A helping hand for your pension, investment and retirement plans
Do you know which type of pensions you hold? Are your funds invested where it matters to you? Are you taking full advantage of your portfolio in the most tax-efficient way? Are you in the best fund choice for your goals?
Pensions and investments can be confusing. Because the way we save and invest can have a significant impact on our lives, taking control of your pensions and investments is important.
As you have a pension with Aviva, you’re entitled to a free 20-minute consultation with our Customer Wealth Engagement Team as an included benefit.
There are two types of consultations available, depending on your circumstances. Let’s find out what type would be best for you!
We offer these free consultations as a non-contractual benefit. This means that the service can be withdrawn at our discretion at any time.
Book a free consultation
When it comes to pensions, what is your current situation?
I am between 40 and 50 and want to get a better understanding of my pensions and investments
Great, we're here to help. You can book a Pension and Investment Consultation below.
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?
Don’t forget to prepare your questions to make the most of your conversation.
