Approved Retirement Funds (ARF)
To ensure all additional ARF payments are issued before 23 December 2026, we must receive all requirements (i.e. signed instruction and a copy of bank statement within the last 12 months if account details are not on file) before 30 November 2026. We will make the payment as soon as possible after we have received the request.
Unfortunately we cannot guarantee payment requests received after this date will be paid before Christmas or included in the 2026 tax year.
- Withdrawals from funds invested in SDIO, outside of regulatory required imputed distribution, will only be permitted if there is sufficient liquidity within the policy to do so.
- Regular income payments for ARFs and Annuities will continue as normal. However, December payments will issue earlier due to the Christmas break.
- Change of bank requests will be prioritised to ensure payments issue correctly. Please encourage customers to let us know of any change in bank details or address as soon as possible to ensure we are making payments to the correct account.
Retirement Claims
To ensure a retirement claim is paid before Christmas we must receive all claim requirements before Monday 30 November 2026. We will complete the claim as soon as we can once we receive the final requirement by 30 November. Don’t forget – you can now submit your retirement claims online with Aviva Retirement Express!
Investment Encashments
To ensure an investment encashment is paid before Christmas we must receive all encashment requirements before Monday 30 November 2026. We will complete the encashment as soon as we can once we receive the final requirement by this date. Submitting your full or partial surrender online using DocuSign and Onfido (digital anti-money laundering process) will help you to complete the request on an investment policy more efficiently for you and your client.
New Business & Agency
- Final commission payments will be issued on 17 December and paid on 18 December 2025.
Keying new business online, and uploading any additional documents directly on the proposal tracking screen is the easiest way to submit new business to us.