Client View

How can new Client View make your day easier?

If you’re not yet familiar with new Client View check out our tutorial videos to see how much information is now available online. Or simply login and explore for yourself.

 
 

 What’s new?

Documents available online

  • You can now access recent annual, ad hoc and transaction statements online
  • Statements will appear under Documents section
  • Notifications icon will alert you of any new or expiring documents requiring your attention
  • Documents remain live for 3 years (if you want them for your records, download them before expiry)

Pipeline

  • Pipeline is now available for New business, Retirement Claims and Transfer out
  • Email notifications will alert you of any items requiring your attention

MyFolio Lookthrough tool Reporting

  • Download a list of your MyFolio clients and upload it to the MyFolio Lookthrough tool to create personalised reports in a few easy steps
  • Our Guide to MyFolio client reports shows you how

Upcoming retirements

  • New R icon shows you customers with policies approaching or past retirement date
Client view tutorial

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Not a Client View user? Contact us at brokersupport@standardlife.ie to arange access.

 

Funding Opportunities

Using company profits for pension savings