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Services
Bereavement Adviser fees services Reporting services Back office integration Information only advisers Transferring clients between firms Capital gains reporting Re-registrations and transfers What platforms do - an explanation for your clients IPOs and Placings Supporting vulnerable clients
About us
Model portfolio services
Support services
Support services
Bereavement Adviser fees services Reporting services Back office integration Information only advisers Transferring clients between firms Capital gains reporting Re-registrations and transfers What platforms do - an explanation for your clients IPOs and Placings Supporting vulnerable clients
Overview
News & insights
Insights and opinions Fidelity Adviser Solutions press releases Building profitable practices
Back
Investment Outlook
Understanding market volatility
Webinar: Surviving retirement
News & Insights
News & Insights
Insights and opinions Fidelity Adviser Solutions press releases Building profitable practices
Building profitable practices
Guidance & advice
Technical resources
10 must-do tasks for the start of the tax year The lifetime allowance Retirement Income Pension forum Pension, retirement and tax planning 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
Technical matters
Technical matters
10 must-do tasks for the start of the tax year The lifetime allowance Retirement Income Pension forum Pension, retirement and tax planning 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
More support
Paraplanner technical hub
Supporting paraplanners in a world of constant change
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.
Talking points – the latest technical insights in one place
- Retirement savings hierarchy webinar
- Retirement insights and strategies
- Adviser research
- Update: ‘Replacement’ of the lifetime allowance
- The NMPA and protected retirement ages
- Consumer Duty support zone
Retirement savings hierarchy webinar
Fidelity’s Paul Squirrell runs through how recent tax changes affect the planning process while Jon Hale demonstrates our platform functionality.
Challenges and strategies for income in retirement
The introduction of unfettered drawdown means planning an income in retirement is far from straightforward.
Considerations around the State Pension
Guides and insights on the State Pension – the foundation block of retirement income planning for most retirees.
Consumer Duty update
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.
Due diligence: choosing the right partner
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.
Your 10 must-do tasks for the 2023/24 tax year
Here we provide a number of ideas to ensure your clients are making the most of their savings and investments.
The Pension forum
Paul Squirrell, our pension expert, answers technical questions raised via our Pension forum.
Topics include:
- Taking a PCLS after age 75 and the maximum payment that can be made
- An UFPLS withdrawal and the annual allowance tax charge
- Employer’s contributions and PCLS recycling rules
Navigating the retirement maze
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.
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Jackie Boylan interview with Professional Paraplanner
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 readProfessional Paraplanner 2023 Awards
We 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.
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.
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.
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.