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 2019 Paraplanners Powwow, run by paraplanners for paraplanners to learn and exchange views. Visit the Paraplanners Powwow event page(Opens new window) to book your place at an upcoming event.
If you're helping clients make additional pension contributions to utilise the current year's annual allowance and any carry forward, remember to use HMRCs handy annual allowance calculator.(Opens new window)
Pensions Technical Zone
Maximise your technical knowledge with our in-depth pensions material.
Browse our funds and see fund prices and performance.
Use our in-depth platform MI to fact-find, track business and spot opportunities.
Read the latest edition of our adviser magazine.
Read our newsletter - news, tips and ideas from across Aegon.
Read our protection news and updates.
Keep up-to-date with the latest industry developments.
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.
Aegon Retirement Choices - want an historic value on a wrapper?
On the wrapper summary, at the top right, enter the required date into the date box and select 'Go'. This will create a PDF that you can download.
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
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