The value of investments can go down as well as up, and the investors could get back less than was paid in.

GIA and ISA illustrations tool

Use the illustrations tool to show your client the potential returns they could make on their investment in the Elevate General Investment Account (GIA) and Investment Savings Account (ISA).

Our tool is downloadable so once downloaded you can use it on-the-go and without an internet connection.

Download the illustrations tool

We'll keep updating and improving our tool so please check regularly to ensure that you're using the latest version.

Download the illustration tool

Download our quick guide

Download our FAQ guide about Elevate ISA and GIA

Create illustrations for the Pension Investment Account

Looking to generate illustrations for the Pension Investment Account or drawdown? You can find our Quick Quote pension illustrations through the Elevate platform. We've put together a step-by-step guide that shows you where to access Quick Quote and how it works.


Log in to Elevate Download our FAQs guide

More resources for advisers

 

  • Literature

    Help Centre

    Guides and videos to help you use Wrap
    Go to help centre
  • techzone

    Techzone

    Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
    Launch Techzone
  • Lightbulb

    Adviser Insights

    Articles that examine the trends, risks and opportunities facing the advice industry.
    Launch Adviser Insights

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