The benefits of working with Skandia

Working with Skandia’s platform

In the age of the Internet and the 24-hour news channel, investors are savvier than ever before. The average UK customer today expects to understand and control their finances. Looking to the future, long-term wealth management, rather than simply buying products and forgetting about them, will be the norm.

Skandia Investment Solutions platform is built with the strength and capability to support your needs both today and into the future. It does this by giving you:

• First class portfolio management facilities
• Straightforward charging options
• Market-leading portfolio planning tools
• Straight-through processing
• In-house platform technology
• An industrial strength platform which is built to last

Investing through Skandia

To remain both competitive and compliant in today’s marketplace, you need more than just a wide range of funds to choose from. You need to be able to accurately assess your client’s needs and their attitude to risk. Then you need to be able to demonstrate that you are recommending solutions that are suitable for their needs.

Our investment proposition is everything you’d need and expect. It’s robust, repeatable and compliant with:

• Flexible investment strategies
• Multiple tax wrappers
• Tools for rigorous risk assessment and portfolio construction
• Over 1,000 funds from more than 80 fund managers
• Extensive audit trail and reporting facilities

Partnering with Skandia

We are a true business partner to you, able to provide you with complete support. Our services include:

• Business consultancy
• Online adoption
• Sales support
• Financial planning
• Communications
• Technical support

Scale and sustainability

Financial advisers have told us first hand that sustainability is one of the key factors considered when they perform due diligence on a prospective platform. Our scale and sustainability is second to none.

For a start, being part of the Old Mutual Group means that we’re well capitalised and have sufficient liquidity to support regulatory and operational needs today and into the future.

On top of that, our scale gives us considerable buying power. Along with our ongoing technological developments, we are able to share this buying power with you and your clients in the form of our simple and competitively priced charging structure.