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Who we are

A leading investment and retirement services platform committed to building long-term relationships with advisory firms.

Experience the difference with Fidelity Adviser Solutions

Making your life easier and your firm more efficient – while providing a great end-investor experience for your clients – is at the heart of what we stand for. Over the last few years, we’ve transformed our platform through a multi-million-pound investment programme. Helping you conduct your business effectively and efficiently has been at the heart of every decision we’ve made, and will continue to be so – because we want you to have a great experience every time we work together.

A service you can rely on

We’re proudly independent of banks and large financial institutions, with no shareholders demanding short-term results. This means we never have to compromise on delivering our goals, and can act in the long-term interests of both you and your clients. Fidelity has been in the asset management market for over half a century and manages over $780.7 billion in client assets.* This adds stability to our own balance sheet and high liquidity, so you know your clients’ money is in expert hands.

*Source: Fidelity International as at 30 September 2021 - includes Fidelity Canada assets

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Embracing diversity and inclusion

As an employer, we are committed to diversity and inclusion and we continue to build a culture where everyone’s voice is heard. As such, we have set five priority strands for our global D&I activities:

  • Respecting and increasing our cultural diversity
  • Ensuring accessibility and enablement for people with disabilities and health conditions
  • Achieving a greater gender balance and parity 
  • Embracing our LGBT+ people and communities 
  • Ensuring social mobility is no barrier to success.

A commitment to sustainability

As a company, Fidelity International advocates and works with others in the industry to effect meaningful change. This includes being active in our engagement around climate change and in calling for companies to do more to support the transition to a low-carbon economy.

We are signatories of the Principles for Responsible Investment and currently have an A+ rating. We joined Climate Action 100+ in 2017, are a supporter of the Taskforce on Climate-Related Financial Disclosure (TCFD), a member of the Carbon Disclosure Project and a partner of the Climate Bond Initiative.

Simple solutions for complex client needs

Every client is different – so choosing the best combination of wrappers and investments is rarely straightforward. Clients rely on your advice to feel secure in their investments and savings, so we make it easier for you to meet their needs by providing a wide range of wrappers and other tax structures — from ISAs to pensions.

  • Pension – offering value, choice and an extensive investment range and options at retirement
  • ISA – our ISA and Junior ISA can help meet your clients’ saving objectives
  • Investment Account – for investors who require the option of investing outside of a pension or an ISA
  • Pension Trustee, Company and Trust Accounts – most of our services for private client accounts are available for these types of business
  • Cash options – cash can be held outside a wrapper or within an ISA, Investment Account or Pension, as part of the product structure
  • International & Offshore Bond – with the ability to invest in our platform’s fund range and utilise our Model Portfolio capabilities*.

* Offered by Canada Life and Utmost Wealth Solutions 

A range of investment choices to suit your business model

Expert advice should never be limited by choice, which is why we offer over 5,500 investment options including mutual funds, ETFs, investment trusts and company shares. You have total freedom to build bespoke portfolios for your clients, use model portfolios, or outsource to a Discretionary Fund Manager. We’re continually looking to bring new investments onto the platform.

Supporting your research

We’ve developed a range of tools to help support your research and analysis for more effective client outcomes, including:

  • Investment Finder tool – search by category, rating and investment type 
  • Chart and compare tool – for analysing funds, shares or indices
  • Fund factsheets and providers’ materials.
Model Portfolio CentreDFM service

No matter how you choose to construct a portfolio, we can support you – from bespoke portfolios of up to 50 investments and defined models from DFMs.

We also offer a rebalancing tool that can be used across accounts, so no matter how unique your clients’ needs, you can find the right approach.

Our Discretionary Fund Management (DFM) service lets you link directly to defined models from around 50 DFMs on ISAs, Investment Accounts and our Pension (we are continually adding to the list available).

We make no charges for this service, although the DFM may do so.

Business services that put you in control

Whether it’s compliance, fees or research, there are many demands on your time — all of which stand in the way of what really matters. That’s why we’re constantly enhancing our online services, so you can spend more of your time meeting and helping clients.

Paper-free processes

Our paper-free automated processes drive time and cost efficiencies and help to keep your business environmentally friendly.

  • Fully integrated within the platform
  • Online quotes and transactions for ISAs, Investment Accounts and Pensions, and online documents for both advisory firms and clients
  • Bulk switching if advisers need to change investment strategy across multiple clients
  • Over 50 different instructions can now be sent to us electronically through our Upload & Send service
  • We accept digital signatures on all application forms (where the law allows).

Back-office integrationInformation at your fingertips

Our back-office integration service allows you to incorporate our platform into a range of software systems to help you manage your business more efficiently. You can download holdings and valuations straight into your own back-office systems either in bulk or for individual clients.

We offer a comprehensive range of reports, giving you access to client and business management information. These securely-held reports can be accessed online at any time, and enable you to find data and client information quickly and efficiently.

Simple, transparent charging

We understand that value for money is important to your clients. That’s why our charges are both transparent and competitive:

  • No set-up or administration fees for our Pension, ISAs and Investment Accounts – and no additional costs for drawdown
  • Flat annual Investor Fee of £45*
  • Service fee of 0.25% p.a. based on the value of a client’s investments
  • For exchange traded investments, a dealing charge of just £3 applies when you buy and sell online for your clients (£1.50 for switches, rebalancing and regular transactions).

* The Investor Fee is applied separately to sole and joint accounts. A client will normally pay one Investor Fee for all accounts in their sole name, no matter how many there are. They will also pay an Investor Fee for every joint account which has a unique set of names.

Flexible Adviser Fee service

Our online Adviser Fees service makes it easier than ever to manage your fees. We allow you to keep it simple and transparent, with flexibility for charging on lump sum and regular contributions.

  • Initial fees – either as a fixed monetary amount or as a percentage on lump sum investments and regular savings
  • Ongoing fees – a percentage or monetary amount for an entire portfolio (or different fees for different accounts) 
  • Specified fees – a one-off fee that makes it easy to charge for advice on assets already held by your client.

More on our Adviser Fees service

Dedicated support for your business

We’re always on hand when you need to talk to us directly. Our dedicated Adviser Support team is highly trained to provide technical assistance, when you need it. Our team has received significant investment in recent years to provide tailored, specific advice for your business. In addition, our management information reports offer assistance with segmentation, targeting, mailing lists, so you always have support with client servicing and communications.

  • AdviserLine – call 0800 41 41 81 between 8.30am and 6pm on any UK business day, and one of our Customer Account Executives will assist you with any queries relating to client accounts and our website
  • Sales – speak to your dedicated Business Development Manager about how your business can make the most of our platform
  • Face-to-face support – through our tax and pension experts, Paul Squirrell and Donald Manning
  • Help & Support Zone – covering everything from fees and client maintenance, to dealing and administrative procedures, this online resource lets you find the answers to your queries in seconds.
Technical matters web hubSecure online access for clientsSeminars, training and marketing support

To help you navigate the more intricate areas of financial planning, our website contains an array of materials focused on the technical aspects of pensions and tax planning.

Your clients can view their investments through their secure online account, 24 hours a day, 365 days a year. Clients can also stay in touch with their accounts through our highly-rated app.

We provide you with access to the latest views, insights and market information through nationwide events (some hosted virtually). We also provide resources to help you attract new business, including sample letters and other materials