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Maturities - Flexible Solutions

Prior to your client's plan reaching maturity, we can help you identify the best option to suit their needs.

Following recent customer research, Standard Life has re-designed our Life Maturity process in order to improve customer experience.This is good news for you as your clients will be prompted to contact you to review their goals and maturity options at an earlier date. From June new letters will be issued to your clients prior to their maturity date that include your contact details.

As you know, giving clients time to review their goals, as well as consider their personal circumstances and options, is key to supporting their investment decisions. That’s why prior to maturity your clients will receive prompts from us to contact you to discuss their options.

Examples of new customer letters together with support material and Q&As are detailed below. More support material will be available later.

For Advisers Customer Contact Strategy Size: 114 KB   Adviser Q & A Size: 29 KB

For Clients 3 year letter Code: LMAT3A Size: 89 KB   2 year letter Code: LMAT2A Size: 101 KB   1 year letter Code: LMAT1 Size: 136 KB   6 month letter Code: LMAT6 Size: 90 KB   Enclosed with 6 month letter - Investment Options leaflet Code: MAT8 Size: 1 MB   10 week letter Code: LMAT10NF Size: 143 KB   Enclosed with 10 week letter - Term Extension Option leaflet Code: TEO1 Size: 962 KB   Enclosed with 10 week letter - Maturity Investment Option leaflet Code: GEN473 Size: 934 KB

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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