Documents to support you and your clients

Yes, you can generate an illustration for an investment into the Standard Life Smoothed Return Pension Fund. You can also produce an illustration for existing holdings, including top ups into the fund.

The following client-facing documents are available for the Standard Life Smoothed Return Pension Fund: Illustration, Beginners guide to smoothing, Customer guide, Technical Guide incorporating Key Facts - What you need to know. They can be found here.

The following materials are available to advisers:

ADVISER FACING

• Adviser guide
• Target Market and Product Governance document
• Fund factsheet

CLIENT FACING

• Client guide
• Technical Guide incorporating Key Facts
• Guide to smoothing
• Fund factsheet

You can view the literature here.

They will receive the same documentation they receive when investing in any other fund. Please note, Confirmation Of Transactions are being produced for the Standard Life Smoothed Return Pension Fund.

The fund will be visible in B2B reports, Illustrations, Client Reports and Oneview Statement & Valuations. It will also be visible within the Portfolio X-Ray tool, although the underlying funds will not be shown. As the fund is an accumulation fund, it will not be visible in the Income Report.

Yes, the fund will be shown within back-office reports.

The Smoothed Return Pension Fund has only recently been launched and therefore performance data will not be available for the first six months.