Back Office Guide
Users of most back office systems can get instant valuations for our pensions and bonds.
Back Office Web Guide
These back office systems have been designed to ease the pressures of administration and compliance, allowing you to see a client's entire financial portfolio and freeing up more of your time to give clients the advice they are looking for.
Plus they link directly in to our system, so for each policy you can view:
- the current policy value
- the value of the underlying funds
- the number of units held in each fund.
Products you can view
This service can be used with the following Scottish Life products:
|Personal Pensions||Group Pensions||Bonds|
|Pension Portfolio||Retirement Solutions Group Personal Pension||Capital Investment Bond|
|Talisman Personal Pension Plan||Talisman Group Pension Plan||Capital Trust|
|Personal Pension Investment Plan||Retirement Solutions Group Stakeholder Plan|
|Talisman Income Drawdown Plan||Talisman Personal Pension Plan|
|Pension Portfolio Section 32 Buy Out Plan||Retirement Solutions Company Pension Scheme|
|Talisman Section 32 Buy Out Plan|
|Talisman FSAVC Pension Plan|
|Individual Executive Plan|
|Talisman Executive Pension Plan|
|Executive Pension Investment Plan|
Back office providers we support
- Quay Software (Capita)
- True Potential
- Plum Software
- Best Practice
Help and Support
If you need help getting started or 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 email@example.com
For professional advisers only