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Bereavement Adviser fees services Reporting services Back office integration Information only advisers Transferring clients between firms Capital gains reporting Re-registrations and transfers What platforms do - an explanation for your clients IPOs and Placings Supporting vulnerable clients
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Insights and opinions Fidelity Adviser Solutions press releases Building profitable practices
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News & Insights
News & Insights
Insights and opinions Fidelity Adviser Solutions press releases Building profitable practices
Building profitable practices
Guidance & advice
Technical resources
10 must-do tasks for the start of the tax year The lifetime allowance Retirement Income Pension forum Pension, retirement and tax planning 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
Technical matters
Technical matters
10 must-do tasks for the start of the tax year The lifetime allowance Retirement Income Pension forum Pension, retirement and tax planning 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
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Platinum Award
Fidelity secures platform Platinum rating for a eighth 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 eighth 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.