Helping your clients create a retirement they’ll love
Our Approved Retirement Fund gives your clients flexible options to invest at or after their retirement with tailored investment options to suit their needs.
Approved Retirement Funds at a glance
Product details
Key Features
- Flexible Contributions
Our plans can accept single contributions from as little as €20,000. - Premium Service
Our outstanding service delivery model creates a straight-forward, smooth journey with Aviva, from setup throughout the life of the policy. - Aviva Online Service Centre
With Aviva Online Service Centre, your customers can see the value of their policy, the funds they are invested in and the amount invested in each fund. They can also use online tools like our investment suitability tool, and view and download their policy documents. - Investments that work for you
We all have different preferences for how we like to invest and we aim to match our offerings with all of your clients investment needs. With your help they can opt for a simple ready-made solution, a completely bespoke portfolio or something in between. We also offer responsible investment options across all three ranges. Of course, you can mix and match between our ranges. We are confident that our approach will help you find the solution that works best for your clients and your business.
Managed for You
Aviva Multi-Asset ESG Range
Choose with your client the multi-asset ESG fund that best suits their investment goals, preferred investment style, and level of risk they are comfortable taking. Each fund aims to deliver attractive returns through a strong focus on environmental, social, and governance (ESG) factors. The funds are classified as Article 8 Funds under SFDR.
Managed with You
Aviva Select Funds.
Take a more active approach to building and managing your clients’ portfolios using funds from Aviva’s Select Range chosen by our investment experts.
Managed by You
Aviva Self-Directed Investment Option (SDIO)
This range gives you the widest choice of investments including Structured Products, ETFs, Shares and Property Funds to create bespoke portfolios and offer a highly tailored service.
Responsible Investing
Aviva offers a range of responsible investing options across our Managed for You, Managed with You, and Managed by You ranges.
New Business
Requesting a quotation
Please log into Aviva BrokerSecure to request a quotationApplication Form
Sample Policy Conditions
Payment Options
Customer Flyers / Guides
Existing Business
Sample Policy Conditions
Fund Switches
Retirement Claim Forms
Tools and resources
Tools and resources to help you during the advice process with your client.