Here we share our latest thinking with articles, updates and blogs that examine the trends, risks and opportunities facing the advice industry.
Your business19 November, 2019
A year in the life of Elevate
As we approach the end of the year, Steve Owen, Head of Elevate Platform Proposition, reflects on what has been achieved over the past few months and has some other news to share with you.
Your business29 October, 2019
How Elevate can help support advisers with their responsibilities under PROD
Steve Owen, Head of Elevate Platform Proposition, looks at how Elevate can help you begin to meet the rules under PROD
Your business12 September, 2019
How Elevate’s support tools can help make your life easier
Elevate offers a range of support tools which can help you save time and run your business as efficiently as possible, as Steve Owen, Head of Elevate Platform Proposition explains.
Your future22 August, 2019
Five things advisers want from their platforms
Steve Owen, Head of Elevate Platform Proposition, shares the questions advisers ask most often when selecting a new platform.
Your business15 July, 2019
Platforms really have come a long way since they started out
Steve Owen, Head of Elevate Platform Proposition at Standard Life, looks at how platforms have evolved over the years and how your firm can really benefit from the features and efficiencies modern platforms offer.
Your clients20 June, 2019
Whether it’s a summer holiday or a client's investment proposition you’re choosing, it’s all about the options
Steve Owen, Head of Elevate Platform Proposition at Standard Life, considers how a client investment proposition can best be shaped and compares the advantages and disadvantages of the investment options available.
Your business16 May, 2019
How Elevate can help advisers streamline the drawdown process
Steve Owen, Head of Elevate Platform Proposition at Standard Life, talks about how the Elevate platform’s Pension Investment Account feature can help advisers manage drawdown more efficiently.
Your business23 April, 2019
Innovative products and platforms offer competitive advantages for advisers
Steve Owen, Head of Elevate Platform Proposition at Standard Life, discusses how more competitively priced funds, investment solutions and platforms can help advisers combat downward pressure on investment returns and focus on total cost.
Your business21 March, 2019
Does ISA season still exist?
Steve Owen, Head of Elevate Platform Propositions at Standard Life takes a look at the tax year end rush to maximise annual allowances.