At abrdn we understand that every business is different and so are every one of your clients. That’s why we offer two highly rated platforms to suit both your and your clients’ needs, both with an A rating from AKG.
Our powerful Wrap platform can support advisers and clients of any size
Find out how our Elevate platform can help you deliver high-quality advice at scale
Our literature library is full of useful product guides, technical information, forms and resources to help you explain our solutions clearly
Our news and insights pages feature regular platform news, industry and product updates, and useful fund change information. You will also find technical support with products, CPD learning modules and more.
If you need support with any of our services, you can often find the answers in our help pages. You'll also find tools and literature to help you look after your clients
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Pension freedoms have introduced lots of flexibility for clients in how they draw their pensions, but many will still need/prefer the security of a regular income provided by either a lifetime annuity or scheme pension. So it’s important for advisers to be able to determine when a secure income is likely to be most suitable and to be aware of the possible options when setting up this type of pension income.
This module should take around 30 minutes to complete. It includes a short self-assessment quiz to test what you’ve learned. A 30 minutes CII/PFS accredited CPD certificate can be claimed.
On completion of this module you should be able to:
This module explains the nature, options and taxation of lifetime annuities and scheme pensions.
Please read the learning material before attempting the self-assessment questions.
CPD minutes: 30
Which of the following statements about secure pensions are FALSE?
One of the following is NOT an option when setting up a lifetime annuity - which is it?
Which of the following statements is TRUE about lifetime annuities?
Which of the following statements is TRUE about scheme pensions?
Which statement on the taxation of scheme pensions and/or annuities is FALSE?
Issued by a member of abrdn group, which comprises abrdn plc and its subsidiaries.
This website is provided by Standard Life Savings Limited. It describes products and services provided by the abrdn Group (including Standard Life Savings Limited and Elevate Portfolio Services Limited) and the Phoenix Group (including Standard Life Assurance Limited, Standard Life Trustee Company Limited and Standard Life International dac).
The abrdn Group comprises abrdn plc (SC286832) and its subsidiaries. The Phoenix Group comprises Phoenix Group Holdings plc (11606773) and its subsidiaries.
Full product and service provider details are described in the legal information notice.
Wrap Platform, Wrap Personal Portfolio, Wrap ISA and FundZone Platform are all provided by Standard Life Savings Limited, which is part of the abrdn Group.
Standard Life Savings Limited is registered in Scotland (SC180203) at 1 George Street, Edinburgh, United Kingdom, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Wrap platform.
Wrap SIPP and Wrap Onshore Bond are both provided by Standard Life Assurance Limited, which is part of the Phoenix Group. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Wrap Offshore Bond is provided by Standard Life International dac, which is part of the Phoenix Group. Standard Life International dac is a designated activity company limited by shares and registered in Dublin, Ireland (408507) at 90 St Stephen’s Green, Dublin. Standard Life International dac is authorised and regulated by the Central Bank of Ireland and subject to limited regulation in the UK by the Financial Regulation Authority. Details about the extent of its regulation by the Financial Conduct Authority are available on request.
The Elevate platform, Elevate ISA, Elevate GIA and Elevate PIA are provided by Elevate Portfolio Services Limited, which is part of the abrdn Group.
Elevate Portfolio Services Limited is registered in England (01128611) at 280 Bishopsgate, London EC2M 4AG and authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Elevate platform.
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abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL