Interactive guide to using Skandia’s market leading fund analysis and reporting tool.
Interactive guide to finding your way from the old screens to the new Skandia Investment Solutions platform experience.
Interactive guide to getting started on Skandia Investment Solutions. An overview of the homepage, client and account management screens.
A guide to making the most of our client-centric system. This includes setting up, maintaining and working with client details using a simple and time saving process.
This quick guide highlights how to access all client specific documentation.
This guide highlights the processes and features available to track and review your business and commission through the Skandia Investment Solutions platform.
Interactive guide to accessing current and backdated valuations and policy information on Skandia Investment Solutions and SkandiaView.
A quick guide to accessing individual and consolidated valuations and transaction histories.
A guide to getting set up, the different roles a user can have, which activities are available for each role, and how to set up and edit user details.
A step-by-step guide to inputting a new online ISA application.
A step-by-step guide to inputting a new online Collective Investment Account application.
A step-by-step guide to inputting a new online Collective Retirement Account application.
A step-by-step guide to inputting a new online Collective Investment Bond application.
A step-by-step guide to inputting a new application for a Collective Investment Account. This is relevant when selecting an investment for a Royal Skandia Collective Investment Bond (CIB) or Royal Skandia Collective Redemption Bond (CRB).
A step-by-step guide to adding new money to an existing Collective Investment Account. This is relevant when held as the investment for a Royal Skandia Collective Investment Bond (CIB) or Collective Redemption Bond (CRB).
Skandia’s portfolio building tools aid an efficient and consistent yet flexible investment process. This guide highlights how to start building portfolios online.
This guide highlights how you can manage investments with consistency, ease and efficiency once you have created online portfolios.
This guide details how our powerful research tool can assist the fund selection process.
This guide shows how to do individual fund switches and redirect any regular contributions in one easy online transaction.
This guide shows how to set up and carry out multiple switches and regular contributions updates for multiple clients. This relates to our highly efficient online bulk switching service.
This guide shows how to register for and use our secure online client valuations and fund switching service.
Our With-Profits Analyser tool helps you review your clients’ existing with-profits bond investments. This guide shows you how to use each element of the tool.
We have improved the way that Skandia Investment Solutions (SIS) delivers instant plan valuations to you through Adviser Office. This document shows you how to update your details to benefit from the changes.
We have improved the way that Skandia Investment Solutions (SIS) delivers instant plan valuations to you through Durell's 'Financial Adviser' software. This document shows you how to update your details to benefit from the changes.
We have improved the way that Skandia Investment Solutions (SIS) delivers instant plan valuations to you through FinPlan. This document shows you how to update your details to benefit from the changes.
We have improved the way that Skandia Investment Solutions (SIS) delivers instant plan valuations to you through Intelligent Office. This document shows you how to update your details to benefit from the changes.
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