Paraplanners - we know how hard you work

Today's fast-paced financial advice process means we need the right information now. So, here's our quick reference page to help you succeed. If you can't find what you need, get in touch at

CPD events - stay updated

Give us your details and we'll let you know about new events. 

Training and CPD

Our event calendar is filled with useful CPD sessions. 

Vulnerable Customer Awards 2023

Entries are open from 9 May to midnight 30 June. Paraplanners' compelling stories about Vulnerable Customers are welcome.

Vulnerability module

Free CPD training in conjunction with SOLLA. 

Reading Material

Thought-provoking articles on guaranteed income.

Talk to our experts

We're here to support you whatever the challenge.

Video and podcast library

Explore our collection of videos that highlight important issues concerning the retirement market. 

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.

Pension Annuity

It's time to look at guaranteed income for life provided by pension annuities.