Client & Asset Transition Service
The smart way to transfer your clients
We appreciate managing clients across multiple platforms can be challenging and time-consuming.
Our Client & Asset Transition Service can help you consolidate your clients at scale, whilst putting your clients' best interests at the forefront.
We’ll help you transfer your clients to the Aviva Platform at scale
Our dedicated support team behind Aviva’s Client & Asset Transition Service provides support throughout the process.
With fewer platforms to manage, you’ll be able to optimise client benefits through efficiency at scale and transition to a platform that offers thousands of funds and flexible investments.
And that means you'll be able to spend less time and energy on admin, and more time talking to your clients, helping them build a better future.
Ready to transfer?
Enquire about our Client & Asset Transition service by emailing us at: CATS@Aviva.com or get in touch with your Aviva representative for further information.
Not yet registered on our adviser website?
You'll first need to register for an account to use this service.
Why transition assets?
Adviser benefits
Put your clients in an optimal position
Be in line with Consumer Duty requirements, and give your clients investment flexibility for changing goals and circumstances.
Quick, easy transfers at scale
Our Client & Asset Transition Service makes transfer at scale simple, with our dedicated team on hand to help.
Free up your time
By consolidating onto one efficient platform, you can prioritise providing advice to a segmented client base, maximising your business model .
Modular services
The service is made up of several key tools that can be used as part of the service or independently as standalone modular tools, depending on your needs.
Client benefits
Investment choice and flexibility
The Aviva Platform offers a wide range of investment funds providing flexibility to adjust investments in line with changing goals and circumstances.
Comprehensive reports and ESG tools
Align your clients’ investments to their values and beliefs with our advanced ESG tools.
Investments visible through the MyAviva client portal
Clients can easily view and track their investments through the MyAviva client portal where they can also view motor, home and pension plans.
Cost Comparison and Fund Matching
Clients could benefit from the option of like-for-like or similar investments at lower costs.
Seamless, smooth and supported.
Transcript for video Transcript
For adviser use only. Not for use with customers.
Aviva's Client & Asset Transition Service
Managing clients across multiple platforms is messy
Our Client and Asset Transition Service seamlessly consolidates your clients, keeping them all in one tidy place
Benefits for advisers:
Save time managing clients
Ensure clients are on the best platform for them through due diligence
Focus on you providing valuable financial advice
See all clients in one place for a holistic view
Benefits for clients:
Thousands of funds and Exchange Traded Instruments
Flexibility to adjust investments as needs change
This service is ideal for:
Advisers with clients with investments spread across different platforms
This service offers:
Streamlined transition process to a platform from a well-known provider, with minimal fuss
Dedicated support from a team of experts throughout the process
Learn more about simplifying investment management for your client base with Aviva’s Client & Asset Transition Service.
It takes Aviva.
Aviva Life Services UK Limited.
Registered in England No. 2403746. Aviva, Wellington Row, York, YO90 1WR.
Authorised and regulated by the Financial Conduct Authority. Firm Reference Number 145452
LF90147 03/2024
How it works?
Aviva's Client & Asset Transition Service is an end-to-end process with modular services, allowing advisers to focus on providing advice.
A member of the team will support your firm throughout each phase, guiding you through any requirements and ensuring you are have constant updates of the transition.
Step One: Client Engagement
Initial Engagement between you and our team to establish your needs and identify how we can support you.
Step Two: Comparison Engine
Our comparison engine analyses product, fund and pricing comparisons.
Step Three: Quote Generation
We'll provide you with quotes pack which will include all client facing documents to support the advice process.
Step Four: Application
Our dedicated team will help with the production of applications at scale.
Step Five: Transition
Transfer instructions are processed with clients transferred across to the Aviva Platform.
Step Six: The Aviva Platform
View your transferred clients and assets on the Aviva Platform.
Enquire about our Client & Asset Transition Service
For more information email us at: CATS@Aviva.com
Or get in touch with your Aviva representative.
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Pension Portfolio
Pension Portfolio is a self-invested personal pension, offering access to thousands of funds, equities, investment trusts and exchange-traded funds. It offers both phased and single drawdown options for your clients.
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ISA Portfolio, available on the Aviva Platform, is a flexible ISA and lets your clients invest in a wide range of collective investments and equities from all key investment sectors. In fact there are thousands of funds to choose from.
Income Drawdown
Pension Portfolio on the Aviva Platform offers flexi-access drawdown on a single or phased basis and gives your clients complete flexibility with their pension fund in retirement.Haven't found what you're looking for?
See our contact us page for a full directory.