This guide will show you how to set up the Standard Life Valuation Integration
Pre-set up guidance
Before you enable the addon, you will need to complete the following steps:
Ensure an FCA number has been added to your Plannr site.
More information on how to do this can be found here
Upload your Unipass Certificate to Plannr
More information on how to do this can be found here
Setting up the Addon
Once you have completed all the steps above, go to the Addon store from the Settings tab. From here, select Standard Life Valuations
On the configuration screen, you need to input your FCA number (that's stored against your Plannr site). Once that has been done, you can click Enable
Plannr will retrieve the first set of valuation data (via the Origo Integration Hub) the next working day, following enabling the addon.
Please note, this feed includes the following policy types:
Individual Stakeholder
Personal Pension
Group Stakeholder Personal Pension
Individual Personal Pension
Group Personal Pension
Executive Pension
Free Standing AVC
Occupational Scheme - Defined Contribution
Section 226 Retirement Annuity
Self Invested Personal Pension
Capital Investment Bond
Distribution Bond
With Profits Bond
International Bond
Excluded from this datafeed are your SSASs, TBPs and Tailored Investment Bonds.