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Suitability Letters

Before giving advice to your clients, you will have carefully considered their financial needs, their attitude to risk and their own individual circumstances, as all these factors will influence the recommendations that you make to them.

The following documents contain some factual information you may find of use when drafting your suitability letters. The headings and layout are only examples and should not be taken as a guide for how your suitability letter should look or what it should include.

You are solely responsible for making sure that the content of your letter is current, appropriate, tailored for each client and meets regulatory requirements. We are not providing advice where you use any of this wording to contact your clients.

No responsibility is accepted by Standard Life for your reliance on, or use of, this information which is supplied at your own risk.

Retirement Planning - Group/Corporate (PDF) Group Plan (Contracted in Money Purchase - CIMP) (44kb, Code: GRP90) Retirement Planning - Individual (PDF) Standard Small Self-Administered Scheme (Standard SSAS) (46kb, Code: SAS90) Personal Pension Flex (42kb, Code: PPF90) Retirement Planning - Annuity (PDF) Purchased Life Annuity (33kb, Code: PLA90) Retirement Options (PDF) Full Pension Fund Withdrawal (291kb) Dripfeed Drawdown (330kb) SIPP for Savings (268kb) Drawdown to Drawdown (223kb)

Savings and Investments (PDF) Capital Investment Bond (43kb, Code: CIB90) Distribution Bond (40kb, Code: DB90) Protection Lfetime Protection Series - Protecting Your Mortgage (150Kb, Code LPS51)

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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