Helpful hints

In this section, we’ve provided you with a selection of helpful articles. Each article includes bite-size pieces of useful information about our platform, Skandia Investment Solutions.

Skandia Investment Solutions allows you to bulk-switch funds and any future regular contributions for multiple clients in one simple online instruction.

When you manage a client's money with Skandia, you have the ability to rebalance their portfolio(s) in whichever way suits your client.

Having your company logo on certain client-facing documents has the potential to enhance your firm's identity and the relationship you have with your clients.

To better meet your clients’ needs, we give you the power to tailor optimised portfolio asset allocations.

Using passive funds within a portfolio, it’s possible to follow Skandia’s risk level 5 asset allocation. This lets you build a fund portfolio with a TER as low as 0.45%.