Supporting you online with our Service Directory
Can't find what you're looking for?
You can now quickly find what you're looking for on Adviserzone using our new Service Directory. It will let you search by product to see what's available online and who to contact if you need to speak to us, saving you time and giving you more control.
Research and Planning
Fund filter (including daily prices and fact sheets)
Search for funds by fund name or fund code and view the fund price, performance, ratings, charges and links to full fund information.
Portfolio Analyser provides a simple and effective method of producing high quality, detailed reports of your client’s holdings or proposed investments.
The MyFolio Lookthrough tool helps you create personalised reports for your clients. It shows:
- The asset class split between growth and defensive investments
- Full details of all underlying funds
- A breakdown of the percentage and value invested in each fund
- Total MyFolio fund holdings
Charting Tool gives you access to five fund types and over 55,000 funds. Comprehensive options allow you to compare the performance of funds, sectors and indices over defined time periods and generate reports.
Salary Exchange Calculator
The purpose of this calculator is to allow you to demonstrate that a client who is employed can actually have a larger amount paid into their pension by using salary exchange.
FundZone charge calculator
The FundZone charge calculator estimates the costs associated with investing via FundZone.
It summarises the product charge, annual management charges and additional expenses based on the funds and amounts being invested - you can also add in initial and on-going adviser charges.
International Bond segments and withdrawals calculator
This calculator will help you select possible segment numbers and withdrawal amounts for International Bond and Wrap International Portfolio Bond where a regular withdrawal is required.
This service allows you to produce quotes for Group Pensions, Individual Pensions and Bonds.
FundZone gives you access to over 2000 funds from more than 90 fund managers.
This calculator converts between inflation-adjusted illustration values (real terms) and illustrative values that take no account of inflation (nominal terms).
Client View lets you see all of a client’s policies together. This aggregated view gives a total valuation of all your client’s Standard Life plans.
This service lets you keep up to date with the progress of client-specific new business applications you've submitted to us.
Standard Life Wealth Client Valuations
The online client valuation application allows you to access details of your clients' Standard Life Wealth investments.
Bulk Data Download
This enables you to request bulk downloads for a range of your clients’ group and individual pensions, bonds, occupational pension and endowments.
This service lets you keep up to date with the progress of new business applications you’ve submitted to us.
We are able to integrate a number of our online services with your front/back office system which enables you to streamline your business processes and helps you deliver a quality proposition to your clients.
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.