Generate new business quotes
By logging in to our online quote service, you can quickly generate:
-
New business and top-up quotes when you need them
-
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 our Active Money Personal Pension (AMPP) and Self Invested Personal Pension (SIPP)
-
AMPP and SIPP quotes that are linked to our Fund Filter – this saves you time by quickly re-using selected funds when producing a new quote.
Compare quotes
Our online quote service makes it 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.
Link quotes to new business applications
Once you’ve completed an online quote, you can quickly start a new business application for our 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 process page for more information on how we can support you and your clients.
Retrieve online quotes
You can log in to retrieve, review, save and adjust quotes you’ve created over the past 30 days (90 days for AMPP and SIPP). This includes quotes created for bonds by our Sales Quotes Centre.
What can Quotes be used for?
Our online quote service can be used with a select range of Standard Life products and services. Here’s a quick breakdown of what it can be used for.
Individual pensions – retail
|
H |
New clients | Existing clients | ||||
|---|---|---|---|---|---|---|
|
H |
Single payments | Regular payments | Transfer in | Single payments | Regular payments | Transfer in |
| AMPP |
|
|
|
|
|
|
| SIPP |
|
|
|
|
|
|
| Stakeholder |
|
|
|
|
|
|
| PP Flex, PPOne, PPP |
H |
H |
H |
|
|
|
Group pensions – workplace
|
H |
New members | Existing members | ||||
|---|---|---|---|---|---|---|
|
H |
Single payments | Regular payments | Transfer in | Single payments | Regular payments | Transfer in |
| GFRP |
|
|
|
|
|
|
| GSIPP |
|
|
|
|
|
|
| Group Stakeholder |
|
|
|
|
|
|
| GPP Flex,GPPOne,GPPP* |
|
|
|
|
|
|
| GPP for larger employers* |
|
|
|
|
|
|
*These products are closed to new schemes but available to new and existing members.
Bonds
|
Hello |
New Clients | Existing Clients |
|---|---|---|
|
Hello |
Single Payments | Single Payments |
| Capital Investment Bond |
Hello |
|
| Distribution Bond |
Hello |
|
| International Bond – Life Assurance |
|
Hello |
| International Bond – Capital Redemption Bond |
|
Hello |
| Tailored Investment Bond |
|
Hello |
| With Profits Bond |
Hello |
|
Register for online services
You need to log in to our online services to use online quote service. If you’re not yet registered, you can sign up in just a few simple steps.
If you need any help registering, please call our helpdesk on 0345 60 60 036. Call charges will vary.
Register for online services
You need to log in to our online services to use online quote service. If you’re not yet registered, you can sign up in just a few simple steps.
If you need any help registering, please call our helpdesk on 0345 60 60 036. Call charges will vary.
Service directory
Get access to all the services we offer and quickly find the support you need in our simple service directory.
Service directory
Get access to all the services we offer and quickly find the support you need in our simple service directory.