Elevate products

• Your client can choose whether to hold investments as a single or joint investor.
• There's no maximum limit so your clients can invest as much as they like.
• Use this account to tax-efficiently pay ISA related fees and maximise ISA allowances.
• Access to Investment Funds, Stocks and Shares, Exchange Traded Funds and Investment Trusts.

Download key features (PDF)

Download terms and conditions (PDF)

• A tax efficient way for clients to invest in their future.
• Set up a new stocks and shares ISA for your client and consolidate any of their existing ISAs.
• Invest from as little as £100 a month, and make regular or one-off withdrawals at any time.
• Allows you to perform in-specie registrations, so clients’ investments don’t have to be out of the market.

Download key features (PDF)

Download terms and conditions (PDF)

• A SIPP with access to a comprehensive range of investment options.
• All steps in the retirement journey are online and automated, providing flexibility and control when managing retirement plans.
• A comprehensive range of retirement income options – Flexible Access Drawdown, Regular Drawdown, Uncrystallised Funds Pension Lump Sum and Capped Drawdown.
• A full range of death benefit options to ensure wealth can be passed tax efficiently.

Read about PIA drawdown 

Download the PIA guide (PDF)

Download terms and conditions (PDF)

If your client has investments with other providers, you may be able to manage them through Elevate. This includes offshore bonds and pensions. You can manage third party investments through a General Investment Account.
By bringing your client's assets together onto Elevate you have a better view of whether they're on track to achieve their financial goals.

Download the Key Features document (PDF)

Elevate offers an offshore investment option with the International Bond, available from Standard Life International. Your clients can invest in a tax efficient way and you can manage more of your clients’ assets in one place. Choose from a wide range of investments to suit their individual goals and use Elevate to manage consistent investment across multiple products.

Download the guide (PDF)

We no longer offer With Profits ISA to new customers. If your client already has a With Profits ISA, you can find out more information in the terms and conditions.

With Profits ISA terms and conditions (PDF)

You can find more information about the Aviva FLC With Profits fund on Aviva’s website.

Aviva FLC With Profits fund website.

If you have any questions about the With Profits ISA you can contact us on 0345 279 2002.

Estate planning is all about ensuring that family wealth passes into the right hands at the right time, with minimum liability to inheritance tax. We not only offer effective estate planning solutions but also expert guidance and support that helps you to make the right decisions for your clients.

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