Operating across three vectors that reflect how our clients interact with us, abrdn has the full ecosystem of capabilities to enable our clients to be better investors.
It starts with us – how we invest today shapes the world we live in tomorrow. Find out about our corporate sustainability priorities and activities.
Keep up to date with news, announcements, and insights from across our business.
Access share price information, recent news and announcements, financial results and a range of other resources.
See our career opportunities and learn more about our internships and graduate programs.
This field is required
Find out more about our leadership team and the corporate governance standards that we follow.
Learn more about how we put diversity and inclusion at the core of our business.
From investors and shareholders to careers and corporate sustainability – find out how you can get in touch.
Learn more about how we’re integrating environmental, social and governance principles across our business.
Read or download our reports and policies.
Up-to-date market and industry news.
Find contact information, media assets, or join a media call.
Get communications, contact details, and important information.
Find key dates, and access our archive of announcements, reports, and presentations.
Get share price and dividend information as well as company insights and newsletters.
Learn more about our graduate programs, traineeships, and internships.
Find out what it's like working with us, see our vacancies, and apply online.
Get in touch or find answers to your most frequently asked questions.
More than half of clients approaching retirement want to know if they can do so early, according to new research from Standard Life.
Standard Life’s bi-annual survey of UK financial advisers found that the most common question they are asked by clients close to retirement is how much money they need to retire early (58%) closely followed by nearly half (48%) asking should they take tax-free cash as a lump sum.
Other questions raised in the survey included how to pay less tax (38%), the impact of Brexit on finances (36%), transferring defined benefit pensions (22%) and buying an annuity (16%). Gifting to children and grandchildren in a tax efficient way during their lifetime and after death scored 9% and 14% respectively.
Alastair Black, head of WRAP platform proposition at Standard Life, said: “Clients close to retirement want to make the most of their hard-earned savings, so it’s unsurprising to see questions on early retirement and lump sums asked most frequently. This demonstrates the true value of good advice, as these are basic questions that can have a huge impact on retirement planning.
“An interesting dimension we are seeing in the research is the healthy proportion of clients seeking advice on inheritance tax and gifting to children and grandchildren. Advisers are telling us this is a growing trend as more clients have larger amounts of money to manage. The area of intergenerational wealth transfer is reasonably ‘young’ in the UK market, we predict it will become an increasingly important part of the advice and planning process.”
Data for Standard Life’s Q4 Quest report was collected between 19th November and 2nd December. 287 UK advisers took part in the survey.
ENDS
Media enquiries
For further information, contact:
Patricia Corrigan
Global Media Manager
0131 245 5916/0774 092 4558
Notes to editors
About Standard Life
Standard Life Savings Limited, provider of the Wrap Platform, is registered in Scotland (SC180203) at 1 George Street, Edinburgh, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority. www.standardlife.co.uk2020 Standard Life Aberdeen, reproduced under licence. All rights reserved
Copyright © abrdn plc 2023. All rights reserved.
abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL