Aviva Investors

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Aviva Investors in conjunction with SimplyBiz and Hymans Robertson created three portfolios that are suitable for investors who need to withdraw income and avoid exhausting their pension pot. 

Building a retirement portfolio when investors require income and need to withdraw from their pension (Decumulation portfolio ) is different from mainly focusing on contribution levels and the investment strategy where no withdrawals are required (Accumulation portfolio). In the former investors have to take into consideration longevity, inflation risk and sequencing risk


Aviva Investors Retirement Portfolio I, II & III

Rebalance schedule



 0.53% avg OCF *

* Source: Aviva Investors as at 30 April 2022. 1. Average OCF calculated using the a allocations are based on our longer term asset allocation model and current fund selection, the fund cost will change over time.



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