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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 12/12/2018)
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.