OverviewA platform built around your business
Our goal is to help firms like yours build strong, profitable and sustainable businesses while supporting you through any challenges that may arise. Find out more about the benefits of partnering with us.
Technical resources
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
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
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
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Choosing the right partner for your business
Selecting a long-term adviser services partner is a major decision for any advisory firm. Carefully researching prospective candidates is therefore crucial. Conducting due diligence also plays an important role in ensuring your firm meets the requirements of the Consumer Duty.
To help smooth your decision-making and review process, we have produced a range of due diligence materials that cover why our service and product wrappers could be suitable for your clients.
Recommending our platform and services
Building a partnership together
All the value-added features and functionality we offer are summarised in this user-friendly guide. It covers all the areas that the Financial Conduct Authority believes you should assess when choosing a platform.
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Fidelity Adviser Solutions: one-page summary
This one-page summary gives a quick overview of how we support advisory firms and includes an update on the latest enhancements and new developments on our platform.
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Selecting Fidelity as your long-term partner
A comprehensive document that answers all the questions you may have when conducting deeper research into a platform partner. It covers all the areas that the FCA believes you should assess when choosing a platform.
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Suggested suitability wording for your clients
To help you write your client suitability letters, we’ve crafted some suggested wording that covers financial strength and our credentials, wrapper and fund choice, charges and all the services we provide as a platform.
To make things easy for you, the document has been designed to facilitate the cutting and pasting of text.
DownloadFind out what we include in our standard, simple and transparent service fee. These are services that our competitors sometimes charge for.
Cybersecurity and fraud prevention
Here we answer the 12 security-related questions advice firms should be asking their platform partner, from risk management and network security to fraud prevention and staff security checks.
Recommending our product wrappers
Key aspects of our pension
In a world of pension flexibility and freedom, selecting the right pension product for your clients is more important than ever before. We believe our low-cost pension offers a flexible solution for your clients – both pre- and post-retirement.
Recommending our pensionRecommending our ISA and Investment Account
We are dedicated to offering you all the products and services you require in order to meet your clients’ needs in an efficient and cost-effective way. This includes providing access to tax-efficient ISAs and an Investment Account for non-tax wrapped investments.
Related materials you may find useful
Client guide to Fidelity Adviser solutions
A user-friendly guide explaining who we are, the service we provide and how clients can stay in touch with their investments.
DownloadDoing Business with Fidelity Adviser Solutions (for clients of financial advisers)
This document, which includes our KFD, explains the types of funds and accounts your clients can invest in. It covers topics such as risk factors, an explanation of charges, tax considerations, and how investments are administered.
Fidelity Adviser Solutions Client Terms
This document is the legally-binding contract between your clients and Fidelity International in relation to their investments.
This statement explains how we are committed to protecting personal data.
How is my clients’ money protected?
A guide to the protection provided by the Financial Services Compensation Scheme in the event that a Fund Provider or Fidelity becomes insolvent.
Consumer Duty
As part of our continuing drive to provide good consumer outcomes, we’ve published our Target Market and Value Assessment statements.
Target Market statement
Our Target Market statement helps to identify whether we are offering the right product or service to the right customer so they can achieve their investment goals.
Value Assessment statement
Our Value Assessment statement demonstrates how we regularly review our value proposition and fees. It also shows how we monitor and react to customer feedback and how we compare to our competitors.
Awards and recognition
As a longstanding investment and retirement platform, we’re committed to building long-term relationships with advisory firms no matter which model they operate under. Making advisers’ lives easier and their firms more efficient is at the heart of what we stand for. We’re very proud to have received a number of accolades and top ratings in recent years.
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Contact us
If you would like to talk to one of our specialists, please email us with a brief explanation of your enquiry and we will be in touch as soon as we can.
Who we are
A leading investment and retirement services business dedicated to advisory firms.
Awards and recognition
Our commitment to building long-term relationships with advisory firms has earned us numerous industry accolades and ratings.
Register for our services
Flexibility and 24/7 access are just two advantages of using our service.
Useful contact numbers
You can call us free on any business day between 9:00 am and 5:30 pm.
Help & support
Quickly find all the answers to the most frequently-asked questions.
Technical matters
Retirement, tax and compliance support, along with videos and helpful guides.
The minimum age you can normally access your pension savings is currently 55, and is due to rise to 57 on 6 April 2028, unless you have a lower protected pension age. The value of investments and the income from them can go down as well as up so your client may get back less than they invest.