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Getting started

Register for Aviva for Advisers

to start using our online services

Pre-sale services

Document library


Available documents

Aviva Platform

Retirement

Protection

Investments

Workplace pensions

Key features and T&Cs

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Brochures

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Sales aids and guides

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Client literature

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Fund centre


Fund performance tool

Aviva Platform

Individual pensions

Investments 

Workplace pensions

Pricing and charging

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Performance

charting and comparison

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Risk rating

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Export funds to excel green tick green tick green tick green tick
Generate client fund guide - green tick green tick green tick
Portfolio analysis green tick - - -
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KIID documents

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New business

Services Aviva Platform
Individual pensions Investments Protection
Quote
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View,edit and retrieve saved quotes
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Pre-populate quote data into application

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View, edit and retrieve part-completed applications

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Download completed applications

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New business tracking including policy and status details  -  green tick green tick

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Client servicing

Services

Aviva Platform

IPP

Investments

Workplace
pensions

Protection (not ALPS)

Annuities

Equity
release

Policy

information

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Transaction history

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Client

reporting

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Online client documents

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Valuations

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Switch /redirect funds green tick green tick green tick green tick - - -
Portfolio analysis green tick green tick green tick green tick - - -
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Investment profiles green tick - - - - - -
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Depending on your firm set-up, you can register for Aviva for Advisers in 3 steps.

1.Get an Aviva agency code

If you’re a member of a network they will apply for an Aviva agency code on your behalf.

To check if you already have an agency code with Aviva call:
 0845 9000 819

If you do not have an agency code you can register for one using Origo.

You should provide the details of anyone within your organisation who intends to write business with Aviva.

Get agency code

 2. Register for Aviva for Advisers

Once you have your Aviva agency code you canregister for Aviva for Advisers.

Each individual requiring access must register for themselves.

Once registered you will receive a 10 digit unique identifier, used to login, called an Online Account Number (OAN).

Register for A4A

3. Set-up Unipass

Unipass digital certificates are free and work like an electronic passport, allowing you to access provider sites without having to remember passwords.

To set-up Unipass you need to:

  1. Register for Unipass
  2. Go to the Aviva for Advisers log in screen and click on ‘Unipass login’
  3. Select the certificate you’d like to link to Aviva for Advisers
  4. Enter your Online Account Number and password

You will receive an onscreen confirmation that your Unipass is set-up and ready to use.

Register for Unipass

Forgotten password

If you’ve forgotten your password you can reset it from the login page.

You will need to enter your 10 digit online account number and email address. The email address will need to be the one currently tied to your online account.

A temporary password will be sent to you by email.

If you have forgotten your online account number, or you have recently changed your email address, please call our Service Helpdesk on 0845 309 3999.

Use password reset

Account maintenance

It is important that you keep your contact details up to date to use, including email address as this is used to reset your password.

You can update your contact details under the 'my account' link in the header of the secure site.

Updating your details on Aviva for Advisers will not affect any agency or policy information we hold.

Adding agencies and individuals

If a new business writer joins your firm, they will need their own agency code. To request a new code, email: ACINFO@aviva.com 

The new joiner can then register for Aviva for Advisers.

Removing agencies and individuals

You must inform us when an individual leaves your organisation, so we can remove their access to your firm's clients. Please be aware:

  • if applicable, we may also close the individual's agency code, so they cannot submit any new business
  • if the individual has sold Aviva Platform business, you must nominate an active business writer in your firm, who the policies can be transferred to
  • if the leaver has sold Aviva Platform business and is taking the business with them to their new firm, you must provide a novation agreement instructing the transfer of the policies

To inform us of any leavers, call our agency team on: 0845 9000 819 or email: ACINFO@aviva.com

Arrange a demo


For more information about Aviva for Advisers, or to arrange a live demonstration of the site, call: 0800 092 9448.

9.00 am to 5.00 pm, Monday to Friday

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