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 The Aviva Platform

The Aviva Platform helps make your business more efficient and your clients’ investments easier to manage. It’s straightforward to use, offers a wide range of investments and makes receiving your fees simple.

  Pension Portfolio


Flexible and tax-efficient, our Pension Portfolio offers your clients a self-invested personal pension plan, with a range of income drawdown options. Choose from a broad range of investments, including around 3,000 funds, equities, exchange traded funds, structured products, investment trusts and commercial property.

Find out more

  Investment Portfolio


Our Investment Portfolio lets your clients choose from a wide range of collective investments, structured products and equities from all key investment sectors. All in all, it offers around 3,000 funds from over 110 fund managers.

Find out more

 ISA Portfolio


With our tax-efficient ISA Portfolio, clients can invest in collective investments, structured products and equities through a flexible stocks and shares ISA. Your clients can transfer from current and previous tax years, combining them all on the Aviva Platform.

Find out more

Platform news

Our new-look Fund centre is open for business

Nov 30, 2016

Find out what's changed

Is today’s retirement income product mix right?

Tim Orton

Nov 11, 2016

Tim Orton shares the latest insight in our series for advisers

Annuity or drawdown, do clients care?

Caroline Dibbs

Oct 31, 2016

Caroline Dibbs considers the client's perspective

 Building your business with the Aviva Platform

We realise technology is increasingly important to running a successful, modern adviser business. We’re investing in our technology to bring you an outstanding online proposition. By integrating our platform and Aviva for Advisers, we’ve made it easier for you to manage your business with us in one place.

Why use the Aviva Platform?

  • Our easy-to-use platform offers value for money and has all the essential functionality you need.
  • Online functionality and low charges let you offer an affordable, yet sustainable service to mid-market clients.
  • Your clients will only ever pay for what they use.
  • Lets your clients hold their investments in one place.
  • Low AMCs – 0.25% or less for the ISA and Investment Portfolio and 0.40% or less for the Pension Portfolio.
  • Bulk transactions and business reports reduce admin time, giving you more time to advise your clients.
  • Streamlined quote and apply process saving you time and money.
  • Access to three platform portfolios and around 3,000 funds from over 110 fund managers.
  • Create tailored investment portfolios for your clients.
  • Investment tools, including bulk transfers and switching.

Charges and limits

Type of charge

Details 

Annual management charges

Portfolio value 

Pension Portfolio 

ISA Portfolio 

Investment Portfolio 

 

From 

To 

 Core

Choice/ Flex

 

 

 

£0

£29,999.99

0.35%

0.40% 

0.25%

0.25% 

 

£30,000

£249,999.99 

0.30%

0.35%

0.25%

0.25%

 

£250,000

£399,999.99 

0.20%

0.25%

0.25%

0.25%

 

£400,000

0.10%

0.15%

0.15%

0.15% 

 

  • The charges apply to new clients registering for an Aviva Platform account.

  • The charges apply for as long as your client holds the Aviva Platform account. Please keep in mind that, under the terms and conditions of each portfolio, we may sometimes change charges in certain limited circumstances.

Fund manager charges

This varies depending on the funds your client chooses. Most funds have discounted initial and annual management charges. 

Equity dealing charges

Equity dealing charges vary depending on the size of the deal:

  • up to £15,000 - flat dealing charge of £25

  • £15,001 to £30,000 - flat dealing charge of £35

  • Above £30,000 - flat dealing charge of £50. 

Commercial property charges

Clients investing in commercial property through the Pension Portfolio will have to pay an additional charge. Suffolk Life will also make charges related to buying, selling and owning commercial property. For up-to-date information about these charges, please go to www.suffolklife.co.uk/aviva.  

Adviser charges 

The Aviva Platform gives a wide and flexible choice of charging options:

  • You can agree an initial charge (in 0.01% increments) on all of the payments your client makes onto the platform. We deduct the charge from your client's portfolio on a one-for-one basis from the client premium (after any tax relief).

  • You can also charge your clients (in 0.01% increments) for the ongoing management of their portfolios. We take this charge from their portfolio each month.

Structured products

  • The providers' literature shows charges which apply to specific structured product plans.

  • The structured product also attracts an Aviva annual management charge. 

The Aviva Platform enables your clients to invest in a range of investments, including:


  • Aviva Investor Multi Asset Funds and Managed Funds
  • around 3,000 funds from over 110 fund managers
  • a managed portfolio service offering a wide range of investment profiles from a number of discretionary fund managers
  • equities
  • investment trusts
  • structured products
  • exchange traded funds
  • commercial property (Pension Portfolio only).

Investments can be managed in a number of ways and the Aviva Platform offers a number of features to support advisers including:

Fund and investment research
Access the latest fund data, including prices, performance history and third-party ratings from FE. You can also chart fund performance, access fund factsheets and prospectuses.

Investment profiles
Manage your investment profiles online and create model portfolios of assets by assigning specific proportions to them. Reduce your admin by assigning model portfolios to any number of client accounts.

Aviva Platform’s managed portfolio service
More advisers are outsourcing their investment proposition to investment managers; leaving them more time to engage with their clients while leaving the experts to choose the optimum investments. The service is quick and easy to set up and allows you to:

  • set up fee payments to investment managers
  • record fee payments on the platform and client statements
  • limit the information investment managers can see and it will not allow them to amend client details
  • change or remove managed portfolios
  • have bulk switching and rebalancing facilities
  • enable investment managers to run trial portfolios and change existing portfolios
  • add new investment managers, subject to our Due Diligence process.

  Get more from the Aviva Platform


We’ve designed the Aviva Platform to be easy and straightforward to use. To help you get the most out of the Aviva Platform, we have a range of support available:

  • Regionally based wealth development managers providing face to face and telephone support to help you use the platform for your day-to-day business. Our team consists of experienced, diploma qualified consultants who have attained the high standard set by Aviva for account management (: 0800 092 9365, Mon-Fri 8:30-17:30).
  • Dedicated platform service and support teams (: 0800 056 4607, Mon-Fri 8:30-17:30) 
  • A guide to everything you need to know about the Aviva Platform and due diligence.
  • Step-by-step 'how to' guides to help you use and work with the platform. 
  • Online product literature and sales support from the Aviva for Advisers library.
  • Demos to show how to navigate, manage and transact business on our platform.
  • A useful matrix to help make your day-to-day platform business run smoothly.

Adopting the Aviva Platform for your business

Our platform adoption and development team can help set up the Aviva Platform and turn it into an essential part of your business. We offer:

  • a demonstration of how to use the platform functionality
  • user guides so you can learn at your own pace
  • access to reference material
  • an online platform product library with a host of documentation on our products
  • a fund centre with information on all our funds, including fund group profiles, performance data and sales material.

Get a free demonstration of the Aviva Platform

Contact us to arrange an appointment with one of our consultants.

Please call

 0800 056 2026

Lines are open 8:30 to 17:30, Monday to Friday, or

 email us at platformservices@aviva.co.uk.

Contact us

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

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WA03226 05/2016