Adviser  >  News  >  March 2010  >  Vote for Scottish Life in the 2010 FT Adviser online service Awards

Vote for Scottish Life in the 2010 FT Adviser online service Awards

Get the chance to rate the providers you deal with online by voting in the 2010 FT Adviser Online Service Awards.

The awards are a direct way to communicate loud and clear to providers on the level of quality of online service you receive.

Voting starts on the 29 March 2010 and runs for a month.

Why vote for Scottish Life?

Our online service is one of the most comprehensive in the industry, with a wide range of tools and features. It's been designed to help reduce the time you spend on administration tasks allowing you to focus on activities that add value to your business.

In focus – our new business tracker

  • Our new business tracker tool gives you a real-time case management view of your new business pipeline for individual contracts.
  • It provides a more efficient service which saves time and money.
  • It is updated in real time, is simple to use and provides all the latest information 24/7.

The best things about our online service

  • Unipass support - Forget the need to remember lots of passwords and PIN numbers by using Unipass – a digital certificate on your PC that identifies you to multiple internet resources in your industry. You can use Unipass to access our online service and link with IntelliFlo and True Potential.

  • Policy valuations are available with True Potential, IntelliFlo and 1st Software for pensions and bonds. The valuations link gives you:

    • The current policy value
    • The value of the underlying funds
    • The number of units held in each fund
  • Plan charges statements – get a detailed breakdown of a plan's charges in a single, easy to read report. Treating Customers Fairly and the FSA Thematic Review on pension switching have highlighted the importance of a fair and clear charging structure and this will save you time when carrying out reviews.

  • Investment changes – change investment options for a current investment value and future contributions. In a climate where the FSA are highlighting the importance of regularly reviewing your client's investments, our online service makes it easy to facilitate any changes that are needed.

Next steps

So, vote for Scottish Life today, or if you need more information first, then visit our online service section or get in touch with your usual Scottish Life contact.

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