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.

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.

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.