Plan for your future with a free consultation A helping hand for your pension, investment and retirement plans As you have a product with Aviva, you’re entitled to a free 20-minute consultation with our Customer Wealth Engagement Team as an included benefit.
There are three types of consultations available, depending on your circumstances. Let’s find out which one would be best for you.
What's your current situation? I am between 40 and 50 and want to ensure I'm maximising my pension and investment savings To help people in your situation, the best fit would be one of our Pension and Investment Consultations.
During your call with a member of our team, you will be able to get answers to questions such as:
Am I getting the most out of my investments? Can I change or increase my pension contributions? Do my fund choices reflect my ethical views? Where can I find out more about my fund choices? How are my pensions and investments taxed? You can book your consultation via the button below. Don’t forget to think about what you want to ask to make the most of your conversation.
I am 50 or older and want to ensure my pension and investments are on track To help people in your situation, the best fit would be one of our Retirement Preparation Reviews.
During your call with a member of our team, you will be able to get answers to questions such as:
What options do I have to help me to achieve the retirement I’d like? How can I work out when I’ll be able to retire? What are my options when it comes to combining my pensions? What options do I have with my final salary pension? How does regularly reviewing my savings and investments help me achieve my financial goals? You can book your review via the button below. Don’t forget to think about what you want to ask to make the most of your conversation.
I’m looking to retire within the next 1-2 years and want to make sure I am ready To help people in your situation, the best fit would be one of our Retirement Readiness Consultations.
During your call with a member of our team, you will be able to get answers to questions such as:
What happens if I want to delay my retirement or continue working after retirement? What do I need to consider about my investments as I approach retirement? What are my options when it comes to combining my pensions? What are the different ways I can take my pension income and when do I need to take action? What happens to my unused pension money when I die, and what do I need to consider? What are the tax implications of taking my pension income? Where can I find what state benefits I am entitled to and how to apply for them? You can book your consultation via the button below. Don’t forget to think about what you want to ask to make the most of your conversation.
If you're considering financial advice Our financial consultations are designed to provide general guidance. For tailored advice you should speak to your financial adviser. If you don't have an adviser, there are resources to help you find regulated advisers at MoneyHelper . Advisers may charge for their advice, but there are usually a number of ways to pay.
We offer these free consultations as a non-contractual benefit. This means that the service can be withdrawn at our discretion at any time.
Back to start of main content
