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 Personal Pension

Not Categorised

Title Reference Other versions

Application Forms

Title Reference Other versions
Company Pension @ Aviva (IOM) - Member Application (212kb) SP03097 Black & white document for Company Pension @ Aviva (IOM) - Member Application (212kb)
Company Pension and Company Stakeholder Pension @ Aviva Member Application (215kb) SP03019 -
GPP or Stakeholder New Member Application form (213kb) SP57203 -
Pension transfer application form (655kb) SP57200 -
Pension Credit Application Form (578kb) SP98077 Black & white document for Pension Credit Application Form (578kb)
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 -
Company Pension @ Aviva (IOM) Supplementary Application (112kb) SP03082 -
Installation agreement (635kb) SP03202 Black & white document for Installation agreement (635kb)
Members application for Group PPP - Post 6.4.01 (774983680kb) SP57041 Black & white document for Members application for Group PPP - Post 6.4.01 (774983680kb)
Adviser Charging Agreement - GPP (589kb) SP57456 Black & white document for Adviser Charging Agreement - GPP (129kb)
Additional category employer application (678kb) SP03206 -
Supplementary application form for AE schemes (678kb) SP03263 -
Company pension@Aviva (IoM) Employer Application Form (666kb) SP03300 -
IOM GPP Transfer Application Form - Designer and 98 series (648kb) SP57205 -

Brochures & Guides

Title Reference Other versions
Aviva Future Focus 2 Lifestage Approach brochure (236kb) SP57390 -
Aviva Future Focus 3 Drawdown Lifestage Approach - Default brochure (231kb) SP57434 -
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)
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)
Your company pension scheme - an essential guide inc. Key Features and Terms and Conditions (497kb) SP03303 -
Fund Governance at Aviva Brochure (364kb) IN50071 Black & white document for Fund Governance at Aviva Brochure (293kb)
Company pensions schemes - our menu of services (3114kb) GN20674 Black & white document for Company pensions schemes - our menu of services (2083kb)
Company Pension @ Aviva IOM Members Guide (152kb) SP03092 Black & white document for Company Pension @ Aviva IOM Members Guide (149kb)
An employers guide to our default investment proposition for auto-enrolment pension schemes (1782kb) SP03333 Black & white document for An employers guide to our default investment proposition for auto-enrolment pension schemes (1500kb)
Pension Fund Guide post 2000 schemes (322kb) SP99040 -
An adviser guide for our investment proposition for auto-enrolment pension schemes (1628kb) SP03332 Black & white document for An adviser guide for our investment proposition for auto-enrolment pension schemes (1281kb)
A guide to the Aviva Diversified Assets Funds  (860kb) SP03335 Black & white document for A guide to the Aviva Diversified Assets Funds  (656kb)
Group Personal and Stakeholder Pension Plans Member Guide (164kb) SP57001 -
Aviva Future Focus 1 Drawdown Lifestage Approach - Default brochure (238kb) SP57373 -

Factsheets

Title Reference Other versions
Work:Life factsheet - Voluntary benefits (141kb) WL01006 Black & white document for Work:Life factsheet - Voluntary benefits (123kb)
Work:Life Benefits an at a glance guide (3552kb) WL01052 Black & white document for Work:Life Benefits an at a glance guide (3552kb)
Work:Life factsheet - Total Reward (166kb) WL01004 Black & white document for Work:Life factsheet - Total Reward (147kb)

Information Sheets (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
Key Features of the Company Pension @ Aviva IOM (229kb) SP03109 -
Your company pension scheme - an essential guide inc. Key Features and Terms and Conditions (497kb) SP03303 -

Miscellaneous

Title Reference Other versions
Group Personal Pensions- Salary Exchange - A Quick Guide for Employers (81kb) SP57180 Black & white document for Group Personal Pensions- Salary Exchange - A Quick Guide for Employers (81kb)
Group Personal Pensions-Member Guide (with employer reinvestment) (70kb) SP57181 -
Group Personal Pensions - Salary Exchange Technical Guide for Employers (177kb) SP57182 Black & white document for Group Personal Pensions - Salary Exchange Technical Guide for Employers (174kb)
Group Personal Pensions - Member Guide (no employer reinvestment) (70kb) SP57183 -
Direct Debit Instruction for Personal Pension and Group Personal Pension (112kb) SP99465 -
Expression of wishes Form (612kb) SP03128 -
Employee has died Form (139kb) SP07003 Black & white document for Employee has died Form (136kb)
Employee is leaving Form (109kb) SP07010 Black & white document for Employee is leaving Form (109kb)
Employee is retiring Form (7161kb) SP07011 Black & white document for Employee is retiring Form (7161kb)

Sales Aids

Title Reference Other versions
Your plan details for new members to Group Personal Pensions 98 series (130kb) SP57016 -
Talking pensions - introducing our communications package (1677kb) SP03230 -
Global Shares Annuity Lifestyle approach (125kb) SP99253 Black & white document for Global Shares Annuity Lifestyle approach (122kb)
Self-style Annuity approach (128kb) SP99254 Black & white document for Self-style Annuity approach (125kb)
Phased Switching Annuity approach (126kb) SP99255 Black & white document for Phased Switching Annuity approach (124kb)
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)
Self-style Drawdown approach (125kb) SP99472 Black & white document for Self-style Drawdown approach (122kb)
Phased Switching Drawdown approach (126kb) SP99474 Black & white document for Phased Switching Drawdown approach (123kb)

Servicing Forms

Title Reference Other versions
Record of payments due (519kb) SP99013 -

Terms & Conditions

Title Reference Other versions
T and Conditions for the provision of an Employer Pension Charge to enable operation of a Group Pension Scheme (137kb) SP57308 -
Your Pension Select @ Aviva Terms and Conditions (209kb) SP02017 -
Your company pension scheme - an essential guide inc. Key Features and Terms and Conditions (497kb) SP03303 -
98 Series and Group Personal Pension -UK- TERMS AND CONDITIONS (385kb) SP57040 Black & white document for 98 Series and Group Personal Pension -UK- TERMS AND CONDITIONS (385kb)

Technical Guides

Title Reference Other versions
Group Personal Pension - Statement of facts - (97kb) SP57586 -