This content is for Financial Advisers only, not customers. Not an adviser? Visit our customer site

Investment Illustrations

The Elevate Illustrations Tool makes it easer for you to produce simple, personalised illustrations for your client. These illustrations can be useful when recommending Elevate products.

Elevate ISA and General Investment Account Illustrations Tool (version 7.12)

The illustrations tool shows your client the potential returns they might make on their investment. Our tool is downloadable so you can easily use it on-the-go and without an internet connection. It includes some FAQs and a quick guide, in case you need any help.

We'll keep updating and improving our tool so please check regularly to ensure that you're using the latest version. (last updated 24/09/2019)

Create illustrations for the Pension Investment Account

Looking to generate illustrations for the Pension Investment Account or drawdown? You can find our Quick Quote pension illustrations through the Elevate platform. We've put together a step-by-step guide that shows you where to access Quick Quote and how it works.

Show your clients what Elevate could do for them.