Off-platform pension and investment support

Log in to access:

Personal pensions

  • Portfolio overview
  • Valuations / Transfer value
  • Historical valuations and performance over time
  • Contributions
  • Projections (current and alternative)
  • Policy details and options
  • Adviser and Policy charges
  • Transaction history
  • Fund research
  • Fund switch and redirect
  • Change of beneficiaries
  • Change of address
  • Transfer in (limited scope)
  • Client report
  • Portfolio analysis
  • Client documents

 

Investments

  • Quote and apply
  • Portfolio overview
  • Valuations / surrender value
  • Historical valuations
  • Contributions
  • Policy and adviser charges
  • Policy details and options
  • Transaction history
  • Fund research
  • Fund switch
  • Surrender (full and partial)
  • Change of address
  • Client report
  • Portfolio analysis
  • Client documents 

 

Also available in online services

Getting started

If you are new to the site, you can see an overview of the online services we offer, and find out how to get started.

Back office and third party support

Find out more about our supported back office (CRM) suppliers and 3rd party portals.

Aviva Platform support

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

Protection services support

ALPS is Aviva Life Protection Solutions, our online protection system for advisers.