Benefits for your business

  • Highlight where your business is performing well and identify potential areas for improvement
  • Provide an understanding of how colleagues (across all levels) perceive your business and how it’s being managed
  • Highlight any differences in understanding that may exist that could impact on business performance
  • Establish priorities and help focus resource on activities that will deliver the most benefit

Taking your business forward

Everybody wants to focus on delivering better outcomes for their clients; that’s what they value, and why you went into business. The day to day demands of running a successful business can often mean key issues can take a back seat and don’t always get addressed.

This is why we’ve created the Business Assessment Tool; a 3 step fact finding exercise that will allow you to take a look at your business through the eyes of your people, to understand its relative strengths and weaknesses.

Step 1 - Agree the approach

Each business is different, therefore it’s important to plan the assessment and invite the right people to get involved.

Step 2 – Complete the business assessment

The online assessment consists of 100 questions covering ten business disciplines across two key areas – Effective Leadership and Operational Excellence. The data is gathered and a personal report is then created.

Step 3 – Arrange follow up meeting

One you have your report; review the findings with key stakeholders. Discuss how your business performed and identify how to address any gaps.

What people think of our service

"The Business Assessment has now become a key part of our planning process - with us recently completing our 3rd assessment exercise."

Alistair Creevy, Director
Independent Adviser (Scotland) Ltd.

Request your business assessment now

To register your interest in completing a business assessment, or to get more information, please get in touch with your Standard Life contact.

Key Points


It’s a group exercise, and such is suitable for adviser firms with 5 or more employees.


Around 30 to 40 minutes per participant


There is no monetary cost. However it will require you to dedicate the time and effort to complete the exercise.

Useful Literature:


Business services

Our Business Services are a unique mix of thought leadership, practical solutions and support that can really make a difference to your business, your people and your clients.

Visit our Business Services page