Library

In this library you will find a selection of literature to help both you and your clients learn about our products and services. In addition to brochures and guides, you will also find application forms, sales aids, key features and trust forms which you can download and view.

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We give each document a unique reference number. If you look in the bottom left hand corner of the reverse of the document, you should see a code followed by a date. You can search by typing in the code – you don’t need to type in the date. (The date code is when the most recent version was given financial approval. It is not an expiry date).

Corporate Pensions - Adviser Portal Library - Designer Group Stakeholder Pension

Application forms

Title Reference Other versions
Pension transfer application form (655kb) SP57200 -
Pension Credit Application Form (578kb) SP98077 Black & white document for Pension Credit Application Form (578kb)
Installation agreement (544kb) SP03202 -
Company Pension - Company Stakeholder @ Aviva - Employer Application for use with new schemes that have a start date on or after 1 June 2015 (656kb) SP03203 -
Additional category employer application (659kb) SP03206 -
Scheme management system - Change of company owner (539kb) SP99481 -

Brochures & Guides

Title Reference Other versions
E-billing user guide for 98 Series Designer Pensions (7626kb) SP03021 -
Stakeholder With-Profits Sub-Fund and Investment Summary (354kb) SP56001 Black & white document for Stakeholder With-Profits Sub-Fund and Investment Summary (377kb)
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions (410kb) SP03311 -
Company pensions schemes - our menu of services (3114kb) GN20674 Black & white document for Company pensions schemes - our menu of services (2083kb)
Group Personal and Stakeholder Pension Plans Member Guide (147kb) SP57001 -

Key features

Title Reference Other versions
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions (410kb) SP03311 -

Investment guides

Title Reference Other versions
Stakeholder Mixed Investments Drawdown Lifestyle approach (141kb) SP99476 -
Global Shares Annuity Lifestyle approach (144kb) SP99253 -
Self-style Annuity approach (156kb) SP99254 -
Phased Switching Annuity approach (141kb) SP99255 Black & white document for Phased Switching Annuity approach (134kb)
Mixed Investments Drawdown Lifestyle approach (140kb) SP99468 Black & white document for Mixed Investments Drawdown Lifestyle approach (133kb)
Global Shares Drawdown Lifestyling Approach (133kb) SP99470 Black & white document for Global Shares Drawdown Lifestyling Approach (127kb)
Self-style Drawdown approach (141kb) SP99472 Black & white document for Self-style Drawdown approach (135kb)
Phased Switching Drawdown approach (134kb) SP99474 Black & white document for Phased Switching Drawdown approach (127kb)
Mixed Investments Annuity Lifestyle approach (138kb) SP99252 -

Servicing forms

Title Reference Other versions
Expression of wishes Form (159kb) SP03128 -
Record of payments due (519kb) SP99013 -

Terms & Conditions

Title Reference Other versions
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions (410kb) SP03311 -

Technical guides

Title Reference Other versions
Group Stakeholder Pension - Statement of Facts (98kb) SP56034 -