Designer Stakeholder

Technical guides

Title Reference Last updated
Group Stakeholder Pension - Statement of Facts pdf
SP56034 24-09-2018

Application forms

Title Reference Last updated
Installation agreement pdf
SP03202 17-05-2019
Company Pension - Company Stakeholder @ Aviva - Employer Application for use with new schemes that have a start date on or after 1 June 2015 pdf
SP03203 16-10-2019
Additional category employer application pdf
SP03206 17-10-2019
Pension transfer application form pdf
SP57200 21-10-2020
Pension Credit Application Form pdf
SP98077 22-05-2018
Scheme management system - Change of company owner pdf
SP99481 16-01-2018

Brochures & Guides

Title Reference Last updated
Company pensions schemes - our menu of services pdf
GN20674 02-05-2016
E-billing user guide for 98 Series Designer Pensions pdf
SP03021 18-04-2018
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions pdf
SP03311 03-06-2020
Stakeholder With-Profits Sub-Fund and Investment Summary pdf
SP56001 01-05-2020
Group Personal and Stakeholder Pension Plans Member Guide pdf
SP57001 15-04-2020

Key features

Title Reference Last updated
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions pdf
SP03311 03-06-2020

Servicing forms

Title Reference Last updated
Record of payments due pdf
SP99013 01-09-2017
Expression of wishes Form pdf
SP03128 04-05-2020

Terms & Conditions

Title Reference Last updated
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions pdf
SP03311 03-06-2020

Investment guides

Title Reference Last updated
Mixed Investments Annuity Lifestyle approach pdf
SP99252 10-09-2020
Self-style Annuity approach pdf
SP99254 24-10-2018
Phased Switching Annuity approach pdf
SP99255 30-10-2019
Mixed Investments Drawdown Lifestyle approach pdf
SP99468 21-10-2019
Global Shares Drawdown Lifestyling Approach pdf
SP99470 21-10-2019
Self-style Drawdown approach pdf
SP99472 21-10-2019
Phased Switching Drawdown approach pdf
SP99474 21-10-2019
Stakeholder Mixed Investments Drawdown Lifestyle approach pdf
SP99476 13-07-2020
Global Shares Annuity Lifestyle approach pdf
SP99253 13-07-2020