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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
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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
News & insights
Insights and opinions Fidelity Adviser Solutions press releases Building profitable practices
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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
Replacement of the lifetime allowance Retirement Income Pension forum The Platform Clinic Pension, retirement and tax planning Pensions 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
Replacement of the lifetime allowance Retirement Income Pension forum The Platform Clinic Pension, retirement and tax planning Pensions 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
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.
Latest technical insights
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.
Next generation financial planning webinar
Watch our latest webinar about Conquest Planning’s game-changing software and see the tool in action. Gabby Rondel, Fidelity’s Conquest Business Development Manager demonstrates how the software works and the benefits to you and your business, as well as how this enables better client outcomes.
View webinarParaplanner 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.
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.
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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