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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.
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.
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.
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.
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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.
Type of charge
Annual management charges
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.
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.
The providers' literature shows charges which apply to specific structured product plans.
The structured product also attracts an Aviva annual management charge.
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.
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:
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:
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:
Contact us to arrange an appointment with one of our consultants.
0800 056 2026
Lines are open 8:30 to 17:30, Monday to Friday, or
email us at email@example.com.
Aviva Platform library Pension Portfolio ISA Portfolio Investment Portfolio
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