OverviewTechnical matters
Technical matters
Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Helping clients with their financial wellness
Financial wellness – or financial wellbeing – is about feeling secure and in control. It’s about having a good relationship with money, making the most of it day to day. It involves adopting better financial behaviours to be able to deal with the unexpected and being on track for a healthy financial future. Here we present several articles you can share with your clients that explore different aspects of managing money to help them feel confident, empowered and more financially resilient through good financial planning.
Skip to section
In recent decades, there’s been a significant rise in interest and research into how we can become happier – as individuals and as societies. Here, we share some key findings from the research – and explore how financial planning can contribute to happiness.
In this guide, we explore what makes someone unique and why it matters when planning their money.
Broadly, there are two ways for people to start planning their money – looking for the best financial products and investments or considering what they want in the future for themselves and their loved ones. This guide explains why the second approach is easier.
This insight is for anyone who wants to achieve more life goals but feels their attitude to money might be holding them back.
It can be hard for someone to change an attitude, especially those based on beliefs acquired in their formative years, as is often the case on questions of money and life.
If a client is worried about money – they’re not alone. Here we explore some of the most common money worries – and point to some potential sources of help.
This guide will help clients to start thinking about what matters most when designing or reviewing their financial life plan with you. It runs through the six steps clients need to go through in order to create a robust financial plan.