Smart, simple and convenient
MyAviva is our online service portal for your clients. Available through our app or on our website, it enables clients to keep an eye on their Aviva policies, all in one secure, easy-to-use place. Including investments, car insurance, pensions and protection (not all policies are available yet on MyAviva).
Why recommend MyAviva to your clients?
Encouraging your clients to register for a MyAviva account is an easy way to add value to the excellent service you already provide. Clients love the simplicity of being able to check their policies whenever they want. And advisers enjoy the extra time it frees up - time you’d otherwise have to spend answering basic queries.
We all want to live a life less complicated. And with MyAviva, everything just clicks.
Benefits and options
Find out more about exactly what MyAviva can do for you and your clients - and how to sign up.
Add value to your service
Today, people expect to have convenient online access to their finances, 24/7. MyAviva, available on our website or through our app, gives them just that - allowing your clients to check their basic policy information whenever and wherever they want.
Free up your time
Instead of having to call or email you for something simple like a pension valuation, MyAviva enables your clients to find it themselves.
Stay in control
Although your clients can view policy and investment information, they can’t make any changes. You remain firmly in control of the relationship. What’s more, MyAviva users are always directed to speak to you about their financial needs - enhancing your relationship with them.
View policy documents and statements
Your clients can view their policy documents and statements online.
Get instant valuations
One of the most popular reasons clients log in to MyAviva is to keep an eye on how their pension or investment is doing. It gives them an instant, up-to-date valuation - and they can also see which funds they’re invested in and how those funds are performing.
Access other Aviva policies
If your client already has other policies with us, such as car or home insurance, they’ll be able to access them through their MyAviva account. They can make claims and renew these policies through MyAviva, too. Making everything nice and simple.
What can your clients do?
What can your clients do?
Here’s an overview of what your clients can do with their products on MyAviva:
|Product||View policy||View documents||Change of address||Change of contact details|
|Lifetime mortgage||Yes||Yes||- ||-|
What can’t your clients do?
The exact features available may vary, depending on which type of product your client has and when they took out their policy.
MyAviva gives your clients a simple, secure and convenient way to check basic policy and fund information online - but for anything more than that, they’re directed your way. So if your client wants to do something like switch funds, make a payment or add a beneficiary, they’ll know to get in touch with you.
If you have any questions or concerns about what your client can or can’t do through MyAviva, please speak to your usual Aviva contact.
How to register
It’s easy. All your client has to do is head to aviva.co.uk/myaviva and click ‘Register’. We only need a few basic details to set up their account. For more information, see our platform customer guide.
If they already have a MyAviva account, all they need to do is log in. They’ll be given the option to view the pensions or investments you’ve set up for them through their existing account.
Aviva Platform support materials
Also available in online services
If you are new to the site, you can see an overview of the online services we offer, and find out how to get started.
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.
Back office and third party support
Find out more about our supported back office (CRM) suppliers and 3rd party portals.
Protection services support
ALPS is Aviva Life Protection Solutions, our online protection system for advisers.