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.
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
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.
Q4 2024 developments
Important change to pricing for trades within models
We have some good news! Following discussions with firms on the importance of holding Exchange Traded Funds (ETFs) as part of your model construction, we’ve removed the £1.50 trading charge on all Exchange Traded Instruments (ETIs) held within a model.
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. Read the guide below to understand how to complete the process.
E-signatures
We have recently enhanced our E-signature process to accept E-signatures for a broader range of documents, including Letters of Authority and Transfers of Servicing. Additionally, we now support a wider range of eIDAS-approved E-signature providers. Learn more about the E-signature process on the Aviva Platform in the guide below.
Q3 2024 developments
The Junior ISA Portfolio
Our Junior ISA Portfolio is now available on the Aviva Platform, making tax-efficient investing available to your clients.
Signature-Lite scan and upload
It's easy to manage client declarations with Signature-Lite for key adviser journeys, simply scan or photograph the signature and upload. Find out more in the Signature-Lite section of the Aviva Platform User Guide.
New cash management options
Cash management is an option that can be enabled on your clients’ accounts for payment of Adviser, Aviva, Discretionary Investment Manager (DIM) and Commercial Property charges. Discover which of your clients can benefit from this improvement in the article below.
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.