Cancelling Withdrawals

Guide to cancelling withdrawals on Aviva Adviser

How to cancel a pension withdrawal (regular / one-off)

Cancelling a regular pension withdrawal
 
Please do not cancel within 10 days of the payment date
 
Post Retirement 
  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’
  3. Select ‘Edit Income Payment Details’
  4. Change the amount to £0.00
  5. Select ‘Pro-Rata’ 

Please note:

If the system brings up an error message, click off the amount box and then select it again

The income will cancel in around 30 minutes, to check, return to ‘Edit Income Payment Details’, the amount should show £0

Cancelling a one-off pension withdrawal

For tax reasons this is usually not possible online - please reach out via our virtual assistant if you would like to enquire about a one-off pension withdrawal cancellation.

How to cancel an ISA & Investment Portfolio withdrawal (regular / one-off)

Cancelling a regular ISA & IP withdrawal

  1. First go to the Aviva Adviser website and log in to your Aviva Adviser account, search your client’s ISA or IP account
  2. Select ‘Contributions and withdrawals’ in the right hand menu
  3. Click ‘Delete withdrawal’
  4. Confirm that you want to delete the withdrawal

 

Cancelling a one-off ISA & IP withdrawal

For tax reasons this is usually not possible - please reach out via our virtual assistant if you would like to enquire about a one-off pension withdrawal cancellation.

 

 

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