TAKING ON THE FUTURE TOGETHER
We’re focussed on helping you deliver good outcomes for your clients with our Retirement Account, Annuities and Protection products.
RETIREMENT ACCOUNT
SUPPORTING YOUR BUSINESS OPPORTUNITIES
We are focused on providing information to help you identify business opportunities, through technical and value adding support, guidance and tools.
Individual Retirement
We’re here to support your clients to and through retirement. See our latest news, support and guidance.
Protection
Together we can take on the protection gap, with insight and updates to support your business and your client conversations.
Workplace Savings
Explore the latest news, research and expert opinion to help you support employers and their employees in saving for the future.
Paraplanner
Access the key resources to meet your business needs.
HELPING YOU TO SUPPORT THOSE IN VULNERABLE CIRCUMSTANCES
Vulnerable Clients Guide
Read our guide for help with initial conversations with clients who may be vulnerable.
IDEA Framework Guide
Use the IDEA Framework for more detailed information to assist you once you have identified a vulnerable client.
Vulnerable Clients vodcast
Watch our helpful vodcasts.
OUR THOUGHT LEADERSHIP
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Read our latest update on Pensions Dashboards.
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Discover intergenerational opportunities, helping you future proof your business with retirement planning and protection.
Intergenerational Planning
Read our article on the importance of pension death benefit nominations for intergenerational financial planning.
Intergenerational Planning & Death Benefit Nominations (PDF, 106KB)
Our article explains when direction – rather than a non-binding nomination – can be useful when it comes to pension death benefits.
Nomination, Nomination, Nomination (PDF, 104KB)
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Find out what we are doing to offer you and your clients responsible investment choices.
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Read our guidance on Centralised Retirement Proposition framework helping you to offer a clear, consistent and repeatable advice process.
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Explore our useful guides, case studies and tools on how we can support with maximising your clients annual allowances.
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Read what Consumer Duty means for you and your clients in our short guide.
Understanding Consumer Duty (PDF, 193KB)
Watch our ‘Preparing for Consumer Duty’ webinar which highlights the key challenges of this topic, as well as how these new regulations could apply to advisers and what support we can provide you.Preparing for Consumer Duty
Read our Techtalk article ‘Consumer Duty – What does it really mean?’ This takes a detailed look at what the FCA’s new Consumer Duty means for product manufacturers and advisers.Consumer Duty - What does it really mean? (PDF, 82KB)
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Read our article - “Back to work budget” – Is Pension Tax Relief Reform now also on the agenda? On the back of the recent Sprint Budget announcement, our pension specialist, Gareth Davies has produced an article looking at the possible future direction of travel for pension savings legislation and considers the main drivers for any change.
Back to work budget – Is Pension Tax Relief Reform now also on the agenda? (PDF, 466KB)
Read our Techtalk article - Is Pension Tax Relief Reform finally on the cards? A look at options for reforming pensions tax relief in light of research revealing a lack of public understanding of the significant benefits of the current approach.Is Pension Tax Relief Reform finally on the cards? (PDF, 120KB)
SUPPORTING YOU WITH EXPERTISE
Explore our range of technical insight, expert opinion and analysis, and CPD opportunities.
TECHTALK
Expert commentary and analysis on developments in the marketplace together with guidance on identifying planning opportunities.
INVESTMENT PERSPECTIVES
Topical insight and market news from our investment experts and partners.
THE EXPERT SERIES
Our Expert Series includes topical webinars, vodcasts and podcasts to help you navigate the changing market, both now and in the future.