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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
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Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Platinum Award
With many advisers strengthening their due diligence, 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 a nine years in a row.
AdviserAsset provides a market leading platform research tool which advisers use to compare products and charges across individual platform providers.
Their rating is based on a number of areas including:
- Pricing
- Features
- Functionality
- Service quality
- Platform stability
When AdviserAsset allocate ratings, the results are assessed on activity from over 5,000 AdviserAsset tool users, including detailed analysis of 80,000 charge comparisons and 6,000 due diligence reports. AdviserAsset has also analysed over 6,800 responses to surveys of adviser views on platform service quality and their confidence in platforms.