See which funds you can use to plan your retirement
When you're saving for retirement it's important to have a clear idea of where your money is invested. Then you can be sure it's the right pension fund for you.
If you're an Aviva or ex-Friends life customer you can check the fund options for your policy here. Then in the Aviva Fund Centre get more details on how that fund is doing, the fees it charges, and the risk/return rating.
Each product has a selection of funds to choose from. Sometimes these funds are divided into different types of 'fund series' based on when they were launched. If a fund has more than one series, there might be differences in the prices and charges for each series. This can affect how well the fund performs.
If you already have a pension with us, you would have been assigned a specific fund range when you joined the plan. If you're not sure about the name of your product or the fund range it belongs to, you can find it in your annual statement. The fund series will be shown as 'S2' or '(CGU)' for example. If you don't have your annual statement with you, you can check our list of products to get the details you need.
We also have auto-switching options available for different products. You can learn more about them by visiting here.
Plans which started on or after 2 October 2000
Optimiser Personal Pensions, Executive and Directors Pensions Plans, Trustee Investment Plans, Crystallised Pension Plan, Free Standing Additional Voluntary Contributions (FSAVCs), Pension Buy Out Plans, International Investment Plans
Jersey & Guernsey
Trustee Investment Plans, Personal Pensions, Executive Pensions
98 Series
Personal Pension (including UK, Isle of Man, Jersey and Guernsey), Group Personal Pension and Group Personal Pension Isle of Man.
Pre-95 Series
Personal Pension (01.07.1988 to 31.12.1994)
Here's a list of the products that use ex-Friends Life funds:
| Product Name |
|---|
| Pensions that were originally purchased from London & Manchester |
| Pensions that were originally purchased from National Mutual |
| Pensions originally purchased from Friends Provident |
| NGP Group Pensions originally purchased from Friends Life |
| Pensions originally purchased from ex-AXA Sun Life – taken out from November 2002 with a 10 digit policy number |
| Pensions originally purchased from ex-AXA Sun Life – investing in Group Managed Funds |
| Pensions originally purchased from ex-AXA Equity & Law or Sun Life |
| Individual Pensions originally purchased from ex-Winterthur |
| Older Pensions originally purchased from ex-Winterthur– includes Rainbowplus, Unity, Pensionplus & Retirement Annuity Contract |
| Older Workplace Pensions originally purchased from ex-Winterthur – includes Embassy Group Pensions that transitioned to Friends Life and Group Pensions originally purchased from Winterthur ‘ex-Friends Life (Embassy & WLUK)’ |
Visit the Aviva Fund Centre to view our fund range and all the important information in the fund factsheets.
Visit Aviva Fund Centre
You may be able to change your Aviva and ex-Friends Life funds in MyAviva. Log in to discover your options.
We have a range of Aviva products for you to explore.
Remember that the value of investments can go down as well as up, and you may get back less than what you initially put in. Tax treatment depends on individual circumstances and may change at any time.
You can open or transfer a pension. We offer different ways to invest and flexible ways to take your money in retirement.
You can invest up to £20,000 free from UK Income or Capital Gains Tax in the 2024/2025 tax year in a stocks and shares ISA. Make changes or take out money whenever you need without notice or penalties.
Got at least £10,000 to invest? You could put your money into an investment bond with growth and income options, although you’ll need to talk to an adviser first. Capital at risk.
We offer free pension support and you can get tailored financial advice too. So if you’re struggling to get your head around your pension or have questions about your options, we can help.
