We use cookies to give you the best possible online experience. By clicking Close you indicate that you are happy for your web browser to receive all cookies from our website including cookies that are linked to your personally identifiable information. See our cookie policy for more information on cookies and how to manage them.

Welcome to your Aviva Platform training resources

To help you use the system with confidence we’ve developed a series of tools to walk you through the key processes.

Aviva Platform user guide

User guide

You can use the links in the guide to navigate, search by keywords, and download a version of the guide. Use our interactive user guide

Adviser charging

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

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

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

Transfer tracker

Watch our video to find out:

  • 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 - Buy

Watch our video to find out:

  • how to buy using assets and model portfolios

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

Trading - Sell

Watch our video to find out:

  • how to sell using assets and model portfolios

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

Trading - Switch

Watch our video to find out:

  • how to 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 see:

  • 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

Drawdown FAQs

Watch our video to find out:

  • How and when charges are paid
  • What the new remuneration statements look like

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 income option

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

MyAviva


Read our dedicated MyAviva adviser hub 

Due diligence


Read our 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:

Back to top

WA03436