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Technical Central

Your home for support on key pension, protection, trusts and other topics - with a range of clear articles, technical information and case studies.

Pensions articles

Clear, easy-to-understand explanations of complex pension legislation and information.

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Protection articles

Explore key topics, legislation and technical developments in the protection industry.

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Inheritance tax

Whether you’re looking to help your clients plan for the future, or want to learn more about inheritance tax, we have articles and other resources that can help with this.  

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Webinars and CPD

Meet your ongoing continuous professional requirements with the help our our CPD modules.

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Rates and factors

Access all the rates and factors you need - updated regularly by our team.

Rates and factors  

Trusts

Comprehensive guidance to help you make sure money from a client’s plan ends up in the right hands, at the right time.

More about trusts  

Later life lending

Later life lending is a term used to describe several types of borrowing designed for individuals, typically over the age of 55.

Explore later life retirement  

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.

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Ask a question

Ask any specific questions you might have about the world of pensions or protection to our technical experts.

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Meet the experts

Learn more about our team of experts and read their latest articles on a range of technical matters.

More about our team  

Frequently asked questions

Find answers to the most commonly asked questions we receive from advisers and paraplanners.

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