The value of investments can go down as well as up, and your clients could get back less than they paid in. Laws and tax rules may change. Tax treatment will depend on individual circumstances, including where your clients live in the UK. This information is based on our understanding at September 2021.

A range of services to meet your needs and your clients’ needs

Computer (tick)

Efficient investment solutions

Access a range of pooled, customised or individual portfolio solutions to fit your preferred Centralised Investment Proposition. Our technology simplifies your process, giving you more time to focus on your clients.

Flexible pictogram

Full drawdown flexibility

With tailored options for clients to access their money in the most tax-efficient way. Includes the option of one payment, across all tax wrappers, on a date to suit the client. 

Computer (graph)

Wrap's pre-funding option

Covers new investments, fund switches, tax relief and rebalancing while clients’ payments clear. It also means out-of-market time is minimised for clients.

Impact

A wide fund range including ESG options

Access SICAVs, stocks, shares, ETFs, AIM portfolios with the ability to add specific funds or investments on request. Includes a wide choice of responsible investments, from ESG integration to ethical, socially responsible and impact funds.

Pricetag

Clear pricing

Wrap offers a simple rate card for transparent pricing. Includes a15bps flat fee option for clients with over £1 million eligible assets*. 

adviser

Expert support

Our dedicated service team, relationship managers, technical consultants and engagement hub are on hand to help with your queries. 

Portcullis

Financial strength and stability

We continually  invest in abrdn Wrap so we can continue to deliver an enhanced experience to you and your clients.

Directions

Operational excellence

Supporting advisers with regulatory and industry change, Consistently delivering the latest solutions to you and your clients on Wrap. 

Wrap. An award-winning and highly rated solution

Information correct as of January 2022

  • Award logo

    AdviserAsset

    Wrap has been rated platinum for the last 7 years by AdviserAsset.
  • AKG A Award 2021

    AKG

    abrdn received the only A rating (Superior) for financial strength for both Wrap and Elevate. abrdn is the first UK adviser platform solutions provider to achieve and retain this prestigious rating.
  • Award logos

    Defaqto

    Wrap is recognised with a Gold Platform Service Rating and with five stars for its quality range of products and investment solutions.

  • Professional Paraplanner Awards

    In 2019 Wrap won  'Best overall service to paraplanners - New business' at the Professional Paraplanner awards.
  • Schroders Platform Awards

    Schroders UK Platform Awards

    In 2021 Wrap was voted the best platform provider (AUA over £40bn) award for the eighth consecutive year. It also won the award for leading platform for Model Portfolio Services.
Clipboard

Wrap due diligence

You can learn more about Why Wrap could be right for your business and clients by reading our due diligence guides and reports.
Access due diligence information

More resources for advisers

 

  • Literature

    Literature

    Important and useful documents, including product guides, forms, terms and conditions and sales aids.
    Browse our literature
  • techzone

    Techzone

    Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
    Launch Techzone
  • certificate

    Continuous professional development (CPD)

    Accredited modules on topics that can help you provide a high-quality service to your clients.
    More about the modules

Already with us?

  • Get in touch with your usual Wrap contact
  • Call us: 0345 279 1001

Want to find out more about Wrap?

Call charges will vary. There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.