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Skandia wins special trainer status from 1st

Skandia has become the first provider to receive ‘accredited associate’ trainer status with 1st’s Adviser Office software.

The award means Skandia’s e-business specialist support team can train financial advisers on the benefits of integrating Adviser Office and the Skandia platform.

Advisers will learn about streamlining processes for accessing portfolio valuation reports, commission statements and general policy details, and transferring this information into their back office.

1st and The Exchange sales director Richard Goodall says: “Skandia has always been an enthusiastic provider partner for us and was particularly keen to achieve the new accredited status in order to help advisers make the most of AO’s broad functionality and, in particular, the integrated e-service modules.”

Skandia UK business development manager Neil Bage says: “By undertaking this accreditation, we are demonstrating that we fully support the needs of those advisers who use both Adviser Office and the Skandia platform – resulting in a client-centric proposition that also ticks all the boxes for TCF.

“This creates a situation whereby the intermediary has a profitable and sustainable business model and the client receives a first class, top quality service.”



Guide: reporting to the Pensions Regulator — what and when?

Johnson Fleming has published a step-by-step guide demonstrating the importance of record keeping and reporting, and how it can ensure you operate a successful scheme. The guide takes you through some key questions you need to ask and identifies the information you need to obtain. The topics include: why you need to keep records and the benefits of doing this; registering your scheme; what information you need to record to ensure you meet the Pensions Regulator’s requirements; and what items need to be recorded and when.


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