Standard Life is launching a pipeline tracking service on their extranet service to help advisers save time when chasing information, and to complement the existing new business tracking services already available.
The service, only available for individual pensions; individual self invested personal pensions (Sipps); lifetime protection series; and onshore bonds, will allow advisers to monitor cases at an account or agency level, which means they “save valuable time when chasing information for their Standard Life book of business”. Standard says when an adviser uses the service, the login details they enter are used to automatically retrieve all relevant plans associated with their details, with registered advisers able to see all their client’s Life & Pension plans in one place, including what i...
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