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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.

Watch Fidelity’s experts – Paul Richards, Paul Squirrell, and Jon Hale – in this 45-minute discussion as they unpack the latest developments in retirement and tax planning. They cover key changes and what’s ahead for pensions, ISAs, and CGT, explore estate planning implications, and share practical tips for managing tax year-end tasks on our platform.

00:44 – Savings & retirement: What’s really changed?
01:54 – Pension confidence and the salary sacrifice cap
02:50 – Pension funding technical support
04:06 – Practical decumulation strategies
05:55 – Additional Budget points for tax year end planning
07:44 – ISA reform: What’s coming and when
10:15 – Adviser priorities on ISA changes
12:42 – Investing beyond pensions & ISAs
16:15 – Efficient asset holding & transfers
17:47 – Managing Capital Gains Tax effectively
19:50 – IHT: The new planning landscape
21:20 – Actions to take ahead of IHT changes
21:50 – Expression of Wish: Reviewing & updating
25:00 – New rules for Personal Representatives (PRs)
27:25 – Rethinking disinvestment hierarchies
28:33 – Why IHT changes transform planning
30:35 – The role of annuities in future planning
31:56 – Impact on adviser remuneration models
32:32 – Key takeaways

The LTA replacement regime explained

The legislation that replaced the lifetime allowance framework became effective on 6 April 2024. You’ll find more information on the new rules and transitional arrangements here.

Tax year end planning: tools and resources

Our dedicated web hub contains everything you need at this busy time of year, including information on application deadlines and tips on avoiding delays.

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.

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.

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.

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.

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.

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