Our services
Pre sales service Show more Show less
Document library
| Available documents | Aviva Platform | Retirement | Workplace pensions | Investments | Protection |
|---|---|---|---|---|---|
| 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 | Workplace | Investments |
|---|---|---|---|---|
| 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 Show more Show less
| Services | Aviva Platform (Pension Portfolio, ISA Portfolio, JISA, Onshore Bond & Investment Portfolio) | Retirement (Equity release) | Retirement Solutions (Guaranteed Fixed Income Plan) | Group Protection | Protection (Personal & Business) |
|---|---|---|---|---|---|
| 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 | Yes |
| Download completed applications | Yes | Yes | Yes | Yes | Yes |
| New business tracking including policy and status details | - | Yes | - | Yes | Yes |
Client servicing Show more Show less
| Services | Aviva Platform | Pensions (personal IPP & Group (GPP) | Investments | Annuities | Equity release | Protection Personal & Business | Group Protection |
|---|---|---|---|---|---|---|---|
| Policy information | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Transaction history | Yes | 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 | - | - | - | - |
| Switch/redirect funds | Yes | Yes | Yes | - | - | - | - |
| Transfer in | - | Yes (GPP only) | - | - | - | - | - |
| Portfolio analysis | Yes | Yes | Yes | - | - | - | - |
| EMVs and historic valuations | Yes | Yes | Yes | - | - | - | - |
| Investment profiles | Yes | - | - | - | - | - | - |
| Bulk reporting | Yes | - | - | - | - | - | - |
| Bulk tools (switch/rebalance) | Yes | - | - | - | - | - | - |
| Alert notifications | Yes | - | - | - | - | - | - |
| Cancel a policy | - | - | - | - | - | Yes | - |
| Reinstate a policy | - | - | - | - | - | Yes | - |
| Change Direct Debit details | - | - | - | - | - | Yes | - |
| Add and manage Trust | - | - | - | - | - | Yes (Personal only) | - |
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.
Strengthen your account security with two‑step verification
Set up & secure your account now
Two-step verification is now mandatory, set it up now to protect you and your clients. You can either use email or SMS verification to complete two‑step verification on the Aviva Adviser Platform.
Tip: Once two‑step verification is set up, register your device as Trusted to skip verification in the future.
How do I set it up now?
|
Get set up with Unipass
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.
Password reset
Forgotten password
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.
Account maintenance
Account maintenance Show more Show less
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 Show more Show less
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 Show more Show less
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.
To inform us of any leavers, call our agency team on: 0800 015 0967 or email: ACINFO@aviva.com.
Also available in online services
Online services overview
Find out more about the online services we offer and get links to the support you need.
Back office and third party support
Find out more about our pre-sale tools, supported back office (CRM) suppliers and third party portals.
Aviva Platform support
To help you use the system with confidence we’ve developed a series of tools to walk you through the key processes.
Protection services support
ALPS is Aviva Life Protection Solutions, our online protection system for advisers.