Aviva Update 01st July 2024

Mon Jul 1 2024

Aviva Section 73 Savings Plan

In our latest 1 Minute Pitch, Karen Deenihan explains to your clients what a Section 73 policy is and how it can protect beneficiaries from a significant gift tax burden.

Aviva Policy Conversion Keying 

Where a conversion option is available on a protection policy, you can now key this conversion in Aviva BrokerSecure including collection of customer digital signatures.

Aviva MAFs Bitesize

Like the Euros, we are entering the second half for markets. We discuss the key questions for multi-asset investors to be thinking about for H2 in this week’s Bitesize.


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