Standard Life adviserzone - Pipeline Tracking

New Business Pipeline Tracking launches as a stand alone application providing you with details of your entire new business pipeline and also of those plans that have gone live within the past 30 day period. New Business Pipeline Tracking also integrates seamlessly with our existing Client View application.

A CSV report is available for integration with your back office system. This contains:

plan details
customer details
status
commission (for live cases only)

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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Standard Life Assurance Limited (SC286833) is registered in Scotland at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH and is authorised and regulated by the Financial Services Authority. 0131 225 2552. Calls may be recorded/monitored.