Standard Life | New reporting tool
It’s here – Standard Life’s new reporting tool in the refreshed sponsor VIP Room
As we recently informed you in this eCommuniqué , our new sophisticated reporting tool and helpful data graphs are now available in your secure VIP Room. Designed to help you and your clients with plan governance and administration, the reporting tool is the latest addition to your clients’ existing range of eServicing features, which include submitting and paying contributions, managing plan and member information and much more.
The tool features up to 35 reports, each with a clean and simple design that gives you and your clients a clear snapshot of their plan, making it easy to understand at a glance.
Standard Life will communicate with your clients again about this new reporting tool today. In the meantime, to learn more:
Introduce the tool to your clients using the following report samples:
- Member demographic information (summary and detailed) – what your client looks like demographically, including members’ age, assets per age and geographic location
- Asset package (groups 7 selected reports) – how diversified the client’s portfolio is, including fund utilization per plan, age band and asset class
- Members without specific investment instructions (summary and detailed) – how many members have not made an active investment choice and are invested in the default option
- Member retirement income goal (summary and detailed) – how many members have specified a retirement income goal (based on retirement age and desired retirement income)
Once again, I’ll gladly walk you through the different reports and demonstrate how they can help you grow your business.
In the meantime, please ensure that your browser security settings are allowing connection to our new subdomain https://sponsors.standardlife.ca