OverviewIs a ‘comfortable retirement’ affordable?
‘I have enough money to last me the rest of my life, unless I buy something.’…
Paul Squirrell
Head of Retirement and Savings Development
09 June 2025
Technical resources
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
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.
Are annuities puzzling?
The ‘annuity puzzle’ hints at a gap between economic theory and economic real…
Paul Squirrell
Head of Retirement and Savings Development
30 May 2025
Navigating the Retirement Risk Zone with Smoothed Funds
Retirement is a crucial moment in a person’s life, but approaching this water…
Samantha Pardoe
Senior Investment Development Manager at Standard Life
12 May 2025
Fidelity Adviser Solutions press releases
Catch the latest news and developments.
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
IFA DNA study reveals record growth ambitions among advisers, with …
Fidelity Adviser Solutions, Fidelity International’s adviser platform, has pu…
Press Releases
London
08 October 2024
Fidelity International agrees deal with Bravura to acquire a licenc…
Agreement allows Fidelity International flexibility and control to use, modif…
Press Releases
London
06 August 2024