Paraplanner support

We recognise the important role that paraplanners play in the financial advice process, and this page is designed to make it easier for you to find the information you may need. If there's anything else you'd like to see here, or to discuss aspects of retirement planning, don't hesitate to get in touch at

New-Personalisation and better deals

We've added medical underwriting across our Just For You Lifetime Mortgage range so it's easier for you to delvier solutions unique to every client. 

Lifetime mortgage calculators

With clients having more choice than ever before, these tools and calculators will help you see which options could be most appropriate for them. But please note that the figures are only indicative.

Retirement income calculators

These tools and calculators will help you calculate how much income a client will need, how long for and explore alternative solutions.

Financial strength

If you're looking for financial strength information, head to this page for the latest information and recent reports.

Helping clients experiencing vulnerability

We've developed a range of support items to help you boost your knowledge of vulnerability and help clients who may be experiencing it.

Events and training

Keeping you up-to-date with the latest retirement advice developments, we provide webinars and online training academies to help with exam preparation.