We’ll help you make the right financial decisions
Not everyone knows finance inside out, especially when it comes to pensions. It’s easy to sweep it under the carpet but getting the right advice as soon as you can could ensure you live the lifestyle you want after you stop working.
If you’re saving for the future or considering your options at retirement, but feel you need some help, we’re here with a team of qualified advisers who can get you on track.
Explore financial advice with confidenceThis short video explains how our financial advice service works, the value and benefits, and how easy it is to arrange a no-obligation chat to decide on the next step.
Advice tailored just for you
It all starts with a conversation. A chat. One that's focused on you, your hopes and ambitions for you and your family's future.
Our local male and female advisers can help you answer questions like:
- How can I achieve the retirement I’d like?
- I have a final salary (defined benefit) pension - what options do I have?
- How soon can I retire?
- Would combining my pensions be a good idea?
Things to think about:
- Recommendations will be for Aviva’s range of products
- If our advice service isn't right for you, we can put you in touch with one of our carefully selected partners
“The service I’ve received is 100%”
Find out how we helped Romano transition from running his business full-time to a comfortable semi-retirement.
Gold Standard for defined benefit transfers
We're one of the few companies authorised to advise and arrange defined benefit transfers.
What’s more, we’re accredited with the Gold Standard in pension transfers by the Personal Finance Society, the professional body dedicated to building trust in the financial planning profession.
What our financial advice service offers
We’re here to help. You don’t need to be an Aviva customer to ask us for advice.
- No charge for your first meeting
Nothing to pay for a chat with an expert and no obligation to carry on if it’s not for you.
- Simple, understandable charges
Our charges will be fully explained in the first meeting, so you know what you’ll be paying for if you do decide to proceed.
- Final salary or defined benefit review service
Review your final salary, or defined benefit pension to understand whether it’s still right for you and your financial future. Our defined benefits advisory team has been accredited with the Pension Transfer Gold Standard from the Personal Finance Society.
- Take your time to decide
Our advisers will give you the time you need to make any financial decisions because it’s important you feel happy you’re doing the right thing with your money.
- Local female and male advisers you can trust
Our experts are a diverse team of female and male advisers based across the UK.
- Continued support
Your circumstances can change over time, so if you choose our annual review service, we can help to make sure your financial plans continue to meet your needs.
Our handy guide to financial advice
Our easy-to-understand guide helps explain more about financial advice and our service.
Think you'd like to speak to someone?
If you'd like to find out more about how financial advice can help you, book a call back. A qualified Aviva financial adviser will contact you within two working days to discuss your situation and the next steps, including the charge for advice. Please note the call will be from a mobile number.
Take a look at some other sources of help and guidance.
If you’re aged 50 or over, Pension Wise offers free and impartial government advice about your defined contribution pension options. You can get help on the Pension Wise website, over the phone or face to face.
Money Advice Service
Set up by the government, the Money Advice Service provides free and impartial money advice.
Tax help can provide you with free independent and expert help and advice on any personal tax problems you may have. You can call them on 033 3207 9921 or visit Tax Help for more information.
Read up on our impartial help articles.
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