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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.

Our guide to tax year end

Our tax year end page is full of useful information and tools, from our client engagement toolkit and key dates, to our commonly asked questions webinar.

Find out more

Pensions guides

Help clients save with salary exchange

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

Learn more about salary exchange  

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  

Ready for PROD?

Follow our step-by-step guide to understanding the FCA's Product Intervention and Product Governance rules and how to put them into practice.

Learn more about the rules  

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  

Protection guides

Income protection for tenants and their families

The number of people renting their homes is rising, but very few tenants have protection. Here's what you need to know.

Income Protection for tenants (PDF)  

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