Advisers | Workplace Pensions | Aviva Business

Our workplace pension for advisers

Is your client setting up their first workplace pension scheme, or looking for more from their pension scheme provider? Applying is easy, and with a simple transfer process supported by our specialist team, your client and their employees can get all of the benefits of our award-winning workplace pension scheme in a time frame that works for them.

Why choose the Aviva workplace pension?

A variety of adviser charging options

We can facilitate initial, ongoing and ad-hoc adviser charging options, providing a plan with more choice.

Pension freedoms

Our workplace pension scheme offers direct access to flexible benefits, giving your client’s employees more flexibility and choice when it comes to their pension savings.

Simple, supported scheme transfer

Every transfer is different and has its own individual requirements, so our specialist transfer team will provide dedicated support to guide you and your client through our clear four-step transfer process. Making it simpler to move funds from your existing provider into your Aviva pension scheme.

Benefits of the Aviva workplace pension scheme

Investment options

A specially designed default investment approach tailored to suit the needs of most employees, or for those scheme members looking for more choice, a range of over 200 investment funds.

Payroll compatibility

As well as providing payroll integration with some payroll providers, our workplace pension is compatible with all payroll software providers; making it suitable for all your clients' payroll needs.

Easy to manage online administration

MyAvivaBusiness allows you to work with multiple clients’ pension schemes using a single log in. You can use it to add and remove scheme members, complete day-to-day admin tasks, and securely upload payment details – all in one place.

Charges and costs

For you

    £0 set up fees for advisers is one of many good reasons to choose the Aviva workplace pension.

For your client

There are no set up fees for your client. There’s a monthly employer pension charge tailored to the size of your clients business – this is usually £30-£50 per month.

For scheme members

The only charge for the scheme member is a fund charge capped at 0.75% for the default investment option (the cost of alternative investment funds may be higher).

Extra advantages

A strong global presence

Founded in 1696, the Aviva group is a household name with 33 million customers worldwide. We’re looking forward to the next 300 years.

Specialists in pensions and employee benefits

Aviva is a leader in the UK and Ireland pension markets. We look after £250 billion of assets for our customers through long-term savings and pensions.

Financial strength*

Our A-range ratings from Standard & Poor’s (A+) for Aviva Life & Pensions UK Ltd reflect our financial strength. We’re committed to the pension and savings market for the long term.

* The value of a pension can go down as well as up, and is not guaranteed. Employees may get back less than the amount paid in.

Moving an existing scheme to Aviva

Transferring an existing scheme happens in two phases: applying for an Aviva workplace pension scheme, then transferring existing assets under management to the new scheme.

How to apply

1. Quote

Get a quick quote to see how much your client's scheme will cost

2. Apply

Apply in just ten minutes, and we'll send it to your client to accept

3. Set up

You’re ready to get going and manage your client’s scheme online

Transferring existing funds

1. Confirm transfer

Once the first regular payment has been received, a dedicated member of the trading team will get in touch to confirm the transfer can start

2. Complete documentation

Including an eligibility questionnaire, a Schedule of Transferring Members, and if required, any discharge forms and adviser charging agreements

3. We move existing funds

When we've received all the required documents, our transfer team will contact the current provider to instruct the transfer

4. Once the funds have moved

Member policies will be credited and we'll issue confirmation documents to the scheme members, your client, and you

What you’ll need to apply

Your Aviva account number

If you don't have an account number, apply for one now.

If you’ve forgotten your account number,(sometimes referred to as your agency code) or you’re not sure that you have an Aviva account, give us a call on 0800 151 2554.

Your client’s business details

You’ll need your client’s business name, address (or addresses), registration number and their scheme start date. You should also have your own details to hand as we’ll ask for these too.

Key scheme contacts

Make sure you also have the details of who’ll be the scheme administrator, as well as authorised signatories and contacts for invoicing and legal notices.

Get a quote

To see how we can help your client to start enjoying the benefits of Aviva's workplace pension, start by getting a quick quote.

I think Aviva’s microsite is a fabulous service - especially for companies who are dedicated to offering their employees a good pension scheme

Anne Gibson - Financial Adviser St James Place Partnership, Newcastle upon Tyne

Many of my schemes are with Aviva, I like Aviva, you guys get it right.

Keith Allnutt - Financial Adviser Lubbock Fine, London

Everything was covered, no problems at all. It’s all gone perfectly smoothly.

John Collis - Business OwnerLondon Ship Managers Ltd, London

Need some help?

If you’ve got a query about auto enrolment or the Aviva workplace pension, give us a call or send us an email and we’ll be happy to help.