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Retirement Plans
The value of investments, and the income from them, can fall as well as rise, and you may not get back the full amount you invest.
You can find the specific name of your pension policy in your contract note or your most recent statement.
Personal Pension Select (PPS)
Two types of investment were available within PPS, you can tell which investment you hold by looking at your latest statement or by contacting us.
Multi-Asset Funds
If you invested in PPS since November 2009 you hold Multi-Asset Funds which automatically rebalance assets and funds periodically.
Portfolio Funds
If you invested between September 2008 and November 2009, you hold a ‘Portfolio’ of funds.
This means you may hold a Portfolio that invests in different funds than we currently recommend.
The table below contains the current asset allocation recommended by Aviva for your chosen investment strategy.
You should review your fund allocation annually as strategies do not automatically rebalance or switch funds.
If you wish to switch your PPS fund allocations to those recommended (as shown) or would like more information about this, please contact us.
| PPS | Funds | Cautious Strategy | Balanced Strategy | Adventurous Strategy |
|---|---|---|---|---|
| CASH | Aviva Deposit | 4% | 4% | 4% |
| Total | 4% | 4% | 4% | |
| BONDS | Aviva Fidelity Moneybuilder Income | 6% | 3% | 1% |
| Aviva M&G Strategic Corporate Bond | 6% | 3% | 1% | |
| Aviva Kames High Yield Bond Bond | 6% | 3% | 1% | |
| Aviva Corporate Bond | 6% | 3% | 2% | |
| Aviva Global Bond | 25% | 11% | 5% | |
| Total | 49% | 23% | 10% | |
| EQUITY UK | Aviva Old Mutual UK Select Mid Cap | 3% | 6% | 6% |
| Aviva UK Equity | 4% | 7% | 7% | |
| Aviva Artemis Income | 3% | 7% | 6% | |
| Aviva AXA Framlington UK Select Opportunities | 3% | 7% | 6% | |
| Aviva Invesco Income | 4% | 7% | 6% | |
| Total | 17% | 34% | 31% | |
| OVERSEAS EQUITY | Aviva US Equity | 8% | 12% | 16% |
| Aviva Neptune European | 5% | 9% | 12% | |
| Aviva GLG Japan Core Alpha | 3% | 3% | 5% | |
| Aviva First State Asia | 3% | 5% | 7% | |
| Aviva Schroder GEM | 3% | 5% | 7% | |
| Total | 22% | 34% | 47% | |
| PROPERTY | Aviva Property | 8% | 5% | 8% |
| Total | 8% | 5% | 8% | |
| Overall total | 100.0% | 100.0% | 100.0% |
- Executive Pension Plan (EPP)
- Group Personal Pension (GPP)
- Personal Pension Plan (PPP)
- Personal Pension Select (PPS)
- Stakeholder Pension (SHP)
- Top Up Pension Plan (TUPP)
If you would like further information about PPS or the pension products provided by Aviva life & pensions;
You can contact us by;
Calling: 0844 891 0088
Minicom: 0117 940 3757
Lines are open: Mon to Friday 8.30 – 5.30 (excluding bank holidays )
Calls may be recorded.
You can write to us at;
Aviva existing business
PO 886 , Trinity Quay
Avon Street, Bristol, BS99 5LJ
If you would like further information about the following pensions provided by Scottish Widows
- Executive Pension Plan (EPP)
- Free Standing Additional Voluntary Contribution Scheme, (FSAVC)
- Pension Term Assurance (PTA)
- Personal Pension Plan (PPP)
- Group Personal Pension Plan (GPP)
- Trustee Investment Plan (TIP)
- Retirement Annuity Contract (RAC)
You can contact us by;
Calling 0845 7166 777
A type talk service is available for customers with hearing and speech impairments.
Lines are open : Monday to Friday 9.00 – 6.00 pm (excluding bank holidays)
Calls may be recorded.
PO Box 902
15 Dalkeith Road
Edinburgh
EH16 5BU
If you would like further information about the following pensions provided by Scottish Friendly;
- Self Invested Personal Pension (SIPP)
You can Call us on 0845 075 6655
A type talk service is available for customers with hearing and speech impairments.
Lines are open: Monday to Friday 8.00 – 6.00pm (excluding bank holidays )
Calls may be recorded.
Address to write to us;
Aviva Client services
PO Box 26957
Glasgow
G2 9DS
If you would like further information about the following Annuities provided by Hannover Life Reassurance;
- Compulsory Purchase Annuity - Executive Pension Plan (CPA-EPP)
- Compulsory Purchase Annuity – Top up Pension Plan (CPA-TUPP)
- Compulsory Purchase Annuity
You can Call us on 01344 845 282
A type talk service is available for customers with hearing and speech impairments.
Lines are open: Monday to Friday 9.00 – 5.00pm (excluding bank holidays)
Calls may be recorded.
Address to write to us;
Hannover Life Re.
Hannover House
Virginia Water
Surrey
GU25 4AA
Financial Advice Service
Learn more about our Financial Advice Service and how we can help with your overall financial planning which can include a review of your existing pension provisions.