Client Resource hub

Support materials and resources to use with your clients

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.

Dad holding baby

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.

woman with hot drink

Your savings journey - client toolkit

Hints and tips to help clients save for the future

couple with dog

The basics of investing - client toolkit

Keeping investing as simple as possible

woman with water

Your investment journey - client toolkit

Hints and tips for clients to learn about risk and making the most of their investments

Green apartments

ESG investing - client toolkit

Client guide to Environment, Social and Governance investing

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.

Green apartments

Busting those equity release myths

Equity Release client myth buster

Man gardening

Pension basics explained - client toolkit

Making pensions and retirement planning simpler for your clients

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.

Person using smartphone

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.

Man working on laptop

Tools and calculators

From lifetime mortgage interest to drawdown, IHT and beyond, tons of tricky tasks made simple.

Two men at laptop

Why Aviva

Get the most out of your relationship with Aviva.