Elevate - A simpler way to do more

Why advisers choose Elevate

Still here, with a renewed focus

With Elevate you'll find the key products you'd expect (ISA, GIA, Pension Investment Account) and a wide choice of investments. The tools are straightforward. The pricing is clear. And the experience is designed to help you get more done, faster.

Transparent pricing

Tiered charging at competitive rates, family linking discount available and no hidden fees.

Pre-funding built in

Contributions, tax relief and fund switches - covered.

Digital drawdown with full flexibility

Same day tax-free cash payments. Flexible income options designed for your clients.

Still investing. Still listening.

We continue to enhance Elevate in line with regulation, tax changes, and your feedback.

We prioritise the areas that matter most: accuracy and timeliness of trading, client payments, and maintaining the service standards that you expect.

Latest improvements:

PScan fix now live: Past performance data which had shown an incorrect dip in performance in July 2024 is now displaying correctly on client reports.

Coming next:

We are targeting Autumn 2025 for our next upgrade and we are prioritising resolving issues which are causing you the most inconvenience when working with us. The current plan includes additional PScan updates for clients with hub models addressing where some incorrect performance values have been showing. As well as making some key fixes:

Improvements to Costs and Charges disclosure documents.
Enhancement to bulk valuations to remove transfers that are 'pending' from valuation.
Removing the 10 year limit on running CGT reports.

We'll confirm the date of the upgrade and exactly what it will include in the coming weeks.

Looking ahead

As for future upgrades, we're seeking to make several key improvements based on your feedback. We're currently reviewing the CGT reporting capability on the Hub and seeking to enable opt out for receiving paper contract notes. We're also reviewing our DFM offering to explore the inclusion of additional firms and are currently in discussions with several providers. We'll keep you informed as these developments progress.

Jonny Black

Chief Client Experience Officer

"The Elevate team excels in building strong relationships with clients, often able to seamlessly continue conversations with a sense of familiarity and trust built over time. Over the years the consistency of Elevate's service has never faltered. It's a dependable service that just works. Looking ahead, I am committed to further enhancing our service capabilities, ensuring that our clients continue to experience unparalleled support and reliability.”

Jonny Black

Chief Client Experience Officer

Consistent service you can rely on

You've told us what matters most: doing things right and on time.

Answering your calls in 35 seconds on average.
Every request processed within SLA.
Service maintained across 2000+ calls and 2000+ processing requests every week.

Verona Kenny

Chief Distribution Officer

“On behalf of the team at Aberdeen I want to say that we truly value your partnership and I'm keen to hear your feedback. My commitment to you is that we’ll be more visible, more open, and more focused on moving forward – with the needs of you and your clients at the centre of our plans. Let's shape what's next, together."