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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.

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.

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.

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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