What is Adviser Payments?

Our Adviser Payments service is a quick and easy way to view and print your statement after a settlement. 

The service saves you time by supporting your own reconciliation process while allowing you to check any payments that have been made or are due.

 

Adviser Payments features

Here's an overview of what Adviser Payments can do and how it can help your business.

If you need any more information, you can contact your Standard Life account manager or contact the team on 0345 607 0216. Call charges will vary.

 

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View your adviser statement

Get a breakdown of all types of adviser payments, split between adviser charges, consultancy charges and commission. Statements are available for up to 13 months after they’re generated.

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Check payments

You can use Adviser Payments to check any payments that are due for a specific policy or agency code. Any payments made can also be viewed by policy number or agency code.

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Download statements

Statements can be downloaded in PDF or CSV file format to help you import them into your own systems. CSV files can also be opened in Microsoft Excel to help you quickly sort data and save time.

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Automate reconciliation

Automated links to adviser systems are supported using Origo Standard EDI messaging. This enables advisers with compatible third-party software to automate their payment reconciliation process.

  • Register for online services

    You need to log in to our online services to use Client View. 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.

Money invested is at risk.  Tax may change in the future.

This website is for financial advisers only and must not be relied on by anyone else. If you’re not an adviser, please go to our customer website for more information about our products and services.