The client resource hub is your library for client material. If you're looking for documents to use in a meeting, or want to give your clients some information to take away – it's all here.
Retirement Planning
Clients' retirement aims are going to be as individual as they are. So we’ve designed a range of retirement-focused client resources to help make planning for their future as simple as possible.
Talking to your family about equity release
It’s a good idea to talk to your family if you’re considering equity release.
What is an Aviva lifetime mortgage?
Wondering what a lifetime mortgage is, and if it's suitable for you? This video explains what you need to consider when thinking about a lifetime mortgage.
Busting those equity release myths
There are a lot of ifs and buts surrounding our equity release product. We're here to help you separate the facts from the fiction.
How much does equity release cost
Read our overview on the costs that can be involved in equity release.
Can you get equity release on a leasehold property?
Lenders will want to know certain things, like how long you’ve got left on your lease. What you tell them will help decide if they can offer you equity release or not.
Releasing equity to buy another property
Taking out equity release could help you to purchase a second home, holiday home or a buy-to-let property. Capital at risk.
What to think about before agreeing to give an early inheritance
Many parents would like to support their adult children by giving an early inheritance.
Savings & investments
Some clients may have no savings and no idea what investments to make. Others may have a portfolio and very clear investment targets. Whatever your clients’ needs, you can find the right supporting documents here. We’ve developed a range of client-facing toolkits and guides, designed to help your clients understand their options.
Why having emergency savings is important and how to start
How much money do you have in savings right now? According to Finder, 9% of us have no savings at all and one in three has less than £600.
Five things you can do to curb the rising cost of living
Here are some practical ways you can get a firm grasp of your finances.
Adviser resources
Tool and resources to help grow your business, develop your client relationships and make working with us easy.
Adviser Business Accelerator
A resource to help you attract and retain clients, and maximise your business' potential.
Online services
Making it easy for you to do business with us. Find information and training material to help you get the most out of our site.
Tools and calculators
From lifetime mortgage interest to drawdown, IHT and beyond, tons of tricky tasks made simple.
Why Aviva
Get the most out of your relationship with Aviva.