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Our financial platform updates & enhancements

Our world adapts around you and your business

Discover the latest updates on the enhancements to our platform, from developments we have implemented to new fund groups that are now accessible.

Experience the difference

At Fidelity we are committed to helping independent financial advisers run efficient and profitable businesses, while serving the needs of their clients. Insight and feedback from users of our platform led us to embark on a multi-million-pound investment programme which has transformed our proposition and improved the user experience.

On this page are some of the latest updates, along with information on further enhancements we have in the pipeline. You can also see what users of the platform are telling us about the services we offer.

Value that works for you

View our video which takes a look at what you can expect from us, all for just 25bps.

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Future developments to support your business

With a busy change agenda continuing Samantha Christopher, our Head of Proposition, Strategy and Growth, provides an update on what changes are on the horizon.

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Aligning our services to meet your needs

Donna Drewett from our Adviser Experience team explains how we've listened to your feedback and adjusted some of our services and teams to meet your every day needs.

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The changing DFM landscape

Paul Richards, our Head of Distribution, is joined by Lucie Gordon from Brewin Dolphin as they discuss the rise in outsourcing investment solutions and the opportunities, and challenges this brings.

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Supporting you today and tomorrow

Here we look back at the last year, the changes we have had to make and what the future holds.

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Value that works for you

Take a closer look at everything you can expect from us when you choose our platform - all for just 25bps.


Your enhanced experience

A lot has changed since 2013. Some of it was planned – while some of it, like the Covid-19 pandemic, came out of the blue. Take a look at the changes we have made over the last 8 years.


What you don't pay for

Here are the things that we include in our standard, simple and transparent service fee, but which our competitors sometimes charge for.



Fidelity Adviser Solutions facts

This one-page summary gives a quick overview of how we support adviser firms and includes a summary of latest enhancements and new developments.


An adviser experience

Here you can see what your peers have to say about using us.


Your guide to Fidelity’s Adviser Solutions

Your guide to the services and solutions we provide, as well as the products and investment options we offer.

An ever-improving pension offering

Paul Squirrell, our National Pension Sales Manager, explains what our pension has to offer, its competitive pricing and improvements still to come.

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Platform of the Year 2021

We are very honoured to receive the ‘Platform of the Year 2021’ accolade at the UK Platform Awards in September. This award was decided by a panel of judges who reviewed Fidelity against a number of criteria and commented on the client focus of the business, Net Promoter Scores (NPS) and seamless replatforming exercise, while introducing new capability and the broadening out of the platform’s proposition. We’re proud to be recognised for the tremendous progress of our platform to help support clients with their business.


Pensions, retirement and tax planning

Pensions and divorce, death benefits, allowances and much more.

Compliance and regulatory matters

Expert insight to help you stay up to date with changing regulation.

Keeping your business safe

Cybersecurity and best practice for preventing fraud.

Register for our services

Flexibility and 24/7 access are just two advantages of using our platform.