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.

Search for a document

Search help

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
Pension transfer application form (655kb) SP57200 -
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)
Jersey and Guernsey - Supplementary Application (845kb) SP55133 -
Personal Pension - Isle of Man supplementary app (829kb) SP55134 -
Personal Pension & GPP Supplementary application form (405kb) SP55114 Black & white document for Personal Pension & GPP Supplementary application form (405kb)

Servicing Forms

Title Reference Other versions
Adviser Charging Agreement - IPP (654kb) SP55117 Black & white document for Adviser Charging Agreement - IPP (201kb)
Record of payments due (519kb) SP99013 -
Charge for Advice (CAFCA)Agreement (165kb) SP55126 -

Brochures & Guides

Title Reference Other versions
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 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)
Fund Governance at Aviva Brochure (364kb) IN50071 Black & white document for Fund Governance at Aviva Brochure (293kb)
Unit Linked Customer Friendly PPFM (925kb) IN13091 Black & white document for Unit Linked Customer Friendly PPFM (673kb)
Pension Fund Guide ('98 Series Plans) (277kb) SP99016 -
Guide to investing in the Pension Assured Fund (133kb) SP99124 Black & white document for Guide to investing in the Pension Assured Fund (130kb)
Pension Fund Guide (plans started on or after 13.12.2004) (254kb) SP99155 -
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)
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 (573kb) SP70008 -
Pension fund guide - for use pre 01.01.95 Series plan established with Norwich Union UNISURE VERSION (213kb) SP70020 -

Key Features

Title Reference Other versions
Key Features of PP and GPP Your Pension (266kb) SP57010 -
Key Features of the Personal Pension - Regular and Single Payments (plans after 12.12.2004) (227kb) SP02026 Black & white document for Key Features of the Personal Pension - Regular and Single Payments (plans after 12.12.2004) (224kb)
Key Features of the Personal Pension - Transfer Payments to Non Stakeholder (230kb) SP70006 -

Sales Aids

Title Reference Other versions
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)

Terms & Conditions

Title Reference Other versions
Personal Pension (Isle of Man) T&C's (343kb) PN26036 Black & white document for Personal Pension (Isle of Man) T&C's (343kb)
Your Pension Select @ Aviva Terms and Conditions (209kb) SP02017 -
Personal Pension Terms & Conditions (273kb) SP02016 -
SIPP Terms and Conditions (263kb) SP61071 Black & white document for SIPP Terms and Conditions (260kb)
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)

Miscellaneous

Title Reference Other versions
Expression of wishes Form (612kb) SP03128 -
Declaration for New Contracts (519kb) SP98005 -
Key Facts about our Services and Costs (115kb) SP56033 Black & white document for Key Facts about our Services and Costs (112kb)
Direct Debit Instruction for Personal Pension and Group Personal Pension (112kb) SP99465 -

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 (654kb) SP55117 Black & white document for Adviser Charging Agreement - IPP (201kb)
Charge for Advice (CAFCA)Agreement (165kb) SP55126 -