Platform Developments

Giving you more from your Platform

We’re always looking for ways to make life easier for you and your clients with improvements to our platform. Here you can see all the updates we’ve made to save you time and provide a more efficient service for your clients.

Recently launched on the Aviva Platform

We’ve expanded our Onshore Bond solution with a seventh trust option—introducing the Flexible Reversionary Trust, now available on platform.

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Transcript  for video Unwrapping our new Flexible Reversionary Trust

Let's unwrap the benefits of our new Flexible Reversionary Trust.

Recent IHT changes mean more clients will need to plan ahead - trusts are becoming essential.

The FRT is a discretionary trust that’s IHT-efficient and offers flexibility over capital payments to the settlor.

The FRT is IHT-efficient and gives clients flexible access to capital.

Clients choose when segments 'vest'. Trustees can defer or redirect payments.

Trustees can assign payments to beneficiaries or retain segments-ideal for family wealth planning.

It works with new or existing Aviva Onshore Bonds on paltform-giving access to a market-leading proposition.

Want to know more? Speak to you Aviva contact or visit the Adviser site to unwrap the full potential.

Aviva Life Services UK Limited. Registered in England and Wales No. 2403746. Registered Office: Aviva, Wellington Row, York, YO90 1WR. Authorised and regulated by the Financial Conduct Authority. Firm Reference Number 145452.
LF50608 08/2025

Q3 2025 developments

Our new Flexible Reversionary Trust is here

We’re proud to launch the Aviva Flexible Reversionary Trust (FRT), a powerful new estate planning solution that gives your clients more control, flexibility, and tax efficiency than ever before.

Platform Enhancements – June 2025

We’re pleased to share a series of updates designed to enhance your experience and improve platform functionality.

A guide to single contributions on the Aviva Platform

We have opened up an alternative solution alongside our voice and email journeys where the initial request for a single contribution can be submitted via an online form.

Meet the support team

We have opened up an alternative solution alongside our voice and email journeys where the initial request for a single contribution can be submitted via an online form.

Q2 2025 developments

Boost efficiency with Aviva's new digital letter of authority process

We’re excited to introduce a new self-service digital Letter of Authority (LoA) on the Aviva Platform, which aims to increase efficiency in the way you handle client information.

 

Onshore Bond on the Aviva Platform

Explore our Onshore Bond fully integrated with the Aviva Adviser Platform providing  a one stop shop for all your client reporting and the other platform functionality that you are already familiar with. 

June 2025 Platform developments

Following our June release we’re pleased to share a series of minor updates and improvements designed to enhance your experience and improve platform functionality.

Q1 2025 developments

Utmost International Investment Bond

The Aviva Platform is now open to Utmost International Investment Bond clients, offering access to a wide range of investments and streamlined management in one place. Discover more in our news article below. 

Homepage changes on Adviser Connect

We are pleased to be implementing changes that will improve your self-service experience and help you find the resources you need quickly and efficiently.

Explore the Aviva Platform

Log on to start exploring the new features on the Aviva Platform or visit the Aviva Platform homepage for an overview of how the Platform can support your clients' requirements.