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Flexible retirement solutions
Elevate Pension Investment Account
A self-invested personal pension plan (SIPP) available through our award winning Elevate wrap platform.
- Consolidate client pensions.
- Choose from a range of funds and investments.
- Manage contributions, switches and withdrawals online.
Retirement Wealth Account
An all-in-one personal pension solution.
- Choose from a range of investment options.
- Manage investments, switches, withdrawals and illustrations online.
- Flexibility when your clients want to take benefits.
Family Suntrust
A group self-invested personal pension scheme.
- For groups of individuals who want to invest together.
- The ‘pooled fund’ can open up a range of investment options.
- A choice of benefit options – including scheme pension.
Alternative retirement options
We have other solutions, including our Investment Bond and Elevate Stocks and Shares ISA, to help you provide your clients with an additional source of retirement income.
Manage you adviser services online
You can choose from our online research and planning tools.
- Illustrations for Elevate PIA, Retirement Wealth Account and more
- Tools for analysing your clients' financial situation and building portfolios
* In November 2011, Elevate picked up two awards at the AdviserAsset platform awards. ‘Service Award - Face-to-face sales support’ and ‘Best fit with IFA tool requirements’.
AdviserAsset pride themselves on the independence and impartiality of these awards, which are based on the collective results of platform due diligence conducted by over 1,100 IFA firms.
Get an Illustration
We’ve made it quick and easy to produce pre-sales illustrations online.
Tools & Services
Try our suite of tools and services designed to make your life easier.
