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For people managing their own savings and investments.

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For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

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For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

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GIA and ISA illustrations tool

This tool makes it easier for you to produce simple, personalised illustrations for your client

GIA and ISA illustrations tool

Use the illustrations tool to show your client the potential returns they could make on their investment in the Elevate General Investment Account (GIA) and Investment Savings Account (ISA).

Our tool is downloadable so once downloaded you can use it on-the-go and without an internet connection.

We'll keep updating and improving our tool so please check regularly to ensure that you're using the latest version.

Create illustrations for the Pension Investment Account

Looking to generate illustrations for the Pension Investment Account or drawdown? You can find our Quick Quote pension illustrations through the Elevate platform. We've put together a step-by-step guide that shows you where to access Quick Quote and how it works.

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Techzone

Techzone

Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.

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Adviser insights

Articles that examine the trends, risks and opportunities facing the advice industry.

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Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.