Adviser > News > June 2009 > Policy valuations now available on IntelliFlo’s Intelligent Office
Policy valuations now available on IntelliFlo’s Intelligent Office
From 22 June 2009, users of IntelliFlo’s Intelligent Office software will be able to get 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.
Getting started
If you are an existing Intelligent Office user, you just need a Unipass certificate connected to an account on our Online Services, and to agree to our new Online Terms and Conditions.
Our IntelliFlo guide will show you how to get started.
To find out more information please contact you usual Scottish Life representative.
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.
For professional advisers only
