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.
Our due diligence support
Choosing the right platform solution for your business and for your clients can take time.
We’ve produced our Wrap due diligence guide to support you through each stage of the selection process. The guide also highlights the due diligence questions you should ask to comply with the regulator.
For more information, please speak to your usual abrdn contact to find out how Wrap can support your business and help you to meet your clients' needs. If you’re new to abrdn or unsure who your aligned contact is, get in touch with our Business Development team.
Working in conjunction with your usual Sales contact, the Sales Enablement team are here to support you. Email us at firstname.lastname@example.org or email@example.com.
AKG A rated
Supporting clients in retirement
There is an increased focus on supporting clients in retirement and making their income last.
That’s why it's important to choose a platform provider committed to creating long-term retirement solutions for your clients.
In addition to providing tailored drawdown options, Wrap’s Drawdown Price Lock can help you achieve better outcomes for clients in retirement. The SIPP solution charge clients pay can be locked at its lowest level. This feature is unlike traditional fee structures where rates rise as a client’s pension pot reduces.
More Wrap information
Why choose Wrap
Find out how Wrap empowers you to do business your way an deliver more for your clients.
Charges & interest rates
Reductions to Wrap's rate card and a new, simplified pricing structure can help you deliver more value to clients.