Meet with a financial planner

Take advantage of the opportunity to discuss key areas of your financial wellbeing in a free 30 minute 1:1 session.

Following any of our educational webinars, you’ll have the opportunity arrange a meeting with an abrdn adviser at no cost to you, giving you the chance to apply the information you’ve learned to your personal circumstances.

Individual Pensions Guidance

You can also take advantage of individual pensions guidance at any time. This comes at no cost to you. You will receive a written report that can help you to make informed decisions about your pension options and will have a 1:1 meeting with an abrdn Financial Planner. We have provided a sample report so you can see what sort of information is included in our reports. This report will not provide you with any personal recommendations.

Read our sample report

In order for us to provide the Pension Guidance Report, we will ask you to provide us with some information in advance of the meeting.

Further support

If you would like more support after your 1:1 meeting, or are interested in seeking advice that’s tailored to your own individual needs, goals and aspirations, abrdn also offers a full financial planning service. We can provide you with a holistic financial plan that goes beyond your abrdn pension into your other investible assets and can cover a wide range of areas such as Retirement, Investing, Tax and Estate Planning. This would be at your expense but you will benefit from 30% colleague discount as an employee of abrdn.

Ready to book your free 1:1?

Click below to send us your details and we’ll get back to you.

financialplanningenquiries@abrdn.com

Please note that email is not a secure form of communication and should only be used for general enquiries. Please do not send any personal details via email. If there is a need to send any confidential items we will recommend the best way to do this.

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