Overview
Technical resources
Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Why partner with us?
Thank you for visiting our website. This is where you’ll find all you need to know about Fidelity Adviser Solutions and using our online services.
We’re wholly committed to the continuous development of our adviser services business and we’ve introduced a myriad of enhancements since 2020 alone. Our ongoing development programme has delivered new functionality and services, an extended range of assets, website improvements and a whole host of features that improve both the adviser and client experience.
Our goal is to help firms like yours to build strong, profitable and sustainable businesses and to give you all the support you need. In particular, we want to make your working life easier, whatever role you perform for your firm. As you familiarise yourself with our platform, you’ll find a whole host of services designed to help you and your business.
As a longstanding investment and retirement platform, we’re committed to building long-term relationships with advisory firms no matter which model they operate under. Making advisers’ lives easier and their firms more efficient is at the heart of what we stand for. We’re very proud to have received a number of accolades and top ratings in recent years.
Defaqto ratings
We're delighted to confirm that we've been awarded 5-star ratings from Defaqto for our platform, pension, and drawdown plus two Gold service awards for both the platform and pension – the highest ratings available. We’re particularly pleased to receive the Gold service awards which are based on feedback from clients.
We are delighted to announce that we have been recognised for our commitment to the adviser sector and the exceptional levels of adviser engagement seen in our digital communications and content.
With many advisers strengthening their due diligence, FE AdviserAsset’s annual rating offers a clear indication of the industry's view on each platform. Fidelity is very pleased to have achieved a Platinum status for 10 years in a row.
The British Standards Institute (BSI) Kitemark (ISO 22458) provides a recognized framework, which helps companies to provide inclusive service to its customers, focussing on those in vulnerable circumstances.
We are delighted to announce that we have been awarded Boring Money Vulnerable Customer Support Award, recognising our work and efforts to support customers in vulnerable situations.
We are pleased to announce that Fidelity Adviser Solutions has been named Best Overall Service to Paraplanners - Existing Business and Best Provider Website at the Professional Paraplanner Awards 2024. These awards are a barometer of success for providers and paraplanners from all corners of the UK and recognise the very best in the industry.
We are proud to have been shortlisted for MoneyMarketing Awards - Best Platform.
The awards use a mix of feedback and technical product monitoring to determine the winners of the Investment Life & Pensions Moneyfacts awards.
|
Defaqto Adviser Platform 5-star rating |
Schroders UK Platform Awards Platform of the Year – 3rd Place |
|
Defaqto Personal Pension 5-star rating |
Schroders UK Platform Awards Leading Retirement Proposition – Finalist |
|
Defaqto Investment ISA (Self Select) 5-star rating |
Boring Money Vulnerable Customer Support – Winner |
|
Defaqto Drawdown 5-star rating |
British Standards Institution Inclusive Service Financial Services Kitemark |
|
Defaqto Adviser Platform Service Gold award |
Professional Paraplanner Awards Best Overall Service to Paraplanners – Existing Business – Winner |
|
Defaqto Personal Pension Service Gold award |
Professional Paraplanner Awards Best Provider Website – Winner |
|
AssetAdviser Platinum Platform rating (9th year running) |
UK Customer Experience Awards – Gold Award Winner |
|
STAR Gold Transfer Accreditation – Personal Pension and SASS |
|
|
Professional Adviser Awards Best Platform for Advisers – Winner |
Schroders UK Platform Awards Leading Innovation Award – Winner |
|
Defaqto Adviser Platform 5-star rating |
Schroders UK Platform Awards Platform of the Year – Runner Up & Highly Commended |
|
Defaqto Personal Pension 5-star rating |
Money Marketing Awards Best Platform – Finalist |
|
Defaqto Adviser Platform Service Gold award |
Professional Paraplanner Awards Best Provider Website – Winner |
|
Defaqto Personal Pension Service Gold award |
UK Customer Experience Awards – Gold Award Winner |
|
AssetAdviser Platinum Platform rating (8th year running) |
NextWealth Digital Services Champion |
|
STAR Gold Transfer Accreditation – Personal Pension and SASS |
|
|
Defaqto Adviser Platform 5-star rating |
Schroders UK Platform Awards Platform of the Year – Shortlist |
|
Defaqto Personal Pension 5-star rating |
Schroders UK Platform Awards Leading Platform for Discretionary Management – Shortlist |
|
Defaqto Adviser Platform Service Gold award |
Professional Adviser Awards Best Platform for Advisers – Highly Commended |
|
Defaqto Personal Pension Service Gold award |
Professional Paraplanner Awards Best Provider Website – Winner |
|
AssetAdviser Platinum Platform rating (7th year running) |
NextWealth Digital Services Champion |
|
Schroders UK Platform Awards Platform of the Year – Winner |
AssetAdviser Platinum Platform rating (6th year running) |
|
Defaqto Adviser Platform 5-star rating |
Professional Adviser Awards Best Platform for Advisers – Highly Commended |
|
Defaqto Personal Pension 5-star rating |
Shares Awards Best App – Winner |
|
Defaqto Adviser Platform Service Gold award |
Professional Paraplanner Awards Editor’s Choice – Winner |
|
Defaqto Personal Pension Service Gold award |
NextWealth Digital Services Champion |
|
Professional Adviser Women in Financial Advice Awards, Woman of the Year, Platforms – Winner (Jackie Boylan) |
Investment Week Investment Marketing & Innovation Awards, Best use of Market Research – Highly Commended |
Related content
About us
We are a leading investment and retirement services platform committed to building long-term relationships with advisory firms.
Register to use our services
Flexibility, choice, value and 24/7 access are just a few of the advantages of using our platform.
Useful contact numbers
You can call us free on any business day between 9:00 am and 5:30 pm.