You’ve provided us with feedback on where you need some help finding information on our website. Browse the help categories below to get tips and information to help you use our website and our online tools and services. You will find answers to the most commonly asked questions with links to help you quickly find what you need.
You can register online for our Secure Services from the Homepage link. To register you will need to supply basic personal and company details (as example: company name and postcode) associated with your Standard Life agency code.
Note: The postcode entered must match the address held for the agency code.
Unipass access
Adviserzone supports Unipass certification access, which upon registration provides immediate access to our secure services.
For more information about Unipass please access the Unipass Identity webpage.
ID and password access
On receipt of your registration submission, you will be emailed a user ID and posted out a password for access.
Each user ID and password is for a single Individual User only. Individual Users are not permitted to share access details.
Access provides you with a personalised service with the ability to save fund and literature favourites and allows full access to secure services such as Quotes and Client View.
Online services available
Secure Service access provides you with a personalised service with the ability to save fund and literature favourites and allows full access to secure services such as Quotes and Client View.
Use our online Service Directory to direct you to the correct online service or customer service telephone line, depending on your specific task.
If you are the registered servicing agent you can view client and plan specific information on your client’s plan.
Your client's plan information is available for you on Adviserzone’s Client View, it’s found on the Online Services tab by selecting Client View (includes valuations, fund switching and reports).
Accessing your client details on Client View
To access all you need is your client’s full name and/or date of birth or plan number, then Search. You can also search by National Insurance Number.
Client View's Valuation page shows the details of the total value of the plan at a given date (includes units, price and value) , the details of pre and post pension values where applicable, details of any additional investments the client holds and details of Transfers In-Specie that are expected by Standard Life.
SLIP and Additional Investments
Where applicable the value is split between the totals for each of the client’s Standard Life Investment Policy (SLIP) funds and Additional Investments.
Back-dated Valuation date
When you first select the page, the Valuation details are displayed for today's date. If you wish to see Valuations for a date prior to today, you may enter another date, simply overtype the Enquiry date field and click Display fund value to get value at any/chosen date.
SLIP calculation date
The Standard Life Investment Policy pre / post pension date values are based on the value as at close of business the previous working day.
Cash Transactions (SIPP, AMPP and International Bond)
Client View's Cash transaction page shows the current cash balance as at today’s date and a history of cash transactions relating to the product bank account.
The default summary period is the last six months. However, using the date range function you can view specific date ranges in 12 month blocks.
Illustrative Maturity Value (IMV) and Illustrative Surrender Value (ISV)
Find out how to get quotes for IMV and ISV using Client view
Illustrative Maturity Value (IMV) for pension plans
Client View's IMV page allows you to enter the details to obtain instantly an Illustrative Maturity Value quote for a plan that has a status of Active, Paid Up or Contribution Holiday.
The Retirement Date field will show the retirement date which Standard Life holds for the plan.
The Illustrated date to take retirement benefits can be changed to an alternative date. The date entered must be on or after the client's 55th birthday and up to one day before the client's 75th birthday.
Illustrative Surrender Value (ISV) for Bonds and Endowments
Client View's ISV functionality is used to select a date for an Illustrative Surrender Value of the plan in the future. The date entered must be at least six months from today's date.
Please note: for endowments, IMVs are not normally not applicable within six weeks of the maturity date.
Client View’s Fund Switch, Buy and Sell* option allows you to place trades on behalf of your client. Our simple online process allows fast and efficient straight through processing onto our systems for the majority of our products.
On submission of an online trade a confirmation statement is available to print/save for your records.
*Note: Trading functionality may only be available to advisers who have specific authority from the Bond owners. Please note that if the end user is not authorised then they have an option to print out the authority letter for the client to sign.
Trade tracking lets you see online the fund changes that have been requested online, by phone, fax or email. The tracking data is found on the same page, under the heading ‘Completed and Pending Transactions.’
Buying funds
Buying only* – this option should be used for purchasing funds using monies from the SIPP bank account. The projected 12 month bank account balance will take into account any pending buys, transaction charges, product charges, income payments, commission, adviser fees or adviser charges that are applicable.
*Note: Buying funds is only available for GSIPP, SIPP and AMPP products. For International Bonds, funds should be purchased through the International Bond account.
Selling funds
Selling only* – This option should be used to sell funds. The monies from the ‘sell’ will be added to the SIPP bank account. The projected bank account balance will take into account any pending buys, transaction charges and the monies from the sell.
*Note: Selling funds is only available for GSIPP, SIPP and AMPP products. For International Bonds, this should be completed through the International Bond account.
Switching funds
Fund switching – This involves moving from existing funds into new/and or existing funds. The ‘Switch All Funds’ option should be used to re-balance a portfolio (excluding any investments held direct).
