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The provision of platform services to you is core to our strategy and we aim to lead the market in the quality of the propositions and service we offer.
David Tiller, Head of Adviser & Wealth Manager Propositions at Standard Life, explains more and shares his views in this video.
In October, Elevate advisers were invited to take part in a survey. Read David’s blog on standardlifeadviser.co.uk to hear how the feedback is shaping future plans.
Standardlifeadviser.co.uk is a site that discusses trends, risks and opportunities facing the industry.
Standard Life is an award winning savings and investment firm in the UK and globally. We're committed to providing you with savings, investment and insurance products. With around 4.5 million customers trusting us to manage £328 billion of their assets every day, we've been helping people prepare for their future since 1825 (data as of 30 June 2016).
Bringing together Elevate and Standard Life Wrap creates one of the UK's largest and fastest growing adviser platform businesses with combined assets under administration of over £40 billion, a total of 360,000 customers and combined net asset inflows of £5.1 billion in the last 12 months (to 30 September 2016).
Elevate and Standard Life Wrap both have high levels of external recognition. The UK Platform Awards 'Platform of the Year' was won by Elevate in 2013 and by Standard Life Wrap in 2014 and 2015. In addition, the adviser community voted Standard Life Wrap the Best Large Platform Provider and Elevate the Best Smaller Platform Provider in 2014, 2015 and 2016.*
For information regarding Elevate post-sale and how it will operate as part of Standard Life, take a look at our Q&As.
Open the Q&As - updated 24 November 2016
*Standard Life Wrap won Best platform provider (AUM over £12.5 billion) in 2014 and 2015 and Best platform provider (AUM over £15 billion) in 2016
Elevate won Best platform provider (AUM up to £12.5 billion) in 2014 and 2015 and Best platform provider (AUM up to £15 billion) in 2016
Charges are easy to understand, and competitive with clear charging tiers, so if your client’s investment grows into the next tier up, our reduced charges apply to everything invested.
More on pricing
Choose whatever suits your clients’ needs best, from our range of over 5,000 funds from over 150 fund managers. We're constantly reviewing and expanding our investment fund range. Our range of investments includes:
For high net worth clients or those with more complex investments, outsourcing to a discretionary manager can make sense. The discretionary managers provide the appropriate level of risk management, asset allocation and portfolio re-balancing for these clients to help save you time.
Explore our range
You can open any of our core product wrappers, arrange payments and invest online, using the following wrappers:
See the products
Pre-funding means your client's money is invested faster, so it's in the market for longer. We provide pre-funding on fund switches, cheques and pension tax relief.
Find out more
Your clients can use our free app to bring investments to life. MyElevate gives your clients a 12 month overview of their portfolio.
Whether you're looking for multi-asset solutions to meet your clients' risk objectives, or a range of funds to pick from yourself, we can help.
To make sure it's delivering for you and your clients, we're constantly reviewing, updating and improving Elevate.