14 May 2009 • moneymarketing.co.uk E-COMMERCE | 5
ADVERTISEMENT FEATURES
SIPP made easier
Standard Life are delighted at achieving eee ratings
for SIPP, SIPP Specialist and Individual Pensions.
A large thank you goes to the many advisers who have
helped us to deliver e-services that save time and
make it easier to do business.
We have particularly focused on improving our
SIPP e-services during the last year to allow you to
quote, apply online, track new business, buy, sell
and switch funds, review your client’s portfolio
and create a client report. All our e-services are
aimed to make selling and servicing our SIPP
as easy as possible for you and giving you a great
online experience.
Quotes
Our easy to use quotation service allows you to quote
online for transfers, regular and single payments.
All SIPP online quotations are stored for 90 days.
The online quotation saves you time by only
displaying the fields relevant to the quotation
you are completing
Quick Application
With our Quick Application Forms we can now save
you even more time when completing application
forms. The Quick Application Form is pre-populated
with details from your quote and is shortened
by only showing the fields that are relevant to your
quotation. Of course you can also print off a full
application form which is also pre-populated
with details from your quote.
Online New Business with the incentive
For greater accuracy, control and efficiency many
advisers are submitting SIPP new business to us
online. We designed an easy to use application
with the flexibility to fit your existing sales process.
Your quotation details pre-populate the online
new business application and you can print off an
outstanding information report should you need
to capture more information from your client.
All information is validated online to ensure
no delays due to missing or incorrect data. This
data then populates our processing systems and
a policy number is allocated instantly, helping
you track the progress of your case. The confirmation
schedule can then be printed off or saved
electronically. We even generate a submission
letter with a policy number should you need to send
us any documentation.
Standard Life are currently running an incentive
to reward advisers for submitting SIPP business
online. For every SIPP case submitted online,
as a thank you, we are supplying two bottles
of wine to the person within the adviser firm
that submitted the case online. The campaign
ends 30th June, 2009.
Tracking
You can track the progress of your submitted cases
either at the client level, or for your entire agency.
If looking at your entire agency, you will also find
details of what cases have gone live over the past
30 days, including full commission details.
Review & Service
If you are looking for plan information, then the
SIPPZone allows you to simply enter the client’s
policy number and you will be taken straight
into their plan details.
You can then obtain client and plan information,
current and past plan valuations, current investment
choice, client reports, details of any cash transactions,
payments in and out and request a Certificate of
Premiums Paid.
Fund Switch, Buy and Selling
This service allows you to buy, sell and switch funds
on behalf of your client. You will be asked to accept
terms and conditions before you process so we don’t
need to request your Client’s signature. You will
see the effect of the transaction on the client’s bank
account immediately and our straight-through
pro cessing provides your client with the next
available fund price.
To make it easier for you to keep track of cases, our
tracking service lets you see when these trades settle.
The tracking service is available for both online and
paper fund switches, buying and selling.
Tools
Use the Risk Assessment Questionnaire and the Portfolio
Planning asset allocation tool to assess your
client’s attitude to risk. For holistic retirement plann -
ing, you can use our Client Planner to help manage
your client’s finances both leading up to and in
retirement.
SIPPZone
Why not come to the SIPPZone and try our awardwinning
SIPP e-services to see how selling and
servicing SIPP can get even easier online.
www.adviserzone.com/sippzone
Unlock your business potential
We understand that increasing regulation means
more and more of your day is being taken up doing
paperwork, giving you less time to focus on your
clients’ needs.
That’s why we’ve developed a range of award
winning online tools to help you spend less time
on paperwork and more time generating business
opportunities. Our tools not only give you the benefit
of sophisticated financial modelling, they also
improve efficiency and cost-effectiveness, and
maximise earning potential.
Investment and Retirement Planner
We’ve put a lot of time and effort into getting our
new Investment and Retirement Planner right. We
know there are other tools out there, but we really
think that ours has the edge. It’s free, easy to use and
has a number of innovative features:
● It allows you to look at all of your client’s finances,
creating a holistic plan covering budgeting,
attitude to risk, short-term goals and longer-term
aspirations.
● You can use the task-based approach to focus
on one area such as creating a risk profiler or carrying
out an in-depth, comprehensive financial review.
● You can easily create a personalised, professional
report that outlines your review and includes
a realistic and sustainable action plan. It’s fully
editable so you can select what information is
included and add your own branding to create a
unique, bespoke report that’s specific to your client.
● It makes your advice process easier. Each
scenario that you run is recorded, giving you
a full audit trail of all your considerations.
When it comes to annual review time, all your prev-
ious work is saved, meaning that you just have to
update your client’s details and run the report.
Independent and endorsed
Our Investment and Retirement Planner lets you
make recommendations from the whole of the
market – not just our range of AEGON Scottish
Equitable products – making it a truly independent
tool.
Our approach to risk profiling has been formulated
by the Psychometric Centre, part of the University
of London’s Cass Business School.
The technology driving the tool has been built
by a third-party, which specialises in providing
enterprise software and solutions which are
focused on meeting advisers’ needs.
We’ve also just been awarded an ‘eee’ rating for
Pension Tools based on the new tool, adding to our
already impressive collection.
We’re listening
We’ve picked up a lot of ‘eee’ ratings over the years
for our range of products – more than any other
pro-vider. That’s because of the way we work with
financial advisers, understanding your business
model so that we can make sure our tools
complement the way you do business.
Your feedback has helped us to develop technology
that saves you time, every day. Our extensive range of
online services includes:
● pension planning tools – make complex
technical calculations easy with our salary and bonus
sacrifice, lifetime allowance, tax-free cash and
retirement income shortfall calculators
● investment tools – a comprehensive range of
tools that assist you with investment planning
● guaranteed product tools – build a balanced
portfolio, find out your client’s retirement IQ and run
tax calculations
● protection – claims and underwriting tracking
● business and marketing planning tools – from
writing a marketing plan to making professional
connections, these tools are designed to help you
grow your business
Make sure you’re getting the most out of our online
tools – visit www.aegonse.co.uk/adviser/tools
This communication is for professional financial
advisers only. It isn’t for private customers and
shouldn’t be given out to, or relied on by, them.
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