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 can help demonstrate the benefits of financial advice and covers some of the things an IFA can do for their clients.

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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.

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Pension portfolios: how to balance risk vs return - client toolkit

Creating a balanced pension portfolio can give you more control over how your money is invested and how it’s performing. In this guide, we look at a few things you could consider to help you strike the right balance.

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A starter's guide to active and passive investments - client toolkit

In this guide, we go over what active and passive investments are to help you decide what will work best for you and your investment journey.

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How to combine finances as a couple - client toolkit

There is no right or wrong way to combine finances as a couple. This guide looks at a few ways you could go about it.

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Your savings journey - client toolkit

Hints and tips to help clients save for the future.

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The basics of investing - client toolkit

Keeping investing as simple as possible.

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Your investment journey - client toolkit

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

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ESG investing - client toolkit

Client guide to Environment, Social and Governance investing.

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Keeping calm when stock markets fluctuate

Aviva's Head of Savings and Retirement, Alistair McQueen, offers advice on managing investments in times of market volatility.

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How does inflation affect pensions and investments?

After years of staying relatively low, it looks like inflation is on the up. So what does that mean for people's money?

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.

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Busting those equity release myths

Equity Release client myth buster

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Pension basics explained - client toolkit

Making pensions and retirement planning simpler for your clients

Decisions, decisions - let's make the right ones

Some decisions we make in seconds. Others, we mull over (and over). Whatever we have to decide, it helps to have strategies in place to help us focus on the right things.

We've partnered with activist and TV personality Katie Piper, as well as Behavioural Psychologist Jo Hemmings to launch the Aviva Decision School - offering valuable insight into how we make decisions and what we can do to help us keep calm under pressure.

It takes practical advice and expert guidance to help you make well informed choices. It takes Aviva. 

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Adviser resources

Tool and resources to help grow your business, develop your client relationships and make working with us easy.

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Adviser Business Accelerator

A resource to help you attract and retain clients, and maximise your business' potential.

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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.

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Tools and calculators

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

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Why Aviva

Get the most out of your relationship with Aviva.