Digital support for members

We're committed to helping your members improve their financial wellbeing. 

Our enhanced Retirement Dashboard gives buy-out members a holistic support portal. They can manage their policies, access their documents, and use a wide range of wellbeing tools and resources to help them make the most of their retirement. The dashboard includes separate journeys for pensioner and deferred members. 

Help to plan their retirement

A financial education content hub gives your members a curated range of clear and practical information to help them understand and plan their retirement.

Taking their pension

Members can view indicative quotes and options in the portal and request same-day guaranteed quotes.

Tools and budgeting

Members have access to retirement planning tools, including retirement planners, budget snapshots and a free pension-tracing service. 

Health and wellbeing

A breadth of content about living well before and into retirement, including an independently written guide to help members make the most of later life.

*Aviva’s Managing Money in Mid-Retirement report