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Customer reviews and reinvestment opportunities

You and your clients may be considering the future options for with profits investments. Standard Life are providing as much support as possible. One key support tool is the With Profits Review Programme, which provides valuable support and guidance on with profits reviews and offers a robust process to tackle this challenging and complex issue.

Reviews will show that some clients should consider alternative investments, but, for many, their current with profits plan will continue to be a suitable investment. For clients who need alternative investments to with profits, we have developed a range of investment solutions to provide you with choice and the flexibility to meet the needs of each client's individual circumstances and investment goals.

For more information on the investment options, please refer to the sales aids below:

With Profits Bond reinvestments into Capital Investment Bond with enhanced allocation rates (PDF, 40kb) Code: GEN426
With Profits reinvestment into International Bonds with enhanced allocation rates (PDF, 40kb) Code: GEN427
Moving away could damage your wealth (PDF, 109kb) Code: GEN428
Surrender and reinvestment instruction from a With Profits Bond to a Capital Investment Bond (PDF, 72kb) Code: CIB30BSI

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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