What is Bulk Data Download?

Our Bulk Data Download service makes it quick and easy to download client information for group and individual pension plans, occupational pensions, bonds and endowments.

The service is fully automated and easy to use - and can save you time by cutting down on admin. After you request your client's data, you can normally expect a file on the same day. 

How Bulk Data Download works

You can use Bulk Data Download to download your clients' information in three simple steps.
 

1. Choose your file format

Choose between CSV (for spreadsheet applications such as Microsoft Excel) or XML (to suit your database or back office software).

2. Pick your content

Select from basic or full download options then pick what scheme, agency code or product type you want the data for.

3. Download your file

When your download is ready, you'll receive an email with a link to Bulk Data Download to securely download your file.

 

You can find more information in our Bulk Data Download step-by-step user guide. 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. 
 

 

Download options

When you're picking the content of the file, you can select from basic or full download options. Here's a breakdown of the two options to help you decide which one is best for you.

Information Basic downloads Full downloads
Fund breakdown
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Policy types
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Policyholder details
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Valuation
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Contract term  
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Payment details  
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Fund allocations  
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Last recorded transaction  
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Length of service  
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Policy status  
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Trust information  
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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.