Lifestyle profiles
Lifestyle profile – this option is only available to applicable products and should be used if you wish to invest your client’s money in a pension lifestyle profile. You can change both the current holdings and future payment amounts.
Maximum number of SLIP funds
The maximum number of Standard Life Investment Policy (SLIP) pension funds that can be invested in at any one time is 11 (or 12 if the investment in SLIP Pension funds is the only investment under the scheme).
Product Cash Funds
For SIPP, AMPP, GSIPP and International Bonds, there is the option to switch to the product's cash account (i.e. Bank Account). For all other contracts, there are no ‘pure cash’ investment options.
The available fund options are dependent on the product. Please always check the list of funds available for your client’s specific product first.
Find out how to get useful information using the fund filter tool
Fund Filter
Adviserzone’s fund filter tool allows you to view fund information, such as price, performance, fund factsheets and fund charges.
You can select the relevant product type and product and click either Go to show results onscreen or Export Full Fund List to an Excel document.
Using the export option, you can download information about fund names, all codes applicable, open/closed status fund type and fund grouping price, performance, fund factsheets and fund charges.
Some fund names are abbreviated and, therefore, can be difficult to find. It may be more beneficial to search by the specific fund code or ‘Refine your search’ by selecting the fund manager.
Fund Filter access
You do not need to be logged in to access basic Fund Filter information.
Fund Fact Sheets and Key Investor Information Document (KIIDs)
The fund filter results hold links to fund factsheets KIIDs. Clicking on the fund name link or the document icon will open the required document as a PDF.
Navigating to the Fund Filter
The tool is found on the fund filter page (including daily prices and fund factsheets). You can also launch an advanced version of the tool once you’re logged into online services.
Portfolio Analyser tool fund integration
If you are logged in, funds selected from the fund filter tool can be used with our integrated portfolio analysis tool.
Client specific fund information
Your client’s fund selections can be found on Client View’s Valuation page. This includes links to fund factsheets.
This content is for financial advisers and must not be relied on by anyone else. If you are not an adviser please visit our personal website.
Our Literature Library allows you to browse available Literature and Brochure-ware, broken down my product/proposition groupings. Documents will open as a PDF and can be saved or printed.
Navigating to the Literature Library
The Library is found in Literature tab. You do not need to be logged in to access this page.
Click on the 'star' icon to save your favourite literature and access them more easily next time, when logged in, form your Favourite Literature section on the Homepage.
Name: Standard Life Assurance Ltd
Account Number 22288192
Sort code: 400328
Address: HSBC Plc, Holborn Circus Branch, 31 Holborn, London, EC1N 2HR
Note: Please include a reference with the payment – client’s plan number and surname with initial(s)
BACS/CHAPS/ Telegraphic Transfers (International Bonds)
Name: Standard Life International dac receipts
Account Number: 51296795
Sort Code: 400250
IBAN: GB44MIDL40025051296795
SWIFT (BIC): MIDLGB22
Address: HSBC Plc, RSCE, 2nd Floor, 62-76 Park Street, Southwark, London, SE1 9RX
Note: Please include a reference with the payment - client’s plan number and surname with initial(s)
Cheque (UK products)
All cheques are payable to “Standard Life Assurance Ltd” and should be mailed to:
Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH
Note: Please write the client’s plan/account number on the back of the cheque.
Cheque (International Bond)
Cheques should be made payable to 'Standard Life International dac' and should be mailed to:
Standard Life International Scanning Unit, Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH
Note: Please write the client's plan/account number on the back of the cheque
The US Foreign Account Tax Compliance Act (FATCA) 2010 is designed to help identify US citizens and residents with overseas assets or income and prevent tax evasion. Financial institutions worldwide have to register with the US Internal Revenue Service (IRS) and will have to disclose customers with a US tax status.
What does this mean for new customers?
From the 1 July 2015 the following question will be asked on our savings and investment application forms 'Are you a tax resident or citizen of the USA?'. This question must be answered.
General servicing
(International Bonds) Anti-money laundering
Anti-money laundering
To comply with Irish anti-money laundering requirements, we must verify the identity and address of all policyholders.
Please note: All documents must be an original or certified copy.
