OverviewRewriting the rules: pensions and inheritance tax
The conventional wisdom for clients with significant assets has traditionally…
Paul Squirrell
Head of Retirement and Savings Development
29 April 2026
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
Tax planning opportunities for 2026/27 and beyond Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning 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 2026/27 and beyond Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning 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.
Smoothed funds evolved – time to challenge the myths
What springs to mind when you think of smoothed funds? If it’s any of our com…
Sam Pardoe
Senior Investment Development Manager
08 April 2026
AI in financial advice and FCA expectations
A clear, practical guide to what the FCA expects from firms using AI – and th…
David Smith
National Platform Consultant
30 March 2026
Fidelity Adviser Solutions press releases
Catch the latest news and developments.
Fidelity research highlights growing adviser focus on intergenerati…
Two thirds (66%) of advisers say advising on wealth transfers is an important…
Press Releases
London
22 January 2026
Fidelity research reveals advisers spend a third of their day with …
Fidelity Adviser Solutions, Fidelity International’s adviser platform, has pu…
Press Releases
London
05 November 2025
Fidelity International’s Bitcoin ETP approved by FCA for retail acc…
Fidelity International’s Bitcoin ETP approved by FCA for retail access
Press Releases
London
03 November 2025