No, we can only accept regular payments by Direct Debit. If your company has access to the Aegon Platform and you need sign in details please get in touch with your firm administrator. Please contact us to get details of the regular contributions or to amend them. No. Please remember to include any supporting information required. If you've flexibly accessed your benefits, such as taken an uncrystallised funds pension lump sum (UFPLS) or taken income from a flexi-access drawdown fund, the Money Purchase Annual Allowance (MPAA) is the amount that can be paid in one year to your money purchase arrangements without a tax charge applying. Well ask you what you want us to do with any income generated if you choose one or more income funds. This applies to all funds where AIL is appointed as investment manager. We may spread any money we hold on your behalf across those banks to help reduce the risk to your money if any one bank has financial difficulties. No policy number? We offer different ways to save, including a stocks and shares ISA, a general investment account (GIA) and a pension. Please complete the relevant form below. If you've not been able to find what you're looking for, perhaps ourfrequently asked questionswill help, alternatively you cancontact us. If you continue to have problems accessing Report Zone outside these hours, please contact us. Digital journeys Find out what you can do online and when you need to send us paper forms. With over 4,000* investments available, there's a huge range to choose from - whether you're looking to grow your savings, approaching retirement or taking an income. You can top up an existing product online by signing in to the Aegon Platform. 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. Ive lost or broken my mobile and dont have any alternative devices for sign in verification, how can I sign in? Can I change theDirect Debit details for my clients regular contributions online? If you select ISA or GIA,theres no limit to the number of transfers you can add. 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. Can I take a one-off withdrawal from my Aegon ISA or General Investment Account (GIA)? When we make the change, both you and your client will both be able toview this. If you require access to institutional material selectInstitutionalhere. How would a client have triggered the money purchase annual allowance? You can't carry out this transaction online for your clients Cofunds Pension Account. For this reason, we switch off auto-rebalancing. Document library Get product literature, forms and other documents. Telephone lines are open Monday to Friday 9.00am to 5.00pm. Scottish Equitable plc report 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 *The number of new complaints per 1,000 policies in force as at 30 June 2022. Aegon Junior ISA transfer authority(PDF - 59KB). You can contact ReAssure by phone on +44 (0)345 646 0381 (Monday to Friday 9am - 5pm. For customers - This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Wed need written confirmation of the changes signed by all the trustees. Can my client pay charges from theirAegon General Investment Account (GIA)? If you have another product on the Customer Dashboard within the same service profile, for example an Aegon ISA, you can elect to re-direct and pay your ongoing ISA charges from the cash facility within your GIA, rather than pay them from yourtax-efficient ISA product. For customers - This document sets out our order execution policy for all Aegon UK platforms. You can find the drawdown charges in the table below, and full details of the Cofunds Pension Account charges and rates are in our Charges sheet. No - you need to provide your National Insurance number during the application process. Our complaints policy is available todownload or read online. If you've forgotten your customer number you can view this in the Your details section of your Profile. What are the Bulk Data user and admin roles? For customers - Use this form to set up a new regular payment for either an Aegon ISA or an Aegon General Investment Account (GIA). Learn More How It Works. 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.. For customers - Use this form to set up a regular withdrawal from a Suffolk Life Master SIPP on the Aegon Platfrom. Guide to transfers. You'll receive an email with an activation code and instructions on what to do next within 48 hours. We take complaints seriously and welcome the opportunity to learn from our customers concerns. Regular payment instruction form - Aegon Platform (PDF - 565KB), Aegon ISA -Inheritable ISA - Application forms, Inheritable ISA application form (PDF - 179KB). Transfer income into your bank account so that its available for you to use day to day. For GIA and ISA Yes. View Aegon N.V. report archive Aegon Bank N.V. View Aegon Bank N.V. report archive Responsible Investment Reports If you select drawdown transfer, you can only add one transfer at a time. We require a mobile number and/or smart device to help verify you when signing in. Find out more in our Guide to paying your charges through our GIA and our Guide to GIAs. For more information you can view the product literature onCanada Life Internationals website. The table below covers our most recent report the six-month period from 1 January 2022 to 30 June 2022. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. You can find their contact details below. Investor protection what you should know (PDF - 36KB). 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. We need written confirmation of the change signed by all relevant directors/signatories. When this happens, we aim to deal with all complaints in a fair, efficient and effective manner. However, were 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. Can I carry out transactions online on the Aegon Platform for my clientsReAssure Portfolio Plus Pension or SIPP? If your firm administrator cant help you, please contact us using webchat. For trustees - Use this form to apply for an Aegon GIA to be held on behalf of a registered pension scheme. To do this, select the Help and Support tab and choose Customer Services from the drop down menu. Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Intelliflo Automated Advice Service Supplemental Terms (PDF - 132kb). 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. On designation or transfer of a scheme already crystallised. You are currently on the Aegon Group corporate website. Administered by Curtis Banks, an expert team is on hand to help your clients get the most out of their retirement. Sign out of your account and select the link to Need help signing in? This information is based on our understanding of current taxation law and HMRC practice, which may change. Select another Aegon website from the list of links below. You can request this bycontacting us. We don't provide advice or personal recommendations and you should be comfortable with the decisions you're making. Sorry, you're not able to carry out any transactions online for your client's Cofunds Pension Account. If you have access to our online services, you may be able to log in and complete your action securely. You can find the forms in ourDocument libraryby selecting Aegon General Investment Account (GIA) and Application forms. Please complete the relevant form below andsubmit, or contact AJ Bell. Anything below this will be held in your cash account until the amount is greater than 2.50. Our postal address is changing from 26 April 2021 as a result of changing our print and postal administration supplier our Edinburgh office isnt changing location. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. This will also enable us to remain in contact regardless of your employment status. Power of attorney and third party CVI (PDF - 155KB). Sorry, youre not able to carry outthis transaction online. Change of postal address Our postal address is changing from 26 April 2021 as a result of changing our print and postal administration supplier - our Edinburgh office isn't changing location.As the change happens after 6 April, your tax year end planning won't be affected. However, we consider the disclosures made by underlying fund managers to assess their commitment to the Financial Reporting Councils UK Stewardship Code. If you havent already activated your Aegon account, you need to do that first using your username and password not your Unipass certificate details. Call charges will vary). You can reset/change your password by signing in to your account . 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. Our story started over 190 years ago, when we were founded as Scottish Equitable here in the UK. You can change your clients bank details using the form below. For customers - Use this form to make cash subscriptions relating to an inheritable ISA allowance into a new or existing Aegon ISA. Use this form to verify the identity of a non-private individual in relation to a Cofunds Pension Account application. Find training guides, latest news and range of client solutions for you. If you dont have an adviser and are comfortable managing your own investments, you can contact us by web chat. Company directory and business data solutions. No. The same would apply for other roles such as 'Paraplanner'. You can switch auto-rebalancing back on by completing theInvestment strategy instruction. We'll apply any base rate changes within one working day. Use this form to verify the identity of a private individual in relation to a Cofunds Pension Account application. Your Unipass Certificate may not be valid - for example its expired. Wed need a new application for a joint GIA. Simply sign in to the Aegon Platform, view your clients product summary, and then select More options and Manage income. Can I add money into an Aegon ISA from my General Investment Account (GIA)? Certain relief claimed by non-domiciled individuals in relation to contributions to overseas pensions schemes, less the amount of certain lump sum death benefits. Aegon Head office Address: Aegonplein 50 2591 TV, The Hague, The Netherlands. For customers This document provides an overview for making payments by debit card, bank transfer or cheques. There is nothing to stop an individual paying in more than their available annual allowance. Income generated from a fund may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. Visit our financial wellbeing hub to find articles, resources and insight that could help you find financial freedom through future planning. Yes. You can add via your online banking account. To access your products on the Aegon dashboard, you'll need to activate/upgrade your account. In most cases, this will be free of charge. For any other CPA transactions, please complete the relevant form below and submit. Use this form to request a tax-free lump sum or pension income through flexi-access drawdown. Contact your firm administrator in the first instance, if they arent available, Their relevant UK earnings in the current tax year if a personal contribution is being made, Whether they have used up their full annual allowance in the tax year they want to use carry forward in, Their entitlement to carry forward unused annual allowance from the previous three tax years through membership of a registered pension scheme, The impact of the tapered annual allowance in the current or three previous tax years, Whether or not they are already affected by the money purchase annual allowance, The total amount your client is looking to move to the ISA, The names and SEDOL numbers for the funds your client would like to invest the contribution in. Articles, resources and insight that could help you, please contact your firm administrator find! Access to the Aegon Platform and you need to send us paper.... 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