Aviva
Aviva has a range of funds for our Pension policies.
Each product has a specific range of funds to choose from, and these funds are sometimes further split into different types of ‘fund series’. If a fund has more than one series there may be a difference in the unit prices and charges. If you’re an existing customer, you will have been assigned a particular fund series when you joined the plan.
Tip: If you're unsure of your product name or fund series, you can check your annual statement (the fund series will be displayed as ‘S2’ or ‘(CGU)’ for example). If you don’t have your annual statement to hand, you can check our list of products shown below.
| Product Name | Fund Series |
|---|---|
| Plans which started on or after 2 October 2000:- Optimiser Personal Pensions, Executive and Directors Pensions Plans, Trustee Investment Plans, Crystallised Pension Plan, Free Standing Additional Voluntary Contributions (FSAVCs), Pension Buy Out Plans, International Investment Plans.
Jersey & Guernsey:- Trustee Investment Plans, Personal Pensions, Executive Pensions |
Pension Series 1 |
| Plans started on or after 2 October 2000:-
Stakeholder Pension, Income Drawdown, Personal Pension Plan (some funds will be in Series 6), Your Pension, Your Pension Select, Company Pension @ Aviva. Company Stakeholder Pension @ Aviva - started on or after 6 April 2001 Plans which started on or after 15 May 2006:- Personal Pension, Your Pension Select contracts, Company Pension @ Aviva Schemes started on or after 15 May 2006, New categories added to any Company Pension @ Aviva Scheme on or after 15 May 2006. Millennium Series established on or after 15 May 2006:- DCSR, Variable Mon:-ey Purchase Plans, Variable Group Additional Voluntary Contribution, Trustee Investment Plan, (The external funds for these Plans are available via Pension Series 5 & 7.) |
Pension Series 2, Pension Series 6 |
| Millennium Series:-
Defined Contribution Scheme Replacement Plans (DCSR), Variable Money Purchase Plan, Variable Group Additional Voluntary Contribution, Trustee Investment Plan, (The external funds for these contracts are available via Pension Series 5 & 7.) |
Pension Series 2 |
| Individual plans with change of terms in early 2008:-
Your Pension @ Aviva (Stakeholder), Your Pension Select @ Aviva, Your Pension @ Aviva, Your Pension @ CGU, CU Personal Pension Plan - Optimiser basis and Lifestyler basis, CU Sterling Personal Pension Plan, from CGU Group Personal Pension Plan Lifestyler Plus and CGU Group Personal Pension Plan - Optimiser basis and Lifestyler basis. Including those who have left their scheme. |
Pension Series 2, Pension Series 9 |
| Company Pension @ Aviva and Company Stakeholder@ Aviva and Group Personal Pension: Funds with 1% Annual Management Charge | Pension Series 3 |
| 98 Series:-
Personal Pension, Group Personal Pension For the With-Profit fund please refer to Legacy Funds, Norwich Union Pension - For Pension contracts taken out with Norwich Union PRIOR to 2 October 2000. Pre-95 Series Personal pension For the With-Profit Fund please refer to Legacy Funds, Norwich Union Pension - For Pension contracts taken out with Norwich Union PRIOR to 2 October 2000. Plans started on or after 2 October 2000:- Variable Money Purchase Plan, Group Additional Voluntary Contribution Plan Isle of Man:- Group Money Purchase, Group Additional Voluntary Contribution, Trustee Investment Plan, Executive Personal Pension Plan |
Pension Series 4 |
| Some external funds for Millennium Series:-
DCSR, Variable Money Purchase Plans, Variable Group Additional Voluntary Contribution, Trustee Investment Plan |
Pension Series 5 |
| Some external funds for:
Millennium Series established on or after 15 May 2006:- DCSR , Variable Money Purchase Plans, Variable Group Additional Voluntary Contribution, Trustee Investment Plan |
Pension Series 7 |
| Self Invested Personal Pension (SIPP) Insured Pension Funds | Pension Series 8 |
| For Tesco Personal Pension | Pension Series 10 |
| For Fixed Term Retirement Plan | Pension Series 11 |
| Plans started on or after 6 June 2011:-
Defined Contribution Scheme Replacement (DCSR), Trustee Investment Plan (TIP) |
Pension Series 13 |
| Plan started on or after 3 December 2012
"Pension Portfolio – Core Fund Range" |
Pension Series 14 |
| For Pension contracts taken out with CGU Life | CGU Pension (CGU) |
| For Your Pension contracts taken out with CGU Life | CGU Your Pension YP (CGU) |
| For Pension contracts taken out with GA Life PRIOR to 1 January 1996 | General Accident Pension (GA) Series 1 |
| For Pension contracts taken out with GA Life between 1 January 1996 and 1 October 1998 | General Accident Pension (GA) Series 2 |
| For Pension contracts taken out with Norwich Union PRIOR to 2 October 2000 | Norwich Union Pension (NU) |
| For Pension contracts taken out with Commercial Union | Commercial Union Pension (CU) |
| For Pension contracts taken out with Provident Mutual | Provident Mutual Pension (PM) |
| For Pension contracts taken out with National Westminster Life Assurance(transferred to Aviva Life & Pensions UK Limited) | Ex National Westminster Life Assurance |
| For Pension contracts taken out with Royal Scottish Assurance (transferred to Aviva Life & Pensions UK Limited) | Ex Royal Scottish Assurance |