Aviva Launches Financial Wellbeing Tool to Help Workplace Pension Members Strengthen Financial Confidence

Aviva Launches Financial Wellbeing Tool to Help Workplace Pension Members Strengthen Financial Confidence

(IN BRIEF) Aviva has launched a new financial wellbeing tool designed to help workplace pension members improve their financial confidence and better manage their finances. Initially available to members of the Aviva Master Trust through the Aviva app and online pension portal, the tool uses confidence-based questions rather than complex financial data to assess an individual’s financial wellbeing. Based on the responses, it generates a personalised action plan with practical steps to support better financial decision-making and retirement planning. The platform also tracks progress over time, helping users understand how everyday financial choices influence long-term financial security. Aviva says the initiative supports both employees and employers by improving financial awareness and engagement, and the tool will be gradually rolled out to additional pension customers in the future.

(PRESS RELEASE) LONDON, 12-Mar-2026 — /EuropaWire/ — Aviva has introduced a new financial wellbeing tool aimed at helping workplace pension members better understand and manage their financial health. The digital feature is designed to give individuals practical guidance on improving their financial confidence while also providing employers and pension trustees with insights into how employees engage with financial wellbeing resources.

The tool is initially being made available to members of the Aviva Master Trust and can be accessed through the Aviva mobile app as well as the company’s online pension portal. Over time, Aviva plans to extend access to a broader range of pension customers.

Rather than relying heavily on complex financial data or income-based calculations, the tool focuses on an individual’s confidence and perceptions around financial wellbeing. Users respond to a series of questions related to their financial habits, priorities, and level of confidence in managing money. Based on these responses, the system generates a personalised action plan offering practical steps that can help users strengthen their financial position.

The platform has been designed with accessibility in mind, using straightforward language to ensure that individuals with varying levels of financial knowledge can easily understand the guidance provided. It also offers resources that encourage members to take initial steps toward managing their finances more independently.

One of the core features of the tool is its ability to track progress over time. By monitoring changes in financial confidence and behaviour, the system demonstrates how gradual improvements in day-to-day money management can contribute to better long-term financial wellbeing. It also highlights the connection between everyday financial decisions and important retirement planning choices.

Simon Ellis, Workplace Pensions Director at Aviva, emphasized the growing importance of financial wellbeing support, particularly as defined contribution pension systems place greater responsibility on individuals to manage their retirement savings.

Ellis noted that financial stress can have a wider impact within the workplace, affecting productivity, employee engagement, and overall wellbeing. Tools that help employees budget effectively and make informed pension decisions are therefore becoming increasingly valuable for both individuals and employers.

He explained that the new tool was created to empower pension members by combining personalised insights with clear guidance and ongoing support. By focusing on confidence and practical action steps, the platform aims to make financial wellbeing support easier to access and more effective in helping individuals prepare for retirement.

Aviva plans to gradually expand the availability of the tool beyond the Aviva Master Trust, allowing more pension customers to benefit from the initiative as part of the company’s broader effort to strengthen financial wellbeing support.

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
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Media Contact:

Katy Hurren
Retirement
Phone: +44 (0) 7800 692 548
Email: katy.hurren@aviva.com
Other: @Katy_Hurren

SOURCE: Aviva