-
Pension Season 2025
To help set you and your clients up for it in the best way, we have a number of initiatives in the works.
-
Synergy PRSA – evolving to support your clients and you
We’re committed to delivering the best possible Synergy PRSA to cater to the needs of our customers and you, as you support them in your vital role as financial adviser.
-
IORP II deadline
Synergy Executive Pensions which started before 22 April 2021 must comply with IORP II requirements by 22 April 2026.
-
Investment Choices from Standard Life
We’ve simplified our online journey to help you navigate our Investment Choices and find the best solutions to suit the needs of your clients.
-
Reduced annual management charge on a number of specialist funds
We have reduced the AMC on a number of specialist funds to provide better value for your customers.
-
Removal of execution-only stockbroking as an investment option on PRSAs
Execution-only stockbroking is no longer available for new PRSA policies and moving/switching money into an existing PRSA Stocktrade account is no longer available.
-
Life and Leadership mid-season recap
Celebrating our partnership with Life & Leadership, a Newstalk podcast with some powerful takeaways so far.
-
Life and Leadership podcast partnership
Standard Life partners with Life & Leadership with Bobby Kerr, a Newstalk podcast championing the human side of business and life planning.
-
Standard Life Annuity exclusive enhancement
We’re delighted to introduce an exclusive enhancement to the Standard Life annuity.
-
Looking ahead to 2025
Alan McCarthy, Head of Distribution, takes a look ahead to 2025 for Standard Life.
-
Women and Pensions podcast campaign
Keep an eye out for our campaign on social media, promoting our Women and Pensions podcasts.
-
Digital tools enhancements in 2024
Recapping the key digital enhancements we made in 2024, to help you support your clients and make your role as a financial adviser more simple.
-
Standard Life’s adviser events 2024
Looking back on the events and webinars Standard Life ran throughout 2024.
-
Women and Pensions podcasts
Looking back at our launch in 2024 of the ultimate guide for Women and Pensions podcast series.
-
Investment Choices from Standard Life
Introducing new videos on Standard Life’s Investment Choices. Find out more on our investment approach, including a detailed look at our packaged and bespoke fund choices.
-
Investment support for you and your clients
Find out what regular supporting fund collateral is available for you and your clients.
-
Enhancements to Synergy PRSA online applications November 2024
Enhancements to the Synergy PRSA, Synergy PRSA AVC & Transfer from Synergy Executive Pension to Synergy PRSA application forms. From 11 November 2024.
-
Imputed Distribution 2024
Imputed Distribution 2024. Important guides for ARF and Vested PRSA clients.
-
Introducing QROPS Synergy PRSA
If you have a client who worked in the UK and now lives in Ireland, they may have a UK pension which they’d like to transfer to a qualifying recognised overseas pension scheme (QROPS).
-
Standard Life Annuity
We’re delighted to announce we’ve made some changes to the Standard Life annuity to help you and your clients as they plan for retirement.
-
Budget 2025
Imputed Distribution 2024. Important guides for ARF and Vested PRSA clients.
-
Further enhancements to Synergy PRSA
Further enhancements to the Synergy PRSA.
-
Pension Season 2024
Supporting advisers in Pension Season 2024
-
New Barclays structured deposits
Latest tranche of the Barclays 3 and 5 year structured deposit.
-
Standard Life Vanguard Global Small-Cap Index Fund
Introducing the new Standard Life Vanguard Global Small-Cap Index Fund.
-
Three years of Global Index Funds
Celebrating another milestone for the Standard Life Global Index Funds. The Global Index Funds, comprising of Vanguard index funds, go further.
-
Standard Life July Roadshows
Standard Life roadshow events, with industry experts discussing a range of topics challenging financial advisers today.
-
Investment Proposal Tool new features
We’ve added new features to the Investment Proposal Tool such as a regular premiums option on the Synergy PRSA.
-
Synergy PRSA online application enhancements
Enhancements to the Synergy PRSA, Synergy PRSA AVC & Transfer from Synergy Executive Pension to Synergy PRSA application forms.
-
IORP II
Helping trustees prepare for the compliance deadline.
-
Improved individual annuities
Improving the Standard Life annuity making it a more attractive option for financial advisers and their clients.
-
Vesting commission on PRSAs
To acknowledge value of financial advice at retirement and are paying vesting commission in recognition of supporting clients choosing to vest their PRSA.
-
New online applications
Standard Life is excited to be able to offer you two new online applications for PRSA AVC and Transfer from Synergy Executive Pension to Synergy PRSA products.
-
My Standard Life relaunch
Standard Life secure customer website relaunch. My Standard Life new features for clients.