Adviser-Hub articles

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Comprehensively straightforward retirement expertise

Our comprehensive – yet straightforward – range of solutions can help you meet all the evolving needs of clients planning for and their journey through retirement.

Fidelity Adviser Solutions 23rd Jun 2025

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12 security-related questions to ask your platform partner

To help you with your due diligence, Fidelity Adviser Solutions have created a checklist covering 12 security-related questions they recommend you ask your platform partner.

Fidelity Adviser Solutions 9th Jun 2025

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Tackling retirement income challenges and finding opportunities

Paul Squirrell, retirement expert at Fidelity Adviser Solutions provides insight into the current retirement income landscape. Then followed by Laura Whetstone, Director at Lathe & Co Wealth Ad...

Fidelity Adviser Solutions 27th May 2025

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State Pension – helping your client conversations

The State Pension is an important consideration when managing a client’s retirement income.

Fidelity Adviser Solutions 6th May 2025

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A new guaranteed lifetime income option within drawdown

As part of Fidelity Adviser Solutions’ ongoing commitment to providing advisers and their clients access to an ever-growing choice of retirement solutions, they’ve launched, in partners...

Fidelity Adviser Solutions 22nd Apr 2025

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Tax tables 2025/26

Plan ahead with Fidelity Adviser Solutions latest tax tables – all the rates and thresholds for 2025/26 tax year.

Fidelity Adviser Solutions 7th Apr 2025

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Tax treatment of money purchase death benefit payments

Under the lifetime allowance (LTA) replacement regime, one of the three new allowances is the lump sum and death benefit allowance (LSDBA).

Fidelity Adviser Solutions 11th Mar 2025

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UFPLS withdrawals and the annual allowance tax charge

Paul Squirrell, Fidelity Adviser Solutions’ pension expert, answers a question raised via the Pension Forum.

Fidelity Adviser Solutions 24th Feb 2025

Article-Pension-01-smll2024 Business Toolkit

TTFACs for clients over age 75 and taking PCLS

Should you consider applying for a transitional tax-free amount certificate (TTFAC) for a client who is over age 75 and looking to take a Pension Commencement Lump Sum?

Fidelity Adviser Solutions 17th Feb 2025

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Tax planning considerations – webinar replay

Fidelity Adviser Solutions' panel considers all the implications for retirement and tax planning.

Fidelity Adviser Solutions 3rd Feb 2025

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Capital Gains and Investment Accounts

In this video, Fidelity's Paul Squirrell covers the methodology for performing these calculations as well as how to establish whether any tax is payable and, if so, how much.

Fidelity Adviser Solutions 21st Jan 2025

Article-Time-01-smll20244 Business Toolkit

Reflections on the Autumn Budget 2024

Fidelity's Paul Squirrell takes a detailed look at the new government’s first Budget and considers the implications for financial planning.

Fidelity Adviser Solutions 13th Jan 2025

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Post-Budget and US election – is it time to invest again?

Fidelity’s Ed Monk examines how asset prices responded, which stock markets look cheap – and which don’t.

Fidelity Adviser Solutions 10th Dec 2024

Business Toolkit

Adviser firms position themselves for growth

Paul Richards discusses some of the key findings and shares his thoughts on why advice firms are feeling more bullish about their prospects now, than at any time since the research began in 2020.&n...

Fidelity Adviser Solutions 25th Nov 2024

Business Toolkit

Autumn Budget key takeaways

Fidelity’s Paul Richards and Paul Squirrell got together to examine exactly what’s changed – and what hasn’t changed – in areas such as pensions, ISAs and capital gain...

Fidelity Adviser Solutions 18th Nov 2024

Business Toolkit

Autumn Budget – what it means for your clients and their money

Rachel Reeves’s Budget debut was road-tested in advance, as they are these days. There were no surprises in her well-flagged higher tax, higher spend, higher borrowing speech.

Fidelity Adviser Solutions 1st Nov 2024

Business Toolkit

Cybersecurity – six simple steps to help protect your firm

Fidelity’s Risk and Security expert’s Katie Beecroft gives a brief outline of some of the cyber threats that you might encounter.

Fidelity Adviser Solutions 28th Oct 2024

Business Toolkit

Why the 4% rule shouldn’t be ‘the tail that wags the dog’

Reliance on a single figure is overly simplistic. The recent FCA thematic review of retirement advice questioned whether a single rate, that doesn’t reflect individual circumstances, is appro...

Fidelity Adviser Solutions 21st Oct 2024

Business Toolkit

The advice sector’s future – practitioners’ hopes and fears

Download this year’s report to find out practitioners’ views on their firms’ prospects for growth, what impact AI may have on their businesses and what they’d like to see fr...

