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Who we are New to Fidelity Adviser Solutions? Awards Register to use our services The depth and breadth of our service Due diligence: choosing the right partner
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Model portfolio services
Model portfolio services for advisory firms DFM services for advisory firms Model portfolio service for DFMs List of available DFMs
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Support services
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Overview of Services section
Products & investments

Products & investments

Products & investments Overview
Products
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Products
Pension Standard Life Smoothed Return Pension Fund 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
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Investments
Funds AIM portfolios Exchange Traded Products Investment Trusts Shares
Overview of Products & investments section
Sustainable investing

Sustainable investing

Watch now: SDR regulations webinar
Sustainable investing Overview
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ESG Perspectives Sustainable investing guide for advisers ESG criteria and considerations Ask the expert Webinar: Sustainable investing
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Reports & research
ESG Tracking Study Fidelity and Sustainability
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News & insights

News & insights

Helping clients with their financial wellness
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Guidance & advice
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Technical resources

Technical resources

Watch Autumn Budget key takeaways
Technical resources Overview
Technical matters
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Technical matters
Tax planning opportunities for 2024/25 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
Technical hub Retirement income Regulation, due diligence and compliance Training support
Overview of Technical resources section

Products & investments

We have a variety of tax wrappers, trusts and other product options – including an ISA, Pension, Investment Account, flexible cash management options and a collection of multi-asset trusts. We also have a comprehensive range of over 5,000 investment options – including a wide selection of mutual funds, exchange-traded products, investments trusts and company shares.

Products

Pension

Whatever your clients’ retirement dreams may be, our Pension takes the effort out of planning for their autumn years.

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ISA

Investing for growth, income or a combination of the two, our ISA options can help meet your clients' saving objectives.

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Investment Accounts

For investors who require the option of investing outside of a pension and an ISA.

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Pension Trustee, Company and Trust Accounts

Most of our services for private client accounts are available for these types of business.

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Cash Management Account

The Cash Management Account (CMA) allows your clients to hold cash outside of product wrappers and allows you to manage fees and withdrawals for your clients' ISA and Investment Accounts.

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Utmost Wealth Solutions − offshore bond products

You can choose to invest in our platform's fund range and utilise our Model Portfolio capabilities, within the following Utmost Wealth Solutions offshore bond products.

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Canada Life – International Investment Bonds

You can choose to invest in our platform's fund range and utilise our Model Portfolio capabilities, within the Canada Life range of International Investment Bonds.

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