Great news! We’re now inviting users to trial the data feed available from Standard Life through Origo in Plannr!

You can enable the Addon in your Addon store as usual, and as it’s via Origo (contract enquiry) you’ll need each relevant adviser to add their Origo Unipass Certificate in Plannr, and then on each relevant plan ensure that the assigned adviser is set in Plan Details.

That’ll pull through data for your Standard Life plans for the following contract 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 data feed are your SSASs, TBPs and Tailored Investment Bonds).

Let us know if you encounter any issues - we’ve tested the connection but nothing beats live data.