Designer Stakeholder

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 26-05-2022
Scheme management system - Change of company owner pdf
SP99481 03-09-2021

Brochures & Guides

Title Reference Last updated
Company pensions schemes - our menu of services pdf
GN20674 05-04-2022
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions pdf
SP03311 05-05-2021
Stakeholder With-Profits Sub-Fund and Investment Summary pdf
SP56001 16-03-2022
Group Personal and Stakeholder Pension Plans Member Guide pdf
SP57001 03-02-2022

Investment guides

Title Reference Last updated
Mixed Investments Annuity Lifestyle approach pdf
SP99252 08-10-2021
Self-style Annuity approach pdf
SP99254 08-10-2021
Phased Switching Annuity approach pdf
SP99255 06-10-2021
Mixed Investments Drawdown Lifestyle approach pdf
SP99468 08-10-2021
Global Shares Drawdown Lifestyling Approach pdf
SP99470 19-10-2021
Self-style Drawdown approach pdf
SP99472 01-10-2021
Phased Switching Drawdown approach pdf
SP99474 07-10-2021
Stakeholder Mixed Investments Drawdown Lifestyle approach pdf
SP99476 08-10-2021
Global Shares Annuity Lifestyle approach pdf
SP99253 08-10-2021

Key features

Title Reference Last updated
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions pdf
SP03311 05-05-2021

Servicing forms

Title Reference Last updated
Record of payments due pdf
SP99013 19-11-2020
Expression of wishes Form pdf
SP03128 16-06-2021

Technical guides

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

Terms & Conditions

Title Reference Last updated
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions pdf
SP03311 05-05-2021