Inspecie Transfer In Guide – Crystallised Accounts

1. Enter the customer's account reference and search
2. On the summary page, select New product application from the Actions area on the right hand side of the page. This is where the new post-retirement account and expectation needs to be submitted

1. Select Pension Portfolio
2. Confirm retirement age, annuity purchase age and marital status, then select Continue

1. Confirm the customer has had financial advice. Select 'Yes' to continue
2. Confirm if the customer is subject to reduced money purchase allowance (MPAA). If Yes, then complete sections that follow from the dropdown options: Date that their MPPA was reduced and Reason Why
3. Enter your ongoing advice charge
4. Select Transfer in another pension
5. Fill in the details of customer's source of wealth
   1. Employment status, occupation & employer/company name
   2. Current income before tax
6. Fill in the details of the transfer in
   1. Ceding scheme (click Or manually add scheme if the scheme isn't suggested after typing the first few characters and fill in scheme details)
   2. Ceding type
   3. Account/plan number
   4. Select whether it's an inherited fund transfer. If yes, select the correct Inherited fund type from the dropdown and email platforminspecie@aviva.com details of the deceased: full name, date of birth, address & National Insurance number
   5. Select Drawdown type of the transfer from the drop down as Crystallised
   6. Choose whether regular income is required following transfer completion

Re-registration of assets

1. Select Re-register assets
2. Select if this is a full or partial transfer
3. Input how much cash is being transferred

Cash

If you wish to slect a cash transfer follow the Post-Retirement (Cyrstallised) Cash transfer In Guide

Using Quick Add or Detailed Search, enter the model or fund name or SEDOL/ISIN code

• If using Quick Add:

1. Results matching the asset name or code will automatically appear in a drop-down list
2. When you find the investment you want to add to the transfer application, click the fund name in the drop-down and then Add

• If using Detailed Search:

1. Click Search to right of where the fund name or code was entered
2. You can also filter the results using the fund manager, sector, or fund type drop-down list options
3. When you find the investment you want to add to the transfer application, click the tick box next to the name
4. If multiple transfers are needed, click Add another transfer and repeat the above for each