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 email@example.com.
CPD events - stay updated
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Vulnerable Customer Awards 2023
Entries are open from 9 May to midnight 30 June. Paraplanners' compelling stories about Vulnerable Customers are welcome.
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.
It's time to look at guaranteed income for life provided by pension annuities.