Fidelity Adviser Solutions 15th Oct 2024

Business Toolkit

What the end of NS&I 6.2% bond tells us about cash savings

Fidelity’s Ed Monk looks at the options available as investors look for a new home for their savings.

Fidelity Adviser Solutions 30th Sep 2024

Business Toolkit

Vulnerable customers and the Consumer Duty

The Consumer Duty has imposed additional rules and guidance on how vulnerable customers should be treated.

Fidelity Adviser Solutions 10th Sep 2024

Business Toolkit

Will Labour change the State Pension age?

The government has legislated for an age increase from 66 to 67 in 2026-28 and to 68 in 2044-46. However, the timing of the rise to 68 is in doubt and will be looked at by an independent review.

Fidelity Adviser Solutions 9th Sep 2024

Business Toolkit

Tax treatment of money purchase death benefit payments

Here is a rough guide from Fidelity Adviser Solutions – including a flowchart – to the tax treatment of money purchase death benefit payments.

Fidelity Adviser Solutions 2nd Sep 2024

Business Toolkit

The Pension Forum: Compensation payments paid into a pension

Fidelity Adviser Solutions’ Paul Squirrell, their pension expert, gives his answer in the Pension Forum.

Fidelity Adviser Solutions 19th Aug 2024

Business Toolkit

Transitional tax-free amount certificates – should a client apply?

Where clients have accessed pension savings prior to 6 April 2024 and have therefore used part or all of their lifetime allowance, the lump sum allowance (LSA) and lump sum and death benefit allowa...

Fidelity Adviser Solutions 6th Aug 2024

hub-exclusives-banner-alternatives-32 Analysis & Opinion

Pension Forum: the lifetime allowance replacement regime takes centre stage

Pension legislation can never be described as straightforward. Judging by Fidelity Adviser Solutions’ Pension Forum, the intricacies of the new lifetime allowance (LTA) replacement regime are...

Fidelity Adviser Solutions 4th Aug 2024

Business Toolkit

Labour's possible pension changes - what chance they happen?

How might Labour change pensions and retirement savings? Fidelity Ed Monk explores some of the most talked-about potential changes.

Fidelity Adviser Solutions 22nd Jul 2024

Business Toolkit

The ‘£287,560’ cost of matching the State Pension

The State Pension has become an early battleground in the upcoming General Election, with the major parties diverging on their plans for the old age payment.

Fidelity Adviser Solutions 17th Jun 2024

Business Toolkit

An overview of the LTA replacement legislation

Fidelity Adviser Solutions’ Paul Squirrell runs through the three new allowances, how they work and the payments that are tested against them.

Fidelity Adviser Solutions 10th Jun 2024

Business Toolkit

NEW innovative smoothed solution available on Fidelity Adviser Solutions

Fidelity is committed to helping provide flexible retirement planning options for you and your clients, underpinning a more certain journey to and through retirement.

Fidelity Adviser Solutions 21st May 2024

Analysis & Opinion

Pensions – still the first port of call for retirement savings

Fidelity’s Paul Squirrell, Head of Retirement and Savings Development, illustrates why pensions are still the starting point for clients saving for their retirement.

Fidelity Adviser Solutions 16th May 2024

Business Toolkit

Capital Gains and Investment Accounts

At face value, calculating the gains or losses on an investment seems a relatively straightforward process. In reality, it can be quite complicated.

Fidelity Adviser Solutions 7th May 2024

Business Toolkit

Transitional tax-free amount certificates

Where clients have accessed pension savings prior to 6 April 2024 and have therefore used part or all of their lifetime allowance, the lump sum allowance (LSA) and lump sum and death benefit allowa...

Fidelity Adviser Solutions 22nd Apr 2024

Business Toolkit

The FCA’s Retirement income advice review

In their review, the FCA has identified some key areas for improvement for the retirement income advice market.

Fidelity Adviser Solutions 16th Apr 2024

Business Toolkit

The LTA replacement regime explained

The lifetime allowance (LTA) replacement regime comes into force for pensions on 6 April 2024.

Fidelity Adviser Solutions 2nd Apr 2024

Business Toolkit

2024/25 tax tables available

Fidelity Adviser Solutions’ 2024/25 tax tables are available with all the rates and thresholds for the coming year.

Fidelity Adviser Solutions 12th Mar 2024

Business Toolkit

Update: ‘Replacement’ of the lifetime allowance

Following an initial Policy Paper and a Draft Finance Bill issued last summer – and a resulting consultation period – further draft legislation was released in November 2023.

Fidelity Adviser Solutions 5th Feb 2024

Business Toolkit

Webinar replay: Financial planning considerations following a year of change

In a recent webinar, Fidelity Adviser Solutions’ Paul Richards, Paul Squirrell and Jon Hale ran through the key considerations for clients and how to quickly identify those who may need to ta...

