Aviva has launched a new financial wellbeing tool designed to support and empower its workplace pension members in managing their financial health. It also provides employers and trustees with insights into their employees’ engagement with the tool so they can tailor support to their workforce.
Initially available to members in the Aviva Master Trust, this free tool can be accessed via the Aviva app and online pension portal.
The tool gauges an individual’s feelings about their financial wellbeing. Then, instead of using complex financial data or income figures, it asks confidence-based questions about topics which are important to them. This is used to provide a personalised action plan with practical steps to help improve financial confidence.
The tool uses clear language to ensure accessibility regardless of financial knowledge and provides resources which enable members to take the first steps towards independently controlling their finances.
Our new tool is designed to support and empower our workplace pension members in managing their financial health by gauging confidence and offering personalisation, accessibility and continuous improvements.
Progress is tracked over time to highlight how incremental steps help to improve finances and overall wellbeing. This directly connects everyday money choices to pension decisions and long-term retirement planning.
Simon Ellis, Workplace Pensions Director at Aviva, said: “Supporting people’s financial wellbeing has never been more important, especially because defined contribution pension savers now face greater responsibility and more complex decisions. In the workplace, feeling stressed about finances can negatively impact productivity, employee engagement and overall wellbeing - making effective budgeting and pension saving tools increasingly valuable.
“Our new tool is designed to support and empower our workplace pension members in managing their financial health by gauging confidence and offering personalisation, accessibility and continuous improvements. It reflects our commitment to helping pension savers, employers and trustees get ready for better retirements. Our aim is to make financial wellbeing support easier, smarter, and more impactful.”
Aviva’s financial wellbeing tool will be rolled out to other Aviva pension customers over time.
Transcript for video Aviva's financial wellbeing tool
Introducing our Financial Wellbeing Tool
An innovative tool designed to support members in managing their financial health
Retirement
Budgeting
Saving
Offers tailored, practical guidance based on users’ confidence in managing their finance
-ends-
Enquiries:
Katy Hurren
Retirement
-
Phone
-
+44 (0) 7800 692 548
-
-
Email
-
Other
Notes to editors:
- We are the UK's only diversified insurer and we operate in the UK, Ireland and Canada. We also have international investments in India and China.
- We help our 25.2 million customers make the most out of life, plan for the future, and have the confidence that if things go wrong we’ll be there to put it right.
- We have been taking care of people for more than 325 years, in line with our purpose of being ‘with you today, for a better tomorrow’. In 2025, we paid £31.9 billion in claims and benefits to our customers.
- Aviva is a Living Wage, Living Pension and Living Hours employer and provides market-leading benefits for our people, including flexible working, paid carers leave and equal parental leave. Find out more at www.aviva.com/about-us/our-people/
- As at 31 December 2025, total Group assets under management at Aviva Group were £454 billion and our estimated Solvency II shareholder capital surplus was £7.1 billion. Our shares are listed on the London Stock Exchange and we are a member of the FTSE 100 index.
- For more details on what we do, our business and how we help our customers, visit www.aviva.com/about-us
- The Aviva newsroom at www.aviva.com/newsroom includes links to our spokespeople images, podcasts, research reports and our news release archive. Sign up to get the latest news from Aviva by email.
- You can follow us on:
- X: www.x.com/avivaplc
- LinkedIn: www.linkedin.com/company/aviva-plc
- Instagram: www.instagram.com/avivaplc/
- For the latest corporate films from around our business, subscribe to our YouTube channel: www.youtube.com/aviva
