Manage clients' policies online

Client View is the online system you can use to monitor and manage your clients’ Standard Life policies. It allows you to:

  • Manage documentation
    Access new business and top up documents
    Notifications about new or expiring documents that require your attention
    Access relevant product literature you can share with your clients
  • View your pipeline
    You’ll be able to monitor your new business, retirement claims and transfer out pipeline
    The system sends an email about anything that needs your attention

  • Approaching retirement dates
    Look for the ‘R’ icon to view policies that are approaching or have passed their retirement date.

Check out our tutorial videos to see how much it helps you to do, or just log on to explore it for yourself.

Watch tutorial videos

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The information on is designed for financial advisers. It's not suitable for anyone else. If you're not a financial adviser, please go to for information about the products and services we offer.