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Aberdeen SIPP webinar series

From getting started with the Aberdeen SIPP to setting up drawdows, James Skirving and Cory Zanelli help to ensure you’re getting the most out of the Aberdeen SIPP.

Webinar 1: Getting started with the Aberdeen SIPP

The Aberdeen SIPP offers richer features, smarter charging and integrated journeys. This webinar takes you through getting started, including how to add money, the sign-up process and the Junior SIPP.

Learn more and watch the webinar on-demand.

Webinar 2: Making drawdown simple with the Aberdeen SIPP

From instructing client payments, to completing the process in a few clicks, our webinar will take you through how to manage drawdown with ease.

Learn more and watch the webinar on-demand.

Webinar 3: Navigating the new Aberdeen SIPP’s features and benefits

Learn about how to find information, reporting, processes and withdrawals within the Aberdeen SIPP.

Learn more and watch the webinar on-demand.

Webinar 4: Aberdeen SIPP - Setting up drawdown for existing clients

Learn how to set up flexi drawdown and set up regular and single taxable income payments in this webinar.

Learn more and watch the webinar on-demand.

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Guidance on FATCA and the Common Reporting Standard (CRS)

Signatures and scanned documents

Using e-signatures, wet signatures and scanned documents on Wrap

Managing Capital Gains Tax on Wrap

Wrap bereavement process

Read our step-by-step guide to handling the death of a client.

Help using the client portal

Configuration tips and guides for both advisers and clients.

Using the ‘What If’ tool

How to illustrate changes to a client’s product including contributions, withdrawals and adviser charging.

Move money from PP to ISA

Bank details verification

For Wrap and Fundzone clients

Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.