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(Opens new window). The Powwow is a gathering designed by paraplanners for paraplanners to exchange views and learn new things. The 2017 Powwow takes place on 14 September in Northamptonshire - book your place now(Opens new window).
Book your place on the Paraplanners Powwow report writing Howwow on 27 July 2017(Opens new window) - the first ever day 100% dedicated to report writing for paraplanners.
Watch our new webinar(Opens new window) – Pensions flexibility two years on.
New capped drawdown tables apply from 1 July 2017(Opens new window) – find out more.
Carry forward in 2017/18 – should your clients maximise contributions now?
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 new newsletter - news, tips and ideas from across Aegon.
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)
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.
Income, withdrawal and direct debit dates:
- SIPP - 9th, 18th or 27th of the month for ARC and One Retirement.
- General Investment Account /ISA - 6th working day of the month.
- Direct debits taken - 2nd working day of the month.
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
Videos and webinars
Anything over 30 minutes can be used as unstructured CPD learning.