We're pleased to let you know that Plannr now supports bulk valuations for a wide range of Standard Life plans. Over time, this will take over from the existing contract enquiry feed, making valuations smoother and more reliable for everyone.
The plans now covered include:
As this new service takes over, please bear with us: once you're set up on bulk valuations, we won't be able to offer support if you run into issues with your contract enquiry feed, so we'd really encourage making the move as soon as you're able.
Getting started is easy - here's how:
First, pop into your Firm Settings and double-check your FCA numbers are verified.
Next, register your firm with Standard Life for bulk valuations, letting them know Plannr is your back office provider:
If you're registering a single firm, you can do this online via the Dash portal, under My Business > Bulk Valuations set-up.
Registering multiple firms at once (for example, if you're part of a network)? You can submit these together using Standard Life's Bulk Registration Request Template - just list the FCA Firm Reference Numbers (FRNs) for each firm needing data, along with your principal firm FRN and contact details.
Once that's submitted, sit tight for confirmation from Standard Life that your registration is active, and make sure your plans have the right policy numbers on file.
When you get the green light, simply enable the addon in Plannr. We'll then use the verified FCA numbers on your account to pull through your first set of valuation data after 9am the next working day.
Curious what's actually changing? Here's the easiest way to think about it:
Contract enquiry is a bit like asking, "Could you go and fetch me this valuation?" every time.
Bulk valuation quietly keeps your whole book valued and up to date, without you having to ask.
The bulk service is quicker, more dependable, and takes far less manual effort - so we'd love for you to make the switch as soon as you can.
To help you transition smoothly, we'll keep contract enquiry running for a little while longer. Just one thing to flag: please don't switch off contract enquiry until your bulk feed is confirmed and working. And if you need a hand with any of this, our team is on the live helpdesk and happy to help.
