For Financial Advisers

Welcome to our area of the website that is dedicated to Financial Advisers.

We know that financial wellbeing starts with excellent financial advice and finding clients financial products that meet their needs.

This section provides a range of materials to help you guide and support your clients towards a secure and fulfilling financial future.

The Long Game Podcast

Designed exclusively for financial advisers, The Long Game podcast delivers expert insights, industry updates and practical discussions on pensions and retirement planning.

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Technical newsletters

Keep up-to-date with the latest news and developments in the world of pensions compiled by our Technical Manager Steve Berridge

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Technical blogs

Key insights and impacts on important industry changes and trends, and how it impacts you and your clients.

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Calculators and tools

Help customers envisage their financial future scenarios, and understand what they will need to save to afford the future they want, with our range of powerful tools and calculators.

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Global Advice Study results

Our comprehensive survey with financial advisers uncovers worrying findings about how well most clients are financially prepared for their retirement.

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