For trustees only

Defined Benefit Pension Services

Welcome to Aviva’s online services for defined benefit pension scheme trustees. Here you can access a range of information, specially designed to help the trustees of defined benefit pension schemes that are run by Aviva.

Our defined benefit services

We provide a comprehensive range of services for defined benefit pension schemes, built on a wealth of in-house experience.

Our service teams will provide ongoing administrative support to ensure the smooth running of your scheme. Specific areas of help include documentation management, premium collection, actuarial services and technical support. A telephone helpdesk is also in place to respond to your day-to-day needs.

Administration forms

Below are links to some of our administration forms that you may find useful.

For UK schemes

• Employee is retiring - UK (PDF 73KB)
• Employee is retiring early - UK (PDF 70KB)
• Employee is leaving - UK (PDF 67KB)
• Employee has died - UK (PDF 72KB)

For Channel Islands schemes

• Employee is retiring - CI (PDF 63KB)
• Employee is retiring early - CI (PDF 63KB)
• Employee is leaving - CI (PDF 67KB)
• Employee has died - CI (PDF 67KB)

For all schemes

• Instructions to pay benefits on retirement or death (PDF 68KB)
• Pensioner payroll guide to services (PDF 57KB)

Contact details

For all general enquiries regarding the administration of your scheme, contact the defined benefits helpdesk.

Telephone: +44 (0) 1603 684 196
Fax: +44 (0) 1603 686 037
e-mail: lpadmin@aviva.co.uk
Address: Aviva, PO Box, 3238, DBP Department, Surrey Street, Norwich, NR1 3UE.

For actuarial enquiries, such as valuation reports and contribution schedules, contact the actuarial team.

e-mail: lpdbpsq@aviva.co.uk

For documentation enquiries, such as scheme rules and rule amendments, contact the documentation team.

e-mail: lpdocs@aviva.co.uk

For commission or payment enquiries, contact the payments team.

e-mail: lpaccnt@aviva.co.uk

Useful website links

You may find the following websites helpful in the management of your defined benefit pension scheme.

• Aviva Investor’s investment Education and trustee training site: http://www.investmenttutor.com/
• The Pension Regulator’s “Trustee toolkit” to help trustees understand the requirements for trustee knowledge and understanding, introduced by the Pensions Act 2004: http://www.trusteetoolkit.com/arena/index.cfm
• Her Majesty’s Revenue & Customs Pensions site which contains useful information for trustees of occupational pension schemes: http://www.hmrc.gov.uk/pensionsschemes/index.shtml
• The Pension Protection Fund (established to pay compensation to members of eligible defined benefit pension schemes when there is a qualifying insolvency event in relation to the employer and where there are insufficient assets in the pension scheme to cover Pension Protection Fund levels of compensation): http://www.pensionprotectionfund.org.uk/Pages/homepage.aspx
• The Pensions Advisory Service site which provides free and independent guidance on pensions: http://www.pensionsadvisoryservice.org.uk/
• General information from Aviva about with-profits investments: http://www.aviva.co.uk/savings-and-investments/with-profits/existing-customers/form/guide-to-your-fund/
• Department of Work & Pensions letter forwarding service for tracing former employees: http://www.dwp.gov.uk/other-specialists/bulk-letter-forwarding-service/
• General information about the bonuses granted to some former CGNU and CULAC with-profits holdings: http://www.aviva.co.uk/specialbonus/

Need more assistance?

If you have any questions about how any of this impacts on your scheme, we recommend that you speak to your adviser.

WC03082 09/2011