Standard Life adviserzone - Retirement Planning

Everything here is designed to help support you when you're advising your clients as they plan their retirement income: from gathering client information to analysing it and making your recommendations.

Risk assessment questionnaire (Code: GEN418)
A paper version of the online Risk Assessment Quiestionnaire for you to gather client information before you analyse it on the online tool.

Support and tools to help you assess your client's situation and come up with potential solutions to their needs.

Risk Profiling (Code: GEN415)
An introduction to the Risk Assessment Questionnaire tool and its benefits.
Asset Allocation and efficient portfolios (Code: GEN334)
An introduction to the benefits of asset allocation and efficient portfolios and how the Portfolio Planner can recommend appropriate asset allocation.
Portfolio Construction - Portfolio Planner (Code: GEN336)
Briefly explains how Portfolio Planner constructs efficient portfolios.

Support to help you deliver your recommendations to your client

SIPP Suitability Letter (Code: RET10)
Paragraphs to help you create your recommendations letter, when recommending the Standard Life SIPP. (Word document)

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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Please note that adviserzone features UK and offshore products provided by Standard Life Assurance Limited and other subsidiaries of Standard Life plc. Click here for a list of product providers.

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.