Free Resources

Practical guides and tools for UK financial advisers. Download instantly — no account required.

The 2026 Consumer Duty Suitability Letter Checklist

Ensure every suitability letter meets FCA Consumer Duty requirements with this comprehensive, step-by-step checklist used by 200+ UK advice firms.

  • 47-point compliance checklist
  • Consumer Duty cross-references
  • Common pitfalls to avoid

ROI Calculator: In-house vs Outsourced vs AI Paraplanning

Compare the true cost of in-house paraplanners, outsourced providers, and AI-powered paraplanning. Includes editable assumptions for your firm.

  • Cost-per-case breakdown
  • Time savings analysis
  • Break-even calculator

The IFA's Guide to AI Paraplanning in 2026

Everything UK financial advisers need to know about adopting AI for paraplanning — from compliance considerations to practical implementation.

  • FCA regulatory position on AI
  • Implementation roadmap
  • Real-world case studies

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