OverviewProducts
Products
Pension Flexible Investment and Retirement Solutions Standard Life Smoothed Return Pension Fund Standard Life Guaranteed Lifetime Income plan Taking retirement income ISA Investment Accounts Pension Trustee, Company and Trust accounts Cash The Canada Life International Bond Utmost Wealth Solutions − offshore bond products
Investments
Technical matters
Technical matters
Tax year end planning tools and resources Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning 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
Re-registration and transfers
If you are considering transferring assets to Fidelity Adviser Solutions, we are here to support you all the way. We’ll help you manage the whole process from start to finish.
Moving clients to a new platform has historically been perceived as a time-consuming, labour-intensive task. So, we’ve completely reviewed our re-registration and transfer proposition to help make the process as simple and efficient as possible. Here you’ll find all the support you’ll need prior to, during and upon completion of any applications on behalf of your clients.
Benefits of working with us
Process
- A fully compliant process supporting the requirements of the FCA’s Platform Market Study
- We only ask for client signatures if the existing provider requires a letter of authority
- We provide automated electronic transfers between fund managers and other platforms, allowing for a smoother process
- Our re-registration and transfer process is fully online.
People
- Support from our experienced and skilled transfer specialists
- Consultative engagement to help design and implement your bespoke transfer plan
- Continuous point of contact throughout your transfer project.
Tools
- Online illustrations are available, if required
- You can enter the acquisition costs once assets are re-registered to an Investment Account in order to receive capital gains reporting
- Re-registration and transfer tracking tool provided as an integral part of your clients' accounts.
- We have a transfer status report which shows all details that you require in order to keep up-to-date with your application, as well as dynamic timelines which displays indicative turnround times for 90% of comparable transfers.
Technology
- We support you by determining whether the fund/share class held by your clients are available on the platform and available for re-registration
- A bulk re-registration/transfer service, should you wish to move a book of business altogether.
For more information how our ‘Re-registration and Transfers’ process works on the platform please visit your support area. Here you will find all the information you need, as well as support documents for you and your clients.
Please email us if you would like to discuss new business opportunities or anything related to re-registrations or transfers.