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.