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 - Personal Pension

Application Forms

Title Reference Other versions
Application for Membership of a Personal Pension Plan for Jersey and Guernsey (252kb) SP55030 Black & white document for Application for Membership of a Personal Pension Plan for Jersey and Guernsey (252kb)
Pensions Declaration for Electronic Business (548kb) SP99125 Black & white document for Pensions Declaration for Electronic Business (548kb)
Application for a personal pension (900kb) SP02004 Black & white document for Application for a personal pension (900kb)
Pension transfer application form (655kb) SP57200 -
Jersey and Guernsey - Supplementary Application (845kb) SP55133 -
Personal Pension - Isle of Man supplementary app (829kb) SP55134 -
Personal Pension & GPP Supplementary application form (926kb) SP55114 -

Servicing Forms

Title Reference Other versions
Record of payments due (519kb) SP99013 -
Adviser Charging Agreement - IPP (575kb) SP55117 -
Charge for Advice (CAFCA)Agreement (165kb) SP55126 -

Brochures & Guides

Title Reference Other versions
Pension Fund Guide ('98 Series Plans) (233kb) SP99016 -
Unit Linked Customer Friendly PPFM (918kb) IN13091 Black & white document for Unit Linked Customer Friendly PPFM (654kb)
Fund Governance at Aviva Brochure (386kb) IN50071 Black & white document for Fund Governance at Aviva Brochure (277kb)
Guide to investing in the Pension Assured Fund (135kb) SP99124 Black & white document for Guide to investing in the Pension Assured Fund (133kb)
Pension Fund Guide (plans started on or after 13.12.2004) (244kb) SP99155 -
Adviser Charging - a guide to which form to use (119kb) SP55132 Black & white document for Adviser Charging - a guide to which form to use (118kb)
Pension Fund Guide for Individual Plans and Former Members of Group Personal Pensions Plans (238kb) SP70008 -
Pension fund guide - for use pre 01.01.95 Series plan established with Norwich Union UNISURE VERSION (219kb) SP70020 -

Key Features

Title Reference Other versions
Key Features of the Personal Pension - Transfer Payments to Non Stakeholder (228kb) SP70006 Black & white document for Key Features of the Personal Pension - Transfer Payments to Non Stakeholder (225kb)
Key Features of the Personal Pension - Regular and Single Payments (plans after 12.12.2004) (225kb) SP02026 Black & white document for Key Features of the Personal Pension - Regular and Single Payments (plans after 12.12.2004) (222kb)
Key Features of PP and GPP Your Pension (266kb) SP57010 -

Sales Aids

Title Reference Other versions
- SP02042 -
Information for Employers Making Payment for Personal/Stakeholder Pensions (90kb) SP56012 Black & white document for Information for Employers Making Payment for Personal/Stakeholder Pensions (87kb)

Terms & Conditions

Title Reference Other versions
Personal Pension (Isle of Man) T&C's (314kb) PN26036 -
Personal Pension Terms & Conditions (229kb) SP02016 -
Important information about adding an Adviser Charge to Your Aviva Personal Pension, Your Pension Select @ Aviva or CU Personal Pension Policy (71kb) SP55129 Black & white document for Important information about adding an Adviser Charge to Your Aviva Personal Pension, Your Pension Select @ Aviva or CU Personal Pension Policy (68kb)
Your Pension Select @ Aviva Terms and Conditions (209kb) SP02017 -

Miscellaneous

Title Reference Other versions
Direct Debit Instruction for Personal Pension and Group Personal Pension (112kb) SP99465 -
Declaration for New Contracts (77kb) SP98005 -
Expression of wishes Form (611kb) SP03128 -
Key Facts about our Services and Costs (129kb) SP56033 Black & white document for Key Facts about our Services and Costs (129kb)

Technical Guides

Title Reference Other versions
Personal Pension - Statement of Facts (102kb) SP55168 -

Adviser Charging Forms and Information

Title Reference Other versions
Supplementary Application Form with Charge for Advice (CAFCA) Agreement (251kb) SP55130 -
Supplementary Application Form with Adviser Charge Agreement (946kb) SP55131 Black & white document for Supplementary Application Form with Adviser Charge Agreement (946kb)
Adviser Charging - a guide to which form to use (119kb) SP55132 Black & white document for Adviser Charging - a guide to which form to use (118kb)
Adviser Charging Agreement - IPP (575kb) SP55117 -
Charge for Advice (CAFCA)Agreement (165kb) SP55126 -