Adviser > News > October 2009 > Policy valuations now available on True Potential
Policy valuations now available on True Potential
From 26 October 2009, users of the True Potential system will be able to get valuations for our pensions and bonds.
What information is available?
Our valuations link with True Potential gives you:
- The current policy value
- The value of the underlying funds
- The number of units held in each fund.
Who are True Potential?
True Potential provides an electronic business platform and compliance services to Directly Authorised financial advisers.
For more information on True Potential see their website at http://www.tpllp.com/.
Getting started
If you are an existing True Potential 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 Back Office 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
