About our IFA Centre

Our dedicated IFA Centre is available to all Independent Financial Advisers with current terms of business agreements with us. This secure site offers a range of useful marketing and servicing tools that you can access 24 hours a day, 7 days a week.

In addition to the facilities available on our public sites, the IFA Centre offers you the following exclusive features:

Online Servicing section that includes:

• Online illustrations for our Select product
• Current and backdated valuations for all your clients’ policies
• Policy summary for all your clients’ policies which includes details of lives assured, policyholders, policy status, premiums paid and withdrawals, and client contact details
• Bulk policy enquiries
• Group maintenance page

Please note that the Online Servicing features are currently only available for Select or Choice policies, or for any product that was previously sold through Scottish Provident International.

Fund Centre - this comprehensive performance data tool allows you to search for funds, create graphs, view factsheets, obtain various statistics and save your own shortlists.

Tax Planning and Trusts Centre - a valuable resource with specialised technical articles, IHT section (including an IHT Calculator) and detailed information about our trust range.

Product information - more detailed information about our Products and services.

Tools and Calculators - a range of additional tools and calculators to help you and your clients plan for the future.

Please click here to register now for the IFA Centre.