OverviewProducts
Products
Pension Flexible Investment and Retirement Solutions Standard Life Smoothed Return Pension Fund Standard Life Guaranteed Lifetime Income plan Taking retirement income ISA Investment Accounts Pension Trustee, Company and Trust accounts Cash The Canada Life International Bond Utmost Wealth Solutions − offshore bond products
Investments
Technical matters
Technical matters
Tax year end planning tools and resources Financial planning considerations - webinar Solving the retirement income conundrum events 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
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Application deadlines
To ensure your clients' applications are processed on time for the current tax year, please note the following deadlines.
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Please note that for any payments out, having settled cash available will improve the efficiency and time frame within which we can process payments. |
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Pension new business applications and top-up requests. |
For payments by bank transfer, debit card or cheque: Please note that any electronic payments for the following tax year 2026/27 should not be sent until 6 April 2026. |
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ISA |
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ISA applications. |
Fully completed applications and payments must be received by 11:59pm on 5 April 2026. This includes instructions to open a new Investment ISA or topping up of an existing Investment ISA account via debit card, bank transfer or cheque. Important information:
The quickest* and easiest method of payment is to use online banking. Your clients will need the following information to make a payment: Account name: Financial Administration Services Limited We now offer ‘Pay by Bank’ as a payment method. Please visit the
Online payments page for more information. Please note that any electronic payments for the following tax year 2026/27 should not be sent until 6 April 2026. |
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*Some banks do not participate in faster payments and the cut-off times may vary for same day transfers. Please note the amount that can be transferred by faster payments can vary between banks. Payments made after 10pm may not reach us on the same day.
Important points to avoid delays
Online banking - this is the quickest and easiest method of payment. See 'online payment' section.
Cash available - please ensure cash is available for any payments out as to not delay the process. See 'Avoiding delays' section.
Bank mandate verifications - please ensure any verification on bank accounts has been carried out or that payments are being paid to existing bank accounts already set up on the platform.
Upload & Send - the most effective way to send us documents
Please use your Upload & Send service wherever possible. If you do have to send any paperwork to us through the post, make sure you allow enough time for any cheques and payment slips to reach us.
Our postal address:
Fidelity
PO Box 391
Tadworth
KT20 9FU
The Pension Forum
Technical matters
Creating retirement income for your clients
Help and support
Client management
Adviser fees
Please note that with pension products, your clients will not be able to withdraw their money until the normal minimum pension age, unless the client has a lower protected pension age. Tax treatment depends on individual circumstances and all tax rules may change in the future. The value of investments and the income from them can go down as well as up so your client may get back less than they invest.