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Below you will find a wide range of secure services from Online New
Business for Bonds to our Portfolio Planning Tool to
an aggregated view of your clients holdings as well as a range of
other services.
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, Individual
and Stakeholder Pensions, Bonds, 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 Life’s 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 moreThe Commission service is designed to support the commission
reconciliation process.
Find out more
Electronic Policy Servicing (EPS) saves you time with renewals,
Benefit in Kind reports and general policy administration.
Tools
The Risk Assessment Questionnaire uses 17 questions so that you can 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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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.
© 2008 Standard Life.
