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Aviva Platform and Investments . In fact, there are thousands of funds to choose from. On the platform you’ll find a range of portfolios to cater for different tax and income requirements. When it comes to planning your future, it's not always easy knowing what to do first. Not for use with customers. Your client will only pay for the investment choices they use. We offer free pension support and you can get tailored financial advice too. See our pension . See our contact us page for a full directory. Fund performance, factsheets and charting tool. In fact there are thousands of funds to choose from. This example shows how much you'd pay in your first month to open with or transfer in £5,000 in a ready-made fund with a fund charge of 0.35%.

See our cookie policy for more information on cookies and how to manage them. That way, you can work out how much you should be putting away and the different ways you can use your pension money too. Flexible investing, including the ability to run multiple investment goals within the same account, means you’re no longer restricted to holding just one investment approach per account. So take a look at our six tricks which could give it that boost. See our cookie policy for more information on cookies and how to manage them. If you've forgotten your username or password please contact us on 0800 068 2170 If you continue, we’ll assume you are happy for your web browser to receive all cookies from our website. You don’t have to be retired to dip into your pension pot.

Pension Portfolio offers flexi-access drawdown on a single or phased basis and gives your clients complete flexibility with their pension fund in retirement. What impact does coronavirus have on your pension or investment policy? What different ways are there to take my pension money. Not for use with customers. We use cookies to give you the best possible online experience. Bringing your money together into one place could give you a clear picture of your retirement.

Our competitive Aviva charge. Pension Portfolio is a self-invested personal pension, offering access to thousands of funds, equities, investment trusts exchange-traded funds, fixed income securities and commercial property.

You are currently within Adviser > Aviva Platform and Investments, Visit Aviva Investors for more investment options, Find out more about our Platform & Investments products, Find out more about our Retirement products, Online services - Protection services support, Find out more about our Protection products, Find out more about our Workplace benefits. The investments you choose for your client will determine whether they're in the Core or Choice option. See how to stay in tip-top conditon in retirement and get ideas on what you can do with your extra spare time.

Our Investment Portfolio lets your clients invest in a wide range of collective investments, structured products, and equities from all key investment sectors. Skip to Log in; Skip to Search; Skip to content; This site is for UK Life Advisers only. Give our calculators a go . ISA Portfolio, available on the Aviva Platform, is a flexible ISA and lets your clients invest tax-efficiently in a wide range of collective investments and equities from all key investment sectors. Both you and your clients can take full advantage of our flexible income drawdown options as they provide you with the ability to create the retirement approach best suited to their needs. So if you’re struggling to get your head around your pension or have questions about your options, we can help. From budgeting to topping up your pensions pot, we’ve got some handy tips to help you boost those all-important savings.

If you're a customer, please go to aviva.co.uk . We’ve designed the Aviva Platform to be easy and straightforward to use. Tools to help you get the most out of our platform, Fund performance, factsheets and charting. And our SIPP could be the stepping stone towards the future you're after. The Aviva Platform uses the latest technology to provide a fast, efficient service that meets both your needs and those of your clients. Let's face it — understanding pensions and knowing how to take your money can be confusing. This site is for UK Life Advisers only. It offers outstanding investment choice: This outstanding investment choice is coupled with the platform functionality you need to help reduce the cost of servicing clients. Sometimes changes in your life leave you unsure about what to do next. To find out more about our Aviva Platform charges, please see our Aviva Platform Due Diligence toolkit. 4 Choo se your investments – and how you invest them 6 Cle ar, transparent charging 9 The A viva charge 10 Ho w the Aviva Platform works at a glance 11 AV208284_LF10203_0419.indd 2 … With the Investment Portfolio, your clients have access to a wider range of investments. So we’re here to help you understand your options, should the unexpected happen. To help you get the most out of the Aviva Platform, we have a range of support available: Offering access to a wide range of professionally managed funds, so your clients can invest for growth, income or a combination of the two. Use our tools and calculators and find support, guides and demos for using the Aviva Platform. This page is for financial advisers, to access the Aviva Platform for customers, please click, registered and received your Aviva Platform online account number, registered for and collected your Unipass digital certificate, 'confirm certificate' pop up - select your certificate and click 'Ok', 'request for permission to use a key' pop up - select 'Grant permission', input your online account number and password then click 'Continue', Not contain 3 consecutive occurrences of the same character e.g.

