Our support hub is your go-to place to find out everything you need to know about changes we’re making to Wrap and Fundzone as part of our Adviser Experience Programme.
Our Adviser Experience Programme is designed to deliver the improvements you’ve told us matter most to your clients and your business. Over the next few years we are developing a series of exciting enhancements, focusing on key areas that we hope will make it easier to service your clients:
Our latest support webinar covers improved business management and admin. It gives an overview of the new adviser dashboard and business level reporting, as well as the improvements to alerts, notifications, and back office integration.
Our programme of continued investment will be phased to ensure we provide the support you need, when you need it.
Multiple Personal Portfolios
New SIPP with fully online drawdown
Puts you in control of your clients’ pension planning with faster quotes and pre-populated new business journeys. Money is invested quicker with faster payments out when clients need it. Junior SIPP is also being added. Available initially to all new clients, and your existing clients will subsequently be switched over.
Third party Personal Portfolio
Improved online Offshore and Onshore Bond capability
Improved Junior ISA journey
New stockbroking solution providing enhanced trading capabilities more cost-effectively.
Further details on all of the above will be shared as we work our way through the programme of activity.
Here’s a preview of some of our new screens to see how we’re improving key tasks.
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 Bow Bells House, 1 Bread Street, London, EC4M 9HH. Elevate Portfolio Services Limited is 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