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

Application Forms

Title Reference Other versions
Personal Pension & GPP Supplementary application form (405kb) SP55114 Black & white document for Personal Pension & GPP Supplementary application form (405kb)
Application for Stakeholder pension (for applications on or after 20 February 2010) (290kb) SP01006 -
Pensions Declaration for Electronic Business (548kb) SP99125 Black & white document for Pensions Declaration for Electronic Business (548kb)

Servicing Forms

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

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)
Pension Fund Guide (236kb) SP99153 -
A guide to fund fact sheets (114kb) GN20431 Black & white document for A guide to fund fact sheets (112kb)
Unit Linked Customer Friendly PPFM (925kb) IN13091 Black & white document for Unit Linked Customer Friendly PPFM (673kb)
Stakeholder Pension - Client Guide (221kb) SP01001 Black & white document for Stakeholder Pension - Client Guide (219kb)
Fund Governance at Aviva Brochure (364kb) IN50071 Black & white document for Fund Governance at Aviva Brochure (293kb)
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)
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)
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)

Key Features

Title Reference Other versions
Key Features of the Stakeholder Pension - Regular & Single Payments (plans on or after 01/02/08) (321kb) SP01040 Black & white document for Key Features of the Stakeholder Pension - Regular & Single Payments (plans on or after 01/02/08) (315kb)
Key Feature for Increments to Stakeholder (291kb) SP70003 Black & white document for Key Feature for Increments to Stakeholder (287kb)
Key Features of the Stakeholder Pension - Regular & Single payments (plans before 01/02/08) (308kb) SP01002 Black & white document for Key Features of the Stakeholder Pension - Regular & Single payments (plans before 01/02/08) (302kb)

Sales Aids

Title Reference Other versions
Mixed Investments Annuity Lifestyle approach (121kb) SP99252 Black & white document for Mixed Investments Annuity Lifestyle approach (119kb)
Information for Employers Making Payment for Personal/Stakeholder Pensions (88kb) SP56012 Black & white document for Information for Employers Making Payment for Personal/Stakeholder Pensions (86kb)
Stakeholder Mixed Investments Annuity Lifestyle approach (121kb) SP99257 Black & white document for Stakeholder Mixed Investments Annuity Lifestyle approach (119kb)
Stakeholder Mixed Investments Drawdown Lifestyle approach (121kb) SP99476 Black & white document for Stakeholder Mixed Investments Drawdown Lifestyle approach (118kb)

Terms & Conditions

Title Reference Other versions
Your Pension Your Policy (196kb) SP01025 -
Stakeholder Pension from Aviva Individual Plans Terms & Conditions (321kb) SP01024 -

Miscellaneous

Title Reference Other versions
Declaration for New Contracts (537kb) SP98005 Black & white document for Declaration for New Contracts (532kb)
Expression of wishes Form (612kb) SP03128 -