What are the key benefits of the Aviva Wrap?
The Aviva Wrap is designed to help make your business more efficient and your clients' investments easier to manage.
It's straightforward to use, offers a wide choice of funds and makes receiving your fees simple and pain-free. And because it comes from a name your clients will know, getting client buy-in will be easier, too.
Find out more about each of the key benefits by downloading the Introductory Guide to the Aviva Wrap (PDF 1,019KB) or click on the headings below.
Efficient client management
- a cash account to handle all money going in and out
- a straightforward contribution system which accepts initial payments by cheque, and regular monthly, quarterly, half yearly or yearly contributions by direct debit
- simple switching between funds and portfolios
- regular withdrawals on a monthly, quarterly, half yearly or yearly basis (subject to regulation).
- online phased drawdown, offering maximum flexibility to your clients when taking a retirement income
Wide investment choice
- around 1,500 collective investment funds from more than 80 fund managers, including many with discounted initial and annual management charges
- equities quoted on the FTSE All-Share Index and the Alternative Investment Market
- investment trusts and Exchange Traded Funds
- direct investment in commercial property within the pension portfolio.
Easy online management
With the Aviva Wrap you get access to a comprehensive, easy to use management system that offers the following features:
- valuations
- online Illustrations and applications
- portfolio rebalancing
- client correspondence
- fund and investment research
- bulk switching functionality
- trading
- investment profiles
- online reporting
- online phased drawdown
- back office functionality (currently Avelo and Intelliflo)
Clear charging
The Aviva Wrap has a clear and transparent charging structure, with the cost of portfolios, investments and advice all clearly disclosed. As a result, your clients will understand what they're paying for, and you'll meet regulatory requirements as they change.
Simple adviser remuneration
Simplify the payments you receive. When you consolidate your clients and their portfolios on the Aviva Wrap, you can consolidate your fees into a single monthly statement and payment.
- You can see all payments in one place
- You can choose the level of fees you want
- It's clear and transparent to clients.
