Funds for Pension products

For Aviva and ex-Friends Life policies

Our funds for pension policies

We have a range of funds for Aviva and ex-Friends Life policies for you to take a look at. And once you’ve read all the relevant information, you can take a look at the Aviva Fund Centre.


Aviva

Each product has a specific range of funds to choose from, which are sometimes further split into different types of ‘fund series’ according to when the fund was launched. 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 range when you joined the plan.

If you're unsure of your product name or fund range, 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.

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, Your Pension, Your Pension Select, Your Company Stakeholder Pension in Series 2,  Your Company Pension Isle Of Man in Series 2
Pension Series 2
Plans started on or after 2 October 2000
Income Drawdown, Personal Pension Select - started on or after 6 April 2001, Your Pension, Your Pension Select, Your Company Pension @ Aviva
Pension Series 2, Pension Series 6
Millennium Series established on or after 15 May 2006
DCSR, Variable Mon:-ey Purchase Plans, Variable Group Additional Voluntary Contribution, Trustee Investment Plan, (Funds with no extra charges in Pension Series 2 and 6 only are available to these plans. Funds with extra charges)
Pension Series 2, Pension Series 5, Pension Series 6 and Pension Series 7
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, Leavers from CGU Group Personal Pension Plan Lifestyler Plus and CGU Group Personal Pension Plan - Optimiser basis and Lifestyler basis.
Pension Series 2, Pension Series 9
Your Company Pension @ Aviva, Your Company Stakeholder Pension @ Aviva and Your Personal Pension, Group Personal Pension, Your Company Pension Isle of Man, The Personal Pension, Group Personal Pension Isle Of Man: Funds with 1% Annual Management Charge
Pension Series 3

98 Series
Personal Pension, Group Personal Pension and Group Personal Pension Isle of Man. 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

Pension Series 4
Some funds with extra charges
DCSR, Variable Money Purchase Plans, Variable Group Additional Voluntary Contribution, Trustee Investment Plan
Pension Series 5
Additional funds with extra charges
Millennium Series
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

Ex-Friends Life

Here you can find more information about the performance of ex-Friends Life funds.

Product Name
Pensions that were originally purchased from London & Manchester
Pensions that were originally purchased from National Mutual
Pensions originally purchased from Friends Provident
NGP Group Pensions originally purchased from Friends Life
Pensions originally purchased from AXA Sun Life – taken out from November 2002 with a 10 digit policy number
Pensions originally purchased from Sun Life – investing in Group Managed Funds
Pensions originally purchased from Equity & Law or Sun Life
Individual Pensions originally purchased from Winterthur
Group Pensions originally purchased from Winterthur
Older Pensions originally purchased from Winterthur – includes Rainbowplus, Unity, Pensionplus & Retirement Annuity Contract
Embassy Group Pensions originally purchased from Winterthur – transitioned to Friends Life

Charges

If a fund has a particular charge, you’ll see this disclosed on the Aviva Fund Centre. This charge is in addition to your product charges, which you’ll find in your policy documents.

Fund manager initial charge

This is an upfront charge taken by Fund Managers from the amount paid into their funds. This is in addition to the purchase price of the fund, and results in a reduced amount of units being purchased. For example, a £10,000 investment into a fund with a 5% initial charge will only purchase £9,500 worth of units/shares.

Negotiated initial charge

This is the amount you will be charged by the Fund Manager on purchases made through Aviva. We always look to get the best deals for our customers by negotiating with the Fund Manager to lower their upfront charges, usually resulting in a charge of 0%.

Fund management charges

Fund managers take charges that depend on the investments chosen. These figures may be shown as the ongoing charge figure (OCF), total expense ratio (TER), or for insured funds, simply the annual fund charge. These cover the charges made by the fund manager for managing the investment as well as expenses incurred by the fund. Please note these charges are variable and may change over time.

View our fund range

Once you’ve read all the important documents, you’re ready to view our fund range.

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