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Important Information

This Risk Profiler is for illustrative purposes only and is designed purely as an indicator that may help you understand how comfortable you are with accepting certain levels of risk before investing. It is important to note that there is no one definitive approach in determining the Risk Profile of an individual and as such, the results of this Risk Profiler cannot be relied upon.

The output of this Risk Profiler does not constitute any kind of personal advice and should never be relied upon when making a decision in relation to a particular financial product or strategy. It is also important to note that risk profiling is only one element of the overall financial planning process. This tool does not provide you with financial advice of any kind about a particular financial product or strategy and is not a substitute for a detailed financial plan.

The importance of obtaining professional advice

Before making any investment decision, we recommend you speak with a financial broker who can make a detailed assessment of your financial situation, help you define your investment goals and help you in selecting financial products and/or strategies that may suit your risk and return preferences. This tool is not in anyway a substitute for such advice. Aviva Life & Pensions UK Limited accepts no responsibility for any action taken as a result of completing this Risk Profiler.

This Risk Profiler is for illustrative purposes only and is designed purely as an indicator that may help you understand how comfortable your customers are with accepting certain levels of risk before investing. It is important to note that there is no one definitive approach in determining the Risk Profile of an individual and as such, the results of this Risk Profiler cannot be relied upon.

The Sample Investment Mixes and Possible Investment Solutions provided are not a recommendation. They are simply a suggested mix of investments that may or may not be suitable to your customers' individual needs. They do not take into account your customers specific personal considerations such as their specific risk profile, investment objectives, financial needs, current investment portfolio, age and any other circumstances which will determine the suitability of an investment. It’s also important to note that (1) your customers risk profile may change through time as their circumstances change and (2) that the risk rating of funds may change over time. So you should regularly review the suitability of your customers’ investments.

The importance of obtaining professional advice

Before making any investment decision, we recommend that customers speak with a Financial Broker who can make a detailed assessment of their financial situation, help them define their investment goals and help you in selecting financial products and/or strategies that may suit their risk and return preferences. This tool is not in any way a substitute for such advice. Aviva Life & Pensions UK Limited accepts no responsibility for any action taken as a result of completing this Risk Profiler..

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Result:  Investor

  • Goal
  • Experience
  • Expectations

Your investment goal

Your investment experience

Your return expectations

Defensive Investor Options

Taking the Next Steps

Please speak to a Financial Broker. If you don't have a financial broker and need information on financial brokers in your area, the following websites provide further details









A Balanced multi asset fund

Disclaimer

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