Overview
To help get you to the right website, please choose one of the options below
Technical resources
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 Consumer Duty webinar Using technology to manage regulatory change Keeping your business safe
Technical 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 Consumer Duty webinar Using technology to manage regulatory change Keeping your business safe
More support
Platinum Award
Fidelity secures platform Platinum rating for a seventh year in a row
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 seventh year 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.