Client and plan information

• Dashboard providing Business summary of products, plans, AUM and top funds
• Plan details (includes start date, retirement date and tax free lump sum available)
• Up-to-date valuation (includes units, price and value)
• Upcoming retirements
• 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.