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Welcome to your Aviva Platform training resources

The upgraded Aviva Platform has been designed to be intuitive and user-friendly. To help you use the new system with confidence we’ve developed a series of tools to walk you through the key processes.

Aviva Platform user guide

Feature title

You can use the links at the top of the guide to navigate and download a PDF version. The document links in this guide should only be used once the migration has completed. Use our interactive user guide

Aviva Platform what's new guide

Feature title

Read our summary of new features and functionality that are being delivered by the Aviva Platform migration including client report, model portfolios, signtature-lite and more. Find out what's new and improved

Signature-lite

Watch our video to find out:

  • how to use our signature-lite service to upload your client and income drawdown declarations

If you are having trouble playing the video please use this link

Notifications and transfer tracker

Watch our video to find out:

  • how to set-up bespoke notifications to alert you to any actions you may need to take to progress your cases
  • how to use our online transfer tracker and what transfer statuses mean

If you are having trouble playing the video please use this link

Trading

Watch our video to find out:

  • how to buy, sell and switch using assets and model portfolios

If you are having trouble playing the video please use this link

Exchange-trading

Watch our video to find out:

  • how to quote and deal in real-time for exchange-traded assets
  • how to set-up a limit order for exchange-traded assets

If you are having trouble playing the video please use this link

Model portfolios

Watch our video to find out:

  • how to create a new model portfolio
  • how to set permissions on a model portfolio

If you are having trouble playing the video please use this link

Aviva Platform client report

Watch our video to find out:

  • how to create a bespoke client report
  • an overview of the sections included in our client report

If you are having trouble playing the video please use this link

You can find out more about our client report in our supporting documents:

Withdrawals

Watch our video to find out:

  • how to set-up a one-off withdrawal
  • how to set-up regular withdrawals

If you are having trouble playing the video please use this link

Self-select phased drawdown

Watch our video to find out:

  • how to take an existing pre-retirement account into drawdown using our self-select drawdown option

If you are having trouble playing the video please use this link

Communications


Read our latest communication updates

Due diligence


Read our updated guide to due diligence.

Contact us


Email us to arrange additional training.

Contact us

You can find contact details for each product area in the drop-down list:

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WA03436 03/2018