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NORWICH UNION an AVIVA company

Customer eligibility for reattribution

Not all Aviva policyholders were eligible for the reattribution. Ours plans only affected those with with-profits policies invested in the former CGNU Life and CULAC With-Profits Funds. This included NUL RBS policies and Aviva Life International Ltd with-profits bonds.

To be eligible for a reattribution payment, your client’s policy must:

  • have been in force on 21 November 2006: the date on which we announced the Policyholder Advocate’s formal appointment;
  • still be in force on the day the reattribution took place - 1 October 2009;
  • have remained invested in the CGNU Life With-Profits Fund or CULAC With-Profits Fund from 21 November 2006 until 1 October 2009.

Contractual terminations between 21 November 2006 and 1 October 2009 remained eligible and will automatically receive an incentive paymentFull details about eligibility can be found in our eligibility booklet.

The policy number, including all letters and numbers, should be entered without spaces.

Important: If your client is a member of an occupational pension scheme, we are unable to check their policy details.

For details about eligibility for the special bonus, announced in February 2008, please click here.

 

 

Helpline

The reattribution adviser helpline:
0845 900 0820 (This line will close on 30th June 2010)

The reattribution customer helpline:
0800 051 1300

 
eligibility
Issued for use by financial advisers only. This information has not been approved for use with customers.