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Documents to support you and your clients

Adviser support

Here you’ll find all the documentation to support you and your clients with the Standard Life Smoothed Return Pension Fund.

Introducing the Standard Life Smoothed Return Pension Fund

Helping you deliver a life more certain for your retirement clients.

Target Market and Fund Governance

The Standard Life Smoothed Return Pension Fund is designed for clients who would benefit from smoother investment returns to, and through, retirement.

Technical Guide incorporating Key Facts

The finer details of how the fund works and the information you need to know before investing.

The Standard Life Smoothed Return Pension Fund Fact Sheet

Access all the fund information and associated documents.

Fund risk profiling matrix

The Standard Life Smoothed Return Pension Fund risk-mapped by leading independent providers.

The Standard Life Smoothed Return Pension Fund - at a glance

A simplified guide to Standard Life’s smoothed fund.

The Standard Life Smoothed Return Pension Fund suitability wording

Paragraphs designed to help you when compiling a suitability report to support a personal recommendation.

The Standard Life Smoothed Return Pension Fund - summary

A simplified summary of the smoothed fund provided by Standard Life.

Client support

A guide for your clients

Designed to provide your clients with financial flexibility and a little more certainty to, and through, retirement.

Technical Guide incorporating Key Facts

The finer details of how the fund works and the information your clients need to know before investing.

Beginners guide to smoothing

A factsheet for your clients explaining smoothed funds.

The Fidelity Pension – Client Terms

Disclosure material for the Fidelity Pension.

The Fidelity Pension – Doing Business With Fidelity

Including the Key Features of our Pension.

Smoothing explained for clients

You can use this video to support your client discussions around how a smoothed fund can work for their pension investments.

Have you got further questions or would like more information?

If you have any questions or would like more information about the Standard Life Smoothed Pension Return Fund, then please contact Standard Life by email here.

Should your query be related to your use of the platform in relation to selecting this fund please contact us by email here.

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