Fidelity Adviser Solutions 29th Jan 2024

Business Toolkit

Tax planning insights and practical tips

With lots of changes to tax allowances and other regulations over the last year, Fidelity’s Paul Squirrell takes a high-level look at some of the main considerations for financial planners as...

Fidelity Adviser Solutions 16th Jan 2024

Business Toolkit

Vulnerable customers and the Consumer Duty

The Consumer Duty has recently imposed additional rules and guidance on how vulnerable customers should be treated.

Fidelity Adviser Solutions 28th Nov 2023

Business Toolkit

IFA DNA - The impact of regulation and tax changes on advice firms

There’s more regulatory change on the horizon too. So, it’s no surprise our qualitative interviews revealed growing frustration at the ever-increasing compliance burden on advice firms....

Fidelity Adviser Solutions 14th Nov 2023

Business Toolkit

Investment Outlook: Is opportunity knocking?

Fidelity’s Tom Stevenson shares his thoughts on the global economy and where potential opportunities lie.

Fidelity Adviser Solutions 25th Oct 2023

Business Toolkit

How ISAs might change – Autumn Statement

The rules and incentives governing savings may be up for review at the Autumn Statement next month (22 November).

Fidelity Adviser Solutions 25th Oct 2023

Business Toolkit

Talking Points – latest technical updates in one place

Latest technical updates in one place.

Fidelity Adviser Solutions 25th Oct 2023

Business Toolkit

Building and maintaining client trust

As part of Fidelity Adviser Solutions ‘Building profitable practices’ series, we present some ideas to help you make the most of your client interactions. 

Fidelity Adviser Solutions 25th Oct 2023

Business Toolkit

IFA DNA 2023: Adapting to uncertainty

Fidelity Adviser Solutions have also included their Special Report which examines the impact of regulation and tax changes on advice firms. Hear what your peers have to say.

Fidelity Adviser Solutions 25th Oct 2023

Business Toolkit

Financial wellness insights for your clients

Having a good relationship with money and making the most of it day to day is so important. So, how can you help look after clients' financial wellness?

Fidelity Adviser Solutions 23rd Oct 2023

Business Toolkit

Navigating the retirement maze

Explore the summary of the retirement themes and challenges for financial planners and their clients.

Fidelity Adviser Solutions 16th Oct 2023

Business Toolkit

Retirement savings hierarchy

Recent tax changes mean there are important new considerations when thinking about the tax wrapper hierarchy for clients saving for their retirement.

Fidelity Adviser Solutions 2nd Oct 2023

Business Toolkit

Update: 'Replacement' of the lifetime allowance

In the Spring Budget, an announcement was made that the lifetime allowance (LTA) would be 'abolished'.

Fidelity Adviser Solutions 19th Sep 2023

Business Toolkit

The Pension forum: Taking PCLS after age 75

A client is approaching age 75 and still has some uncrystallised money purchase benefits remaining. What are the rules for taking Pension Commencement Lump Sum payments beyond their 75th birthday?<...

Fidelity Adviser Solutions 4th Sep 2023

Business Toolkit

The NMPA and protected retirement ages

The Normal Minimum Pension Age (NMPA) is currently set at age 55 and is due to increase to age 57 in April 2028. However, clients may have various forms of protected retirement ages in place &ndash...

Fidelity Adviser Solutions 30th Aug 2023

Business Toolkit

Calculating the gains or losses on an investment

Paul Squirrell covers the methodology for performing these calculations as well as how to establish whether any tax is payable and, if so, how much.

Fidelity Adviser Solutions 31st Jul 2023

Business Toolkit

A platform built around your business

Making your life easier and your firm more efficient while providing a great end-investor experience for your clients is at the heart of what Fidelity Adviser Solutions stand for.

Fidelity Adviser Solutions 25th Jul 2023

Business Toolkit

Considerations around pension contributions

Paul Squirrell, Fidelity Adviser Solutions’ pension expert, runs through many of the considerations relating to pension contributions for 2023/24.

Fidelity Adviser Solutions 20th Jun 2023

Business Toolkit

The lifetime allowance and the Spring Budget – what does it all mean?

Although the removal of the LTA tax charge is good news for pension savers, there are aspects of the lifetime allowance system that need further examination.

Fidelity Adviser Solutions 23rd May 2023

Business Toolkit

New tax year: Check State Pension credits

The State Pension is the bedrock of pension planning, so the start of the tax year is a good time to get clients to check their online record to ensure it is accurate and up to date.

Fidelity Adviser Solutions 24th Apr 2023

Business Toolkit

Your 10 must-do tasks for the start of the 2023/24 tax year

Fidelity Adviser Solutions provide a number of ideas to ensure your clients are making the most of their savings and investments.

