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.
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.
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.
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.
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.
Our view on income sustainability
Our guide can help you have an accurate conversation with drawdown clients about sustaining a desired level of income.
Help your clients pass on their wealth
Our Good Parent Portfolio will help you talk to your clients about wills, trusts and guardianship.
The business protection toolkit
Preparing for the unexpected, to protect businesses large and small.
Technical pension guides
Get expert guidance, case studies, FAQs and product information that cover a range of technical pension topics.