Close

We use cookies to give you the best possible online experience. If you continue, we'll assume you are happy for your web browser to receive all cookies from our website. See our cookie policy for more information on cookies and how to manage them.

Pension Portfolio

How to apply for a Pension Portfolio on the Aviva Platform

Talk to an adviser

Sorting out your pension is one of the most important financial decisions you'll ever make. Because of this, we strongly recommend that you talk to a financial adviser.

If you're interested in Pension Portfolio and you already have an adviser, give them a call and make an appointment. If you don't have an adviser, you can find one in your area at www.unbiased.co.uk.

Ready to take the next step?

If you and your adviser agree a Pension Portfolio is right for you, your adviser will give you all the information you need to apply. This will include:

  • a key features document, which explains the aims and risks of the plan and answers some frequently asked questions
  • a personal illustration, which gives you an estimate of what your investment in the Pension Portfoliomay be worth when you reach your retirement age.

When you're ready to apply, your adviser will fill in the online application form for you and send you a declaration to sign.We'll take it from there and, before you know, your Pension Portfolio will be up and running.

WC03098 06/2013