Stakeholder Pension
the simple way to start a pension with low monthly payments.
Personal Pension
The individual pension plan for clients who want to invest £200 or more a month into a pension, or invest a single payment of £10,000 with a wide choice of funds.
Income Drawdown
A wide range of funds and availability of income drawdown.
Self Invested Personal Pension
a flexible retirement plan, underpinned by a wide range of investments, that can adapt to fit a clients changing needs.
One set of rules
Our “One Set of Rules” strategy allows customers to adapt their pension planning by moving to other pre and post retirement plans as their circumstances change. A customer could therefore move between Personal Pension, Income Drawdown, Aviva SIPP or Pension Portfolio (part of the Aviva Wrap).(Not available to Stakeholder customers).
Large Fund Rebates
Large fund rebates can apply as a customer's fund exceeds certain levels. These levels differ per product type, but the rebates in all cases are deducted from the Annual Management Charge. To support your advice a comprehensive menu of commission options is available, ranging from upfront commission to recurring/renewal income options.(This does not apply to Income Drawdown).
Extensive Fund Range
Extensive range of funds managed by Aviva Investors and third-party investment houses covering all major assets classes, enabling you to build portfolios that meet your clients' needs. (A small range of funds are available on Stakeholder Pension).
