Supporting your clients in their investment decisions
If your client decides to take Income Drawdown as their retirement option, it is important to consider where to invest any money remaining in their Drawdown account.
Our Investment Pathways offer an easy solution. Based on your client’s retirement plans, each option comes with its own investment fund which is connected to a particular plan.
If retirement plans change, you can switch your clients to a more suitable Pathway.
Your four Investment Pathway options
Funds are rated in terms of volatility, from 1 – very low, to 7 – very high.
An Independent Governance Committee will assess and challenge Aviva to make sure our Investment Pathways offer value for money.
The value of an investment can go down as well as up and investors could get less than they originally invested.
Please refer to the table of options below
| Option | Description | Fund details |
| 1 | Your client has no plans to touch their money in the next five years | Aviva Insured Funds Investment Pathway 1 – risk level 3 out of 7 Find out more about this fund by clicking here. |
| 2 | Your client plans to set up an annuity within the next five years | Aviva Insured Funds Investment Pathway 2 – risk level 4 out of 7 Find out more about this fund by clicking here. |
| 3 | Your client intends to start taking money as a variable income within the next five years | Aviva Insured Funds Investment Pathway 3 – risk level 3 out of 7 Find out more about this fund by clicking here. |
| 4 | Your client plans to withdraw all their money within the next five years | Aviva Insured Funds Investment Pathway 4 – risk level 2 out of 7 Find out more about this fund by clicking here. |
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Aviva Platform
On the platform you’ll find a range of portfolios to cater for different tax and income requirements. So, whether your clients’ financial needs become simpler or more complicated over time, the Aviva Platform lets you adapt their investments to help fit their needs.
Pension Portfolio
Pension Portfolio is a self-invested personal pension, offering access to thousands of funds, equities, investment trusts, exchange-traded funds, fixed income securities and commercial property. It offers a range of income drawdown options for your clients.
Investment Portfolio
Our Investment Portfolio lets your clients invest in a wide range of collective investments, structured products, and equities from all key investment sectors. In fact, there are thousands of funds to choose from.
Income Drawdown
Pension Portfolio on the Aviva Platform offers flexi-access drawdown on a single or phased basis and gives your clients complete flexibility with their pension fund in retirement.Haven't found what you're looking for?
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