Fidelity Adviser Solutions 18th Apr 2023

Business Toolkit

2023/24 tax tables

Fidelity Adviser Solutions 2023/24 tax tables are available with all the rates and thresholds for the coming year.

Fidelity Adviser Solutions 3rd Apr 2023

Business Toolkit

Understanding market volatility

Fidelity Adviser Solutions have created two short guides to support your client conversations.

Fidelity Adviser Solutions 13th Mar 2023

Business Toolkit

Tax relief and the pension annual allowance

Technically, there’s no limit to the amount of pension savings that can be made by an individual in any tax year. However, there is a restriction on the contributions that can receive tax rel...

Fidelity Adviser Solutions 27th Feb 2023

Business Toolkit

Your financial planning framework

Fidelity Adviser Solutions’ checklists are designed to highlight financial planning considerations for Pensions, ISAs and Investment Accounts when approaching the end of the tax year.

Fidelity Adviser Solutions 6th Feb 2023

Business Toolkit

Webinar replay: Planning considerations at tax year end

Catch up on Fidelity Adviser Solutions recent webinar where Paul Richards and Paul Squirrell discussed the use of all the various allowances and any limits and calculations required.

Fidelity Adviser Solutions 31st Jan 2023

Business Toolkit

Tax year end planning tools and resources

With changes to UK taxation, many allowances and thresholds will be cut or frozen in 2023/24 and so it is more important than ever that clients maximise their allowances before the end of the tax y...

Fidelity Adviser Solutions 16th Jan 2023

Business Toolkit

Changes to UK taxation and the potential impact on clients

As the dust settles on the fourth budget of 2022, Fidelity's Paul Squirrell looks at some of the financial planning considerations as a result of the proposed changes...

Fidelity Adviser Solutions 12th Dec 2022

Business Toolkit

Talking Points – the latest technical insights in one place

Navigating the more intricate areas of financial planning can be...

Fidelity Adviser Solutions 21st Nov 2022

Business Toolkit

Helping your conversations around flexible retirement income

Fidelity Adviser Solutions’ client guide 'A flexible retirement income for whatever the future holds' gives a detailed look at drawdown from how it works to the advantages and drawbac...

Fidelity Adviser Solutions 31st Oct 2022

Business Toolkit

Your guide to the new Consumer Duty

The final rules relating to the Consumer Duty mean advice firms have to implement major changes to how they operate and deal with clients on an ongoing basis. The implementation deadlines are extremel...

Fidelity Adviser Solutions 25th Oct 2022

Business Toolkit

Cybersecurity: addressing behavioural risks

Take a look at Fidelity Adviser Solutions’ cybersecurity resources to help you stay one step ahead of cyber criminals.

Fidelity Adviser Solutions 17th Oct 2022

Business Toolkit

Challenges and strategies for income in retirement

Fidelity's Paul Richards and Paul Squirrell discuss important areas when considering retirement income.

Fidelity Adviser Solutions 10th Oct 2022

Business Toolkit

The new Consumer Duty: webinar replay

In this webinar, Fidelity Adviser Solutions' Paul Richards is joined by Chris Davies of award-winning RegTech provider Model Office and Alex Whitson of VouchedFor, the UK’s largest review platform for...

Fidelity Adviser Solutions 3rd Oct 2022

Business Toolkit

UFPLS withdrawal and the annual allowance tax charge

Paul Squirrell, Fidelity Adviser Solutions pension expert, answers the latest question raised via our Pension forum.

Fidelity Adviser Solutions 27th Sep 2022

Business Toolkit

The new State Pension – buy now while stocks last?

The State Pension provides a guaranteed, index-linked income and so it’s essential that clients maximise this benefit, where possible.

Fidelity Adviser Solutions 22nd Aug 2022

Business Toolkit

Client getting divorced? Don’t let them forget their pension

Why are pension sharing orders so important and why should clients ensure their pension pots are part of any divorce settlement?

Fidelity Adviser Solutions 9th Aug 2022

Business Toolkit

Sustainable investing and the advice process

A changing regulatory and legislative backdrop has led to a surge in interest for sustainable investing. And Fidelity Adviser Solutions research indicates that interest in sustainable investing will,...

Fidelity Adviser Solutions 18th Jul 2022

Hub Exclusives - Banner_Alternatives 34 Analysis & Opinion

Stronger pension nudges: final rules and guidance

On 1 December 2021 the FCA published the final rules and guidance for firms on the stronger nudge to Pension Wise guidance PS21/21. These new rules came into effect from 1 June 2022. Paul Squirrell, H...

