Client View online functionality
Client View includes the following information and functionality:
  • Plan details (includes start date, retirement date and tax free lump sum available)
  • Up-to-date valuation (includes units, price and value)
  • Fund Fact Sheets
  • Change address
  • Buy, sell and switch funds
  • Request an Illustrative Maturity Value (IMV) for a plan that has a status of Active, Paid Up or Contribution Holiday.
  • Request a Plan Information (PI pack) for Pensions only to be returned to your Client Document Centre within 1 hour.
  • Manage Adviser Charging (create new, amend or stop existing adviser charges for SIPP, AMPP and International Bond)
  • Portfolio analysis (the integrated tool allows you to automatically view your client’s portfolio - without the need to re-key their data)
  • Reporting (includes Client report, With Profits summary, Provide Information packs and copy annual Pension statements)

Note: The above information and functionality is product specific and may not be available for every Standard Life product listed on Client View.

This content is for financial advisers and must not be relied on by anyone else. If you are not an adviser please visit our customer website.