Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

abrdn plc

For shareholders, careers and company information.

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Pension funding

These modules will help you understand how much your clients can pay in to their pensions and what factors may restrict funding.

Pension funding modules

Pension transfers

These modules will help you understand the rules around pension transfers, how transfer values are determined and the key things to consider before transferring pension benefits.

Pension transfers modules

Personal taxation

These modules will help you understand how your clients' income, gains and estate are taxed.

Personal taxation modules

Investment bonds

These modules will help you understand how investment bonds are taxed in the hands of your individual, trust and corporate clients.

Investment bonds modules

ISAs, unit trusts and OEICs

These modules will help you understand the rules on tax incentivised savings and how your client's savings will be taxed.

ISA unit trusts and OEICs modules

Trusts

These modules will help you understand the different trust options, their suitability and the taxation of the settlor, trustees and beneficiaries.

Trusts modules

Taking pension benefits

These modules will help you understand when pension benefits can be taken and the various retirement income and lump sum options available.

Taking pension benefits modules