• Choosing a financial product

    When you invest, the product you choose will depend on how you want to invest, your tax position, and what you want to achieve. If you're an investor looking for a pension or an investment product then you may like to consider our range of products.

  • Retirement and investment products

  • Our products

    Retirement options

    The Retirement Wealth Account - a personal pension that gives you a wide range of AXA Wealth funds to choose from.

    Elevate Pension Investment Account - a self-invested personal pension that allows you to combine your investments and manage them in one place on our online investment platform.

     

     

     

    Our products

    Investment products

    Onshore Investment Bond - consider boosting your retirement plans with our bond.

    International Investments (Bonds) - explore the option to invest in a more tax efficient environment, than you'd generally find in UK.

    Elevate General Investment Account - bring together or hold your investments on our online investment platform.

    Elevate Stocks and Shares ISA - set up a new ISA or combine an existing one.

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    Explore our funds

    Once you've made a decision on a choice of retirement or investment product, you have a number of options about what funds to invest in.

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    Corporate pension schemes

    We offer investment solutions to trustees of large pension schemes. If you're managing a trust-based pension scheme, we can help make sure that you're investing in the way that's best for your members.

  • Need a financial adviser? We can help you find one in your area.
  • Protection for your investments – The Financial Services Compensation Scheme

    The Financial Services Compensation Scheme (FSCS) is a compensation fund that protects customers who are investing. In the unlikely event that we stop trading, become insolvent or are unable to pay you what we owe you, you may be able to claim compensation from the FSCS.

    The amount they pay you will depend on your particular circumstances and the products you're invested in. To find out more, please have a look at the relevant product guides and key features documents in our literature library.

  • Please bear in mind

    Please remember that the value of your investments can go down as well as up. It is not guaranteed, which means you could get back less than you originally paid in. Tax and legislation may change and the information above is our interpretation of current law and HMRC rules. The value of any tax benefits will depend on your circumstances.