Fidelity Adviser Solutions 14th Jul 2022

Business Toolkit

Stronger pension nudges: final rules and guidance

The FCA's final rules and guidance for firms on the stronger nudge to Pension Wise guidance (PS21/21) came into effect on 1 June 2022. Here Fidelity Adviser Solutions look at who is affected by the ne...

Fidelity Adviser Solutions 13th Jun 2022

Business Toolkit

Pre-A Day drawdown arrangements and the age 75 test

Fidelity Adviser Solutions’ pension expert, Paul Squirrell, runs through a case study of a client with Pre A day drawdown arrangements approaching age 75. Considerations include the uncrystallised fun...

Fidelity Adviser Solutions 31st May 2022

Business Toolkit

Fidelity Adviser Solutions partners with Origo’s Integration Hub

Fidelity Adviser Solutions are delighted to have partnered with the Origo Integration Hub providing Straight Through Processing (STP) for account opening and trading services.

Fidelity Adviser Solutions 12th May 2022

Business Toolkit

The Pension Forum: helping build your technical knowledge

The rules relating to pensions can be incredibly confusing given the complexity of the Pensions Tax Manual. To help build your technical knowledge around some of the more obscure aspects of this topic...

Fidelity Adviser Solutions 12th May 2022

Business Toolkit

The beneficiary flexi-access drawdown conundrum

Beneficiary flexi-access drawdown (BFAD) allows individuals to pass on pension benefits in a manner where the beneficiaries have immediate access to the funds after death.

Fidelity Adviser Solutions 3rd May 2022

Business Toolkit

The annual allowance charge and Scheme Pays requests

Fidelity Adviser Solutions take a step-by-step approach to calculating client’s annual allowance charges and explain the two types of Scheme Pays, mandatory and voluntary. They also run throu...

Fidelity Adviser Solutions 19th Apr 2022

Business Toolkit

New: Tax tables 2022/23 available

Fidelity Adviser Solutions' 2022/23 tax tables are now available, with all the rates and thresholds for the coming year.

Fidelity Adviser Solutions 11th Apr 2022

Partner Zone

A time for cool heads as the world order shifts

Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance in the unfolding crisis. Once the dust settles a...

Fidelity Adviser Solutions 29th Mar 2022

Partner Zone

Fund update - Sustainable Asia Equity

Fidelity Sustainable Asia Equity Fund portfolio managers Dhananjay Phadnis and Flora Wang provide a fund update and outline how deep levels of corporate engagement is starting to deliver tangible resu...

Fidelity Adviser Solutions 10th Mar 2022

Business Toolkit

Planning considerations at tax year end

Paul Squirrell, Fidelity Adviser Solutions ‘expert, highlights financial planning considerations for Pensions, ISAs and Investment Accounts when approaching the end of the tax year.

Fidelity Adviser Solutions 8th Mar 2022

Business Toolkit

Important considerations for pension contributions before 5 April

Paul Squirrell, Fidelity Adviser Solutions’ pension expert, takes a step-by-step approach to pension contributions from the critical starting point of tax relief.

Fidelity Adviser Solutions 21st Feb 2022

Business Toolkit

Make online safety your priority

Fidelity Adviser Solutions’ cybersecurity hub includes a number of checklists and support guides to help you and your office ensure you stay safe online.

Fidelity Adviser Solutions 9th Feb 2022

Business Toolkit

FCA’s strategy for positive change

The FCA believes the financial sector has an important role to play in helping the economy adapt to a more sustainable long-term future. Here is an overview of how it intends to support the industry d...

Fidelity Adviser Solutions 9th Feb 2022

Business Toolkit

Tax year end checklists - your financial planning framework

Fidelity Adviser Solutions have designed checklists to help highlight financial planning considerations for Pensions, ISAs and Investment Accounts when approaching the end of the tax year.

Fidelity Adviser Solutions 9th Feb 2022

Business Toolkit

Tax year end planning for Pensions

Fidelity Adviser Solutions’ experts look at pensions and all the important considerations before the end of the tax year.

Fidelity Adviser Solutions 7th Feb 2022

Business Toolkit

Sustainable Investment Finder

Fidelity’s Maike Currie and Julia Dreblow of SRI Services discuss how Fidelity’s tool could help to identify potential fund solutions.

Fidelity Adviser Solutions 26th Jan 2022

Business Toolkit

Tax year end planning for ISAs and Investment Accounts

Tune in to hear a discussion on the financial planning considerations relating to ISAs and Investment Accounts as we approach the tax year end. Fidelity Adviser Solutions cover the various different t...

Fidelity Adviser Solutions 25th Jan 2022

Business Toolkit

Cyber security: a core concern for advice firms

More and more advisory firms view cyber security as a top business challenge. Fidelity FundsNetwork’s report looks at certain key measures that can be taken by all firms to address the biggest risks.

