What’s Sharesave?

Our platform provides the ability for employees to include proceeds from maturing sharesave schemes in their retirement planning. This allows them to potentially transfer the proceeds in a tax efficient manner.

If employers operate a registered sharesave scheme as part of their company benefits, our platform has the ability to accept and administer the rollover of these maturing share schemes, and put them into the product wrappers that an employee holds on the platform.

This is only available at scheme level and not individual level.