Our new business process

A breakdown of our three-step new business submission process, how to make additional client payments and more

A quick online new business process for advisers

Setting up new business for clients is both quick and easy thanks to our three-step application process. You can also submit top ups online for your existing clients for our Active Money Personal Pension (AMPP) and Self Invested Personal Pension (SIPP) products.

Log in to submit new business Not registered yet?
Simply log in to our online services to start a business submission for new and existing customers.

You can also make online top ups to SIPP and AMPP.
Registering for online services saves you time as our service validates your data, ensuring the information you complete is correct. This avoids delays caused by missing and incorrect information.
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Our three-step new business process


Step 1: Create a quote and supporting documentation

Our online quote service can generate a client-specific quotation, Key Features Document and supporting literature. Information in your quote will be used to speed up the online application by pre-populating your client’s details, payments in, selected funds and fee options.

Step 2: Submit evidence of your client agreement

When you apply online for new and existing clients, you must capture and store your client’s signature. This gives us evidence that they have agreed to take responsibility to check the confirmation schedule for accuracy. It also confirms that they agree to you acting on their behalf.

You can supply us with evidence of your client agreement using these forms:

Standard Life will only require sight of this form in a few instances. We’ll ask to see it in the event of a dispute or if the application is for a transfer from a ceding provider or product not currently on the Origo Options Transfer service*. We’ll contact you in these circumstances.

*Origo Options Transfer is an industry service for providers and platforms to improve the way pension transfers are conducted. It can help make the process simpler, faster, more secure and more cost effective.

Visit our list of Origo Options Transfer service providers for more information.

Step 3: Complete online application

You can quickly retrieve your completed quote and pre-populate the online new business application. This will also give you a plan number.

Next, simply enter any extra data captured from the meeting with your client and submit the application.

Where required, you can also send the automatically generated submission form to us with any additional documentation.

Print or save a copy of the confirmation schedule for your own records from within the online new business service area. This will be available for up to 28 days after submission. We’ll then send a confirmation schedule directly to your client.

For you and your client’s security:

All online data submissions are secure and validated to make sure there are no missing or incorrect entries. If any data is missing, an Outstanding Information report is automatically generated. It will have all the missing questions you need to complete.

How to make additional payments to AMPP and SIPP

For Active Money Personal Pension (AMPP) and Self Invested Personal Pension (SIPP) you can submit online applications for additional payments.

Payment types include:

  • Regular payments
  • Single Payments
  • Transfer payments

Your client's details will be pre-populated using their existing AMPP or SIPP plan number, saving you time.

Simply log in to our online services to make an additional payment.

Payments to other plan types.

We don’t always need you to complete a paper application form to top up your client’s plan. Depending on the details we already hold on record, you can organise:

  • Regular payments* - Send letter, email or phone
  • Single payments - Send letter or phone
  • Transfer payments - Send paper application form

* If you’re adding a regular payment for the first time we will need a signed Direct Debit Mandate.

Simply log in to our online services to make an additional payment.

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.

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