GA Personal Investment Plan

Sustainable Finance Disclosure Regulation

The EU SFDR (Sustainable Finance Disclosure Regulation) is designed to improve the standard and transparency of sustainability related disclosures made in relation to financial products.  This is to help investors understand the sustainability risks and impacts of those financial product

You will recall that on 29 March 2019 Aviva Life and Pensions UK Limited, (‘UKLAP’) the original provider of your policy transferred some of its insurance business to Aviva Life and Pensions Ireland Designated Activity Company (ALPIDAC), by way of a Court sanctioned insurance business transfer scheme under Part VII of the Financial Services and Markets Act 2000.  This transfer included your policy.

From the 29 March 2019 the provider of your policy is ALPIDAC.

ALPIDAC and UKLAP entered into a reinsurance treaty whereby UKLAP reinsured the transferred life assurance business on behalf of ALPIDAC.  This means the day-to-day administration of your policy is undertaken by UKLAP or one or more of its outsourced companies.

While your product(s) are not open to new business, Our Sustainability Policy and Statement on Due Diligence Policies explain ALPIDAC’s approach to the integration of sustainability risks into our investment process as well as also providing information on how the adverse impacts of investment decisions on sustainability factors are considered.  

Funds and their Sustainability Factors

Funds and their SFDR criteria

Article 6

Article 8

Article 9

Funds table