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Back Office Guide

Users of the biggest back office systems are able to get instant valuations for our pensions and bonds.

What information is available?

Our valuations links provide you with the following information in your back office system:

  • The current policy value
  • The value of the underlying funds
  • The number of units held in each fund.

What systems do we support?

We currently provide valuations to:

  • IntelliFlo's Intelligent Office
  • 1st Software's Adviser Office
  • The True Potential platform.

Ongoing support

Once you’re up and running, our Web Support team are only an email or phone call away if you have any problems or questions.

Call them on 0845 60 50 401 or email them at websupport@scottishlife.co.uk.

Product Coverage

This service can be used with the following Scottish Life products:

Pensions
  • Pension Portfolio
  • Talisman Personal Pension Plan
  • Personal Pension Investment Plan
  • Talisman Income Drawdown Plan
  • Pension Portfolio Section 32 Buy Out Plan
  • Talisman Section 32 Buy Out Plan
  • Group Personal Pension Plan
  • Talisman Group Pension Plan
  • Group Stakeholder Pension Plan
  • Talisman Personal Pension Plan
  • Talisman FSAVC Pension Plan
  • Individual Executive Pension Plan
  • Talisman Executive Pension Plan
  • Executive Pension Investment Plan
  • Company Pension Scheme.
Bonds
  • Capital Investment Bond
  • Capital Trust.

For professional advisers only