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Archived Material

We have compiled an archive of endowment documentation in PDF format that is available to view and download from this site.

These documents highlight the key messages supporting the recommendation of an endowment mortgage at the time the policy was sold. They also serve as a useful aid for intermediaries and their clients should they wish to discuss any element of the original sales process.

Standard Life does not have copies of original illustrations, fact-finds, or any other pre-sales documentation.

For full details of literature relevant to your client's endowment policy click on the year that your client bought their policy.

Note: To view these PDF documents you will need Adobe Acrobat 5.0 or above.

(Please note that when you click on the Adobe Acrobat link you will leave the Standard Life adviserzone site. Standard Life accepts no responsibility for information contained in this site or for this site not being available at all times.)

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The information on this site is for qualified advisers only and must not be relied on by anyone else. If you are not an adviser you should go to our main website for information about our products and services.

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