Aviva's restricted operation ditches retirement-only advice remit

Invesetment advice move

Jenna Brown
clock • 2 min read

Aviva’s restricted advice operation has become a whole of wealth business as its advisers will now cover investments as well as retirement.

Aviva Financial Advice (AFA) managing director Mary Harper first outlined the plans in an exclusive interview with Professional Adviser in February.  AFA was established in 2016 with 12 advisers with a retirement advice-only remit but after a strategic review that focus was deemed "too narrow". Since then its adviser ranks have risen to a peak of 100 and then down to the current 28. The provider's restricted advice business, which has 28 advisers, said it would maintain current staffing levels for now. Aviva's clients can now access investment advice alongside pensions, annuities a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

'I'm going to regret not giving this a go': Advice duo launch planning firm

'I'm going to regret not giving this a go': Advice duo launch planning firm

Stepwoods Financial Planning co-founders chat to PA

Isabel Baxter
clock 07 October 2025 • 5 min read
Benchmark's Best Practice operating loss grows as revenue rises

Benchmark's Best Practice operating loss grows as revenue rises

Prior year accounts restated and AR lending falls

Sahar Nazir
clock 07 October 2025 • 4 min read
December court date set for Tavistock/Titan litigation

December court date set for Tavistock/Titan litigation

Centred on Tavistock’s ten-year strategic partnership agreement with Titan

Jenna Brown
clock 02 October 2025 • 2 min read