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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.

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

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 - 20 Apr 2021

Fidelity International

Analyst Survey 2021: Counting down the days

Each year we survey our analyst team across the globe to take the pulse of the corporate sector.

Fidelity International

Fidelity International a view from our analysts - 15 Mar 2021

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