We now pay one-off withdrawals for Investment Portfolio and ISA Portfolio and PCLS for Pension Portfolio by CHAPS.

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2 Self Withdrawals select drawdown We now pay one-off withdrawals for Investment Portfolio and ISA Portfolio and PCLS for Pension Portfolio by CHAPS. 1- payment 3,000 a month date along which side the can 1,000 be PCLS. any This business gives you maximum day 1st-28th control over of how the your Regular withdrawals are paid by BACS. You can choose your own month (inclusive), giving your client additional flexibility. Changes to existing regular withdrawals can be made online from the client s account.

3 Self Bed select and ISA drawdown Bed and ISA is now a paperless process. If you are using a combination of assets and cash to fund the ISA, Retirement you can account. select You pro can leave rata, this making to grow investment this a one-stage funds or elect process. to take anything from 1-3,000 a month along side the 1,000 PCLS. This gives you maximum control over how your You can start a Bed and ISA immediately, or schedule it for the next tax year.

4 Self Back select office drawdown links The new platform will help to enhance and expand the integration we currently offer with back office and client management systems, without impacting the continuity of services. 1- numbers 3,000 a month allowing along side you the 1,000 to easily PCLS. reconcile This gives you your maximum records. control over how your We re keeping existing account numbers alongside newly formatted account We re extending the availability of our bulk valuations service and access to more this back gives offices you the control and you advisers. need to meet client demand. We re working on expanding the new business processes with back offices using a staggered approach which will fit in with back office release schedules.

5 Self Exchange select drawdown trading We now offer real-time trading for exchange-traded assets during market business hours. You ll see a live, on-screen price for any buy or sell requests. 1- assets. 3,000 a month along side the 1,000 PCLS. This gives you maximum control over how your You ll be able to buy and sell a wide range of equities, ETFs and fixed-interest You can also set up a limit order which is an automated instruction to buy or sell exchange-traded assets, if a specific price is met. These are online processes that do not require any paperwork. We ve also reduced our dealing charges, making holding exchange-traded assets more cost-effective for clients.

6 Self Client select report drawdown Our new Aviva Platform client report has been developed in partnership with FE. 1- portfolio 3,000 a month performance. along side the 1,000 PCLS. This gives you maximum control over how your It uses transactional data to provide an accurate overview of a client s You can choose to run an executive summary or a more detailed report, and customise the report with adviser commentary. The report includes a range of investment metrics including money and time-weighted return, and discrete and cumulative performance.

7 Self Drawdown select drawdown merge and convert You can now merge multiple flexi-access drawdown accounts, to simplify reporting and processing for you and your clients. 1- drawdown 3,000 a month accounts along side the online. 1,000 PCLS. This gives you maximum control over how your You can convert existing capped drawdown accounts to flexi-access We ll show you key information about these processes and what it means for your client on-screen. You can carry out a GAD review on your client s capped postretirement account online 60 calendar days before the pension anniversary.

8 Self Model select portfolios drawdown You can now hold multiple model portfolios within each account. You can choose to invest using individual assets, discretionary managed portfolios, your own bespoke model portfolios, or a combination of these, 1- giving 3,000 a you month more along side flexibility the 1,000 in PCLS. your This investment gives you maximum approaches. control over how your The Managed Portfolio Service fee will only apply to the assets held in a Discretionary Investment Manager model. To support your ongoing investment process you can add edit, copy and close model portfolios, making it easy to review and update your investment proposition as required.

9 Self Client select access drawdown Your clients will need to register for MyAviva, our online customer portal. Through MyAviva, they'll be able to access a restricted view of their Aviva Platform accounts, allowing them to see basic information about their 1- investments. 3,000 a month along side the 1,000 PCLS. This gives you maximum control over how your They won t be able to trade or add new money, and we ll direct them to you as their adviser for any support they need in managing their investments.

10 Self Notifications select drawdown We ve replaced our adviser alert system with an enhanced range of notifications for things like key events, payments in and out, trading and cash balance. 1- as 3,000 corporate a month along actions side the and 1,000 limit PCLS. orders. This gives you maximum control over how your Our new service includes a range of default notifications, which cover events such You can also set up your own bespoke notifications, for instance to let you know when a transfer has completed. This way you are kept up to date on the key events that match your business processes. We ll send you an to let you know when you have a new notification. You ll need to log in to see more information.

11 Self Platform select services drawdown dashboard Our new Platform services dashboard displays interactive, headline data about your Aviva Platform business. 1- may 3,000 include a month along assets side the under 1,000 management, PCLS. This gives you latest maximum transfers, control over how latest your The information displayed will depend on your type of access but reports and model portfolios. You can use the links on the dashboard to access key functionality, such as business reporting, transfer tracker, notifications, remuneration statements and model portfolios.

12 Self Projections select drawdown Projections let you model scenarios at both portfolio and account level using to current deliver exactly values. what your client needs. 1- uses 3,000 existing a month along contributions side the 1,000 PCLS. and charges. This gives you maximum control over how your It saves you time as you don t need to complete a new quote. It automatically You can also carry out What if modelling, which allows you to see the impact of changing contribution details and advice charges, assets and asset weighting, take pension benefits, income payments, one-off withdrawals and regular withdrawals.

13 Self Quote select and drawdown apply We ve simplified our quote and apply process, reducing the time it will take to place business on the platform. 1- application. 3,000 a month along side the 1,000 PCLS. This gives you maximum control over how your Quotes are saved for 6 months, and can be used to pre-populate your We ll save your application every time you complete a screen, making it easy to leave and return if you have missing information. If your firm has set up quote-sharing, you can retrieve quotes created by your colleagues.

14 Self-Select select drawdown Income drawdown We have introduced a new phased drawdown option - 'Self-Select Income', which allows you to control the amount of taxable income your client requires from each crystallisation. 1-3,000 a month along side the 1,000 PCLS. This gives you maximum control over how your Scenario: You set up 1,000 a month through automatic phasing of PCLS, moving 3,000 into a post-retirement account. You can leave this to grow in investment funds or choose to take anything from 1 to 3,000 a month alongside the 1,000 from the PCLS. This gives you maximum control over how your You can now amend or change target figures quickly and easily online, giving you the control you need to meet client demand.

15 Self Signature-lite select drawdown Our new signature-lite scan and upload facility means you can upload all your client and income drawdown declarations onto the Aviva Platform, reducing the amount of time it takes to begin processing your requests. 1- upload 3,000 a as month a along JPEG side or the PDF 1,000 file. PCLS. This gives you maximum control over how your You can use a mobile phone, camera or scanner to capture the information to You don t need to scan the whole document, but must include the page with this the gives client s you the control signature you need and to meet the client date demand. in full. As well as supporting the scan and upload process for declarations we have also removed the need for signatures for some other processes.

16 Self Trading select drawdown Our buy, sell and switch journeys are online processes, so you don t need to do any paperwork. Retirement We have account. improved You can leave our this trading to grow in service investment to funds allow or elect you to take to trade anything from 1- with 3,000 any a month available along side units. the 1,000 You PCLS. don t This have gives you to maximum wait for control a trade over how to your settle to carry out a new trade on the same asset. You can buy or sell individual assets, including exchangetraded assets, model portfolios, or a combination of these.

17 Self Transfer select tracker drawdown We ve designed our transfer tracker to save you time by keeping you up to date with the progress of your clients transfers. 1- we ll 3,000 add a month additional along side the case 1,000 information. PCLS. This gives you maximum control over how your You can see the status of each transfer. For more complex cases, We recommend setting up notifications to help you manage your transfers.