Standard Life has launched its Adviser Experience Programme delivering a series of new features, advice solutions and technology enhancements designed to make it easier for advisers to support clients and run their business.

The Programme has four areas of focus: Digital experience, client reporting and business intelligence, advice solutions and customer service infrastructure.

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.

As well as the development programme we will introduce Amazon Web Services and the Salesforce Service Cloud to support the operations teams in delivering a fully flexible service at scale.

Noel Butwell, CEO, Adviser at Standard Life, commented: "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."

The Programme will run throughout 2021 and 2022, and we will keep advisers abreast of updates as they are developed and made available. This will include training and an online support hub with demos and user guidance to support the rollout, alongside regular opportunities for advisers to feedback on new products and services.

Steve Owen, Solution Delivery Director, 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."



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Notes to editors

The full suite of products and services delivered to platform users through the Adviser Experience Programme are:

Digital experience

  • Fully enabled E-signatures
  • Fast and secure email
  • New and intuitive user interface
  • FundZone fully online
Client reporting and business intelligence
  • Up-to-date and accurate bulk valuations
  • Improved and automated adviser charging feeds
  • Customer-centric model providing one consolidated client record with no re-keying
  • New client reporting capabilities 
Digital experience
  • Fully enabled E-signatures
  • Fast and secure email     
  • New and intuitive user interface 
  • FundZone fully online 
Investment and pension products
  • Flexible ISA
  • Multiple Personal Portfolios
  • Third party Personal Portfolio
  • Fully online SIPP, including drawdown
  • Improved online Offshore and Onshore Bond capability
  • Junior ISA
  • Junior SIPP
  • New stockbroking solution providing cost-effective investment
Customer service
  • New Amazon Web Services telephony
  • Introduction of Salesforce Service Cloud
  • Flexible contact options, including live chat
  • Platform-based agency management
  • Improved workflow case tracking

About Standard Life

In April 2021, we announced our intention to rebrand to abrdn. The new name will be used for our publicly listed company and all client and customer facing businesses. The rebranding roll-out process for the new name and associated visual identity will begin in the summer and progress through 2021, alongside implementation of a full stakeholder engagement plan to manage the transition.

In the UK, we help people with their life savings through the Wrap and Elevate platforms that are used by financial advisers to provide financial planning and wealth management services to their clients.

Standard Life Wrap and Elevate are the only platforms to have achieved an AKG A Financial Strength rating, an Adviser Asset Platinum Rating, a Defaqto 5 Star and Gold Service Ratings.

Standard Life Wrap won the following awards at the Schroders Platform Awards in December 2020:
  • Best Platform Provider (AUA over £25bn) Award for the seventh consecutive year, voted by advisers.
  • Leading platform for model portfolio services, voted for by discretionary managers.
  • Best platform service.
Standard Life Elevate won the following award at the Schroders Platform Awards in December 2020:
  • Best Platform Provider (AUA under £25bn)
The value of investments can go down as well as up, and could be worth less than originally invested.

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