Standard Life has revamped its VIP Room Web site for Group Savings & Retirement plan members. The new site includes an updated design, new navigation and additional features.
The site is organized into four modules: view your holdings; manage your plans; consult investment performance; and plan your financial future.
Plan members can chart investment performance, download closing values, obtain transaction history for either a selected period or since inception and perform transactions online in a simple and convenient manner.
A series of interactive, online e-learning modules, available through a link to The Financial Educator Inc. Web site, provide plan members with comprehensive web curriculum exploring a wide array of topics on personal financial planning. These interactive modules allow members to learn at their own pace, test their progress and review key concepts at their own convenience.
“This revamp was driven by two key objectives,” said Teresa Morgan, manager, marketing Services, group products, “We wanted the site to be structured around plan member needs rather than an array of account inquiry and account management functions, and we wanted to provide broad-based personal financial planning information. We are delighted with the result, which we feel not only meets but exceeds these objectives.”