Support for you and your clients

Bringing you the latest insight and resources that can help your client discussions.

2024 Women and retirement report​ ​

2024 Women and retirement report​ ​

Our latest Women and Retirement Report highlights the unique challenges women could face as they plan for retirement. Read the report to gain further insights and help your clients plan for a better financial future.​

2024 Retirement report

2024 Retirement report

Our 20th annual retirement report reflects on some of the big changes over the last two decades which have decisively changed how people prepare for retirement.

family sat together in garden

Supporting vulnerability

For help with initial conversations with clients who may be vulnerable read our Client Vulnerability Guide (PDF, 2MB). When you have identified a vulnerable client you may need more detailed information to assist you and this can be found in our IDEA Framework Guide (PDF, 2MB). You can also watch our helpful vodcast – Supporting Vulnerable Clients.

Supporting your CPD

Supporting your CPD

Focusing on a wide range of financial planning topics, these Chartered Insurance Institute (CII) accredited courses will support your structured CPD learning requirements. Each course will provide up to 60 minutes of learning and has clear objectives detailed upfront and questions throughout to test your knowledge and help you demonstrate your understanding of the course. 

Techtalk

Techtalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

How is the cost of living affecting future finances?

How is the cost of living affecting future finances?

Help your clients find out how the cost of living could impact how they save for their retirement. In this short film, our Head of Policy, Pete Glancy, discusses some of the key insights from our 2022 Retirement Report. Share with your clients now.

Tools and calculators

Tools and calculators

Our tools and calculators help you review your clients' policies and show your clients how you can add value.

Find out more

Investment Perspectives

Investment Perspectives

Topical insight and market news from our investment experts and appointed investment managers.

Explore now

Our Appointed Investment Managers

Our Appointed Investment Managers

We select thought-provoking articles from investment experts at our appointed investment managers which we think will be of interest, and share them with you here on a regular basis.

Learn more

Health and wellbeing advice

Health and wellbeing advice

It’s important to ensure you and your clients are protecting health and wellbeing throughout these challenging times.

Get support

Protect clients from pension scams

Protect clients from pension scams

Help your clients identify the warning signs of a scam with our 6 ways of how to identify a pension scam.

Read now (PDF, 293KB) Opens in a new tab

The expert series

The expert series

Our new Expert Series includes topical webinars, vodcasts and podcasts to help you navigate the changing market, both now and in the future.

Explore now