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U-Skan

U-Skan. For financial advisers only June 2011. increasing regulatory focus. Investment tools, such as U-Skan, can add value to an adviser’s business However, they support , not replace , advice Advisers must understand the scope and limitations of any investment tool

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U-Skan

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  1. U-Skan For financial advisers only June 2011

  2. increasing regulatory focus • Investment tools, such as U-Skan, can add value to an adviser’s business • However, theysupport, notreplace,advice • Advisers must understand the scope and limitations of any investment tool • Ensure they are used appropriately • Mitigate against any limitations

  3. U-Skan first launched in 2005 Over 4 million reports since launch 2,775 average per working day 8,000+ user base Around 75% for reviewing existing business The market leading client review tool? U-Skan – background

  4. U-Skan 2.0 • Chart a portfolio’s switching history • Demonstrate the value of advice • Additional benchmarking capabilities • Improved risk reporting • More white labelling functionality

  5. white labelling • White labelling options extended to all reports • Uses same process as current client report • Spectrum reports can now be white labelled

  6. benchmarks • Save model portfolios (with history) as a benchmark • Weighted index benchmark • Losing the no benchmark option • All benchmarks can track switch history • Automatically, or manually

  7. improved risk reporting • Historic and expected risk scores shown on all reports • ‘How risky has my portfolio been’ vs. ‘How might I expect it to perform in the future’ • Adviser report will chart historic volatility

  8. What is it? The inclusion of fund switches and rebalancing when calculating portfolio performance and volatility ‘How has my portfolio been performing?’ ‘What is driving the performance?’ Demonstrate the value of advice Run ‘what if’ scenarios…. what if we had/hadn’t switched Fully integrated into SIS All switches since plan commencement or migration are reflected switch history

  9. Important notes Only switches and portfolio rebalancing No top-ups No regular premiums No charges Use U-Skan with valuations, transaction histories etc switch history

  10. U-Skan 2.0 – support • Online resource centre • Training videos • The power of U-Skan • How to get to U-Skan • U-Skan for model portfolios • Benchmarks on U-Skan • The different U-Skan report types • U-Skan report content • User guide • Q&A • www.skandia.co.uk/adviser/u-skan

  11. www.skandia.co.uk Calls may be monitored and recorded for training purposes and to avoid misunderstandings. Skandia provides you with access to its investment platform, known as Skandia Investment Solutions. Within this platform you can open an ISA and Collective Investment Account provided by Skandia MultiFUNDS Limited, a Collective Retirement Account and Collective Investment Bond provided by Skandia MultiFUNDS Assurance Limited and an Offshore Collective Investment Bond, distributed by Skandia MultiFUNDS Limited but provided by Old Mutual International (Guernsey) Limited. Skandia Life Assurance Company Limited, Skandia MultiFUNDS Limited and Skandia MultiFUNDS Assurance Limited are registered in England & Wales under numbers 1363932, 1680071 and 4163431 respectively. Registered Office at Skandia House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. All companies are authorised and regulated by the Financial Services Authority with FSA register numbers 110462, 165359 and 207977. VAT number for all above companies is 386 1301 59. Skandia Investment Group is a trading name of Skandia Investment Management Limited. Skandia Investment Management Limited is registered in England & Wales under number 4227837. Registered Office at Skandia House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Authorised and regulated by the Financial Services Authority with FSA register number 208543, VAT number 386 1301 59. Old Mutual International (Guernsey) Limited is regulated by the Guernsey Financial Services Commission and is licensed to write long-term business under the Insurance Business (Bailiwick of Guernsey) Law 2002. Registered number 2424. Registered Office at Albert House, South Esplanade, St Peter Port, Guernsey GY1 1AW, Channel Islands.

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