Contact Us - Feel free to contact us if you have any questions or comments. You can reset/change your password by signing in to your account . ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP (PDF - 175kb). The rate of interest is paid at theBank of England base rateless 0.05%. may apply on the value of any savings made to defined benefit arrangements that are higher than 36,000 plus any carry forward you have available. 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. Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. KOMPASS, Select your product to find the right support for you. You may lose features, protections, guarantees or other benefits - so make sure you compare products before transferring. Who do I contact for queries relating to my Portfolio Plus SIPP and Portfolio Plus Pension? It can take up to five business days for your payment to reach us. If our guides can't answer your query try our FAQs or get in contact with us. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. You can only make regular payments by Direct Debit. No. If you haven't received your account verification email, please check your email junk folder, otherwise please contact us. Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. If you have an adviser, you'll need to speak to them first. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. Alternatively, you should download the form from the documents screen youll see later in the online transaction you're carrying out, print this and ask your client to complete before returning this to us. Any trusts or expression of wish youve already set up wont transfer over to a new Aegon Pension. For customers - Use this form to either grant authority for an adviser to access information about your products or to appoint a new adviser to service your products. For any other transactions, please contact Curtis Banks. Presentations You can do this during the quote and apply process, by selecting the Re-register from another provider option. We'll also need a certified original death certificate. Adviser homepage Find training guides, latest news and range of client solutions for you. If you do transfer it, it will be updated to flexi-access drawdown. For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Get in touch with us if you're having trouble finding what you are looking for. 08130498. For information about this, please contact us. Aegon Self Invested Personal Pension illustration data capture form (PDF - 165kb). The table below covers our most recent report the six-month period from 1 January 2022 to 30 June 2022. How do Iset up regular contributions online for existing clients? If youre an Aegon Platform customer, you can write to us at Aegon Cofunds Administration, Sunderland, SR43 4DN. Investors may get back less than the amount invested. Your client can make a single and/or a regular contribution into a product. This will delete any registered number and/or authentication app. Alternatively, you can stop the existing regular contributions and then set up new regular contributions where you can enter new bank details. There may be occasions where we require this, if this is the case, well get in touch with you or your client for this. Select the fund your client wants to sell and we'll automatically add it to cash. Address:Aegon NBS Complaints Team, Sunderland SR43 4DP. You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9:00am 5:00pm. For customers - Use this form to apply for an Aegon GIA for a registered charity. Sometimes it's easier to just have a quick chat or message. Use this form to specify an instruction to the trustees how they wish their investments to be dealt with on their death. 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). Reinvest income back into the fund at the next valuation point. GIA and ISA in-specie transfer We'll automatically set up a GIA for you when you buy an Aegon ISA. Standard theres no limit to the number you can add. Direct debit mandate - GIA (charges) (PDF - 75KB). 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. Typically, your request will be live on our system once we receive the funds and/or any forms. Find out how to protect your retirement savings as well as some handy online security tips. Any income generated will remain in the cash facility of the product and will be used for fees and charges. Cofunds Pension Account additional contribution form (pdf), Cofunds Pension Account transfer request form (pdf), Cofunds Pension Account drawdown transfer request form (pdf). Changing your email address will also change your username for Aegon Platform. For customers - Use this form to allow a JISA investor to change their regular contributions into their JISA. If you select ISA or GIA,theres no limit to the number of transfers you can add. You only need to activate your account once. Bulk Data user (if linked to a financial adviser with firm or branch access), and/or. If you have a financial adviser, you should organise a transfer through them. To better protect your online account were supplementing this with something you have a device on which you can generate a passcode using an app or receive a passcode by text. Aegon ISA Transfer authority (PDF - 30KB). For any other transactions, youll need to contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. Our trust range for use with a general investment account, Suitability and features of the Cofunds Pension Account (PDF), Making contributions to products on the Aegon Platform (PDF), Aegon Platform terms and conditions (PDF), Cofunds Pension Account Product Key Features (advised) (PDF). 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). 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.. Aegon Retirement Choices, One Retirement and Retiready Aegon Platform Nationwide Building Society TargetPlan Aegon and Scottish Equitable Pensions and Bonds Use this form when you wish to apply for a new CPA by transferring a scheme from which you are already taking benefits through either capped or flexi-access drawdown. 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. You can see your remaining ISA allowance on the ISA product page under the Overviewtab and as part of the Manage regular contributionstransaction. This is usually an eight-digit account number and six-digit sort code. How do Iperform a GIA to ISA switch? Then, if you have access, select Switch funds and follow the instructions. Please select the box that applies to you. SC144517) registered in Scotland, registered office: Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.03965289, registered office: Level 26, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. What are the Bulk Data user and admin roles? For customers - Use this form to nominate a beneficiary in the event of your death. For customers - Use this form to give us authority to proceed with the re-registration of funds from a transfer into an Aegon SIPP. If you need to tell us about the death of a planholder, well need you to firstly confirm your full name, contact number and address for correspondence. 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. AJ Bell Investcentre SIPP regular investment amendment form (PDF - 66KB). You can add via your online banking account. Aegon UK document library Get Aegon UK product literature, forms and other documents. If you have your client with you, or you have their agreement to set this up, you can do this online. 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. Ourprocess for dealing with a complaint(PDF - 153kb)is written in line with regulations laid down by the FinancialConduct Authority and we do our best to make sure that youre kept up to date with the progress of any complaint. For customers - ReAssure terms and conditions supplement for the ReAssure Portfolio Plus Pension and ReAssure Portfolio Plus SIPP. Use this form to allow a Cofunds Pension Account investor to an UFPLS payment from their Cofunds Pension Account. If you have a joint bank account, you must be able to give authorisation on your own to make payments. Why cant I make withdrawals, top up or switch online when I sign in? This could also affect your experience when using our website or online systems. Download presentation (pdf) PDF 527 KB August 11, 2016. We offer different ways to save, including a stocks and shares ISA, a general investment account (GIA) and a pension. By continuing to use our services from May 25, 2018, you acknowledge and agree to our updated Privacy Policy and Cookies Policy. Aegon to combine its Dutch business with a.s.r. If you've forgotten your customer number you can view this in the Your details section of your Profile. If you continue, we'll assume you're happy to receive all cookies from the website. Wish youve already set up wont transfer over to a new Aegon Pension supplement the. In to your dashboard, go to your dashboard, go to your dashboard, go to your profile and! To my Portfolio Plus Pension and ReAssure Portfolio Plus Pension Aegon Platform, view your product... Product page under the Overviewtab and as part of the Manage regular contributionstransaction office address: Aegonplein 50 TV. To your dashboard, go to your account sure you compare products before transferring to proceed with the of. 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