New business quotes

Find out how to get new business quotes for Standard Life individual pension plans, group pension plans and bonds.

Start a new business quote

Log in to retrieve quotes

New business quotes: our services

Advisers can generate new business and top-up quotes for Standard Life individual pensions, group pensions and bonds. You can do this quickly by logging into our online quote service, which helps you generate quotes when you need them.

By logging into the quote service, you can generate:

  • Compliant and client specific quote illustrations
  • Application forms and related literature
  • Quotes that are stored for 30 days from when they're made (90 days for Active Money Personal Pension and Self Invested Personal Pension)

You can also generate quotes for AMPP and SIPP that are linked to our Fund Filter. This lets you save time by quickly re-using selected and favourite funds when producing a new quote.

Quick comparison quotes

It's easy to generate quick comparison quotes. You can enter variables, such as retirement age and payment amounts, then instantly generate different quotes for the same client. The comparison quotes can then be viewed in a summary table and printed to use with your client.

Linking your quote to new business applications

Once you have completed an online quote, you can quickly start a new business application for AMPP and SIPP. To save time, the quote you generated is automatically pre-populated into the application form when you apply online.

Visit our new business page for more information on how we can support you and your clients.

 

Start or retrieve a new business quote 

Start a new business quote nowRetrieve an online quote
Launch our quote service by logging in Log in to retrieve, review, save and adjust quotes you have created over the past 30 days (90 days for AMPP and SIPP). This includes quotes created by our Sales Quotes Centre for Bonds.
Start generating quotes Log in to retrieve quotes

 

How can online quotes be used?

Online quotes can be used with a select range of Standard Life products and services. Here is a quick breakdown of how you can use quotes.

Individual pensions - retail

 New ClientsExisting Clients
Single Payments Regular Payments Transfer-In Single Payments Regular Payments Transfer-In
AMPP Yes Yes Yes Yes Yes Yes
SIPP Yes Yes Yes Yes Yes Yes
Stakeholder Yes Yes Yes Yes Yes Yes
PP Flex
PPOne
PPP
N/A N/A M/A Yes Yes Yes

Group pensions - workplace

 New ClientsExisting Clients
Single Payments Regular Payments Transfer-In Single Payments Regular Payments Transfer-In
GFRP Yes Yes Yes Yes Yes Yes
GSIPP Yes Yes Yes Yes Yes Yes
Group Stakeholder Yes Yes Yes Yes Yes Yes
GPP Flex
GPPOne
GPPP
Yes Yes Yes Yes Yes Yes
GPP for Larger E'er Yes Yes Yes Yes Yes Yes


Bonds

 New ClientsExisting Clients
Single Payments Single Payments
Capital Investment Bond N/A Yes
Distribution Bond N/A Yes
International Bond - Life Assurance Yes No
International Bond - CRB Yes No
Tailored Investment Bond Yes No
With Profits Bond No Yes

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