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Guides

We regularly publish guides that cover all aspects of the pensions and protection industry.

Our latest guides

Our guides can help you understand common pensions and protection matters to help you deliver the best possible results for your clients.

Meet the Consumer Duty requirements, now and in future

Our support hub is full of guidance and resources to help you continue to meet the Consumer Duty requirements and deliver good client outcomes.

Browse support resources  

Tax Year End

Navigate the end of the tax year for your clients: Explore our guide on what you need to know for 5 April. 

Prepare for tax year end  

Pensions guides

A toolkit for inheritance planning

Inheritance tax (IHT) planning can be a sensitive subject. We’ve created a toolkit to help you discuss it with your clients.

Explore the toolkit  

Our view on income sustainability

Our guide can help you have an accurate conversation with drawdown clients about sustaining a desired level of income.

Read our view  

Help your clients save with salary exchange

Tax efficient and easy to set up, salary exchange schemes can benefit your business as well as your clients.

Find out more  

Guide to tax year end

We know how busy you are at tax year end, so we’ve created a resources hub to make your life a little bit easier.

Read our guide  

Protection guides

Help your clients pass on their wealth

Our Good Parent Portfolio will help you talk to your clients about wills, trusts and guardianship.

More about Good Parent Portfolio  

The business protection toolkit

Preparing for the unexpected, to protect businesses large and small.

Explore the toolkit  

Technical Central

Technical pension guides

Get expert guidance, case studies, FAQs and product information that cover a range of technical pension topics. 

Visit Technical Central for pensions  

Technical protection guides

We have a range of technical guides, resources and information about family and business protection, tax liability and more.

Visit Technical Central for protection