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: 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 thar 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 My Aviva client portal

Clients can easily view and track their investments through the MyAviva client portal where they can aslo 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.

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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:

Or get in touch with your Aviva representative.

Related content

Aviva Platform

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.

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.

ISA Portfolio

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.