Adviser-Hub articles

Articles tagged: CLIENT MANAGEMENT
Article-Pension-01-2019 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

Article-Pension-01-2019 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

Article-Pension-01-2019 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

Article-Search-05-2019 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

Article-Pension-01-2019 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

Article-business-01-2022_1 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

Article-Communications-02-2019 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

Article-Puzzle-01-2019 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

Article-Search-05-2019 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

Article-Pension-01-2019 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

Article-Pension-01-2019 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

Article-Grow-02-2019 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

Article-Pension-01-2019 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

Article-Chart-03-2019 Business Toolkit

Understanding market volatility

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

Fidelity Adviser Solutions 13th Mar 2023

Article-Pension-01-2019 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

Article-Chart-02 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

Article-Coin-02-2019 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

Article-Pension-01-2019 Business Toolkit

Fidelity Adviser Solutions 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 th...

Adviser-Hub 28th Nov 2022

Article-Puzzle-01-2019 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

Article-Communications-02-2019 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

Article-Pension-01-2019 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

Article-Pension-01-2019 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

Article-Pension-01-2019 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

Article-Pension-01 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

Article-Grow-02-2019 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

Article-Pension-01 Business Toolkit

Pension contributions checklist

Fidelity Adviser Solutions’ checklist is designed to highlight important considerations for clients making pension contributions.

Adviser-Hub 20th Jun 2022

Article-Time-01-2019 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 through the pr...

Adviser-Hub 19th Apr 2022

Article-Coin-02-2019 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

Article-Puzzle-01-2019 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

Article-Pension-01-2019 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

Article-Communications-02-2019 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

Article-Pension-01-2019 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

Article-Direction-05-2019 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

Article-Coin-02-2019 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

Article-Communications-02-2019 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

Article-Direction-05-2019 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

Article-Pension-01-2019 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

Article-Pension-01-2019 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

Article-Balance-01-1 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

Article-Pension-01-2019 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

Article-Communications-02-2019 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

Article-Communications-02-2019 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

Article-balance-01-2019 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

Article-Coin-02-2019 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

Article-balance-01-2019 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

Article-Grow-02-2019 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

Article-Pension-01-2019 Business Toolkit

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

WomenmonenFundNetwork Business Toolkit

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

Article-Communications-02-2019 Business Toolkit

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

Article-Time-01-2019 Business Toolkit

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

Article-Coin-02-2019 Business Toolkit

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

Article-Global-03-2019 Business Toolkit

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

Article-Communications-02-2019 Business Toolkit

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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