Amending Withdrawals

Guide to amending withdrawals on the Aviva Adviser

Amending a Pensions Withdrawal

Change Payment Date

 Capped Regular
  1. First go to the Aviva Adviser website and log in to your Aviva Adviser account, search your client’s post-retirement account
  2. Select ‘Income maintenance’ from the right-hand menu.
  3. Click 'Edit income payment details'
  4. Here you can change the amount, date and frequency.

Please note: You will need to check the amount of payments left in the pension year and submit the total amount needed.

 

Flexi/Phased Drawdown
 
For Phased:
  1. First go to the Aviva Adviser website and log in to your Aviva Adviser account, search your client’s pre-retirement account
  2. Click on 'Edit income drawdown’,
  3. Here you can change the amount, date and frequency.

Please note: It will take 10 working days for the changes to take effect.

 

For Post account regular withdrawal, go to:

  1. The customer's post-retirement account
  2. Go into 'income maintenance' and select 'Edit income payment details'.

 

Decrease / Increase a Pension Withdrawal

 Regular
  1. First go to the Aviva Adviser website and log in to your Aviva Adviser account, search the customer’s post-retirement account.
  2. Select Income maintenance.
  3. On 'Edit income drawdown’ you can change the amount

Please note:

  • Changes need 10 working days to take effect.
  • The amendments must be done more than ten working days before the next withdrawal, otherwise:
    • You may not be able to make the amendment.
    • The changes may not apply to the in-progress withdrawal.

 

Flexi/Phased Drawdown
 
For Phased:
  1. The customer's pre-retirement account.
  2. On 'Edit income drawdown option', you can change the amount, date and frequency..

Please note: It will take 10 working days for the changes to take effect.

 

For Post account regular withdrawal, go to:

  1. The customer's post-retirement account
  2. Go into 'income maintenance' and select 'Edit income payment details'.

 

Amending an ISA / Investment Portfolio Withdrawal

  1. First go to the Aviva Adviser website and log in to your Aviva Adviser account, search the customer’s ISA / Investment account.
  2. Go to the Contributions & Withdrawals section.
  3. Select the ‘Edit Regular Withdrawals’ option.
  4. Amend the amount, date, frequency, disinvestments and bank account for the withdrawals.

Please note:

  • The amendments must be done more than ten working days before the next withdrawal, otherwise:
    • You may not be able to make the amendment
    • The changes may not apply to the in-progress withdrawal.

 

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