Follow the link below for more information about how the relationship between you, your adviser and Skandia works.

You, your adviser and Skandia

Investing the Skandia way

Some companies are set up to sell their products to you online. Our policy is different. We believe that your chances of achieving your goals are increased by establishing a long-term three-way relationship with us and with the financial adviser of your choice.

This means that we won’t try to sell you an ISA or a pension directly.

What we do is provide a fresh approach to investing. One that enables you and your financial adviser to discuss your needs, assess and agree your attitude to risk and then build and maintain an investment portfolio to match.

It’s what we call investing the Skandia way.

Investing – reducing the uncertainty

Picking off-the-shelf investment ‘products’ and then leaving them alone in the hope that they perform is no longer the way to plan for your future. Investing the Skandia way means reducing that uncertainty.

Our way of working puts you and your financial adviserFinancial adviser Individual who gives advice about all aspects of finance. Financial advisers can advise and sell products for a range of insurance companies and investment companies. Generally, the companies pay them commission when they sell a product although they may assign part of that commission to their client. There are also financial advisers who do not take commission but charge a fee to their clients instead. in control. It means applying well-proven methods to assess which investment funds and tax-wrappers are the most appropriate for your needs. And it enables you to monitor, change and rebalance your investments over time to maintain optimum performance as the economic climate changes.

Investing – a step by step approach

One of the benefits of investing the Skandia way is that you can hold, monitor and manage all your fund-based investments in a single place – known as a ‘platform’. Our platform is called 'Skandia Investment Solutions'.

Find out more about Skandia Investment Solutions and about the steps involved in the process of building a platform-based portfolio including:

  • What is the Skandia platform and what products are available?
  • What is your attitude to investment risk? – find out how it can be measured.
  • How can you build an investment portfolio that matches your risk profile?
  • How do you review and adapt your investments as your needs change?
A member of the Old Mutual Group

This site is designed for UK investors only.