One item of photo identification and one item of address verification must be provided for all policyholders. The forms of evidence we can accept are set out below:
Individual & Joint Policyholders
1- Photo Identification
current signed passport
current UK/EU photo-card driving license
current National Identity Card (non UK nationals)
current identity card issued by the Electoral Office for Northern Ireland
2- Address Verification (dated within 6 months)
current utility bill
current council tax demand letter or statement
current bank or building society statement or debit/credit card statement
instrument of court statement (such as grant of probate)
full current driver's licence
Corporate Policyholders
1- Evidence of Incorporation (and of the following)
Companies House Printout
Extract from Regulatory Authority website
Certificate of incorporation
2- Details of Beneficial Ownership
Name all Shareholders owning greater than 25% of shares of the company
Name all Directors of the company (if different)
Photo ID and address verification for at least 2 of the beneficial owners
3- Evidence of Beneficial Ownership
Extract from Companies House website showing beneficial ownership
Copy of financial statements
Copy of auditor’s report
Trust Policyholders
1- Evidence of Trust
Trust Deed
2- Details of Settlor
Name of Settlor
Source of Wealth for funds placed in Trust
Income & Occupation of Settlor (if relevant)
Death certificate or Grant of Probate (if relevant)
3- Details of Trustees
Names of all Trustees
Photo ID and Address Verification for at least 2 Trustees
Anti-money laundering for the settlor is required in all circumstances
If a trustee is acting in their capacity as a solicitor, a law society check can substitute for anti-money laundering
Power of Attorney
1- Evidence of Power of Attorney
Original or Certified copy of Power of Attorney Document
2- Anti-money laundering requirements
Anti-money laundering for the Power of Attorney (address and ID verification)
Anti-money laundering for the policy owners as outlined above
Deputyship Cases/Court of Protection
1- Evidence of Court of Protection Order
Original or Certified Copy of Court of Protection Order
2- Anti-money laundering requirements
If the Deputy is an individual, the Deputy is subject to the normal anti-money laundering rules: address and ID verification
If the Deputy is a solicitor, a law society check can substitute for anti-money laundering. If the Solicitor is not listed, evidence of address and identity must be provided
Anti-money laundering for the beneficiary/protected person is not required at new business stage. Please note, if money is paid from the policy directly to the beneficiary/protected person, anti-money laundering will be required before payment can be made
General servicing (International Bonds) Assignments
Deeds
Draft deeds of assignment can be obtained by contacting the Dublin office on 0345 300 4273. Call charges will vary.
Draft deeds are available for assignment by way of gift only, for all other types of assignment, a legal agreement will need to be drafted. Legal advice should be sought to ascertain the suitability of this deed for the clients’ needs.
Segment Assignments
It’s possible to assign individual segments. If a number of segments are being assigned, start with the last segment and work forward (e.g. 100-51). If no segment details are entered we’ll assume all segments are being assigned.
Where the assigned segments remain in force, the life assured details carry over from the original bond set up. It’s not possible to change the lives assured on assignment.
What’s required?
Anti-money laundering documentation will be required for the assignee i.e. certified copies of in date photo identification and proof of address document dated within the last six months. Please note that the assignee must be at least 18 years old.
The original deed or an original certified copy must be received before an assignment will be processed. For FATCA purposes, confirmation of whether the assignee is a tax resident or citizen of the USA is needed – please ensure the declaration included with the deed is completed.
Cashing In
If the policyholder wishes to surrender part or all of the bond post assignment, a Surrender form will need to be completed. If a payment has not previously been made to the assignees bank account, a certified proof of account will be required (This can also be used as address verification).
Important Notes (where applicable)
Some third parties are unable to split assets as a result of an assignment. In these instances we will need to sell the assets first.
In order for us to process an assignment, the bond bank account should be in a positive balance.
Where an on-going adviser charge is being paid on the existing bond, this doesn’t automatically carry over with the assignment as the agreement was with the previous policyholders and adviser. If any adviser charges are to be carried over you will need to confirm this at the time of processing the assignment. Confirmation will be issued to you and the customer once applied.
General servicing (International Bonds) Claims and withdrawals
Instruct a Claim on an International Bond
We can accept the instruction by phone from the customer(s) (we will need to speak to all policyholders) on 0345 300 4273. Alternatively, a signed instruction can be scanned and emailed to service@slinternational.ie or posted to Standard Life International Scanning Unit, Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH.
Note: a certified copy of a bank statement will be required if we haven’t paid to the account previously. Full AML documentation will be needed if payment is being made to a third party. Payments to third parties are completed on a concessionary basis.
Set up a regular withdrawal on an International Bond
We can accept the instruction by phone from the customer(s) (we will need to speak to all policyholders) on 0345 300 4273. Alternatively, a signed instruction can be scanned and emailed to service@slinternational.ie or posted to Standard Life International Scanning Unit, Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH.
Note: if we have not paid to the designated bank account previously we will need bank verification in the form of a bank statement dated within 6 months.
Notify Standard Life of changes in my customer's details
We can accept the instruction by phone from the customer(s) (we will need to speak to all policyholders) on 0345 300 4273. Alternatively, a signed instruction can be scanned and emailed to service@slinternational.ie or posted to Standard Life International Scanning Unit, Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH.
Note: for any changes where legal documents are required, we will require either an original or an original certified copy to be mailed to Standard Life International Scanning Unit, Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH.
The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
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