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Technical content

Learn about the legislation and regulation that affects your financial planning advice. And get answers to your technical questions.

Technical content

Facts and planning articles

Discover the facts and planning ideas on a wide range of regulatory topics relating to pensions and retirement, tax, estate planning and more.

Insights and opinion articles

View articles on topical issues that the technical team have created.


Find answers to specific questions that advisers and paraplanners have asked the technical team on a wide range of topics.


Watch past recorded webinars on technical topics or sign up for future webinars.

Technical Shorts

Watch videos from the Technical Team that’ll help improve your knowledge on a range of common topics.