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

Events and training

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

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.

Six elements of an effective retirement proposition

With the help of independent experts, we've developed an A-to-Z on retirement planning. This series explains the key elements of an evidence-based approach that will help you meet FCA requirements.

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.