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 firstname.lastname@example.org.
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.
Free CPD training in conjunction with SOLLA.
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.
It's time to look at guaranteed income for life provided by pension annuities.