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OverviewTechnical matters
Technical matters
Pension, retirement and tax planning The lifetime allowance Pensions ‘in-depth’: tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change Keeping your business safe
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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.
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 Head of Retirement and Savings Development - 06 Apr 2022
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 Head of Retirement and Savings Development - 06 Apr 2022
Spring Statement 2022: What it means for your clients’ money
Jam tomorrow and little help for those just about managing
Tom Stevenson Fidelity International - 23 Mar 2022
'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 Fidelity International - 21 Mar 2022
Making it easy to outsource investment decisions
A DFM service designed for all your needs
Sam Christopher Head of Proposition, Strategy and Growth, Fidelity Adviser Solutions - 17 Mar 2022
Omicron: what could it mean for your clients’ savings and investments?
How to stay on track when markets are volatile
Graham Smith Investment writer - 03 Dec 2021
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 Senior Investment Manager at Alpha Beta Partners - 24 Nov 2021
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 Global Head of Cyber Information and Security - 24 Nov 2021
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 Head of Retirement and Savings Development - 19 Nov 2021
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 Head of Retirement and Savings Development - 10 Nov 2021
Autumn Budget
Fidelity International responds to the Chancellor’s budget announcement
Maike Currie Fidelity International - 27 Oct 2021
The beneficiary flexi-access drawdown conundrum
Pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.
Paul Squirrell Head of Retirement and Savings Development - 21 Oct 2021
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 CEO, Artless Wealth - 12 Aug 2021
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 Senior Sales Manager, Strategic Accounts, Fidelity FundsNetwork - 06 Aug 2021
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 Retirement & Savings Development Manager for FundsNetwork - 06 Jul 2021
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