Savings & Investments

Savings & investment solutions for your clients’ future goals

Solutions that fit clients and you

Our savings and investment range provides access to over 30 funds, giving you the flexibility to build solutions for a wide range of client needs. With easy access options available through Savings Plan and Investment Bond, tax-efficient structures, and a choice of charging options, you can tailor your approach to suit both your clients and your business.

Our savings & investment products

Savings Plan

Give your individual and corporate clients a flexible way to save to help them achieve their financial goals.

Investment Bond

Give your individual and corporate clients a flexible way to invest a lump sum to help them achieve their financial goals.

Corporate Investing

Our corporate savings and investments give your clients flexible options to invest their company’s money.

Investing for children

Tax-efficient solutions to help your clients make the most of small gift exemptions and lifetime CAT thresholds.

Section 73 savings plan

A Section 73 endorsed savings plan enables your clients to pay their beneficiary’s gift tax when they transfer assets to them while still alive.

It’s important that you monitor and adjust your clients' financial plan to ensure the product and their investment choices continue to meet their needs, time horizon, and attitude to risk.

Fund Range Overview

Our list of funds open to new investment with pricing details.

Document libraries

All Savings & Investment documents

Broker resources

Tips to speed up service including:

  • Keying new business online
  • Online policy transactions
  • Policy alterations hub

Latest news

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Want more information on savings & investments? Contact your Account Manager today.

Warnings

The funds referred to on this page may be linked to an insurance-based investment product and the Key Information Document (KID) for this product is available at www.aviva.ie/kids.

 

Warning: Past performance is not a reliable guide to future performance. 
Warning: The value of your investment may go down as well as up.
Warning: The income you earn from this investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.
Warning: These funds may be affected by changes in currency exchange rates.
Warning: If you invest in a pension, you will not have access to your money until you retire.

Aviva Life & Pensions Ireland Designated Activity Company, is a private company limited by shares, registered in Ireland No. 165970. Registered office at Building 12, Cherrywood Business Park, Loughlinstown, Co. Dublin, D18 W2P5. Tel (01) 898 7950, www.aviva.ie

Aviva Life & Pensions Ireland Designated Activity Company, trading as Aviva Life & Pensions Ireland and Friends First, is regulated by the Central Bank of Ireland.