Aviva Investment Bond

Your client’s future goals in safe hands

Aviva Investment Bond is a flexible lump sum investment solution for both corporate and retail clients, starting from €10,000. With easy access options, tax-efficient features, and a choice of 30+ professionally managed funds, it offers the potential to outperform deposits and inflation over the long term – helping your clients grow their wealth with confidence.

Aviva Investment Bond at a glance:

Flexible contracts

Choice of charging options, with easy access options C1, D1, D2, D3, and E1

Competitive

Annual fund charges from 0.5%. No policy fees1 or fund switch options

 1. Policy fees apply to Investment Bond product option F1.

Full digital onboarding

With Docusign and AML tools for retail investors

Competitive Charges = More Value for Clients

  • No policy fees1 or fund switch charges
  • Annual fund charges from as low as 0.5%
  • Fixed Allocation ESG funds: 0.10% below standard pricing
  • Passive funds: 0.05% below standard pricing

Broad investment choice

Flexible Contract Options

  • Choice of 6 contract options to suit different client needs
  • Easy access options C1, D1, D2, D3, and E1 with no early exit charges
  • Tailored commission and allocation structures

Broker Digital Tools

  • Straight-through processing for faster policy issuance
  • Online AML verification and Docusign for seamless onboarding
  • Full end-to-end digital journey for you and your retail clients

Try our

It’s important that you monitor and adjust your clients' financial plans 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.

Key documents

Resources

Key Information Documents (KIDs)

Tools

Risk Profile & Portfolio Builder Tool

Fund Centre

Visit our Fund Centre for factsheets for different fund series.

Investments

BrokerSecure Login Details required.

Savings & Investments

Sustainability Disclosures

Policy Alterations Hub

Requirements for common amendments on existing policies.

Investment Coach

We have a range of materials to help your clients understand the benefits of long-term investing

Our video library

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Transcript  for video Aviva's Savings Plan and Investment Bond - One Minute Pitch Show more Show less

Shareable Link:
https://bcove.video/3oPOKbg

Embed Code:
<div style="position: relative; display: block; max-width: 300px"><div style="padding-top: 50%"><iframe src= https://players.brightcove.net/5126559894001/BkYjYlote_default/index.html?videoId=6310325697112 allowfullscreen= "" allow= "encrypted-media " style="position: absolute; top: 0px; right: 0px; bottom: 0px; left: 0px; width: 100%; height: 100%"></iframe ></div ></div >

Aviva 1 Minute Pitch - Savings and Investments

00:00:00 Video Starts

00:00:06 - Question

Stephen Rice one minute pitch.

Savings and investments.

Your time starts now.

Deposit accounts or investment products?

00:00:15 Stephen Rice

Deposits for short-term need, such as your rainy day fund. Investments for longer term horizons, such as kids education, or indeed, your retirement.

00:00:23 - Question

Why choose an investment product to meet longer term needs.

00:00:26 Stephen Rice

Two main reasons, I suppose to beat deposit rates over the longer term, and secondly, to beat inflation.

00:00:31 - Question

Why invest with Aviva?

00:00:33 Stephen Rice

We offer a range of funds to meet different people’s risk profiles, and we also have ESG, or sustainability at the core of our ethos.

00:00:42 - Question

Do you need a lot of money to invest?

00:00:43 Stephen Rice

No, you can start saving with Aviva from €250 per month (note this has been reduced to €100 per month).

00:00:48 - Question

How do you invest?

00:00:49 Stephen Rice

Very simply talk to your financial broker who will match you with the right product for your needs at a point in time.

00:00:54 - Question

What are your top tips for investing?

00:00:55 Stephen Rice

It may sound simple but understand the time horizon you wish to save for and why you’re saving.

00:01:00 - Question

Finally, Stephen, what are you investing for at the moment?

00:01:03 Stephen Rice

Well as a father with a young family, for me it’s definitely education, and maybe the need to move to a bigger house or extend on our current house as the kids get a bit older.

00:01:14 - Question

Stephen, your time is up.

For more information on savings and investments, contact your financial broker.

00:01:34 Video Ends

Transcript  for video Aviva 1-Minute Pitch - Corporate Savings and Investments Show more Show less

Shareable Link:https://bcove.video/3pMtTKi

Embed Code:
<div style="position: relative; display: block; max-width: 300px"><div style="padding-top: 50%"><iframe src= https://players.brightcove.net/5126559894001/BkYjYlote_default/index.html?videoId=6321400227112 allowfullscreen= "" allow= "encrypted-media " style="position: absolute; top: 0px; right: 0px; bottom: 0px; left: 0px; width: 100%; height: 100%"></iframe ></div ></div >

Aviva 1 Minute Pitch -Corporate Savings and Investments

Stephen Rice, one minute pitch, corporate savings, and investments- Your time starts now…

Deposit accounts or investment products?

Stephen Rice: Deposits to meet your companies short-term cash flow needs, investments to try and generate potential higher returns over the longer-term.

Why choose an investment product?

Stephen Rice: 3 main reasons, outperform inflation, beat deposits, and generate non trading income.

Why invest with Aviva?

Stephen Rice: Our cost-effective fund range our ESG focus and finally our easy access options.

How are companies investing with Aviva?

Stephen Rice: We regularly see companies using our savings plan along with a lump sum investment together.

Do you need a lot of money to invest?

Stephen Rice: No, you can start saving from €250 per month (this has been reduced to €100 per month)  and lump sums start from €10,000.

How do you invest?

Stephen Rice: Talk to your Financial Broker about how our Corporate Savings and Investments Plans are suitable for your company’s needs.  

What are your top tips for investing?

Stephen Rice: 3 key tips understand the time horizon that your company has, the level of risk your willing to take and whether a Savings Plan or Investments Bond or a combination of these are best suited to your company’s needs.

Stephen your time is up.

For more information contact your financial broker.

1. Applies to product options F1. The funds referred to in this document 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. The Risk Ratings of the funds referred to in this webpage differ from the corresponding Summary Risk Indicators shown in the KID.

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: If you invest in this product you may lose some or all of the money you invest.
Warning: The income you earn from this investment may go down as well as up.

Warning: These funds may be affected by changes in currency exchange rates.

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.