Paraplanner zone

We want to make paraplanners' lives easier by offering our support, expertise and resources. Make this your first point of contact for industry news, tools and technical help - as well as Continued Professional Development (CPD) resources.

We're proud supporters of the 2018 Paraplanners Powwow(Opens new window)(Opens new window). You'll also find us at the CISI's Paraplanners Conference in June.

Tools and calculators

Capital gains tax (CGT) reporting tool
Manage client CGT liabilities for ARC General Investment Accounts.

Salary sacrifice calculator
Calculate the benefits that can be achieved through an agreed salary exchange between an employer and employee(s).

Retirement needs calculator(Opens new window)(Opens new window)
Work with your clients to find out their income priorities.

Retirement income calculator(Opens new window)
Help your clients understand how much income they may need in retirement.

Inheritance Tax (IHT) calculator
Identify how much tax could be due on your client's estate on death.

Platform-pro tip

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You can add, amend or delete ongoing adviser charges online without having to send us any paperwork.

When in the wrapper, select 'Ongoing adviser charge' from the transaction menu.

Feedback and questions


If you have any platform questions or feedback please get in touch with our Platform Implementation Team – between us we’ve amassed a huge amount of platform experience and we're dedicated to supporting you. 

Get in touch with the Platform Implementation Team Get in touch by emailing the platform implementation team

Our experience and deep knowledge of protection means we’re well-positioned to help you build comprehensive protection solutions to meet your clients’ individual needs. Get in touch if you have any protection questions or feedback.

Get in touch with the Protection Customer Service Centre Get in touch by emailing the platform implementation team

Latest news and guides