Workplace Pensions for Advisers
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.
Benefits of the Aviva workplace pension scheme
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.
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
£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).
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.
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
Get a quick quote to see how much your client's scheme will cost
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.