We'd also like your consent to set other cookies to help us further improve our website and to tailor the marketing you see on apps and other websites you visit.
Select "Accept all" to agree to all cookies, or "Manage" to choose which cookies we use.
The first in a series of sessions to support you. This session introduces the changes with an overview of the Adviser Experience enhancements.
Do I need to do anything to prepare for these changes?
We’ll communicate with you and highlight any actions you need to take to get ready. It’s very important you read all our Adviser Experience Programme email updates and continue to visit this support hub for the latest launch updates and support.
When will you share implementation dates?
We’ll share key timescales and updates well in advance of the go live date.
Will there be any platform downtime?
Like any other upgrades to the platform we’ll need to take it off line for a period of time to allow us to implement the changes in a controlled way, this typically happens at the weekend. We’ll continue to review our implementation process over the coming weeks and as soon as there is more detail we’ll be sure to share them with you in advance. The one thing that will be front of our mind is the need to minimise any disruption to your business or clients.
How will you ensure these improvements are delivered smoothly?
We’re phasing and prioritising our investment programme based on what you told us matters most. This incremental approach will ensure we can provide you with the right support at the right time for each improvement package. Experts in our business have been working closely with our technology partner of 15 years, FNZ, to ensure all upgrades continue to be built on solid foundations and deliver a consistent adviser experience throughout our programme of improvements.
What does this mean for Elevate?
Our Adviser Experience Programme is focused on delivering improvements to all advisers that choose to work with us. It's designed to help you deliver an increasingly personalised advice service to more clients.
In the short-term, our focus will be on enhancing Wrap and Fundzone solutions with a number of exciting developments as well as enabling us to fully separate from Phoenix. Elevate users will increasingly have access to these improvements as we move towards common, efficient and scalable operating model and componentry. We'll share more details as soon as we can.
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