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About Elevate

What is Elevate?

Elevate launched in 2008 to help customers and their advisers take control of their investments through our online investment platform.

See our Frequently asked questions.

Elevate, part of Standard Life

The acquisition of Elevate by Standard Life in November 2016 created one of the UK's largest and fastest growing platform businesses, supporting the growing demand for high quality financial advice business across the UK.

Standard Life is a leading pensions and savings business that has been successfully helping people manage their money and invest for their future for almost two centuries.

Elevate and Standard Life Wrap both have high levels of external recognition. The Schroders UK Platform Awards ‘Best Platform Provider’ was won by both Elevate (up to £15bn AUM) (assets under management) and by Standard Life Wrap in 2016 (over £15bn AUM).

Elevate has no automatic right of access to the assets of Standard Life Aberdeen Plc. Past performance is not a guide to future performance.

Elevate awards and accreditations in 2016

Schroders UK Platform Awards 2016

Schroders logo

Winner - best platform provider (AUM up to £15 billion)
Winner - best platform for adviser service

Defaqto 5 star rating 2016

Defaqto logo

5 star for platforms

Defaqto gold service ratings 2016

Defaqto gold logo

Gold for platform service

What Elevate means to you

More freedom and convenience

You can keep everything in one place by bringing existing investments onto Elevate. And your adviser can move money around and make new investments as your needs change.

More time to grow

Your money's in the market for longer, so has more time to grow. That's thanks to 'pre-funding' – which means we'll invest your money for you even before it's cleared.

Simple pricing and lower charges

Our simple pricing means you'll always understand exactly what you're paying, and the more you invest, the lower the charges we can offer you. Plus when you link your family members' investments together, you can all get the lower charges that are available to larger investments. See our charges guide for details.

Paperless accounts

We've developed a paperless option which offers you the freedom to review your finances online, without the hassle of filing paperwork. You can view, print and save your documents online whenever and wherever you like.

Who regulates Elevate?

Elevate is a trading name of Elevate Portfolio Services Limited which is authorised and regulated by the Financial Conduct Authority (FCA) which means we follow their rules and regulations. The FCA monitors all investment businesses to ensure that they're acting in the best interests of their customers.

Questions people ask us

What's a platform?  

A platform is a bit like online banking. Your adviser can choose product wrappers and investments for you, and make transactions online, on your behalf. A platform is sometimes called a 'wrap platform' or 'investment platform'.

Please bear in mind

The value of investments can fall as well as rise, and you could get back less than you invest. How long you should consider investing for will depend upon the product chosen and your investment objective, but typically you should be prepared to invest for the medium (at least 5 years) to long term (over 10 years).

Whilst we strive to achieve further accolades, there is no guarantee to win similar awards in the future.

Please remember that past performance is not a guide to future performance.