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Paraplanner technical hub

Supporting paraplanners in a world of constant change

Professional Paraplanner 2022 Awards

We’re thrilled to have won ‘Best Provider Website 2022’, voted for by paraplanners, recognising the technical content and support material we provide. Thank you for voting for Fidelity Adviser Solutions - we really appreciate the feedback. Jackie Boylan, Head of Fidelity Adviser Solutions, spoke to Professional Paraplanner about winning the award for the second time in three years. She also discusses how we are bringing opportunities to adviser firms through new integrated solutions.

2-min read
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Paraplanner Team Leader Event

We hosted the second Paraplanner Team Leader event, at our London office,  in association with Professional Paraplanner. Over 30 paraplanners attended in-person for the mentoring and soft skills training day. Watch our video highlights.

2-min watch

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.

Explore the Development Zone

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.

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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.

3-minute read

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.

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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.

Read now - 2 mins

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.

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Other areas of interest

Pension lifetime allowance adviser support package

LTA support material all in one place.

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The beneficiaries flexi-access drawdown conumdrum

Pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.

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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.

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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.

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Compliance and regulatory matters

Expert insight to help you stay up to date with changing regulation.

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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.

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New to Fidelity Adviser Solutions?

Find out what we offer to help you build profitable and sustainable financial businesses.

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