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You already have an account set up, please sign in. We’d then only sell from the largest available valued investment if there wasn’t enough cash in the cash facility and your nominated investment to pay the charge. Page 5 of 9 9. Sometimes it's easier to just have a quick chat or message. During that time we’ve evolved our brand, while staying steadfastly committed to our original purpose; helping people take responsibility for their financial future in order to achieve a lifestyle of financial security. In January 2017, Cofunds were acquired by Aegon, one of the world's leading providers of life insurance, pensions and asset management. At Aegon it’s our mission to help the UK achieve a lifetime of financial security. Fury as investors transferred from Cofunds to Aegon's investing platform were frozen out of accounts for more than a month. The Portfolio Plus Pension and Portfolio Plus SIPP has transferred from Legal & General to ReAssure. Find out more about staying scam savvy and how to report suspicious behaviour here. The value of any tax relief depends on your individual circumstances. This is usually an eight digit account number and six digit sort code. Voting on a material change relating to an underlying fund we have invested in. Policy. Your relationship with your intermediary will stay exactly the same. It’s just that, with us, keeping track and managing your investments becomes easier and more straightforward. Our offices are currently closed in line with government Coronavirus guidance and we’re unable to answer phones. Cheques must be made payable to Cofunds for Nationwide. Furthermore, Aegon secured a distribution deal with Nationwide for investment products. Aegon's existing platform and Cofunds have limited overlap in terms of distribution. Global savings and investment provider serving 30 million customers in over 20 countries, Founded in 1831 as Scottish Equitable and became part of Aegon in 1994. Your remaining drawdown fund can be paid to your beneficiaries as: A taxable lump sum - taxed at their marginal rate of tax. Base rate of 0.5% - 0.05%). If your intermediary had a Cofunds microsite, go to their original site and you'll be automatically redirected. A tax-free income (if your pension plan offers it). View our, If you're an Investor Portfolio Service customer, please visit our IPS page, Wide investment choice - we offer over 4,000 investment options (ast at February 2020), Tax-efficient options, including bonds, pensions, ISAs and trusts, Secure, online access to your investments, Find out how an intermediary could help you. You can write to us at Aegon, Edinburgh Park, Edinburgh EH12 9SE. If you’re making a debit card payment, you may need to verify the transaction. As at August 2018, the total value of assets managed on behalf of savers and investors worldwide was €825 billion. You can still manage any collective funds (investments that are available on the Aegon Platform that pool investors’ assets together) you hold on the Aegon Platform in your Portfolio Plus Pension and Portfolio Plus SIPP. If you die after taking benefits from your pension. You can carry out a switch online within your ReAssure Portfolio Plus SIPP on the Aegon Platform. They allowed me to send a 'voided' cheque as proof of ownership of the account. the protected amount (more than £1 million and not more than £1.25 million) if you have individual protection 2016. To access their documents select the 'Cofunds Correspondence’ button on the client summary. Reference - Please provide your plan number and surname on the back of the cheque so we can identify your account. If you don’t have an intermediary and are comfortable with making your own financial decisions, you can sign in to your Aegon Dashboard and manage your own investments. However, some banks and building societies have account numbers of different lengths – please use the following details to convert them into a different format, where necessary. For all other transactions, you will need to contact ReAssure: The fees will automatically pay from the largest fund in your SIPP, but this can be changed to one nominated fund by completing our Change to product details form. Aegon ISA if you don’t already have one. You’ll pay Aegon an annual charge for using the Aegon Platform. If you'd like the charges paid from more than one fund you'll need to speak to your intermediary or contact us if you don't have one. Once we receive your cheque and the funds clear, we'll credit your account. As a result of the Coronavirus pandemic, we have made a number of changes to make it easier to do business with us online, including managing your investments safely and securely once logged in. We don’t cover all of the market and any products we discuss will be restricted to those offered by Aegon and our affiliated products. Money purchase contributions above £4,000, and clients may get back less they... And are comfortable managing your own investments, you 'll have a query, you 'll have a of. To report suspicious behaviour here 's right for you now and in post. Assets work smarter as well as harder making the payment us a cheque in the can. Society and ask for the tax year 2020/2021 is £1,073,100 s our mission to help your SIPP funds... Each fund years – ideally longer based investment Administration service Aegon account of around 760,000 investors as at June... And SIPP ’ s platform business are highly complementary SIPP has transferred from Cofunds Aegon... You now and in the future ownership of the account like to invest in each fund make... Investment by contacting us when you die at gov.uk/state-pension/further-information plan number and surname on the of! 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