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Retirement Solutions

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Don't help your clients plan for retirement. Help them plan for life.

Today's retirees are redefining retirement. They're living longer. Have started to work longer1. And have greater expectations for their later life. In our retirement hub you’ll find lots of useful info to help you support your clients so they can plan for – and pay for – a retirement they can really enjoy.

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Retirement income stories

See how clients could use a blend of products to fund their retirement Download your guide

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My Retirement Planner

How much will your client have to live on? And how long will it last? Use My Retirement Planner

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Shape My Future

A fun tool designed to help clients think about their ideal retirement lifestyle Use Shape My Future

Help your clients make sense of their options

Pension freedoms has resulted in a greater choice than ever over how your clients take their retirement income.

Our Head of Financial Research, John Lawson, has written some articles for you to use with, or without, your clients to help make sense of the choices facing them. These articles feature areas to consider before their first meeting with you to plan their retirement. 

These articles will help your clients understand:

  • their retirement income options
  • their spending habits
  • and how much risk they may be able to take

Income Drawdown

Brilliantly flexible. With income drawdown your clients can take money from their pension as and when they want it. The rest stays invested to potentially grow. We offer both phased and single flexi-access drawdown via the Aviva Platform.

Explore Income Drawdown

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Annuities

Annuities

The secure choice. Provide your clients with a guaranteed income for life with an annuity from Aviva. Your client could use an annuity to provide the bulk of their retirement income – or simply to cover their basic living costs. 

Explore Annuities

Equity Release

Equity release unlocks tax-free cash from the value of your client’s home. At Aviva we offer a choice of two lifetime mortgages to help your clients make use of the equity in their home: Lifestyle Flexible Option and Lifestyle Lump Sum Max.

Explore Equity Release 

 
Equity Release
Lifetime Care

Lifetime Care

If your client needs long-term care later in life, they can buy one of our Lifetime Care plans with a one-off lump sum to help cover the costs. In-home or care home, it’s up to your client how the money is used.

Explore Lifetime Care

1Source: ONS Living Longer report 2018. Contains public sector information licensed under the Open Government Licence v3.0.

Contact us

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

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