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Save Smarter with Aviva Platform

Equipping you for meaningful retirement conversations with your clients

Our online tools, information and insights are here to help your future client conversations. Discover new ideas and the latest resources which could add value to your business and your clients.

Use these resources to assess your clients' retirement needs, plan for the future of your business and start thinking about how to engage with the next generation of clients.

LightbulbBusiness insights for you...

Hints and tips for future proofing your business


Face the future

Read our intergenerational financial planning white paper

Face the Future and add value to your business with new ideas on servicing and employing millennials, the advice gap, technology and intergenerational financial planning from leading experts in the adviser community.


VideosWatch our intergenerational financial planning video

Key players in the adviser community discuss intergenerational financial planning, marketing strategies and succession planning. You can even claim CPD hours with our CII accredited webinar.

LightbulbMarketing insights for you...

Helping you market your business


Documents

Download our Marketing Mentor guide

Enhance your marketing knowledge with our Marketing Mentor guide. It’s full of useful information and guidance; from building your brand with social media to finding new, profitable clients.


FinancesDownload our bare trust letter template

Increase your opportunities to help clients with tax-effective education planning.  Our bare trust letter template can help deliver consultations that could bring new business.

Tim Orton, CEO Aviva Platform

Tim OrtonOur latest save smarter campaign focuses on facing the future. We’re helping you to help your clients face up to their future by focusing on life & retirement planning; and we want to help you service these clients effectively while future-proofing your business. The world of financial advice is changing and there is an advice gap that needs addressing. We have developed material for this campaign to assist with these issues, concentrating on the benefits of intergenerational financial planning, servicing millennials profitably, employing millennials and succession planning.

Our platform is designed to help you to meet your clients’ expectations every step of the way; whether they’re just starting out in their working lives or in retirement.

Contact us

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WA01396 04/2017