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Below you will find a wide range of secure services, from Online New
Business for Bonds and SIPP, to
an aggregated view of your clients' holdings.
To use these services you must be registered with a User ID and password
or a Unipass certificate. On clicking the links below you will be
prompted to login. This will log you in to ALL secure services.
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New Business
Produce illustrations for Group Pensions, Individual Pensions (including SIPP),
Stakeholder Pensions, Bonds and Annuities.
Find
out more
Incorporated into the Client View Service, you can now track your clients'
pending new business.
Find out more
New Business Pipeline Tracking is a new online tracking
application that enhances and complements Standard Lifes existing
suite of E-Commerce tracking services.
Find
out more
Servicing
Products available on the service are individual and group
pensions (including SIPP), bonds, mutual funds and protection.
Find
out more
This service gives you access to plan information at a
scheme level.
Find out more
This enables you to request bulk downloads for a range of
Life and Pension contracts.
Find out more Now available for SIPP products!
The Commission service is designed to support the commission
reconciliation process.
Find out more
Electronic Policy Servicing (EPS) can save you time with
renewals, Benefit in Kind reports and general policy administration.
Tools
The Risk Assessment Questionnaire uses 17 questions to
help you assess your client's risk tolerance level.
The Portfolio Planner is an interactive tool which helps you recommend an appropriate investment mix.
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
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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.
© 2010 Standard Life.