Paraplanner retirement planning and pension toolkit

Important insights for paraplanners

We hope you enjoyed the recent Professional Paraplanner events and Paul Squirrell’s presentation.

With regulation constantly changing, staying on top of the latest developments can be challenging. That’s why we’ve created an interactive toolkit for paraplanners which allows you to easily dip in and out of the various topical insights, including:

  • The State Pension
  • Pensions and divorce
  • Pension death benefits
  • Pension withdrawals and how they are taxed
  • The lifetime annual allowance
  • Summaries of the latest FCA rules and guidance

The toolkit also contains information to help you with:

  • Your FundsNetwork Pension due diligence
  • Retirement technical videos

… and much more.

Paraplanner retirement planning and pension toolkit

Topical information all in one place.

Download your interactive toolkit