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Aviva Savings Plan is a flexible investment solution for corporate and retail clients. With easy access options, tax efficient options, and 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 Savings Plan at a glance:
Start saving from €100 per month, no policy fees
Choice of charging options, with easy access options A1, B1, C1, and D1
With DocuSign and AML tools
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.
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Savings & Investments
Visit our Fund Centre for factsheets for different fund series.
BrokerSecure Login Details required.
Requirements for common amendments on existing policies.
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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
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Aviva 1 Minute Pitch -Section 73 Savings Plans
Your time starts now.
Can you give a gift to someone?
Yes. Anyone can give a financial gift to another person up to a certain amount, tax free. For example, as a parent, I can give my child up to €335,000 (note this has been increased to €400,000).
What is gift tax?
If the value of the gift is over a certain amount, then the person that receives the gift needs to pay 33% tax.
Can you give an example?
If a parent gifts a property worth over €600,000 to their child while they're alive, based on the taxable sum of €265,000, the child will owe €87,450 in tax.
Can you help them with this?
Yes. With an Aviva Section 73 policy, you can specifically save money to help your child meet this gift tax liability.
Are there rules relating to this?
Yes. For example, you need to set the policy up as a Section 73 Savings Policy at the start and pay premiums for eight years. Our customer brochure explains these rules.
I have to use the proceeds of my Section 73 Policy to pay my child's gift tax?
No. You can use it for something entirely different.
Karen, your time is up.
For more information, talk to your financial broker or visit Aviva.ie.
Shareable Link:https://bcove.video/3pMtTKi
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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.
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.
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: 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. |
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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.
