If you have an Aviva pension plan, we'll send you two information packs as you get closer to your retirement date. Each of these packs will give you guidance on what you should be doing and thinking about.
With several months still to go, we'll send you a pack containing:
You should read the pack carefully, complete the personal information form and return it to us. This will allow us to prepare a completely personalised quote to send you later.
With your retirement just round the corner, you need to make some decisions about how you're going to turn your pension fund into a retirement income. We'll send you a pack containing:
You should read the pack carefully and talk to a financial adviser before you make your final decision about what to do next.
The personal information form is a document we ask you to complete detailing personal, lifestyle and medical information. It is very important that you disclose your lifestyle and medical conditions as this may result in you receiving a greater income in retirement. This is because by understanding all of these factors we are able to produce a tailored annuity quote that more closely reflects your life expectancy. You should therefore complete the personal information form as fully and accurately as possible as the more we know the more we can personalise your quote.
You only need to fill in the information for a second person (spouse, civil partner, dependant) if you want to provide them with an income too.
We can complete your Personal Information Form with you over the phone if you would prefer to call us.
Read our 'What are enhanced benefits?' FAQ for more information.
Read the questions carefully and answer them in as much detail as possible. The more you can tell us, the more we can tailor your annuity to your situation. Some medical conditions may actually mean that you could get a higher level of income. Your doctor may be able to help you fill in some of the medical details.
If you are still having problems with the form, give us a call on 0800 533 5195 and one of our call centre staff will help you complete the form.
Thank you for your rating.
If you are an existing Aviva customer and would like further information on retirement please call:
0800 533 5195
For our joint protection, telephone calls may be recorded and/or monitored.
We've got a number of calculators to help you get your finances under control.
Register for our online service where you can securely access details of your existing policy.