OverviewWhy the 4% rule shouldn’t be ‘the tail that wags the dog’
The recent FCA thematic review of retirement advice questioned whether a sing…
Paul Squirrell
Head of Retirement and Savings Development
07 October 2025
Products & investments
Pension Flexible Investment and Retirement Solutions Standard Life Smoothed Return Pension Fund Standard Life Guaranteed Lifetime Income plan Taking retirement income ISA Investment Accounts Pension Trustee, Company and Trust accounts Cash The Canada Life International Bond Utmost Wealth Solutions − offshore bond products
Products
Products
Pension Flexible Investment and Retirement Solutions Standard Life Smoothed Return Pension Fund Standard Life Guaranteed Lifetime Income plan Taking retirement income ISA Investment Accounts Pension Trustee, Company and Trust accounts Cash The Canada Life International Bond Utmost Wealth Solutions − offshore bond products
Investments
Technical resources
Solving the retirement income conundrum events Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Solving the retirement income conundrum events Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Financial Adviser Investment News & Insights
Catch-up on the latest insights, opinions news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications. This content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or investment by any Fidelity entity or any third-party. Please note that the views expressed are valid at the time of publishing.
Insights and opinions
Expert opinions on markets, trends and financial planning.
AI and Cybersecurity – understanding the potential security risks
With AI becoming increasingly prevalent in both the professional and personal…
Katie Beecroft
Risk and Security, Fidelity International
02 October 2025
Unmask the threat – how to spot scams that compromise Multi-Factor …
It isn’t uncommon for scammers to steal someone’s credentials and attempt to …
Katie Beecroft
Risk and Security, Fidelity International
01 October 2025
Fidelity Adviser Solutions press releases
Catch the latest news and developments.
Fidelity Adviser Solutions introduces Flexible Investment and Retir…
New facility enables advisers to create and manage multiple investment strate…
Press Releases
London
07 October 2025
Standard Life and Fidelity International build on strategic partner…
Standard Life and Fidelity International build on strategic partnership with …
Press Releases
London
19 March 2025
Fidelity Adviser Solutions and Conquest complete first integration
Fidelity Adviser Solutions and Conquest complete first integration of Conques…
Press Releases
London
27 June 2023