Your finances, your way
When it comes to managing your money, one size doesn't fit all. We offer different types of support at Aviva, from handy calculators for things like Inheritance Tax and pensions, to retirement planning, and getting financial advice from an expert. Depending on your income, savings, assets, and even your age, you'll need guidance tailored to you to help you organise your finances.
Aviva Wealth Compass will take you through a few simple steps to establish where you are with your money right now and then offer you suggestions based on what you’ve told us. Just as an example, if you tell us you need help bringing your pensions together, we might suggest taking a look at our Find and Combine service.
Get started below.
Find your way towards financial wellbeing
Follow these four steps to give us some basic information about your finances. This will help us offer you suggestions on where to go next. It's okay if you don't know the exact amounts, but the more accurate you are, the better guidance we can give.
Our suggestions
Based on your responses, we've tailored these options just for you. Explore the options below and pick the one that you feel is best suited to your situation.
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Talk to the Customer Wealth Engagement team
The Customer Wealth Engagement team are wealth specialists who can offer assistance on which Aviva services could be right for you. They’ll go into more detail about the information you’ve just provided, and how we might be able to support you. The team doesn’t give financial advice, and your appointment is free with no obligation to act on anything they suggest.
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Talk with an Aviva financial adviser
The Aviva Financial Advice team can tailor a personal financial plan built around your goals. Any recommendations they make will be for Aviva products or other carefully selected partners. There’s a charge for financial advice, however the first meeting is free and there’s no obligation to continue. If you go ahead, all fees will be explained upfront.
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Talk with Succession Wealth
Succession Wealth is an independent financial advice company owned by Aviva. They offer advice on a wide range of financial products and complex financial needs. There is a charge for financial advice, however the first meeting is free and there’s no obligation to continue. If you go ahead, all fees will be explained upfront.
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Discover Aviva Wealth
You can browse our full suite of Aviva Wealth products here, including savings accounts and investment opportunities, as well as managing your pension and planning your retirement.
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Explore Aviva Save
Aviva Save brings together a selection of savings accounts from a range of banks and building societies. You can view, compare and manage savings accounts in one place.
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Explore Find and Combine
Our Find and Combine service can help you find your lost pensions and check for certain benefits, or charges associated with moving your pensions. Then, if you’d like to, you can explore the pros and cons of pulling all or some of your pensions together into one Aviva pension.
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Pension Calculator
Our pension calculator can help give an estimate of how much money you could be working with in retirement. It’s based on the current value of any pensions, including your state pension, contributions being paid in, and when you plan to retire or start making withdrawals.
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Inheritance Tax Calculator
Our Inheritance Tax (IHT) calculator can help you work out how much IHT might be due on your estate when you die.
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Investments Calculator
Our investments calculator can help give you an idea of how you could grow your money if you were to invest it. Remember, investing puts your money at risk, and the value of your investments can go down as well as up.
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Pension Withdrawal Tax Calculator
Use our calculator to get an idea of how much income tax you might have to pay when you withdraw money from a self-invested personal pension (SIPP), or any Defined Contribution pension.
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View all our calculators
Our calculators and tools can help you understand more about your finances. You can work out things like how much tax might be due on your pension when you want to retire or make a withdrawal, how much you could get from investing, and even how much Inheritance Tax might be due on your estate.
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Explore combining your pensions
It's not uncommon to have your pensions floating around in different pots with different providers. Find out about the pros and cons of transferring, or how we can help track down past pensions for you with Find and Combine.
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Retirement planning resources
You'll find resources here that explain more about pensions, like paying in to your pension early, pensions for self-employed people, and more information on things like annuities and equity release.
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Investment articles and guides
Our simple guides can help you understand more about investing so you can make a start when you’re ready.
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Guide to Inheritance Tax
Learn more about how Inheritance Tax works in our Guide to Inheritance Tax.
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Explore Aviva Financial Advice
Visit our financial advice page to find more resources on managing your money and planning for retirement.
