Commission selection form

This form is to be completed by financial advisers to select commission on Skandia Life bonds and regular life plans.

Fund switching authority

This form is used to provide switching authority to your nominated financial adviser so that they can switch funds within your policy on your behalf.

Delegated switching authority

This form is used to delegate switching authority to an authorised third party, other than your financial adviser.

Skandia Life fund switch form

This form is used to switch funds in a Skandia Life plan.

Your phased fund choice or rebalancing programme

This document encloses a guide to the phased fund choice service and portfolio rebalancing and an instruction form to apply either of these options to your bond or pension.

Correspondence address supplementary application

This form is used to specify the use of an alternative correspondence address.

Charles Stanley share sale form

Use this form when you want to sell external shares and invest the proceeds into a Skandia investment.

Share sale crest transfer form

Share sale portfolio transfer letter

Share sale stock transfer form

Skandia Life encashment/part encashment authority form

This form is used to request an encashment or part encashment from a range of Skandia Life plans.

Skandia's guide to investment in our unit-linked funds

This guide explains how unit prices are calculated for the funds offered by Skandia Life Assurance Company (SLAC) and our current approach to managing them.

A clear guide to your retirement options

This is a generic guide to your retirement options.

Skandia risk profile questionnaire for Individuals

This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to individual investors.

Skandia risk profile questionnaire for Trustees

This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to trustee investors.

Skandia risk profile questionnaire for Retirement

This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to retirement planning.

Risk profiling

This document explains the principles of risk profiling and how it works and describes the Skandia risk profiler.

A fresh approach to investing

This document offers guidance on how to access the best advice for your finances.

A simple trust glossary

This is a glossary to cover terms that are widely used in relation to trusts.

Important information about plans written in trust

This document provides information about plans written in trust pre 22 March 2006, based on changes introduced by the Chancellor at that time.

Protecting your money

This document describes the protection offered with your policy when you have an investment with Skandia.

Product terms - at a glance

This document provides an overview of Skandia's single price pension products.

Skandia reasons why

This document is designed for use by financial advisers only and should not be relied on by anyone else. The statements will help in the preparation of marketing material and ‘Reasons Why’ letters, to help you communicate to your clients the benefits of investing with Skandia.

Tax warning for single premium investment bonds

This document provides information about unexpected tax charges that may arise if you surrender all or part of bond.

Benefits of the UK Client Extranet