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About us

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Who we are New to Fidelity Adviser Solutions? Awards Register to use our services The depth and breadth of our service Due diligence: choosing the right partner

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Model portfolio services

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DFM services for advisory firms

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Support services

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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 Supporting vulnerable clients

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Products

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Pension 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

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Investments

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Funds AIM portfolios Exchange Traded Products Investment Trusts Shares

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Adviser support

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Sustainable investing guide for advisers ESG criteria and considerations Ask the expert Webinar: Sustainable investing

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Client support

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Advising clients on sustainable investing Sustainable investing glossary

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Reports & research

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ESG Tracking Study Fidelity and Sustainability

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News & Insights

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Insights and opinions Fidelity Adviser Solutions press releases Investment Outlook Understanding market volatility

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Guidance & advice

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Financial adviser research Cybersecurity: keeping your business safe

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Building profitable practices

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Building profitable practices Helping clients with their financial wellness Financial wellness for business owners Women in financial planning

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Technical matters

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Tax planning opportunities for 2025/26 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

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More support

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Consumer Duty Tax and Trust planning Literature library Request printed literature Compliance and regulatory matters Help and support

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Paraplanner technical hub

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Technical hub Retirement income Regulation, due diligence and compliance Training support