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).

Individual Pensions - Adviser Portal Library - Stakeholder Pension

Brochures & Guides

Title Reference Other versions
Pension Fund Guide (229kb) SP99153 -
Unit Linked Customer Friendly PPFM (893kb) IN13091 Black & white document for Unit Linked Customer Friendly PPFM (681kb)
Stakeholder Pension - Client Guide (141kb) SP01001 Black & white document for Stakeholder Pension - Client Guide (139kb)
Stakeholder With-Profits Sub-Fund and Investment Summary (354kb) SP56001 Black & white document for Stakeholder With-Profits Sub-Fund and Investment Summary (377kb)
A guide to fund fact sheets (119kb) GN20431 Black & white document for A guide to fund fact sheets (119kb)

Application Forms

Title Reference Other versions
Personal Pension & GPP Supplementary application form (926kb) SP55114 -
Application for Stakeholder pension (for applications on or after 20 February 2010) (794kb) SP01006 -
Pensions Declaration for Electronic Business (542kb) SP99125 -

Servicing Forms

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

Technical Guides

Title Reference Other versions
Stakeholder Pension - Statement of Facts (95kb) SP56035 -

Key Features

Title Reference Other versions
Key Features of the Stakeholder Pension - Regular & Single Payments (plans on or after 01/02/08) (199kb) SP01040 -
Key Feature for Increments to Stakeholder (274kb) SP70003 Black & white document for Key Feature for Increments to Stakeholder (273kb)
Key Features of the Stakeholder Pension - Regular & Single payments (plans before 01/02/08) (124kb) SP01002 Black & white document for Key Features of the Stakeholder Pension - Regular & Single payments (plans before 01/02/08) (123kb)

Sales Aids

Title Reference Other versions
Mixed Investments Annuity Lifestyle approach (138kb) SP99252 -
Information for Employers Making Payment for Personal/Stakeholder Pensions (87kb) SP56012 Black & white document for Information for Employers Making Payment for Personal/Stakeholder Pensions (87kb)
Stakeholder Mixed Investments Drawdown Lifestyle approach (141kb) SP99476 -

Terms & Conditions

Title Reference Other versions
Your Pension Your Policy (199kb) SP01025 -
Stakeholder Pension from Aviva Individual Plans Terms & Conditions (280kb) SP01024 -

Miscellaneous

Title Reference Other versions
Declaration for New Contracts (77kb) SP98005 -
Expression of wishes Form (159kb) SP03128 -