T3A Adviser · For advisers and paraplanners · Opening February 2027
What matters. What it means. What to do next.
Built around the way advisers actually work, T3A Adviser brings current technical intelligence, practical guidance, expert support, CPD and governed tools together — from staying current and working the case to explaining it clearly and evidencing the decision.
Built around adviser workflows
- 01Stay currentDaily Pulse · The Brief · The Watchlist · Perspectives
- 02Work the caseTechnical analysis · Playbooks · Calculators
- 03Prepare the conversationClient signals · Practical frameworks
- 04Evidence the fileSources · Workings · CPD · Review trail
- 05Ask when neededASK Tony governed technical intelligence
6 March 2027
What changes. What does not.
St. James’s Place has confirmed that Technical Connection will close as a standalone business and the external Techlink service will end on 6 March 2027.
Until then, current Techlink access continues. T3A Adviser is a separate, independent platform opening in February 2027. It is not the Techlink service and is not an SJP service. It is being built by Tony Wickenden and the wider T3A team for the work ahead.
No. Existing arrangements continue until 6 March 2027.
February 2027, before the external Techlink service ends.
From November, get the Preview Edition.
A weekly email — to read online or as a beautifully designed PDF — showcasing one facet of T3A Adviser at a time: The Watchlist, The Pulse, The Brief, Client Signals, practitioner Perspectives, sneak previews of ASK Tony and illustrative Q&As.
Responsible for technical support across a firm?
Request a firm briefing → and one of the senior team will contact you directly.
The technical fundamentals have not disappeared.
The environment around them has changed: more frequent tax and regulatory change, more complex client decisions, higher evidential expectations and general-purpose AI tools that can sound certain without being governed.
Recreating yesterday’s service would not be enough.
T3A Adviser is being built for the work ahead, combining trusted technical authority with faster working intelligence, practical application and visible professional discipline.
Inside T3A Adviser · Free for advisers and paraplanners
Less time keeping up. More to work with.
Get a clear view of what matters, explore the planning detail and prepare for client conversations. Use what you need, when you need it. All five sections are free for advisers and paraplanners.
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Make sense of what matters today.
Each day we scan the most credible financial, economic, regulatory and consumer stories and identify the ones most likely to affect advisers or their clients — not the biggest headline, but what could change a client conversation, create a planning opportunity, expose a risk or give a reason to act.
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Be ready for the week ahead.
A concise look at the events, announcements and deadlines worth watching in the coming week. Why they could matter for your clients or your business, and what you may need to prepare.
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Get to the planning detail.
Analysis of the changes and issues that affect financial planning. Understand who may be affected, the options and pitfalls to consider, and the questions to revisit in a client review.
- IHT & estate planning
- Pensions
- Decumulation
- Protection
- Tax & trusts
- Regulation
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Prepare for what clients may ask.
Client Lens helps you anticipate what clients may be thinking, feeling and asking. Client Compass turns the week’s developments into a plain-English update you can review, adapt and share.
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Step back from the day-to-day.
Hear from Tony Wickenden and the T3A team on financial planning, client behaviour and the business of advice. Considered views to help you question familiar approaches and think through what comes next.
Get the Preview Edition
The Preview Edition begins in November. T3A Adviser opens in February 2027. ASK Tony will be available separately by subscription.
My Workspace · CPD
Keep what’s useful. Record what you learn.
Save useful articles, add your own notes and log your CPD in My Workspace. Keep the material you want to revisit and a record of what you’ve learned, all in one place.
Saved article
Retirement income: questions for the next review
My note
Revisit the questions about spending.
CPD record
Learning reflection Time spent
The editorial standard
Being right is the baseline. Being useful is our standard.
Filtered
Only what changes the work.
We filter for significance, not volume. If a development has no meaningful implication for advice, clients or practice, it does not earn space.
Interpreted
The “so what?” is the point.
What happened is only the beginning. We show who it affects, what it changes and where the planning trade-offs sit.
Applicable
Built to be used.
Adviser moves, client-ready language, practical frameworks and evidence prompts turn intelligence into action.
Practitioner-led
Written from inside the work.
Technical, regulatory and practitioner judgement shape the material from the start. Not paraphrased news. Not generic commentary. Not content written at arm’s length from advice.
ASK Tony · Governed technical intelligence
The difference is what we don’t leave to AI.
General purpose AI is extraordinarily clever. ASK Tony is built for something harder: being dependable when the answer matters.
Available separately by subscription
02 · The road every question travels
- 01UnderstandWhat’s being asked, what we know, what we need.
- 02CheckMake sure the facts are current and the law is settled.
- 03WorkScan the options. Run the maths as tested code.
- 04ChallengeArgue with our own answer. Check for blind spots.
- 05VerifyCheck the numbers a second way. Final quality pass.
- 06DeliverThe answer, ready for the file.
Exits · open at any point on the road
Stops and asks
If something material is missing.
Says so
If the case needs a human specialist.
The answer has to earn its place.
AI is the interface. The technical discipline is the product.
Be first to see how ASK Tony works
Preview Edition readers will see first-look ASK Tony examples.
The judgement behind T3A is visible.
Four disciplines. One operating unit.
T3A is shaped by senior practitioners across technical, regulatory, research and communications disciplines. The people shaping the platform are the people setting its standards, challenging its thinking and carrying that judgement into the work advisers actually do.
Phillip Wickenden
Research, Behavioural Economics & Adviser Business Practice phillip@t3a.uk
Simon Collins
Regulation & Conduct simon@t3a.uk
Jamie Dunkley
Communications & market influence jamie@t3a.ukTwo ways to start
Consistency at scale. Judgement where it matters.
For advisers, T3A means less duplicated research, clearer routes through complex cases and stronger client conversations.
For firms, it creates a common technical foundation: current intelligence, shared standards and governed tools across the business, while human expertise concentrates on the cases where judgement genuinely adds value.
For individual advisers & paraplanners
Get the T3A Adviser Preview Edition.
Useful before the platform opens. Early research, practical briefings, thought pieces and the developments worth knowing, with first looks at what we are building for February.
You’re on the list.
The Preview Edition begins in November. We’ll also let you know when early access opens.
For firm leaders
Want a more consistent technical standard across your firm?
Discuss early access, technical-desk support and how T3A Adviser and ASK Tony could give every adviser access to the same current intelligence, technical standard and route to expert support.
Thank you.
One of the senior team will contact you directly.