Adviser > Your business > Technology > IntelliFlo Guide
IntelliFlo Guide
Users of IntelliFlo’s Intelligent Office software are able to get instant valuations for our pensions and bonds.
What information is available?
Our valuations link with Intelligent Office gives you:
- The current policy value
- The value of the underlying funds
- The number of units held in each fund.
Who are IntelliFlo?
IntelliFlo are a provider of back office software to financial advisers through their Intelligent Office software.
For more information on IntelliFlo and Intelligent Office see the IntelliFlo website.
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
