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."

Back to Index


Similar News to this Story

New investment paradigm: Navigating a world in transition
The world isn't facing a series of isolated shocks. It's experiencing a structural transition and investors need to build portfolios that ca
Stars of the Future 2026 - Nominate Now!
Actuarial Post are delighted to open our 2026 Awards by inviting nominations for Stars Of The Future 2026. You can now nominate someone for Stars of t
The power of compound growth
We know about it, we talk about it all the time (at least in the retirement savings world!) but because of the way our brains are wired and the mental

Site Search

Exact   Any  

Latest Actuarial Jobs

Actuarial Login

Email
Password
 Jobseeker    Client
Reminder Logon

APA Sponsors

Actuarial Jobs & News Feeds

Jobs RSS News RSS

WikiActuary

Be the first to contribute to our definitive actuarial reference forum. Built by actuaries for actuaries.