• Platform updates The world of investments keeps changing. Clients demand more. Regulations change. You need a platform that keeps you up to date and ready to meet tomorrow's challenges. That's why we keep updating Elevate so that it's better for you and your clients.

    As part of our latest enhancements to Elevate, we're adding new features to help you and your clients get the most from the new pension freedoms and make Elevate even easier to use.

  • See what's been introduced in previous releases
    Elevate 15.0

    Instant access to important information

    New summary screen to provide quick access to key information as well as a more efficient overview of your client's account.

    What's new?

    Quick and easy access to key information, including:

    • Elevate ISA and Elevate PIA remaining allowances
    • details on regular payments in and out and the next payment date
    • totals paid in and out of each wrapper
    • easier access to linked accounts
    • charge amounts and payment dates.

    Visualise clients’ drawdown arrangements

    New PIA Income Summary that can be used with clients to aid income and retirement planning discussions.

    What's new?

    Offering you an overview of your clients' drawdown arrangements and the income being paid, you can see the before and after effect of a one-off income payment or any changes that you make to regular income from a drawdown arrangement.

    It also provides projection illustrations to help you see what their pension may be worth in the future, and a comparative lifetime annuity quote to help illustrate the effect of income being taken.

    Clear communications for your clients

    Through consumer testing we've simplified the three most frequently used client facing outputs.

    What's changed?

    We've updated our Charges information document, Welcome letter and Payments out document to:

    • reduce duplication
    • remove unnecessary jargon to make them easier to understand
    • enhance the formatting to help highlight key information
    • include signposting where relevant
    • contain additional support information.

    Easily review clients’ death benefit options

    We've made it easier for you to set up, record and view your clients' death benefit options, so you can be confident their funds will be passed on in the most tax-efficient way.

    What's changed?

    • Flexibility when choosing how benefits are received; annuity, lump-sum payments or drawdown.
    • Simple to set-up and record clients' death benefit options.
    • Clear view of death benefit options and beneficiaries selected, and any changes that have been made.
    • Consistent options for both pre-retirement clients and those already taking drawdown.
    • Pre-populated forms for clients to sign.

    Enhanced auto-disinvestment functionality

    We've enhanced our auto-disinvestment functionality to allow investments held in model portfolios to be sold automatically, when there is insufficient cash to cover charges.

    What's changed?

    • Currently our auto-disinvestment feature allows us to sell your clients' investments to cover the cost of any Elevate and adviser charges when there is insufficient cash available in their cash account.
    • Where model portfolios were previously excluded from this functionality our latest enhancement now allows us to include investments held within model portfolios, and sell proportionately across the model when auto-disinvestment is triggered.
    • We're also introducing an additional £50 cash buffer to cover future charges. This means when auto-disinvestment is needed, we will sell enough investments to cover the negative balance plus an additional £50. Helping reduce the number of contract notes your clients receive and the frequency of auto-disinvestment.
    Elevate 14.0
    Elevate 13.0
    Elevate 11.0
  • Want to know more about investing through Elevate? Call us on 0345 600 2399.
    Lines are open between 8am and 6pm, Monday to Friday.
    We sometimes record telephone calls to help with training, service and security.