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 to be supporters of the 2017 Paraplanners Powwow programme including the national Paraplanners Powwow.

Pensions Technical zone
Maximise your technical knowledge with our pensions material including latest news and in-depth FAQs.

Investments
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.  

Key dates
Keep up to date with regulatory and legislative milestones.

Fresh Perspectives
Read the latest edition of our new adviser magazine - focusing on the issues that matter. 

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
Work with your clients to find out their income priorities.

Retirement income calculator
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

platform pro-tip light bulb

Speed up your fund searches using the 'Control F' shortcut on your keyboard.

Next time you're in the 'Asset selector' screen press 'Ctrl and 'F' to create a pop up search box. Enter a key word in the search field to find the relevant fund.

Feedback and questions

Platform

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
Protection

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