Aviva partners with Ortec Finance to enhance financial planning proposition

Partnership aims to close advice gap

Sophia Panayi
clock • 2 min read

Aviva has partnered with Ortec Finance to enhance its customer guidance and financial planning proposition.

Through the partnership, Aviva will use Ortec Finance's OPAL platform, supported by Yellowtail Conclusion's CORD integration and orchestration platform, to create an "integrated and end-to-end digital guidance and advice solution," supported by human advisers.  Aviva said this will offer customers access to personalised guidance and financial advice. The partnership is designed to "close the advice gap and help improve the financial wellbeing and retirement outcomes of more UK adults", Aviva said, with OPAL allowing the provider's planners to "scale their financial advice offering and...

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

SJP business sale scheme enhancement not linked to recent adviser departures

SJP business sale scheme enhancement not linked to recent adviser departures

Improvements on existing process rather than overhaul

Isabel Baxter
clock 06 October 2026 • 2 min read
Perspective acquires five advice firms adding £600m AUA

Perspective acquires five advice firms adding £600m AUA

Latest cluster of buys brings total deals this year to 19

Isabel Baxter
clock 05 October 2026 • 2 min read
Lync Wealth Management buys West Midlands financial planning firm

Lync Wealth Management buys West Midlands financial planning firm

Snaps up TKV Financial Management

Jen Frost
clock 01 October 2026 • 1 min read