Adviser-Hub articles

Articles tagged: EDUCATION
Article-Direction-05-2019 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

Article-balance-01-2019 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

Article-Pension-01 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

Article-Time-01-2019 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

Article-Pension-01 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

Article-Pension-01-2019 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

Article-Pension-01-2019 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

Article-business-01-2022_1 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

Article-Coin-02-2019 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

Article-Time-01-2019 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

Article-Change02-2019 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

Article-business-01-2022_1 Business Toolkit

Talking Points – latest technical updates in one place

Latest technical updates in one place.

Fidelity Adviser Solutions 25th Oct 2023

Article-Direction-05-2019 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

Article-Pension-01 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

Article-business-01-2022_1 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

Article-Pension-01-2019 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

Article-Puzzle-01-2019 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

Article-Pension-01-2019 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

Article-Pension-01-2019 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

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.

Fidelity Adviser Solutions 3rd May 2022

Article-Direction-05-2019 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

Article-Grow-02-2019 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

Article-Direction-05-2019 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

Article-balance-01-2019 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

Article-Communications-02-2019 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

Article-Grow-02-2019 Business Toolkit

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

Article-Chart-01-2019 Business Toolkit

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

Article-Grow-02-2019 Business Toolkit

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

Article-Infrastructure-01-2019 Business Toolkit

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

Article-balance-01-2019 Business Toolkit

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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