. Select the Try again option next to the illustration on the documents screen. Death benefit nomination/expression of wish form (PDF - 72KB). If youre not registered yet, call us on +44 (0) 345 604 4001 and well set you up. For customers - This guide explains the key features of the Aegon JISA. We now help around 3.8 million customers with their financial goals, and we want to help you take control of Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. No. If you have your client with you, or you have their agreement to set this up, you can do this online. We ask this to determine ifyou can complete theDirect Debit instructiononline or on paper. Your firm administrator can set up access for you. You can top up an existing product online by signing in to the Aegon Platform. Your client can add the provider throughtheir online banking account. Contact customer services to unlock your account if youve tried to sign in three or more times. Aegon GIA application for trusts (PDF - 250kb). Aegon GIA application for charities (PDF - 225kb). If you need other information, please contact us. Can I carry out regular contribution transactions online for my clients Suffolk LifeAnnuities or Trustees pension? If you've just activated your Aegon Platform account, it will be the next working day before you can use this. For regular contribution transactions, please complete and submit theSuffolk Life self-invested pensions regular investment and amendment form. Who can set up and maintain user roles and permissions? Please contact us and we can help you. These roles are associated with our Bulk Data service. You can select the account we pay it in to. The maximum your client can pay by debit card is49,999.99. 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. You are currently on the Aegon Group corporate website.
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