Fidelity Adviser Solutions 11th Jan 2022

Business Toolkit

Lifetime allowance – making sure you have the correct allowance

Paul Squirrell, Fidelity FundsNetwork's pension expert, discusses some important considerations around the initial phase of LTA planning, on establishing the client’s individual lifetime allowance.

Fidelity Adviser Solutions 13th Dec 2021

Business Toolkit

Omicron: how to stay on track when markets are volatile

World stock markets have become more volatile with news of the Omicron variant of coronavirus, adding to existing uncertainty over the next moves in US and UK interest rates.

Fidelity Adviser Solutions 13th Dec 2021

Business Toolkit

The State Pension: how clients can boost the amount they receive

For most clients, the State Pension will form an important part of their retirement income. It not only provides a weekly sum to those who qualify, it’s also guaranteed.

Fidelity Adviser Solutions 25th Nov 2021

Business Toolkit

Don’t let clients get caught by the lifetime allowance tax charge

The pension lifetime allowance (LTA) – and the planning that surrounds it – is far from straightforward.

Fidelity Adviser Solutions 19th Nov 2021

Business Toolkit

Will ESG be the new normal after COP26?

Paul Richards, Head of Fidelity FundsNetwork Distribution, brought two industry leading experts in investment together ahead of the COP26. They explored the likely impact the conference would have on...

Fidelity Adviser Solutions 12th Nov 2021

Business Toolkit

Help with your due diligence

To help facilitate your due diligence, or if you're new to Fidelity FundsNetwork, they have a range of guides around their Pension, ISA and Investment Account.

Fidelity Adviser Solutions 12th Nov 2021

Business Toolkit

The changing DFM landscape

Hear about the rise in outsourcing investment solutions and the opportunities and challenges this brings.

Fidelity Adviser Solutions 2nd Nov 2021

Business Toolkit

The beneficiary flexi-access drawdown conundrum

Beneficiary flexi-access drawdown (BFAD) allows individuals to pass on pension benefits in a manner where the beneficiaries have immediate access to the funds after death, while retaining some of the...

Fidelity Adviser Solutions 25th Oct 2021

Business Toolkit

Fidelity FundsNetwork's Investment Outlook

Tom Stevenson asks if we're heading for a discontented winter, or if there's still room for hope.

Fidelity Adviser Solutions 20th Oct 2021

Business Toolkit

Using technology to make your business processes much more efficient

In continuation of their Adviser Support Programme, Fidelity FundsNetwork's latest webinar covers the following three areas: the emergence of APIs (Application Programming Interfaces) within the platf...

Fidelity Adviser Solutions 15th Oct 2021

Business Toolkit

Security-related questions firms should ask their platform partner

Is your platform partner using strong enough measures to protect your firm and your clients' data from cybersecurity threats?

Fidelity Adviser Solutions 15th Oct 2021

Business Toolkit

Cybersecurity among top business risks for financial advice firms

Cybersecurity is among the top three business risks for large advice firms according to Nextwealth's Financial Advice Business Benchmarks 2021.

Fidelity Adviser Solutions 5th Oct 2021

Business Toolkit

Helping your clients stay cyber safe at home, online and on the move

In an increasingly digital and online world, it’s important that information and data is secured and protected.

Fidelity Adviser Solutions 27th Sep 2021

Business Toolkit

Passive versus active and ESG

Can ESG be run passively or is active asset management the only effective way to run ESG portfolios?

Fidelity Adviser Solutions 10th Aug 2021

Business Toolkit

Value that works for you

Take a closer look at everything you can expect from FundsNetwork, when you choose their platform.

Fidelity Adviser Solutions 10th Aug 2021

Business Toolkit

Working with you in challenging times

Jackie Boylan, Head of Fidelity FundsNetwork, reflects on the last 12 months, how we all reacted to a different way of working and what FundsNetwork introduced to cater for their client’s immediate ne...

Fidelity Adviser Solutions 10th Aug 2021

Business Toolkit

DB transfer issues and considerations

The outputs from the Pension Transfer Analysis System forms an important part of transfer advice, as well as the basis for much of the required Appropriate Pension Transfer Analysis (APTA).

Fidelity Adviser Solutions 10th Aug 2021

Business Toolkit

CII September AF1 exam - get ready

For those of you taking the AF1 exam this September, why not check FundsNetwork’s video training resources with industry expert Sue Cox.

Fidelity Adviser Solutions 10th Aug 2021

Business Toolkit

Global women & money study 2021

In their latest report Fidelity explore how women across the globe choose to manage their money and their attitudes towards investing.

Fidelity Adviser Solutions 21st Jul 2021

Business Toolkit

Pension transfer advice: Finalised Guidance

The FCA issued their final rules relating to DB pension transfer advice last year. In order to support firms offering this advice to clients, the regulator subsequently issued recent Finalised Guidanc...