With the Aviva Platform, you can match investment strategies to your clients' needs. It’s flexible and easy to develop so we can continue to add new features and improve existing ones. And our SIPP could be the stepping stone towards the future you're after. Here you can learn about pensions from scratch, understand more about your retirement income options and plan what to do if something changes in your life.

Designed to deliver growth over the medium to long term, employing a ‘smoothing’ process to shelter your clients from some of the impact of adverse market movements. We’ve partnered with Financial Express to create a rich transactional driven client reporting service, providing detailed investment analysis including asset breakdown, as well as performance history which includes money weighted and time weighted return.

Whether you're years from retirement or it's just around the corner, it's important to consider the lifestyle you'll want when you hit that all-important milestone. All costs are calculated daily and charged monthly. We'll take you through your options and break things down with our handy tools. Instead you can use a mix of adviser and Discretionary Investment Manager (DIM) model portfolios as well as holding loose funds or ETIs. So let us clear things up for you. We use cookies to give you the best possible online experience. click on the 'Unipass login' button 'confirm certificate' pop up - select your certificate and click 'Ok' 'request for permission to use a key' pop up - select 'Grant permission' input your online account number and password then click 'Continue' click on the 'Unipass login' button The Aviva Platform 2 An easier, efficient way to manage your wealth 3 Wha t do you get with the Aviva Platform? See how you can start taking your money flexibly – and how doing this could affect your future. Visit our coronavirus help and support pages, Start pension planning and make things easier on tomorrow’s you. If you continue, we’ll assume you are happy for your web browser to receive all cookies from our website. Let us break  it all down for you - inheritance tax, releasing money from your home with equity release, buying a guaranteed income with an annuity and lots more. Think about charges, your attitude towards risk, your aims and personal circumstances. There's our Aviva Charge, which is up to 0.40% of the value of your investments. The Aviva Platform is signature-lite, meaning very few signatures are required. Our self-invested personal pension (SIPP) Bringing your money together into one place could give you a clear picture of your retirement. Pension Portfolio has two options - Core and Choice - each with its own investment choices and charges. Call 0800 056 4607, Looking for a customer login? If you're a customer, please go to aviva.co.uk.

The Choice option offers some more sophisticated investments that aren't available in the Core option: The ISA Portfolio lets your clients invest in collective investments and equities in a tax-efficient way. So we've put together some useful articles to take you through what you need to do, step by step. You’ll be transferring to a self-invested personal pension (SIPP), so you’ll need to be comfortable managing your own investments.

The funds you used to grow your pension might not be suitable for taking income drawdown. Giving your pension savings a little push can make a big difference. Looking for a customer login? The Aviva charge varies depending on the value of your client's ISA Portfolio or Investment Portfolio.

So, whether your clients’ financial needs become simpler or more complicated over time, the Aviva Platform lets you adapt their investments to help fit their needs. It offers a range of income drawdown options for your clients. So get ready, set, save. With over 31 million customers worldwide, we can help to find you the right healthcare cover for you and your business, You are currently within Aviva UK Public Homepage > Retirement. Save 10% for every additional vehicle you add, registered at the same address. 2345Nick. Individual stock selection - alongside a wider investment range, including structured products and equities, Aviva Select Funds range - rigorously researched and monitored, to take the hard work out of investment selection, Model portfolios - the facility to create your own in-house model portfolios to match your client base, Governed portfolios - exclusive to Aviva, low-cost portfolios, managed by Morningstar Investment Management Europe Limited, DIM managed portfolios - over 50 Discretionary Investment Managers on the Aviva Platform, Goals-based investing - a range of integrated investment solutions from external providers such as SEI Asset Management. aaa, Not contain your forename/surname/ middle name e.g. Review them to make sure you're invested in the right way. With a simple signature upload process and with most admin processes online, it creates a more streamlined user experience.

So let us clear things up for you. On the platform you’ll find a range of portfolios to cater for different tax and income requirements. Whether you're wondering where to invest your money or thinking about how tax will affect your pension, we can help. Let's face it — understanding pensions and knowing how to take your money can be confusing. Forgotten your online account number? And your Fund Manager Charge, which depends on the funds you pick. Our range of income drawdown options is available through Pension Portfolio on the Aviva Platform. This page is for financial advisers, to access the Aviva Platform for customers, please click here Unipass login - registered users One click login with a …

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