On the platform you’ll find a range of portfolios to cater for different tax and income requirements. So, whether your clients’ financial needs become simpler or more complicated over time, the Aviva Platform lets you adapt their investments to help fit their needs.
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Tools to help you get the most out of our platform
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Aviva Platform
Pension Portfolio
Pension Portfolio is a self-invested personal pension, offering access to thousands of funds, equities, investment trusts exchange-traded funds, fixed income securities and commercial property. It offers a range of income drawdown options for your clients.
ISA Portfolio
ISA Portfolio, available on the Aviva Platform, is a flexible ISA and lets your clients invest tax-efficiently in a wide range of collective investments and equities from all key investment sectors. In fact there are thousands of funds to choose from.
Investment Portfolio
Our Investment Portfolio lets your clients invest in a wide range of collective investments, structured products, and equities from all key investment sectors. In fact, there are thousands of funds to choose from.
Income drawdown
Our range of income drawdown options is available through Pension Portfolio on the Aviva Platform. Pension Portfolio offers flexi-access drawdown on a single or phased basis and gives your clients complete flexibility with their pension fund in retirement.
Product details
Key benefits
- The Aviva Platform uses the latest technology to provide a fast, efficient service that meets both your needs and those of your clients. It’s flexible and easy to develop so we can continue to add new features and improve existing ones.
- We’ve partnered with Financial Express to create a rich transactional driven client reporting service, providing detailed investment analysis including asset breakdown, as well as performance history which includes money weighted and time weighted return.
- Both you and your clients can take full advantage of our flexible income drawdown options as they provide you with the ability to create the retirement approach best suited to their needs.
- Flexible investing, including the ability to run multiple investment goals within the same account, means you’re no longer restricted to holding just one investment approach per account. Instead you can use a mix of adviser and Discretionary Investment Manager (DIM) model portfolios as well as holding loose funds or ETIs.
- The Aviva Platform is signature-lite, meaning very few signatures are required. With a simple signature upload process and with most admin processes online, it creates a more streamlined user experience.
New to the Aviva Platform?
Read more about the Aviva Platform
Charges
Pension Portfolio
Pension Portfolio has two options - Core and Choice - each with its own investment choices and charges.
The investments you choose for your client will determine whether they're in the Core or Choice option. Your client will only pay for the investment choices they use.
| Aviva charge: Core option | Aviva charge: Choice option |
|---|---|
| 0.10% to 0.35% | 0.15% to 0.40% |
Other investments
The Choice option offers some more sophisticated investments that aren't available in the Core option:
- Stocks and shares and ETFs
- Commercial property
- Structured products
ISA Portfolio and Investment Portfolio
The ISA Portfolio lets your clients invest in collective investments and equities in a tax-efficient way. With the Investment Portfolio, your clients have access to a wider range of investments.
The Aviva charge varies depending on the value of your client's ISA Portfolio or Investment Portfolio.
| Investment amount | Aviva charge |
|---|---|
| Less than £400,000.01 | 0.25% |
| £400,000.01 and above | 0.15% |
Equity dealing
Winterflood Business Services stockbrokers carry out equity dealing for our portfolios.
Charges in detail
To find out more about our Aviva Platform charges, please see our Aviva Platform Due Diligence toolkit
Investment solutions
With the Aviva Platform, you can match investment strategies to your clients' needs. It offers outstanding investment choice:
- Individual stock selection - alongside a wider investment range, including structured products and equities
- Aviva Select Funds range - rigorously researched and monitored, to take the hard work out of investment selection
- Model portfolios - the facility to create your own in-house model portfolios to match your client base
- Governed portfolios - exclusive to Aviva, low-cost portfolios, managed by Morningstar Investment Management Europe Limited
- DIM managed portfolios - over 50 Discretionary Investment Managers on the Aviva Platform
- Goals-based investing - a range of integrated investment solutions from external providers such as SEI Asset Management
This outstanding investment choice is coupled with the platform functionality you need to help reduce the cost of servicing clients.
Business support
We’ve designed the Aviva Platform to be easy and straightforward to use.
To help you get the most out of the Aviva Platform, we have a range of support available:
Account support
- Wealth development managers
- Face to face
- Telephony
- Platform adoption consultants
Contact us on 0800 056 2026
Technical support
- Dedicated service teams
- Pensions technical helpdesk
- Tax and trust helpdesk
Training support
- User guides
- Due diligence toolkit
- Adviser tools
Related content
Select Investment (bond)
Offering access to a wide range of professionally managed funds, so your clients can invest for growth, income or a combination of the two.
Smooth Managed Fund
Designed to deliver growth over the medium to long term, employing a ‘smoothing’ process to shelter your clients from some of the impact of adverse market movements.
Key documents and tools & resources
Use our tools and calculators and find support, guides and demos for using the Aviva Platform.
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