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OverviewTechnical matters
Technical matters
Pension, retirement and tax planning The lifetime allowance Pensions ‘in-depth’: tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change Keeping your business safe
More support
Paraplanner technical hub
Supporting paraplanners in a world of constant change
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.
Previous reports and articles
Professional Paraplanner – Business Focus
In 2020 we celebrated our 20th anniversary. Rob Kingsbury spoke to Jackie Boylan, Head of Fidelity Adviser Solutions, about the milestone, her career, diversity in financial services.
Professional Paraplanner – interview with Jackie Boylan
Jackie Boylan, Head of Fidelity Adviser Solutions, spoke to Professional Paraplanner about winning their 'Best Provider Website 2020' award. She also discusses how we’re using client feedback.
The Rise of the Paraplanner Report
Research into the paraplanner role has revealed a significant growth in the influence of paraplanners in financial planning firms over the past 5 years.
Other areas of interest
Pension lifetime allowance adviser support package
LTA support material all in one place.
The beneficiaries flexi-access drawdown conumdrum
Pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.
Pensions ‘in-depth’: tax relief and annual allowances
The law and mechanisms underpinning tax relief on pension contributions and matters relating to annual allowances, tapered annual allowance and the annual allowance tax charge.
Retirement and pensions training
Whether you want to improve your pension technical knowledge or are studying for your pension exams, these videos are a valuable source of information and insight to support you in navigating.
Compliance and regulatory matters
Expert insight to help you stay up to date with changing regulation.
Ask an expert
Ask our experts for technical assistance with your client queries.
Guide
Your guide to Fidelity’s Adviser Solutions
Your guide to the services and solutions we provide, as well as the products and investment options we offer.
New to Fidelity Adviser Solutions?
Find out what we offer to help you build profitable and sustainable financial businesses.