Intermediary talking to client

Processes on the Aegon Platform

We've summarised the processes you can carry out online and the paper-based processes when transacting on the Aegon Platform - view the table below for more information.

Online processes

Access and security
Trouble signing in (including password resets)
Change security details
Manage user access, roles and permissions
Managing your clients
View and manage client profiles
Client search
View client summary
View product summary, value and transactions
View client and product documents
Transacting on behalf of your clients
New applications for general investment account (GIA) and ISA - single contributions, regular contributions, regular withdrawals, re-registrations and ISA transfer
New applications (accumulation) for Aegon Self-invested Personal Pension (SIPP) - single contributions, regular contributions (individual and employer) and new transfers in (standard, block or pension credit)
Top up an existing GIA and ISA – single contributions, re-registrations and ISA transfer
Top up an existing Aegon SIPP - single contributions and transfers in
Transfer in an existing GIA or ISA
Switch funds for an existing GIA or ISA and SIPP
Set up an ad hoc (one-off) withdrawal for an existing GIA and ISA
GIA to ISA switch individual and joint clients
Set up and manage regular contributions for existing GIA and ISA products
Managing your fees and charges
Manage charges - ongoing adviser charge, ad hoc adviser charge and service charge
Manage charges by direct debit or nominated fund
Managing your investment proposition
Fund research
Model portfolio management (including ad hoc individual and bulk rebalancing)
Fund panel management
Portfolio scan
Capital gains tax tool
Reports and management information

Paper-based processes

Aegon SIPP Please use the relevant form from the website
Re-registration authority Re-registration authority
Immediate drawdown Aegon SIPP full immediate drawdown form
Drawdown to drawdown transfer Aegon SIPP drawdown to drawdown transfer form
Benefit crystallisation Aegon SIPP benefit crystallisation event application form
Drawdown, Drawdown transfer, Uncrystallised funds pension lump sum (UFPLS)/ ad hoc income request illustration request Aegon SIPP illustration data capture form
Set up or manage a regular contribution into an existing SIPP Aegon SIPP regular contributions form
Direct debit mandate (SIPP)
Regular income Aegon SIPP benefit crystallisation event application form
Transfer out  Aegon SIPP transfer out
Record of payments due Aegon SIPP record of payments due
Cofunds Pension Account (CPA) Please use the relevant form from the website
New business Cofunds Pension Account provided by Curtis Banks
Top up Cofunds Pension Account additional contribution form
Employer verification for single contributions Cofunds Pension Account Employer’s Contribution Authority
Transfer in (not in drawdown) to existing CPA Cofunds Pension Account transfer request form
Transfer in (in drawdown) to existing CPA Cofunds Pension Account transfer request form
Confirm assets to transfer in to a CPA Cofunds Pension Account Investment Transfer Schedule
Regular income (flexi-access drawdown) Cofunds Pension Account Flexi-Access Drawdown Form
Regular income (capped drawdown) Cofunds Pension Account Capped Drawdown Application Form
Benefit crystallisation Cofunds Pension Account Flexi-Access Drawdown Form
Uncrystallised funds pension lump sum (UFPLS) Uncrystallised Funds Pension Lump Sum Application Form
Set up and manage regular contributions Cofunds Pension Account Employer’s Contribution Authority
Ad hoc income Cofunds Pension Account Income Payment or Amendment Request
Transfer out Cofunds Pension Account Transfer Out Form
Set up a direct debit CPA Investment by Direct Debit - Regular Contributions
GIA and ISA Please use the relevant form from the website
Set up and manage regular withdrawals for existing GIA and ISA products Complete the Change to product details form, including all sections that apply