Aviva Platform (Pension Portfolio, ISA Portfolio & Investment Portfolio)
Retirement (Individual personal pensions, annuities, equity release & lifetime care)
Workplace pensions (GPP)
Investments
Protection (Personal, Business & Group)
Key features and T&Cs
Yes
Yes
Yes
Yes
Yes
Brochures
Yes
Yes
Yes
Yes
Yes
Sales aids and guides
Yes
Yes
Yes
Yes
Yes
Client literature
Yes
Yes
Yes
Yes
Yes
Investment centre
Fund performance tool
Aviva Platform (Pension Portfolio, ISA Portfolio & Investment Portfolio)
Individual personal pensions (IPP)
Workplace pensions (GPP)
Investments (Select investment)
Pricing and charging
Yes
Yes
Yes
Yes
Performance charting and comparison
Yes
Yes
Yes
Yes
Risk rating
Yes
Yes
Yes
Yes
Export funds to Excel
Yes
Yes
Yes
Yes
Generate client fund guide
-
Yes
Yes
Yes
Portfolio analysis
Yes
-
-
-
Income analysis
Yes
-
-
-
KIID documents
Yes
-
-
-
New business
Services
Aviva Platform (Pension Portfolio, ISA Portfolio & Investment Portfolio)
Investments (Select investment)
Retirement (Equity release)
Protection (Personal, Business & Group)
Quote
Yes
Yes
Yes
Yes
View, edit and retrieve saved quotes
Yes
Yes
Yes
Yes
Pre-populate quote data into application
Yes
Yes
Yes
Yes
View, edit and retrieve part-completed applications
Yes
Yes
Yes
Yes
Download completed applications
Yes
-
Yes
Yes
New business tracking including policy and status details
-
-
Yes
Yes
Client servicing
Services
Aviva Platform (Pension Portfolio, ISA Portfolio & Investment Portfolio)
Individual personal pensions (IPP)
Workplace pensions (GPP)
Investments (Select investment)
Annuities
Equity release
Protection (Personal, Business & Group)
Policy information
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Transaction history
Yes
Yes
Yes
Yes
-
Yes
-
Client reporting
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Online client documents
Yes
Yes
Yes
Yes
-
Yes
Yes
Valuations
Yes
Yes
Yes
-
-
-
Switch/redirect funds
Yes
-
-
Yes
-
-
-
Portfolio analysis
Yes
Yes
Yes
Yes
-
-
-
EMVs and historic valuations
Yes
Yes
Yes
-
-
-
-
Investment profiles
Yes
-
-
-
-
-
-
Bulk reporting
Yes
-
-
-
-
-
-
Bulk tools (switch/rebalance)
Yes
-
-
-
-
-
-
Alert notifications
Yes
-
-
-
-
-
-
Registration
There are two things you need to do to register for our Aviva Adviser site - meanwhile setting up Unipass is a great way for you to access providers sites without having to remember your passwords.
1. Get an Aviva agency code
If you’re a member of a network they will apply for an Aviva agency code on your behalf.
To check if you already have an agency code with Aviva call: 0800 015 0967.
If you do not have an agency code you can register for one using Origo.
You should provide the details of anyone within your organisation who intends to write business with Aviva.
Access to provider sites, without having to remember your password.
Have you tried Unipass?
Unipass digital certificates are free and work like an electronic passport, allowing you to access provider sites without having to remember passwords.
To setup Unipass you need to:
Register for Unipass
Go to the Aviva Connect login screen and click on ‘Unipass login’
Select the certificate you’d like to link to Aviva Connect
Enter your online account number and password
You will receive an onscreen confirmation that your Unipass is setup and ready to use.
If you’ve forgotten your password you can reset it from the login page.
You will need to enter your 10 digit online account number and email address. The email address will need to be the one currently tied to your online account.
A temporary password will be sent to you by email.
If you have forgotten your online account number, or you have recently changed your email address, please call our Service Helpdesk on 0800 056 4607.
It is important that you keep your contact details up to date to use, including email address as this is used to reset your password.
You can update your contact details under the 'My account' link in the header of the secure site.
Updating your details on Aviva Adviser will not affect any agency or policy information we hold.
Adding agencies and individuals
If a new business writer joins your firm, they will need their own agency code. To request a new code, email: ACINFO@aviva.com
The new joiner can then register for Aviva Adviser.
Removing agencies and individuals
You must inform us when an individual leaves your organisation, so we can remove their access to your firm's clients. Please be aware:
if applicable, we may also close the individual's agency code, so they cannot submit any new business
if the individual has sold Aviva Platform business, you must nominate an active business writer in your firm, who the policies can be transferred to
if the leaver has sold Aviva Platform business and is taking the business with them to their new firm, you must provide a novation agreement instructing the transfer of the policies.
