OverviewCan clients have their cake and eat it?
Retirement decumulation planning is usually presented as a binary decision: T…
Paul Squirrell
Head of Retirement and Savings Development
13 March 2025
Technical resources
Webinar: tax planning considerations following Labour's first Budget Tax year end planning 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
Webinar: tax planning considerations following Labour's first Budget Tax year end planning 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.
Ensuring Expression of Wish forms are up to date is more important …
Having an up-to-date Expression of Wish form is vital when it comes to succes…
Jon Hale
Senior Regional Platform Consultant, Fidelity Adviser Solutions
12 February 2025
Standard Life plots a smoother course through the Retirement Risk Z…
If the last few years have taught us anything, it’s that uncertainty is const…
Andy Brown
Standard Life
10 February 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