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:
The next set of enhancements to Wrap and Fundzone are planned to go live on Wednesday 22 February 2023. The platforms will be unavailable from close of business on Thursday 16 February 2023 until business opens on Wednesday 22 February 2023 whilst we work on the upgrade. We’ll ensure that any regular payments will continue to be paid out to your clients and regular premiums will be collected and invested as planned during this time.
We’ve updated the go live timeline that was previously communicated, we explain why in our recent email.
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.
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