Contributions
Guide to contributions on Aviva Adviser
Regular Premiums – Add/Remove/Amend
Please note:
- This is for policies starting with AV.
- Tax year end: When amending a direct debit on an ISA and the collection date is beyond the 6th of April, the direct debit cannot be amended until the new tax year.
- The system will show an error asking for a new client declaration. We do not need this, but the system will not allow a change to the direct debit until the system is updated on 7th April.
Set Up / Change Collection Date / Decrease / Increase / Stop Regular Contributions
| Available online? | Yes |
| Can I request offline? | No |
| Does Aviva need a wet signature? | No |
| Does Aviva accept fax/email copies? | No |
| Does Aviva accept the instruction over the phone? | No |
| Does the document need uploading? | No |
Log in to Aviva Adviser
Click Platform Clients on the home page
Search your customer’s account
For ISA/IP, go to ‘Contributions & Withdrawals’, or for Pensions go to: ‘Contributions’.
Here you can add regular contributions, withdrawals, one-off payments/transfers, and one-off withdrawals.
If there is already a regular contribution or withdrawal set up that you would like to stop, click ‘Delete’ in the top right corner
Please note:
The customer is only allowed to have one bank account set up for ISA's & IP's.
The set up requires a minimum of 10 working days.
Contributions: Increase / Decrease / Change Collection Date
Go to:
The customer’s account.
For ISA/IP, go to ‘Contributions & Withdrawals’, or for Pensions go to: ‘Contributions’.
Edit regular contributions.
Please note:
Any alterations will require 10 working days to complete.
If the payment is amended within this time frame, the original payment will still go through, and the next payment will be taken at the new collection date.
This can cause ongoing initial spread payments to be reset, reverting to the maximum number of payments required, rather than the amount remaining. You will need to edit your charges as well.
If it needs to be stopped and is within the 10 Working Days before the payment is due, you should liaise with the bank to cancel the direct debit directly, as this will cause a direct debit dishonour.
For one off payments/ transfers for ISA/IP, payment can be made using the following bank details
For Client Payment In:
Aviva Wrap UK Limited Client Money Collection
Sort code: 40-02-50
Account number: 21357735
For Transfer In:
Aviva Wrap UK Limited Client Money Transfer
Sort code: 40-02-50
Account number: 61357751
For Returning Payments:
Aviva Wrap UK Ltd Client Money Payment
Sort code: 40-02-50
Account number: 21357743
Please use the client account number as the payment reference.
The bank address for the above bank accounts is: Regional Service Centre, PO Box 125, 2nd Floor, 62-76 Park Street, London, SE1 9DZ.
If the account name is too long, use AWUKL as an abbreviation.
For one off payments/ transfers for Pensions, payment can be made using the following bank details
For Client Payment In:
Aviva Pension Trustees UK Limited Client Money Collection
Sort code: 40-02-50
Account number: 01357689
For Transfer In:
Aviva Pension Trustees UK Limited Client Money Transfer
Sort code: 40-02-50
Account number: 21357719
Please use the client account number as the payment reference.
If the Client cannot fit the account name, then they can use APTUKL as an abbreviation with their bank.
Related articles
