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The value of investments can go down as well as up, and your clients could get back less than was paid in.
How to check if money has been received, go paperless, update client details and more.
We've made it easier to process new cases and service your existing clients by introducing a paperless process for all platforms.
That means for the vast majority of paper required to add a new client, we no longer require wet signatures. It's really easy to follow, and I'll talk you through the steps now.
We set out on the left hand side the documents we now accept as copies. The client will still have to sign each document where appropriate, but we're able to accept a scanned copy or photocopy where a client or adviser can use their camera phone.
You see, on the right hand side there a couple of instances we still require wet signature. Please still post these types of forms to our Basingstoke address.
It's really important, even though you send us copies of the document, to keep the originals until the case is complete.
You can upload documents to the clients account in their reports and documents library.
You'll need to have the document saved your computer or laptop and then in the Reports and Docs Library, click the add button. A pop-up will appear where you can name the document on our list of pre-populated names.
In this example, an adviser charge agreement. Change the status to 'Receive from clients'.
For operations, team can identify the documents quickly. Finally, click browse and upload the document.
You need to upload each document one at a time. After uploading the documents to the library, we ask you send us a quick email to email@example.com with the subject title: platform sign-up and EL account number.
Our team will pick up the email and process the documents as quickly as possible.
It's worth reminding we use Origo for pension transfers. And while not every pension policy can be processed on Origo, for the ones that can, you could be keying your new case, uploading the paperwork, and Elevate could be matching and applying for pension transfers all on the same day.
When it comes to sending Elevate money, please consider if it's possible to pay electronically by online banking. This helps speed up the process, making it more efficient for Elevate to match your client money and get invested as quickly as possible. Where it's not possible to pay electronically, we still accept cheques sent to our usual address:
Standard Life Elevate
PO Box 6877
Regardless of which method you send money, please ensure you referenced the client EL account number. If you have any questions, please get in touch with Elevate on 0345 600 2399 or speak to your account manager.
How to perform a range of payment and contribution functions.
Guides on a range of ways clients can take their pension benefits.
How to buy, sell and switch funds with Elevate.