Overview 
To help get you to the right website, please choose one of the options below
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
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
Creating retirement income for your clients
Navigating the current retirement landscape and changing trends to help your clients live, save and spend is not so simple today. There are a number of ways you can help clients, however, it’s clear that no one size fits all. Here we have pulled together thoughts and ideas to help you provide the retirement that your clients want.
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
The State Pension – the foundation block of retirement is income planning for most retirees. Here we've gathered insights on how to maximise the benefit.
NMPA and protected retirement ages
The Normal Minimum Pension Age is currently set at age 55 and is due to increase to 57 in April 2028. However, clients may have various forms of protected retirement age in place.
The lifetime allowance
A step-by-step approach to establishing the client’s individual lifetime allowance (LTA) and updates on its abolition.
Beneficiary flexi-access drawdown (BFAD)
BFAD allows individuals to pass on pension benefits in a manner where the beneficiaries have immediate access to the funds after death.
Helping build your technical knowledge
Our Pension forum can help with some of the more obscure aspects of pension tax planning. And our comprehensive range of videos can support anyone studying for CII pension exams.
Automated drawdown made easy
Our pension enables your clients to take one-off crystallisations and PCLS (tax-free cash) along with regular and one-off taxable income.
Investment considerations for a retirement portfolio
Materials on a wide range of pension and retirement income planning topics.
Continuing Professional Development
Please use this form to record any learning and development activities you have undertaken.
Download now