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 Stakeholder Pension

Not Categorised

Title Reference Other versions

Application Forms

Title Reference Other versions
Company Pension and Company Stakeholder Pension @ Aviva Member Application (215kb) SP03019 -
Pension transfer application form (655kb) SP57200 -
Pension Credit Application Form (102kb) SP98077 Black & white document for Pension Credit Application Form (102kb)
Installation agreement (635kb) SP03202 Black & white document for Installation agreement (635kb)
Company Pension - Company Stakeholder @ Aviva - Employer Application for use with new schmes that have a start date on or after 1 June 2015 (667kb) SP03203A -
Additional category employer application (678kb) SP03206 -
Supplimentary application form for AE schemes (678kb) SP03263 -
IOM GPP Transfer Application Form - Designer and 98 series (648kb) SP57205 -

Brochures & Guides

Title Reference Other versions
A guide to your with-profits investment and how we manage our With-Profit Fund - For customers investing through pension plans (CFPPFM) (216kb) SP99111 Black & white document for A guide to your with-profits investment and how we manage our With-Profit Fund - For customers investing through pension plans (CFPPFM) (218kb)
Global Shares Annuity Lifestyle approach (125kb) SP99253 Black & white document for Global Shares Annuity Lifestyle approach (122kb)
E-billing user guide for 98 Series Designer Pensions (8621kb) SP03021 Black & white document for E-billing user guide for 98 Series Designer Pensions (5617kb)
Company pensions schemes - our menu of services (3114kb) GN20674 Black & white document for Company pensions schemes - our menu of services (2083kb)
Fund Governance at Aviva Brochure (364kb) IN50071 Black & white document for Fund Governance at Aviva Brochure (293kb)
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions (427kb) SP03311 -
Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Provident Mutual Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (100kb) IN16012 Black & white document for Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Provident Mutual Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (94kb)
A guide to your with-profits investment and how we manage our Stakeholder With-Profit Fund - For customers investing through Stakeholder Pensions (CFPPFM) (230kb) SP56001 Black & white document for A guide to your with-profits investment and how we manage our Stakeholder With-Profit Fund - For customers investing through Stakeholder Pensions (CFPPFM) (231kb)
Group Personal and Stakeholder Pension Plans Member Guide (198kb) SP57001 -

Information Sheet (PPFM)

Title Reference Other versions
Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Old and New With-Profits Sub Funds (to accompany Principles and Practices of Financial Management (PPFM)) (116kb) IN16031 Black & white document for Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Old and New With-Profits Sub Funds (to accompany Principles and Practices of Financial Management (PPFM)) (110kb)
Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Provident Mutual Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (100kb) IN16012 Black & white document for Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Provident Mutual Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (94kb)
Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Stakeholder With-Profits Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (98kb) IN16014 Black & white document for Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Stakeholder With-Profits Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (93kb)
Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited With-Profits Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (99kb) IN16015 Black & white document for Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited With-Profits Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (94kb)

Key Features

Title Reference Other versions
Your company stakeholder pension scheme - an essential guide inc. Key Features and Terms and Conditions (427kb) SP03311 -

Miscellaneous

Title Reference Other versions
Expression of wishes Form (612kb) SP03128 -

Sales Aids

Title Reference Other versions
Mixed Investments Annuity Lifestyle approach (121kb) SP99252 Black & white document for Mixed Investments Annuity Lifestyle approach (119kb)
Phased Switching Annuity approach (126kb) SP99255 Black & white document for Phased Switching Annuity approach (124kb)
Stakeholder Mixed Investments Annuity Lifestyle approach (121kb) SP99257 Black & white document for Stakeholder Mixed Investments Annuity Lifestyle approach (119kb)
Mixed Investments Drawdown Lifestyle approach (122kb) SP99468 Black & white document for Mixed Investments Drawdown Lifestyle approach (119kb)
Global Shares Drawdown Lifestyling Approach (119kb) SP99470 Black & white document for Global Shares Drawdown Lifestyling Approach (116kb)
Stakeholder Mixed Investments Drawdown Lifestyle approach (121kb) SP99476 Black & white document for Stakeholder Mixed Investments Drawdown Lifestyle approach (118kb)
Phased Switching Drawdown approach (126kb) SP99474 Black & white document for Phased Switching Drawdown approach (123kb)
Self-style Annuity approach (125kb) SP99254 Black & white document for Self-style Annuity approach (123kb)
Self-style Drawdown approach (125kb) SP99472 Black & white document for Self-style Drawdown approach (122kb)

Servicing Forms

Title Reference Other versions
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 (427kb) SP03311 -