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Paraplanner technical hub

Supporting paraplanners in a world of constant change

Paraplanners are a fundamental part of financial planning, playing a crucial role in the research, recommendations, and outcomes for clients.

We believe it’s important that we help support what you do, which is why our Paraplanner hub provides a wealth of support on regulatory and legislative updates as well as access to other technical material.

Latest technical insights

Tax planning considerations following Labour’s first Budget

To help you prepare for the upcoming period and ensure good client outcomes, Fidelity’s Paul Richards, Paul Squirrell and Jon Hale consider all the implications for retirement and tax planning. The panel reflects on what has changed or is about to change and, importantly, what has stayed the same, in areas such as pensions, ISAs and capital gains tax. Finally, they run through how to quickly identify and practically manage any required actions on our platform.

45-minute watch
Video chapters – navigate easily to your area of interest

Tax year end planning tools and resources

Everything you need at this busy time of year, including all the tools and resources that can help with managing client accounts.

Visit the hub

The LTA replacement regime explained

The lifetime allowance (LTA) replacement regime has seen the introduction of three new allowances. Here we examine the new rules and what they mean for clients.

5-min read

Transitional tax-free amount certificates

Clients only have the option to apply for a TTFAC before the first Relevant Benefit Crystallisation Event (RBCE) occurs post-6 April 2024.

5-min read

Paraplanner Team Leader Event

We hosted the latest Paraplanner Team Leader event at our London office, in association with Professional Paraplanner. Over 40 paraplanners attended in-person for the mentoring and soft skills training day. Watch our video highlights.

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Paul Richards interview with Professional Paraplanner

We’re thrilled to have won Professional Paraplanner’s ‘Best Overall Service to Paraplanners – Existing Business’ and ‘Best Provider website 2024’, recognising the technical content and support material we provide. Thank you for voting for us – we really appreciate the feedback. Paul Richards spoke to Professional Paraplanner about the awards and discussed why it’s important to continue providing support to paraplanners.

5-min read
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Professional Paraplanner 2024 awards

We are pleased to announce that Fidelity Adviser Solutions has been named Best Overall Service to Paraplanners - Existing Business and Best Provider Website at the Professional Paraplanner Awards 2024. These awards are a barometer of success for providers and paraplanners from all corners of the UK and recognise the very best in the industry.

Further support and reading

Professional Paraplanner’s Development Zone

Personal and professional development is a fundamental aspect of being a great paraplanner. Here, you can access insightful, practical, and enlightening articles to help your development journey.

Explore the Development Zone

Paraplanning in a pandemic 2021 report

We are delighted once again to be sponsoring Professional Paraplanner’s unique report into the role of the paraplanner in what has been a challenging period.

Read now

Professional Paraplanner 2021 Awards

We are incredibly honoured to have received the Professional Paraplanner Editor’s Choice Award, a special prize that recognises exceptional support given to paraplanners over the last five years.

3-minute read

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