The value of investments can go down as well as up, and your clients could get back less than they paid in. Laws and tax rules may change. Tax treatment will depend on individual circumstances, including where your clients live in the UK. This information is based on our understanding at June 2020.

What we do

Standard Life delivers award-winning and highly-rated platforms. We combine quality tools, technology and service excellence to make it easier to achieve better outcomes.

Our commitment to service

Our ambition is to provide a leading platform experience for you and your clients.

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We’re available when you need us

Expect expert help from our UK-based teams dedicated to supporting advisers with all their platform needs.

We flex our servicing support to maintain the level of service you expect at critical points in the year.

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We recognise your challenges and respond to your needs

We carry out regular adviser surveys to monitor satisfaction levels and help us identify any changes we need to make.

We log your comments, capture and analyse data so we can evolve our service in response to the trends we identify.

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We’ll go the extra mile to help you achieve more for your clients and your business

We use pre-funding to ensure your clients’ money is invested without delay. We pre-fund new investments, switches and tax relief on SIPP contributions.

We support you to manage regulatory change in your business through insights, training and platform solutions.

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We don’t back down from a challenge

We offer multi-layered adviser technical expertise - online content, telephone support and face-to-face seminars.

Senior operations colleagues can be available to join calls or face-to-face visits when more complex challenges arise.

Financial strength ratings

Adviser Asset Platform Award logo 2020
AKG A Award Logo

Service awards and ratings

Schroders award logo best platform service
Schroders award logo best platform 25 billion
Shroders leading platform for Model Portfolio Services
Defaqto Adviser Platform award logo 2021
Defaqto Adviser Platform gold award logo 2021
Wrap Paraplanner award

*The Schroders awards have been given to the Wrap platform. Defaqto ratings apply to both Wrap and Elevate. The Paraplanner award has been given to Standard Life as a provider.

What we can offer your clients

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Extensive client solutions

We offer two platforms to support all your client segments.

Choose from a range of investment options, innovative capabilities and scalable, well-governed processes to support your Centralised Investment Proposition.

You also have access to risk-based fund solutions, discounted share classes, managed portfolio services and bespoke discretionary managers.

Perfromance

Flexibility and scale

Through our platforms you can manage in-house model portfolios or outsource to a discretionary manager. We also make it easy to set fully flexible income options to meet your clients’ needs.

We have a comprehensive suite that supports your Centralised Retirement Proposition and individual needs of clients taking an income.

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Helpful resources

Use our wide range of tools and tax wrappers to optimise tax allowances.

We also offer a wide range of accredited CPD courses on topics that matter to your business.

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Competitive pricing

We provide clear pricing tiers for advisers and clients.

Adviser charging is flexible with initial, ongoing and ad-hoc options with the ability to be set at platform or product level. Family terms are also available.

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Business efficiency

Two-way integration with leading back-office systems minimises the need and risk to re-key data.

Financial strength

We are backed by our strong parent company, the global Standard Life Aberdeen Group. Together, our financial strength allows for continued reinvestment which further enables more efficiencies and advantages for you and your clients.

Get in touch with Standard Life

If you're already using Wrap
Call us
0345 279 1001
If you're already using Elevate
If you're new to Wrap or Elevate and want to find out more
Contact your usual Standard Life contact or call us
0345 272 6622

We're here to help Monday - Friday, 9am - 5pm. Call charges may vary.

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