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.
The value of advice
As a financial adviser, finding the product that's best suited to each of your clients is one of the main parts of the job. You’re there to explain the different levels of cover available, talk clients through what will be most appropriate for their circumstances and explain any seemingly incomprehensible terms and conditions and industry jargon.
And getting it right can lead to a long and fruitful client/adviser relationship, which can only be a good thing for both parties. Our value of advice - client aid helps demonstrate the benefits of financial advice and covers some of the things an IFA can do for their clients.
The value of advice - client aid
Helps demonstrate the benefits of financial advice and covers some of the things an IFA can do for their clients.
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.
Your savings journey - client toolkit
Hints and tips to help clients save for the future
The basics of investing - client toolkit
Keeping investing as simple as possible
Your investment journey - client toolkit
Hints and tips for clients to learn about risk and making the most of their investments
ESG investing - client toolkit
Client guide to Environment, Social and Governance investing
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.
Busting those equity release myths
Equity Release client myth buster
Pension basics explained - client toolkit
Making pensions and retirement planning simpler for your clients
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.
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.
Get the most out of your relationship with Aviva.