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The Aviva Platform 

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A closer look at

Due diligence

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Keep on top of your due diligence with the help of our due diligence toolkit.

Find out more

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Save Smarter

Visit our Save Smarter Platform hub
Use our online tools, information and insights to help you with your client conversations. Find out more

Adviser support

Retirement Forecaster

Find our more about our Retirement Forecaster
Bring to life the different retirement choices your clients face with our online scenario planner. Find out more

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Features and benefits

  • Our easy-to-use platform offers value for money and has all the essential functionality you need.
  • Lets your clients hold their investments in one place.
  • Bulk transactions and business reports reduce admin time, giving you more time to advise clients.
  • Streamlined quote and apply process saving you time and money.

Pension Portfolio

Pension Portfolio has three different levels: Core, Choice and Flex.  Each level has its own investment options and charges.

The investment options you choose for your client will determine the level they are in.

The levels mean that your client will only pay for the investment options they use.

Level Core Choice Flex

Aviva charge

0.10% to 0.35% 0.15% to 0.40% 0.15% to 0.40%

Other investments

The Flex level offers access to a number of more sophisticated investments:

  • Stocks and shares and ETFs
  • Commercial property
  • Structured products

See our charges

ISA Portfolio and Investment Portfolio

The ISA Portolio lets your clients invest in collective investments and equities in a tax-efficient way.  With the Investment Portfolio, your clients have access to an extensive range of investments.

The Aviva charge varies depending on the value of your client's ISA Portfolio or Investment Portfolio.

Investment amount  Aviva charge
 Less than £400,000  0.25%
 £400,000 and above  0.15%

Equity dealing

Charles Stanley Stockbrokers carry out equity dealing for our portfolios.

See our charges

Charges in detail

To find out more about our Aviva Platform charges, please read: The Aviva Platform: charges and investment limits

The Aviva Platform lets your clients invest in a range of investment solutions

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  • Your clients' needs should determine the investment strategies you put in place.
  • Next, you'll need a platform that offers added value, plus breadth and depth in investment choice.  That's  exactly what the Aviva Platform's investment proposition offers.
  • The Aviva Platform also offers you extensive support, substantial choice and functionality.
  • We've designed our investment solutions to support you as you develop an investment proposition tailored to your client base.

Business support

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:

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Account support

Wealth development managers

Face to face


Platform adoption consultants

Contact us on 0800 056 2026

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Technical support

Dedicated service teams

Pensions technical helpdesk

Tax and trust helpdesk

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Training support

User guides

Platform accreditation

Due diligence

Adviser tools

Contact us

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

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WA03226 12/2016