Articles - AXA Elevate adds Barnett Waddingham to the platform


 AXA Elevate has added Barnett Waddingham, the UK's leading independent firm of actuaries and consultants, to its platform.

 The partnership will allow IFAs to utilise Elevate's range of investment options within the Barnett Waddingham SIPP. Elevate now allows existing tax wrappers to be retained, whilst offering an investment model that extends between traditional discretionary management and a more simplistic model portfolio approach. This provides the opportunity for an IFA to use any model portfolio they deem appropriate.

 David Thompson, managing director, AXA Wealth UK Distributors, said: "Elevate is a core component of the AXA Wealth proposition and the addition of the Barnett Waddingham SIPP will allow advisers to make the most of Elevate's online flexibility without losing any of the SIPP benefits."

 Julia Bassett, chief executive officer, Barnett Waddingham SIPP LLP, said: "As a bespoke SIPP provider we strive to meet our clients' requirements, and becoming part of the Elevate platform will help us achieve this by making the portfolio selection process easier and more accessible."

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