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We understand that quality, choice and cost are important factors when choosing client investments.
That's why the Elevate platform offers a broad range of investment choices including an extensive collection of discounted share classes.
Elevate can help you meet the investments needs of your clients with:
Our regular drawdown option is fully automated and online, so you can set-up a regular income for clients. Each withdrawal can be tax-free cash or the right mix of tax-free cash and taxable income to suit their circumstances.
Elevate regular drawdown allows you to:
There is no charge for moving to drawdown or for being in drawdown. However, your fund will still be subject to investment charges. Compared with a lifetime annuity, the charges for drawdown pensions are usually higher.
See the Elevate charges guide for more information.
A full suite of adviser charge options are available to ensure that paying for advice in retirement can be done flexibly and at any point. All adviser charges can be expressed as a percentage or a set monetary amount.
You may agree a charge with your client for advice for drawdown. We call this the initial adviser charge.
Payment be taken once a year or split across a different time period (every month, quarter, half-year or year).
You may agree to take a one-off payment for client servicing, which is known as an ad hoc adviser charge.
This account is covered by the Financial Services Compensation Scheme (FSCS), but this does not cover the performance of investments made with the account. This means that if we were unable to pay claims / benefits because of financial difficulties, your client may be able to make a claim with the FSCS if they are eligible.
Call charges will vary. There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.
Issued by a member of abrdn group, which comprises abrdn plc and its subsidiaries.
This website is provided by Standard Life Savings Limited. It describes products and services provided by the abrdn Group (including Standard Life Savings Limited and Elevate Portfolio Services Limited) and the Phoenix Group (including Standard Life Assurance Limited, Standard Life Trustee Company Limited and Standard Life International dac).
The abrdn Group comprises abrdn plc (SC286832) and its subsidiaries. The Phoenix Group comprises Phoenix Group Holdings plc (11606773) and its subsidiaries.
Full product and service provider details are described in the legal information notice.
Wrap Platform, Wrap Personal Portfolio, Wrap ISA and FundZone Platform are all provided by Standard Life Savings Limited, which is part of the abrdn Group.
Standard Life Savings Limited is registered in Scotland (SC180203) at 1 George Street, Edinburgh, United Kingdom, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Wrap platform.
Wrap SIPP and Wrap Onshore Bond are both provided by Standard Life Assurance Limited, which is part of the Phoenix Group. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Wrap Offshore Bond is provided by Standard Life International dac, which is part of the Phoenix Group. Standard Life International dac is a designated activity company limited by shares and registered in Dublin, Ireland (408507) at 90 St Stephen’s Green, Dublin. Standard Life International dac is authorised and regulated by the Central Bank of Ireland and subject to limited regulation in the UK by the Financial Regulation Authority. Details about the extent of its regulation by the Financial Conduct Authority are available on request.
The Elevate platform, Elevate ISA, Elevate GIA and Elevate PIA are provided by Elevate Portfolio Services Limited, which is part of the abrdn Group.
Elevate Portfolio Services Limited is registered in England (01128611) at Bow Bells House, 1 Bread Street, London, EC4M 9HH. Elevate Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Elevate platform.
Copyright © abrdn plc 2021. All rights reserved.
abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL