Supporting paraplanners in a world of constant change
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.
Here we examine the new rules and what they mean for your clients.
The introduction of unfettered drawdown means planning an income in retirement is far from straightforward.
Guides and insights on the State Pension – the foundation block of retirement income planning for most retirees.
As part of our continuing drive to provide good consumer outcomes, we’ve now published our Target Market and Value Assessment statements on our Consumer Duty hub page.
Selecting a long-term adviser services partner is a major decision for any advisory firm. Our due diligence materials cover why our service and product wrappers could be suitable for your clients.
Paul Squirrell, our pension expert, answers technical questions raised via our Pension forum.
Topics include:
Post pension freedoms, more people are choosing drawdown for their retirement, many without advice, and often withdrawing at rates of income that may not last a lifetime. What’s more, retirement is increasingly a transition. Against this background, adviser firms need to take a holistic view of retirement, managing and adapting their clients’ plans as circumstances change. Our range of reports look at these issues and show how you can help clients achieve a better retirement.
Download now
Jackie Boylan, Head of Fidelity Adviser Solutions, spoke to Professional Paraplanner about winning their 'Best Provider Website 2023' award. She also discussed why it’s important to continue providing support to paraplanners.
5-min readWe are delighted and proud to announce that Fidelity Adviser Solutions has been named as ‘Best Provider Website’ at the Professional Advisers Awards 2023. These awards are a barometer of success for providers and advisers from all corners of the UK. They recognise the very best in the industry in multi-asset investing, platform provision, adviser support, paraplanning and adviser engagement.
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.
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.
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.
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.
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.
Research into the paraplanner role has revealed a significant growth in the influence of paraplanners in financial planning firms over the past 5 years.
Pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.
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.
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.
Expert insight to help you stay up to date with changing regulation.
Your guide to the services and solutions we provide, as well as the products and investment options we offer.
Find out what we offer to help you build profitable and sustainable financial businesses.
Overview