Fidelity Adviser Solutions 21st Jul 2021

Business Toolkit

Paraplanning in a pandemic 2021 report

FundsNetwork are delighted to be sponsoring Professional Paraplanner’s unique report ‘Paraplanning in a pandemic’.

Fidelity Adviser Solutions 21st Jul 2021

Business Toolkit

ESG investing: to outsource or not?

Is outsourcing the only option for advisers looking to integrate ESG solutions for their clients?

Fidelity Adviser Solutions 22nd Jun 2021

Business Toolkit

What are the latest adviser trends on sustainable investing?

Client allocation in ESG has grown to 15% in the last year and 68% of advisers expect to see a continued increase in assets invested in ESG funds and solutions. The views of investors are changing and...

Fidelity Adviser Solutions 27th May 2021

Business Toolkit

The annual allowance charge and Scheme Pays requests

Paul Squirrell, FundsNetwork’s pension expert, takes a step-by-step approach to calculating client’s annual allowance charges and explains the two types of Scheme Pays, mandatory and volun...

Fidelity Adviser Solutions 27th May 2021

Business Toolkit

Protect your inbox from hackers

The good news is there are some simple steps you can take to protect your email account from hackers.

Fidelity Adviser Solutions 27th May 2021

Business Toolkit

The FSCF and EU-domiciled funds

In late 2020, there were some media reports suggesting that FSCS protections for EU-domiciled funds – such as those based in Ireland and Luxembourg – would be stripped away once the Brexit transition...

Fidelity Adviser Solutions 17th May 2021

Business Toolkit

An increasing number of DFMs available on FundsNetwork platform

FundsNetwork now have over 40 Discretionary Fund Managers (DFMs) available on their platform, with more joining shortly.

Fidelity Adviser Solutions 27th Apr 2021

Business Toolkit

What does it really mean to be an IFA today?

FundsNetwork’s latest study examines how advisers’ views have changed from last year and how firms are planning for the post-pandemic period.

Fidelity Adviser Solutions 27th Apr 2021

Business Toolkit

Ensuring the fair treatment of vulnerable customers

The FCA recently issued Finalised Guidance FG21/1 setting out requirements firms must follow.

Fidelity Adviser Solutions 19th Apr 2021

Business Toolkit

Investment Pathways

New legislation was introduced on 1 February 2021 requiring pension providers to offer Investment Pathways to certain individuals entering or topping up drawdown arrangements.

Fidelity Adviser Solutions 13th Apr 2021

Business Toolkit

Tax tables 2021/22 available

FundsNetwork's 2021/22 tax tables are now available, with all the rates and thresholds for the coming year.

Fidelity Adviser Solutions 5th Apr 2021

Business Toolkit

The transition from LIBOR and other IBORs

The use of the LIBOR (London Interbank Offer Rate) is expected to come to an end at the close of 2021.

Fidelity Adviser Solutions 5th Apr 2021

Business Toolkit

Do your client's understand ESG investing?

FundsNetwork’s client-friendly guide aims to decode the concept and some of the complexity around sustainable investing, to help you and your clients have better discussions around ESG.

Fidelity Adviser Solutions 5th Apr 2021

Business Toolkit

Increase to the NMPA: a brief examination of the consultation paper

The Government has recently reaffirmed its intention to increase the normal minimum pension age (NMPA) from 55 to 57 from 6 April 2028. Paul Kennedy, FundsNetwork's tax expert, takes a look at some sa...

Fidelity Adviser Solutions 8th Mar 2021

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FundsNetwork's Pension and ISA allowances guide

FundsNetwork's client guide ‘Reap the benefits of tax efficient savings’ provides the key tax information that your clients need to make the most of their annual allowances.

Fidelity Adviser Solutions 9th Feb 2021

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What is ESG?

How many of us think about where our money goes? Are we worried about climate change and how our money is invested?

Fidelity Adviser Solutions 9th Feb 2021

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Re-registration – are you up to speed with the FCA’s new rules?

From 1 February 2021, to facilitate more platform-to-platform switching, new FCA rules have come into force.

Fidelity Adviser Solutions 9th Feb 2021

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Tax year end – supporting you at home or from the office

FundsNetwork’s tax year end hub is live with everything you need to keep your business moving during this busy time.

Fidelity Adviser Solutions 26th Jan 2021

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Making transfers simpler

To facilitate more platform-to-platform switching, commonly due to mismatches between share classes of the same fund.

Fidelity Adviser Solutions 14th Dec 2020

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Adviser Guide to Sustainable Investing

Sustainable investing has now moved into the mainstream and more and more clients are taking an active interest in how their money is invested. FundsNetwork’s research shows that the coronavirus crisi...

