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Insights and opinions

Expert opinions on markets, trends and financial planning.

The objective of this page is to present users with objective news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications. 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 may no longer be current.

Paul Squirrell

The annual allowance charge and Scheme Pays requests

Paul Squirrell takes a step-by-step approach to calculating client’s annual allowance charges.

Paul Squirrell

Paul Squirrell Head of Retirement and Savings Development - 06 Apr 2022

Paul Squirrell

Important considerations for pension contributions during the 2022/23 tax year

You may remember that the pension annual allowance was initially set at £215,000 when it was introduced as part of ‘A-Day’ in April 2006.

Paul Squirrell

Paul Squirrell Head of Retirement and Savings Development - 06 Apr 2022

Tom Stevenson

Spring Statement 2022: What it means for your clients’ money

Jam tomorrow and little help for those just about managing

Tom Stevenson

Tom Stevenson Fidelity International - 23 Mar 2022

Tom Stevenson

'Stagflation’ is here - make sure it doesn’t eat into your clients' investments

CENTRAL bankers know what to do about inflation. They have a plan for the opposite problem, falling growth and recession. What they struggle with is the unholy combination of both challenges at the same time - stagflation.

Tom Stevenson

Tom Stevenson Fidelity International - 21 Mar 2022

Sam Christopher

Making it easy to outsource investment decisions

A DFM service designed for all your needs

Sam Christopher

Sam Christopher Head of Proposition, Strategy and Growth, Fidelity Adviser Solutions - 17 Mar 2022

Graham Smith

Omicron: what could it mean for your clients’ savings and investments?

How to stay on track when markets are volatile

Graham Smith

Graham Smith Investment writer - 03 Dec 2021

Asim Javed

Quantifying Investment Risk

It's not about box-ticking or compliance requirements, more around a fundamental understanding of a manager's approach to portfolio management.

Asim Javed

Asim Javed Senior Investment Manager at Alpha Beta Partners - 24 Nov 2021

Adam Haylock

Cyber security: a core concern for financial services

Today, across all advice firms, cyber security is seen as one of the top four business challenges overall.

Adam Haylock

Adam Haylock Global Head of Cyber Information and Security - 24 Nov 2021

Paul Squirrell

Ensuring clients receive the highest possible State Pension

As many as 134,000 people in the UK may have been underpaid their State Pension according to the DWP’s own estimates.

Paul Squirrell

Paul Squirrell Head of Retirement and Savings Development - 19 Nov 2021

Paul Squirrell

Even more set to be caught by the lifetime allowance tax charge

Important considerations around the initial phase of LTA planning, on establishing the client’s individual lifetime allowance.

Paul Squirrell

Paul Squirrell Head of Retirement and Savings Development - 10 Nov 2021

Maike Currie

Autumn Budget

Fidelity International responds to the Chancellor’s budget announcement

Maike Currie

Maike Currie Fidelity International - 27 Oct 2021

Paul Squirrell

The beneficiary flexi-access drawdown conundrum

Pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.

Paul Squirrell

Paul Squirrell Head of Retirement and Savings Development - 21 Oct 2021

Amir Anbouche

Artless Wealth partners with Fidelity FundsNetwork as DFMs on the platform continues to rise

Amir Anbouche, CEO of Artless Wealth is pleased to partner with Fidelity FundsNetwork and sees this as a valued opportunity. Read full article.

Amir Anbouche

Amir Anbouche CEO, Artless Wealth - 12 Aug 2021

Kate Rainbow APFS

Beyond the pandemic: the advice industry looking forward

Building on two waves of research conducted last year, a separate complementary IFA DNA report considers how advice businesses are preparing for the future.

Kate Rainbow APFS

Kate Rainbow APFS Senior Sales Manager, Strategic Accounts, Fidelity FundsNetwork - 06 Aug 2021

Donald Manning

Intergenerational Planning Synopsis

Donald Manning looks at the opportunities for advisers with their clients' families to plan for their future and pass on wealth.

Donald Manning

Donald Manning Retirement & Savings Development Manager for FundsNetwork - 06 Jul 2021

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