• Show your clients how their investments might perform

    Produce top-up illustrations, whenever you need them - simply go online or call our Contact Management Centre.

  • Create illustrations for different products

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    The Retirement Wealth Account

    Log in and produce an illustration that shows additional regular or single contributions, or a transfer in.

    Through our service team we can also produce illustrations for:

    • Placing an existing policy into Flexi-access Drawdown
    • Drawdown pension transfers in
    • Moving additional funds into existing Capped Drawdown Pension
    • Taking an Uncrystallised Funds Pension lump sum from an existing policy

    More about The Retirement Wealth Account

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    Investment bond

    We can produce illustrations through our service team for increments of at least £1,000 or Discounted Gift Trust contracts. Please get in touch to get started.

    More about Onshore Investment Bond

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    Elevate product wrappers

    To create an illustration for the General Investment Account or the Stocks and Shares ISA, use our dedicated tool. For the Pension Investment Account, log in to Elevate and create an illustration there.

    More about Elevate Product Wrappers


  • Want an illustration for a product we haven’t mentioned? Call 0345 129 9993 and we’ll be happy to help.
    We sometimes record telephone calls to help with training, service and security.