Standard Life launches advice firm digital support programme

15 May 2021

Standard Life has launched its Adviser Experience Programme aimed at helping advisers to better support clients. 

The programme will deliver a series of new features, advice solutions and technology developments.

It will focus on four areas: digital experience, client reporting and business intelligence, advice solutions and customer service infrastructure and will run throughout 2021 and 2022.

Noel Butwell, CEO, Adviser at Standard Life, said: “We want to offer advisers technology that gives them simple but effective solutions with greater controls, all while making their businesses more efficient, enabling them to provide exceptional, personalised experiences to their clients.

“Our programme will meet this demand head on, providing market leading experience and functionality to our adviser partners. Advisers are still helping their clients navigate the long-term impact of Covid-19 on everything from pensions and investments to tax planning. We remain committed to supporting them by investing in our award-winning technology solutions.”

Technology developments in the pipeline include a new front end interface, fully enabled e-signatures, automated charging feeds, multiple personal portfolios, fully online SIPP including drawdown, improved online offshore and onshore bond capability, a junior SIPP and ISA.

Advisers will be offered training and access to an online support hub with demos and user guidance to support the rollout.

Standard Life will also introduce Amazon Web Services and the Salesforce Service Cloud to support the operations teams in delivering the service at scale.

Steve Owen, solution delivery director at Standard Life, added: “We have spent a lot of time talking to advisers about the solutions they want from us that will not just help them with immediate efficiencies and enhancements, but what we can do with the technology we provide to ensure it is future fit and can support the changing needs of their clients.”

Professional Paraplanner