• Help
  • LOA and COA help

We recognise that you may need to request information from Standard Life using a Letter of Authority. To allow us to process your request and avoid unnecessary delays, we’ve outlined how you can submit a Letter Of Authority or Change Of Agent along with the key information we need from you.

Letter of Authority (LOA): access to information about the planholder’s plans listed in the document. This isn’t an instruction to transfer the agency.

Change of Agency (COA): to transfer the servicing agent rights of the planholder’s plans listed in the document to a new agency.

To submit a LOA or COA, make sure it meets these minimum requirements in full:

Full name
Use the name we have on record.


If the planholder has changed their name, include any previous full name.

Reference to Standard Life
Include all plan numbers, scheme numbers, or scheme names you are looking for information on.
Personal details
Provide at least one of the following:
  • planholder’s address
  • date of birth
  • National Insurance number
Signature and date
Letters of Authority or Change of Agency requests must be signed and dated by the planholder and must be less than six months old.


We can receive this in the form of a wet signature or a digital e-signature, which you can find out more about on our e-signature page.

Templates
Origo LOA Service


If you’ve subscribed to the Origo Unipass Letter of Authority Service (ULoA ), you can submit your requests via this service using the templates below. Please note you only need to use 1 option. Multiple requests can cause delays.

Our minimum requirements detailed on this page will still apply.

Unipass Letter of Authority

Standard Life Letter of Authority

Standard Life Change of Agency

 

Submission and format
For all templates, the Letter of Authority or Change of Agency must be a PDF file (not a Word document or an image).


You can email your digitally signed Letter of Authority or Change of Agency PDF to:

service_ppp@standardlife.com

with the subject header Letter Of Authority request or Change Of  Agency request.

Timescales
On receipt we’ll review it to ensure our minimum requirements have been met and update the relevant plans accordingly.


If our requirements haven’t been met, we’ll contact you.

Once we receive your request we aim to respond to it within 10 working days.

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.