What is Aviva Wealth? Everything you need to know

Aviva Wealth is our one-stop answer to piecing together a better financial future. With everything from your hard-earned pension to your sunny-day savings and bigger investments all in one place, you can get straightforward insight into your finances in minutes with the Aviva Wealth app. 

To use our app, we need to be your provider for at least one of these products. We can’t access your other accounts or give you an overview of your finances outside of Aviva. For example, we can’t include your savings, investments, or pension with a different provider.

We’ve got plenty of tools to help you do all the adding up. You can forecast your pension value, and see predictions for returns and interest on things like your investments and savings. 

Aviva’s Shape my Future calculator can even help give you an idea on what your retirement income might be and whether it's enough for the lifestyle you'd like to have.

It doesn’t matter if you’re brand new to investing and still cautious, an experienced investor after potentially bigger rewards and comfortable with more risk, if you’re closing in on retirement or if that’s still a little way off for you. Aviva Wealth puts all the different pieces of your financial portfolio together so you can plan for the future you imagined. 

The value of a pension or investment can go down as well as up, so you could get back less than invested.

So, it doesn’t matter how much attention you’ve given your finances in the past, whether that’s a lot or a little. There’s never a wrong time to start or improve the way you manage your money. We’re here to help. We can even help track your lost pensions with our Find & Combine service. On average, we’ve managed to find nearly £15,000 on average for our customers who have struggled to hunt down their pensions.

Having your money spread across countless accounts and pots can make it feel like a lot of work to get a lay of the land. You might not have a good idea of what your money’s doing or if there’s anything you can do to make it work harder for you. The Aviva Wealth app lets you manage your Aviva wealth portfolio, like savings, investments and pension while you’re on the move or at home.

Get expert fund management

We’ve been helping people handle their money for a long time, so our people know their stuff. If you’re new to investing and choose our simple ready-made funds, our experts at Aviva Investors can manage these for you. If you’re a more experienced investor, you can choose from our other managed funds like our experts shortlist or self select, and even invest in UK shares too.

Hunt down lost pensions with Find and Combine

We manage over 4.5 million people’s pensions and it’s a job we take seriously. With over £26 billion in lost pensions in the UK alone according to The Pensions Policy Institute, we want to help you find yours and pull them together with our Find and Combine service. So, when you’re ready to retire, you can make the most of all your hard work.

Invest from just £25 a month

The two golden rules to investing are to begin, and to carry on. It’s that simple, and we make it more simple by not charging the earth to make a start.

Absolutely. We can help you get a better overview of all your finances by helping you move your savings, investments and pensions over to Aviva. Our transfer processes are simple and we’ll guide you through it.

Transferring your pension to an Aviva SIPP (Self Invested Personal Pension)

Transferring your pension can help you keep an eye on how your retirement plans are slotting into place. You might also benefit from lower charges, but this isn’t guaranteed. You can transfer to a brand-new SIPP or an existing SIPP you have with us, either way, our pension transfer process is straightforward and we’ll work with your current provider to ensure things go as smoothly as possible

You should consider charges, funds and any valuable benefits that could be lost before transferring. If unsure you should get advice and in some circumstances you may have to. A fee will be charged.

Discover how to transfer to an Aviva SIPP here.

Transferring your ISA to Aviva

If you’d like to move an ISA over to us, we’ll just need you to fill in an online form with all your ISA details and then we’ll do the rest. We’re transparent about any charges and won’t charge you a fee to move. You’ll even be able to transfer a cash ISA into our Stocks and Shares ISA, which you could get better returns from. 

Just remember that the value of a Stocks and Shares ISA can go down as well as up and you could get back less than transferred. 

So you may not be better off by moving. Find out more about transferring your ISA here.

Get started 

Our Aviva Wealth app is free to download and available on the App Store and Google Play.

Terms and conditions apply and can be seen in the app.