Fidelity Adviser Solutions 1st Dec 2020

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FundsNetwork’s sustainable investing hub

FundsNetwork’s new sustainable investing hub and educational guides can help you identify suitable investments and aid client discussions to provide better client outcomes.

Fidelity Adviser Solutions 4th Nov 2020

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Unlocking the financial power of women

FundsNetwork talked to Georgina Fry of Sanderson house about their latest research which found that when women take financial advice, they keep at it.

Fidelity Adviser Solutions 30th Sep 2020

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What’s next for advice?

In partnership with AKG, we’ve sponsored a practical paper which looks at key drivers for change, likely shape of the market and to establish the main opportunities for intermediaries and manufacturer...

Fidelity Adviser Solutions 23rd Sep 2020

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Ensuring the fair treatment of vulnerable customers

The FCA recently issued Guidance Consultation GC 20/3 setting out requirements firms must follow to protect vulnerable customers and ensure they are treated fairly.

Fidelity Adviser Solutions 16th Sep 2020

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Protect your clients' details from email hacking

With more of us working remotely and using unsecure email to communicate with colleagues, the risk of fraud increases further. To highlight how criminals can operate, FundsNetwork have detailed two fi...

Fidelity Adviser Solutions 9th Sep 2020

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Pensions and divorce

The pension fund can be a substantial financial investment in divorce settlements. Here FundsNetwork examine the many technical aspects that should be taken into account.

Fidelity Adviser Solutions 19th Aug 2020

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Skills of the modern financial adviser: future proof your role and business

The financial advice landscape has changed remarkably in recent decades, specifically with regard to the regulatory framework and the tools, technology and processes used to deliver advice. However, t...

Fidelity Adviser Solutions 13th Aug 2020

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New report: Financial power of women – Unlocking the power of advice

FundsNetwork’s latest research looks closely at the role financial advice could play in helping women to unlock their financial power. What do women want from advice and how can advisers help them to...

Fidelity Adviser Solutions 30th Jul 2020

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How the advice sector is adapting to the coronavirus crisis

FundsNetwork’s Adviser Pulse study assesses how adviser attitudes are changing as business and society adapts to the Coronavirus pandemic. It compares the latest views to those before the crisis and r...

Fidelity Adviser Solutions 29th Jul 2020

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Pension transfer advice: the new rules at a glance

The FCA have issued Policy Statement PS 20/6, which lays down a number of new rules in order to improve the quality of DB transfer advice. Here FundsNetwork summarise some of the key points related to...

Fidelity Adviser Solutions 29th Jul 2020

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FundsNetwork’s personal tax and trust planning training resources

The CII AF1 exam is just around the corner! To help you prepare, FundsNetwork have a new video training resources with industry expert Sue Cox.

Fidelity Adviser Solutions 18th Jun 2020

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New: tax tables 2020/21

FundsNetwork’s 2020/21 tax tables are now available, with updated rates and thresholds for the coming year.

Fidelity Adviser Solutions 2nd Apr 2020

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Protect your client details from email hacking

With more people working remotely at the present time, FundsNetwork have created some useful reminders on how to keep your business and client details safe from fraudsters.

Fidelity Adviser Solutions 2nd Apr 2020

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Glossary: the A to Z of ESG

A common issue cited with sustainable investing is a lack of clarity over the language used.

Fidelity Adviser Solutions 11th Mar 2020

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Education: retirement and pensions training

Studying for your CII pension exams? Take a look at FundsNetwork's range of 47 videos covering everything from the annual allowance to exam technique.

Fidelity Adviser Solutions 19th Feb 2020

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PROD 3 and 4: what you need to know

As part of MiFID II, the FCA introduced the Product Intervention and Product Governance Sourcebook (PROD) rules in January 2018.

Fidelity Adviser Solutions 6th Feb 2020

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Senior Managers and Certification Regime (SM&CR)

The FCA has extended the Senior Managers and Certification Regime (SM&CR) to all solo-regulated firms from 9 December 2019. All senior managers will need to be approved. Fidelity FundsNetwork discusse...

Fidelity Adviser Solutions 19th Dec 2019

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Business challenges facing financial advisers

FundsNetwork commissioned research to find out what the biggest business challenges advisers are facing.

Fidelity Adviser Solutions 11th Dec 2019

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Pension transfer advice

In our compliance section FundsNetwork provide summaries of the FCA rules and guidance on issues such as pension transfers.

Fidelity Adviser Solutions 10th Dec 2019

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The barriers to women investing

Fidelity's state of the nation report looks at steps women are taking to build wealth and the opportunity they have to make their money work harder.

Fidelity Adviser Solutions 25th Nov 2019

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