Overview
Technical resources
Tax planning opportunities for 2025/26 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 2025/26 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
Keeping your business safe
Cybersecurity has never been more important, with phishing, email scams and data breaches all having risen in prominence across the industry. Here is a range of resources to help you stay safe. Some materials aim to assist business owners and practice managers with cybersecurity strategies while other items recommend some simple steps that all practitioners can take to boost their protection.
Katie Beecroft, Fidelity's Risk and Security expert, provides an outline of some of the cyber threats that you might encounter. She gives a few tips to help you improve your cyber hygiene and protect your digital footprint.
Articles of interests
Attack of the TOADs - 3 min read
AI and Cybersecurity – a new era - 2 min read
Cybersecurity: addressing behavioural risks - 3 min read
Spotlight on generative artificial intelligence - 2-min read
For practitioners and clients
Do your passwords pass the password test?
Safeguarding your devices with strong passwords is of the utmost importance. Check to see if your passwords follow best practice.
Six simple steps to protect your inbox
‘Email takeover’ is a very common feature of financial fraud and criminals are targeting advice firms and their clients. Find out how you can secure your inbox.
Six ways to spot a phishing attack
Phishing is an attempt to gather personal information or to compromise technology for the purpose of financial gain or malicious activities.
Email hacking: the risk to firms and their clients
Email hacking – taking over an account without someone’s knowledge – is becoming a common feature of financial fraud. Here we highlight how criminals operate.
Protecting your firm from financial fraud
Advisory firms can be particularly susceptible to being targeted by criminals. It’s therefore vital that firms take sufficient steps to reduce the risk and protect client accounts.
Helping your clients stay cyber safe at home, online and on the move
The best way to ensure we stay safe online is to be aware of the threats and know how to counter them. To aid your client discussions, we've put together a short guide.
For business owners and practice managers
The 12 security-related questions firms should ask their platform partner
Ensuring your clients' data and assets are safe should be a top priority for your platform partner. Our checklist is designed to support the due diligence process.
10 steps to protect your business from a cyber attack
Cyber attacks are becoming increasingly common and can have a big effect on a business. You can boost your protection by taking some effective and affordable steps.
Guides to share with your clients
- Cybersecurity for everyone. Help and advice for staying safe at home, at work, online and on the move.
- Fresh start Take a new look at your online identity and reclaim ownership of your personal privacy.
- Digital keys Passwords, passkeys and the future of securing your identity.
- Securing your home Living in a digital environment means being aware of cybersecurity at home.
Keep up to date with the latest threats
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Don’t believe everything you see or hear! Understand the tell-tale signs that could help you identify a deepfake.
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