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.
Q1 2025 developments
A note from Al Ward, Head of Retail Adviser Proposition
"Winning the Professional Adviser 'Best Platform for Advisers' is great recognition of the hard work that goes into running a successful platform. However, we understand the critical importance of continuously enhancing the platform experience by introducing new capabilities, improvements and products that support advice outcomes.
The changes we have already delivered in 2025 span the core elements that make the platform tick. Following the launch of our Junior ISA (with 0% platform fee) in the second half of 2024, we've expanded our product range with the addition of Utmost's Offshore Bond, a highly sought-after solution for delivering tax-efficient plans. Additionally, we have enhanced the adviser experience by making it easier to locate items, along with a new live chat service and improved digital signatures process, and have introduced the initial components of our new client reporting capability.
There is much more to come in 2025 as we continue to evolve our services to meet your needs."
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.
Improvements to Client Reporting
Based on your valuable feedback, we’re pleased to say that we’ve implemented several changes to the client reporting function on the Aviva Platform.
Read more about the additional functionality in the 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.
A focus on support
Our experts are here to support you at every stage. Whether it’s initial training on our Platform, or support with specific cases, you can depend on our experienced and reliable Business Development Managers (BDMs) and Platform Adoption Consultants (PACs).
Q2 2024 developments
Transfers on the Aviva Platform
Transfers can take as little as 48 hours, giving you your time back and minimising the time your clients' money is disinvested. You can also transfer in bulk using our Asset Transition Service. Our guide to transfers on the Aviva Platform has all the information you need.
Transfer Tracking on the Aviva Platform
You can check how your transfers are doing on the Aviva Platform in just a few minutes. Watch our video on how to use the Transfer Tracker and other time-saving tools.
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.