Welcome to Adviserzone
Website maintenance
Our website is undergoing maintenance from 8pm on Saturday 22nd February until usual availability time on Sunday morning (8am for Wrap and Fundzone, 7am for Adviserzone).
Login services for Wrap, Fundzone and Adviserzone may be unavailable during this time.
Techzone
Our new site explains the complex world of tax and pension planning in a simple and understandable way.
Professional Portfolio Manager (PPM)
Supports you to deliver a consistent and robust centralised investment proposition (CIP)
End of tax year arrangements 2019/2020
Key dates and deadlines are now available to make your tax year arrangements run as smoothly as possible
Reduced pricing and drawdown price lock coming soon to Wrap
We’re pleased to announce we're reducing and simplifying Wrap charges by the end of April 2020.
Platforms
Wrap
Our Wrap platform helps you build a long term, profitable investment business and deliver an outstanding client experience. We’ve made major steps to deliver full price transparency, drive down the cost of investing and deliver rich investment functionality.
We have been awarded an A rating (Superior) by AKG for the financial strength of our Wrap platform. Standard Life's Wrap and Elevate platforms are the only UK adviser platforms* awarded both an AKG A rating for financial strength and a 5 star rating for service.
*correct as at 1 March 2019
Our track record and reputation for strong customer service was also recognised by AKG with a five star rating.
You can directly access a range of managed portfolios from Discretionary Investment Managers through our Wrap platform.
Elevate
Our Elevate platform puts advisers first by helping you deliver high quality advice and planning for your clients.
Online Services
Our wide range of support and online services allow you to provide a better client experience, become more efficient and support a more scalable business. We have a variety of tools, calculators and services available to support our individual propositions.
Products (Individual)
Our range of individual products and investment solutions have been designed to meet the widest range of client needs and objectives.
Workplace
Benefit from our experience and understanding of company pension schemes, and select from our range of solutions that can be adapted to meet the needs of your business.
Good to Go Pensions offers an easy solution for a quick, fully auto-enrolment compliant pension scheme.
The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
