abrdn Wrap Tiered (Adviser £75m+)

abrdn Wrap is a sophisticated and highly rated wealth management platform solution. It offers enhanced data and tools to help advisers build tailored investment propositions for their business and clients and deliver good client outcomes.

The charging structure is tiered, which means a client pays a different % platform charge for different levels of assets on the platform. An ongoing product administration charge is applied to the SIPP, unless the client has more than £75m on the platform where this is waived.

abrdn offers an innovative drawdown price lock, ensuring the SIPP percentage platform charge will not increase as clients take money out of their pension. More information on the key abrdn Wrap features and charges can be found below.

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Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Other

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

Table of charges

	Platform charges	Other charges
Platform charge (£0-£249,999.99)	0.35%
Platform charge (£250,000-£749,999.99)	0.25%
Platform charge (£750,000-£999,999.99)	0.15%
Platform charge (£1,000,000+)	0.10%
Exchange-traded dealing (up to £25,000)		£10 / trade
Exchange-traded dealing (if between £25,000-£100,000)		£25 / trade
Exchange-traded dealing (if greater than £100,000)		0.025%

Research, tools and information

Tools and data

Our suite of adviser tools can help you calculate and plan for your client's future. The range of tools include full performance analysis with flexible fund charting and customised client report options, calculators for drawdown price lock and capped drawdown assessment, pension carry forward calculator, retirement expense calculator and access to other integrated third party tools.