Client Planner is the holistic planning tool from Standard Life, helping you to manage your client’s finances at any age.

Here are just some of the benefits of this effective planning tool:

• The control to create a financial plan for your client that you can alter and change to suit you and your client’s needs.
• The flexibility to continually review your plan and re-evaluate throughout your clients life.
• Saving you valuable time, and the ability to create professional comprehensive reports which you can customise and brand yourself.

For more information contact your Standard Life account manager.

The Client Planner is a promotional tool available through Standard Life to help you with financial planning. All advice, recommendations and reports provided for clients using the Client Planner remains your sole responsibility.