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Aviva Platform

The Aviva Platform offers a diverse range of tax wrappers and integrates seamlessly with adviser back-office systems, facilitating efficient advice delivery. Its offering includes the Integrated Onshore Bond, Flexible Reversionary Trust, and access to investment options such as Smooth Managed Funds, Target Dated Funds, Aviva Insured Funds, and various MPS solutions.

Advisers can draw on CPD-accredited webinars, BDM support, and planning tools. The platform has been recognised with awards, including Best Platform for Advisers and Leading Platform for Model Portfolios. Overall, Aviva continues to develop functionality aimed at improving efficiency and client outcomes.

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Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Onshore bonds	Offshore bonds	Other

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

Table of charges

	Platform charges	Product charges	Other charges
£0-£400k (GIA, ISA & Onshore Bond)	0.25%
£400k+ (GIA, ISA & Onshore Bond)	0.15%
£0-£30k (Sipp)	0.40%
£30k-£250k (Sipp)	0.35%
£250k-£400k (Sipp)	0.25%
£400k+ (Sipp)	0.15%

Research, tools and information

Tools and data

The Aviva Platform offers a wide range of adviser tools and customisable client reporting. This includes an ESG profiler tool and a bulk transition capability for advisers looking to move books of business, which can be either legacy products or from another platform.