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 2020 Paraplanners Assembly, run by paraplanners for paraplanners to learn, fix and share views.

Visit the Paraplanners Assembly event page to book your place at an upcoming event. 

If you have a question about our platform, get in touch with our platform consultancy team.

What's new?

We've made improvements to Aegon Retirement Choices to enhance your experience and make it easier for you. Have a look at the changes we've made.

We’ve updated our platforms’ most frequently used forms, to make it easier for you to do business with us.You can now send most completed forms to us by email without a wet signature. Take a look at our guides to find out more, view our training material to help you navigate the platform and transact online.

Earn 35 minutes of CPD time. Watch our webinar to hear Steven Cameron, Pensions Director, discuss the key takeaways from the FCA's DB transfer announcements.

Have a look at our Advice Makes Sense hub which provides you with support material to help you and your business in these uncertain times.

Take a look at our guide to working from home - it's full of ideas to help you, and others, feel your best while working remotely.

Find out how we've improved our Personal and Business Protection menus.

Do your clients understand what form of death benefits would be payable from each of their pension arrangements, how the benefits would be taxed and who the benefits would be paid to? Read our article and make sure they don't leave it too late.

Technical Zone
Maximise your knowledge with our in-depth technical material.

Browse our funds and see fund prices and performance. 

Report Zone
Use our in-depth platform MI to fact-find, track business and spot opportunities.  

Fresh Perspectives
Read the latest edition of our adviser magazine. 

Latest News
Read our newsletter - news, tips and ideas from across Aegon. 

Protection Matters
Read our protection news and updates. 

Aegon Retirement Choices (ARC) firm administration guide(Opens new window)
Find out how to set up new ARC users and manage existing users' information.

Due diligence

platform pro-tip light bulb

When choosing a platform, it's important to make sure it meets the needs of your business and the needs of your clients. Check our guide to Choosing the right platform for your business.

If you need help on your due diligence, get in touch with us.

Tools and calculators

Capital gains tax (CGT) reporting tool
Manage client CGT liabilities for ARC general investment accounts (GIA).

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.

Business protection toolkit
All you need to understand and write business protection, and access the Vault for business protection support materials.

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
Outsourced paraplanners

Are you an outsourced or freelance paraplanner? Do you need help with our platform's due diligence, navigation and/or  functionality? Send your question to our dedicated mailbox for outsourced paraplanners and one of our team will get in touch.

Send us your questions Send us your questions

Latest news and guides