Digital integration Skandia recently launched a digital investment transfer service powered by Insurely, enabling customers to identify and transfer ISKs and securities accounts within Skandia's digital environment. This indicates a strong channel for partnerships and cross-selling investment products to customers during onboarding or portfolio consolidation.
Sustainable finance Skandia has committed substantial funds to green and blue bond frameworks (Sydvatten) supporting water infrastructure, energy efficiency, and renewable energy. This presents a sales opportunity to align with clients seeking sustainable investment options and to offer ESG-compliant pension and savings solutions.
SME growth The launch of a new fund offering for SME companies signals a focus on mid-market clients. This creates opportunities to position Skandia as a pension and investment partner for SME employee benefits programs, executive retirement plans, and corporate savings strategies.
Strategic partnerships With a broad tech stack including Oracle Cloud and analytics tools, Skandia demonstrates a modern, tech-enabled platform. This can be leveraged to propose data-driven advisory services, API-based integrations, and enhanced digital experiences for enterprise clients seeking streamlined pension management.
Digital advisory edge Skandia serves over two million customers with advisory-led savings simplification and a wide product set (pensions, health insurance, mortgages, savings). This depth suggests upsell potential to existing customers for enhanced advisory packages, early-access investment products, and bundled insurance and pension solutions.