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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.

Stronger pension nudges: final rules and guidance

On 1 December 2021 the FCA published the final rules and guidance for firms o…


Paul Squirrell

Paul Squirrell

Head of Retirement and Savings Development

The annual allowance charge and Scheme Pays requests

Paul Squirrell takes a step-by-step approach to calculating client’s annual a…


Paul Squirrell

Paul Squirrell

Head of Retirement and Savings Development

Important considerations for pension contributions during the 2022/…

You may remember that the pension annual allowance was initially set at £215,…


Paul Squirrell

Paul Squirrell

Head of Retirement and Savings Development

Fidelity Adviser Solutions press releases

Catch the latest news and developments.

FIDELITY ADVISER SOLUTIONS PARTNERS WITH ORIGO INTEGRATION HUB

The partnership will enable Fidelity Adviser Solutions to offer Straight Thro…


Press Releases

Press Releases

London

Impact of the pandemic likely to accelerate demand for advice withi…

Findings revealed as part of Fidelity’s latest IFA DNA report


Press Releases

Press Releases

London