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 June 2020.

What can Wrap do for you and your clients?

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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 and makes it easier to offer clients more value.

Flexible

Full drawdown flexibility

Fully tailored options for clients to access their money in the most tax-efficient way. Clients can also get one payment across all tax wrappers on a date that suits them.

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Pre-funding

Get peace of mind with Wrap pre-funding. We cover new investments, fund switches, tax relief and rebalancing with our own money while payments clear. This means out-of-market time can be minimised for clients.

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A wide fund range plus Environmental Social Governance (ESG) options

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

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Clear pricing

We offer a simple rate card for transparent pricing, including a 15bps flat fee option for clients with over £1m Platform Eligible Assets. Clients also get freedom of choice with full drawdown flexibility.

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Expert support

Our expert platform contact centre, relationship managers and technical consultants are on hand to help with your client and business queries.

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Financial strength and stability

We consistently invest in our business and operational resilience so we can continue to deliver an enhanced experience for all our clients.

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Operational excellence

We have a history of supporting advisers with regulatory and industry change and consistently delivering the latest, progressive requirements on our platform.

Wrap is award-winning and highly rated

Information correct as of February 2021

  • adviser asset 6 years platinum Wrap award

    AdviserAsset

    Wrap has been rated platinum for the last 6 years by AdviserAsset.
  • AKG A rating

    AKG

    Wrap received the only A rating (Superior) for financial strength. Standard Life's Wrap and Elevate are the first UK adviser platforms to achieve and retain this prestigious rating.
  • defaqto awards

    Defaqto

    Wrap is recognised with a five star Gold Platform Service Rating for its quality range of products, features and strong customer service.
  • Wrap Paraplanner award

    Professional Paraplanner Awards

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

    Schroders UK Platform Awards

    In 2020 Wrap was voted the best platform provider (AUA over £25bn) award for the seventh consecutive year. It also won the NextWealth award for best platform service.

More resources for advisers

 

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Already with us?

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

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