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Taking money from your pension
Learn more about how you can withdraw money from your pension, including tax-free cash.
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Saving and investing with Aviva
Visit our products, guides and advice page to boost your knowledge on all things savings and investments.
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Review your retirement options
Log into your MyAviva or MyWorkplace account to look at your retirement options and get started, or give us a call.
0345 268 2151
Monday - Friday: 08:00 - 18:00
Weekends and Bank Holidays: ClosedFor our joint protection, calls may be recorded and/or monitored. The cost of calls to 03 prefixed numbers are charged at national call rates (charges may vary dependent on your network provider) and are usually included in inclusive minute plans from landlines and mobiles.
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Explore our Self Invested Personal Pension
Our self-invested personal pension (SIPP) is a flexible, tax-efficient way to save for retirement. You can choose when and how much to pay in and change your payments at any time. You’ll also have full control over where your money is invested. Remember, investing in a pension puts your money at risk. Pension values can go down as well as up.
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Discover our Stocks & Shares ISA
Start saving from just £25 a month with our award-winning Stocks & Shares ISA. Or if you prefer, start with a lump sum of £500, or a combination of both. With over 6000 funds to choose from, you’re in full control of your investments. Remember, investing in an ISA puts your money at risk. Investment values can go down as well as up.
Contact the team
If you have any questions, or need any help using Aviva Wealth Compass, you can contact us here.
0800 051 2633
Monday to Friday: 9:00am - 5:00pm
Weekends and bank holidays: Closed
For our joint protection, telephone calls may be recorded and/or monitored and will be saved for a minimum of 5 years. Calls to 0800 numbers from UK landlines and mobiles are free. Our opening hours may be different depending on which team you need to speak to.
Aviva Administration Limited. Registered in England and Wales No 03424940. Aviva, Wellington Row, York, YO90 1WR. Authorised and regulated by the Financial Conduct Authority. Firm reference number 185746.
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Aviva Financial Advice is a trading style of Succession Financial Management Limited, which is part of the Aviva group of companies and is authorised and regulated by the Financial Conduct Authority. Aviva Administration Limited acts as an introducer to Succession Financial Management Limited for financial advice. The financial advice services are provided by Succession Financial Management Limited, not Aviva Administration Limited.Aviva Administration Limited and Succession Financial Management Limited are subsidiaries of Aviva Life Holdings UK Limited.
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Succession Wealth Management Limited (“Succession”) is part of the Aviva group of companies and is authorised and regulated by the Financial Conduct Authority. Aviva Administration Limited (“Aviva”) acts as an introducer to Succession for financial advice. The financial advice services are provided by Succession, not Aviva. Succession Wealth Management Limited is registered in England (company number 07882611. Registered office address: The Apex, Brest Road Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL. Authorised and regulated by the Financial Conduct Authority. Firm Reference Number: 588378.
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Aviva Wrap UK Limited. Registered in England and Wales No. 4470008. Aviva, Wellington Row, York, YO90 1WR. Authorised and regulated by the Financial Conduct Authority. Firm reference number 231530.
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Aviva Save is promoted by Aviva Administration Limited, which is authorised and regulated by the Financial Conduct Authority (FRN: 185746), on behalf of Aviva Savings Limited.
Aviva Savings Limited is registered in England and Wales, No. 04384512, Wellington Row, York, YO90 1WR. Aviva Savings Limited is not regulated by the Financial Conduct Authority.
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Aviva Life Services UK Limited. Registered in England and Wales No. 2403746. Aviva, Wellington Row, York, YO90 1WR. Authorised and regulated by the Financial Conduct Authority. Firm Reference Number 145452
Aviva Pension Trustees UK Limited. Registered in England and Wales No. 2407799. Aviva, Wellington Row, York, YO90 1WR. Authorised and regulated by the Financial Conduct Authority. Firm reference number 465132.
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MyAviva and MyWorkplace are owned and operated by Aviva Insurance Limited on behalf of the Aviva Group of companies.