With-profits investment

Want a more in-depth understanding of what with-profits investments can offer you? Here you can download guides to investing in with-profits with us – and details of how we manage the funds.

The guides differ depending on how you want to invest in with-profits, so pick the one that’s right for you. If you are an existing customer, some of the information in these guides may not be applicable to your specific policy.

An Introduction

• An introductory guide to with-profits from Aviva

Guides

• A guide to your with-profits investment and how we manage the fund – for customers investing through Portfolio, our investment bond
• A guide to your with-profits investment and how we manage the fund – for customers investing through pensions
• A guide to your with-profits investment and how we manage the fund – for customers investing through stakeholder pensions
• A guide to your With Profits Pension Annuity and how we manage the With-Profit Fund
• A guide to conventional with-profits investment and how we manage the fund – for customers investing through a pension or endowment plan

As mentioned earlier in the website, we produce guides called the Principles and Practices of Financial Management (PPFMs), which explain in detail how we manage your with-profits investments, along with some other information which explains the details of our fund.

If you are an existing customer, you can find your PPFMs here. If you are new to investing in With-profits, you can find your PPFM below.

Read our Principles and Practices of Financial Management and related documents

For Aviva personal pensions and Portfolio

• PPFM for Aviva Life & Pensions UK Limited Old and New With-Profits Sub Funds
• PPFM Information Sheet (to accompany PPFM)
• Old & New With-Profits Sub Funds PPFM Summary of change
• Board report to policyholders for 2009
• With–Profits Actuary report to policyholders for 2009

For Aviva Stakeholder pensions

• PPFM for Aviva Life & Pensions UK Limited Stakeholder With-Profits Sub Fund
• PPFM Information Sheet (to accompany PPFM)
• PPFM Summary of changes
• Board report to policyholders for 2009
• With–Profits Actuary report to policyholders for 2009

For Aviva’s With Profit Pension Annuity

• PPFM for Aviva Life & Pensions UK Limited With-Profits Sub Fund
• Information Sheet (to accompany PPFM)
• PPFM Summary of changes
• Board report to policyholders for 2009
• With–Profits Actuary report to policyholders for 2009

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