To help get you to the right website, please choose one of the options below
Overview
Technical resources
Pension, retirement and tax planning The lifetime allowance Pensions ‘in-depth’: tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Consumer Duty webinar Using technology to manage regulatory change Keeping your business safe
Technical matters
Technical matters
Pension, retirement and tax planning The lifetime allowance Pensions ‘in-depth’: tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Consumer Duty webinar Using technology to manage regulatory change Keeping your business safe
More support
Understanding market volatility
Please find below a wide range of topical market insights, volatility guides and client-facing material to support your client conversations.
CIO outlook: Searching for safe havens amid a stagflation shock
Higher inflation and reduced growth will be among the global economic impacts of the tragedy unfolding in Ukraine. Fidelity's Andrew McCaffery and team discuss options for investors in the current environment.
Latest investment insight from Fidelity
Understanding market volatility
Financial history shows that from time to time markets experience bouts of heightened volatility for many reasons. Fidelity’s interactive tools look at the past and highlight lessons.
Guides for your clients
Client guide to multi asset
Demystifying and informing your clients on all they need to know about multi asset investing.
Putting time on your side
Summarising for your clients the benefits of taking a longer-term view.
When doing nothing is best
Explaining why it is usually best to remain fully invested through periods of uncertainty.
Video: Volatility vs Risk
It’s important to remember that risk is about balancing the chances of a loss with the benefits of a higher return over time, while volatility – the inevitable ups and downs of the market – is an integral, often short-lived part of investing.
Watch now
Video: Regular savings plans
The difficult part is deciding when to invest and this relies on timing the low points – something to be treated with caution. Investing regular amounts every month helps take the guess work out of it, helping you to smooth your returns over the long-term.
Watch now
Video: Diversification for volatile markets
The returns from different asset classes will naturally vary over time. Holding a diverse range of assets in line with your goals and risk tolerance will help minimise the impact of a single asset class on your overall portfolio.
Watch now