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We answer questions around our name change

 

Who is Standard Life?

Standard Life is an award winning savings and investment firm in the UK and globally. We’re committed to providing you with savings, investment and insurance products. With around 4.5 million customers trusting us to manage £328 billion of their assets every day, we’ve been helping people prepare for their future for nearly 200 years. As part of Standard Life group, Standard Life Investments is a leading asset manager with an expanding global reach. Investing with Standard Life will gain you access to our significant expertise.

Find out more about Standard Life Self Investor

How can I get in contact?

Our contact details haven’t changed. You can contact us by calling on 0800 1522 522 Monday – Friday 9am-6pm or by using our contact form. Call rates may vary.

As part of the name change we’ve changed our web address from www.axaselfinvestor.co.uk to www.standardlifeselfinvestor.co.uk

How can I access my account?

As we’ve changed our web address you can now access your account at smartplus.standardlifeselfinvestor.co.uk

There’s been a change to my terms and conditions – what does this mean for me?

We’ve reviewed your terms and conditions and are making some changes to align them with Standard Life group typical terms. We’ve updated the Data Protection section to show that AXA Self Investor is now within the Standard Life group. We’ve also reviewed the sections on Client Money and Corporate Actions. You don’t need to do anything and your investments are not affected by this.

You can download a full copy of your Terms and Conditions Document from your smart+ account. Simply login and select ‘Literature’.

What changes will I see to how I pay my charges?

There’ll be no change to how you pay your charges. However, we’ve had to rename the company who provide AXA Self Investor (AXA Portfolio Services Limited) to Elevate Portfolio Services Limited, as it is now part of Standard Life group. This change in company name has meant we’ve had to update our bank account details. The good news is that our account number and sort code remain the same. The bank account name is changing though, from ‘APS - AXA Wealth Direct Collections account’ to ‘EPS - Self Investor Collections account’.

Do I need to take any further action?

No, there’s no need to make any changes to your current arrangements. We’ll let you know in good time if we intend to make any changes to your services in the future

Is there a change to how I make contributions to my investments?

There are no changes and you can contribute to your investments in the same way as you did before. You don’t need to change any of your existing regular payments and you can use the same bank account details for any one-off contributions.

Will there be a change to the funds I am invested in?

There are no changes to your current investments or to the funds available to you. In future, if more funds become available we’ll let you know. Like all companies, we’ll review the range of funds available on the platform from time to time.

Will there be a change to my charges?

No, there’ll be no changes for the moment. Like all companies, we’ll regularly review our costs and the services we provide, taking into account changes in the market and our operating costs. If anything should change, we’d let you know in good time.

Are my investments still protected by the FSCS?

As a customer of Standard Life Self Investor you’ll continue to be covered by the Financial Services Compensation Scheme (FSCS). This means that you may be entitled to compensation from the FSCS if we or one of our third parties cannot meet its financial obligations. For further information such as the protection limits read our FSCS page .

How can I open a Stocks and Shares ISA or Trading Account?

If you’d like to open a Stocks and Shares ISA or Trading Account, also known as a General Investment Account or Personal Portfolio you can do so with Standard Life Savings. That’s because we’re no longer accepting any new applications.

Don’t forget that the value of a Stocks and Shares ISA and a Trading Account can fall as well as rise and you could get back less than you invest.

What about if I’ve registered for a Stocks and Shares ISA or Trading Account but haven’t invested?

If you’ve registered for one of our accounts you’ve got 3 months since your initial registration to make an investment. That’s because it’s our policy to close accounts where no investment has been made after that amount of time to make sure we’re adhering to Data Protection rules.

Past performance is not an indication of future performance