Standard Life adds Pareto referral system to its partnering program for advisors in the financial industry

    MONTREAL, Oct. 25 /CNW Telbec/ - The Standard Life Assurance Company of
Canada today announced an exclusive partnership with Pareto Platform to offer
advisors a proven system for developing referrals. Starting immediately,
qualified advisors will have access to this new feature of Standard Life's
partnering program.
    "We already offer a number of proprietary programs and we continue to
carefully select partners to offer other value-added tools to help advisors
service the growing retirement income market," says Mick Kelly, Vice-President
Sales, Retail Markets of Standard Life. "The baby boomers are one of the most
lucrative markets our industry will see, and we are looking at ways to assist
advisors in developing their business as efficiently as possible as they
address the needs of this market."
    Pareto's core philosophy is to build long-term trusting relationships
with an advisor's best clients. The process has been tested with some of the
top investment firms in the U.S. and proven to work by some of the best
advisors in the business. David Miller, co-founder of Pareto Platform explains
that amongst the results of the Pareto system are a dramatic increase in
profitability, more free time and a more enjoyable experience in business and
in life.
    "Standard Life's senior consultants have been trained to deliver Pareto's
six-step sequence that helps advisors craft their own referral process,
ensuring them a steady stream of quality introductions. The process is
extremely respectful of clients," explains Mr. Kelly. "A large part of its
success is that both clients and advisors feel very comfortable with it."
    Pareto Platform provides proven business development strategies in an
online format to the financial services industry in North America. Pareto
Platform has also created the next generation of Client Relationship Managers
(CRM) designed specifically for the small business professional and
    In addition to the new Pareto Platform, Standard Life's partnering
program includes the Retirement Planning Toolkit software, which illustrates
intergenerational retirement solutions by allowing advisors to enter up to
four generations for each client, market outlooks from Standard Life
Investments Inc., as well as Standard Life's proprietary programs, Business
Consultancy(TM) and Business Markets. These tools are available online to
qualified advisors from the secure section of Advisor Source at More partnership announcements are expected this fall.

    About Standard Life

    The Standard Life Assurance Company of Canada is a major investment,
retirement and financial protection company. Along with its affiliated
companies in Canada, it had $37.9 billion in assets under management as of
June 30, 2007. It offers a wide range of financial products and services to
over 1.31 million individuals, including group insurance and pension plan
members. Total premium income and deposits reached $5.17 billion in 2006.
Standard Life group has been a prominent player in the Canadian marketplace
since 1833. (
    The Standard Life group is a leading provider of financial products and
services, with approximately 7 million customers and 1.5 million shareholders
worldwide. As of December 31, 2006, its investment management business had
$301 billion in assets under management. Founded in Edinburgh (Scotland) in
1825, The Standard Life Assurance Company demutualized in 2006 and a new
public company - Standard Life plc - was born. Standard Life plc was listed on
the London Stock Exchange (LSE), under the ticker symbol SL., on July 10,
2006. Standard Life plc entered the FTSE 100 on September 18, 2006, after the
quarterly review of the index by the FTSE group. In March 2007, Standard Life
plc became part of the FTSE4Good Index, which is used to identify companies
that meet globally recognized corporate responsibility standards.

For further information:

For further information: Media contact: Ann-Marie Gagné, Standard Life,
(514) 499-7999, ext. 4600

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