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. Pick your content
Select from basic or full download options then pick what scheme, agency code or product type you want the data for.
2. 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.
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We have a guide available upon request via your standard life account manager. If you need any more information you can contact your 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.
id
| Information | Basic downloads | Full downloads |
|---|---|---|
| Fund breakdown |
|
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| Policy types |
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| Policyholder details |
|
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| Valuation |
|
|
| Contract term |
|
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| Payment details |
|
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| Fund allocations |
|
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| Last recorded transaction |
|
|
| Length of service |
|
|
| Policy status |
|
|
| Trust information |
|
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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.
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