Adviser-Hub articles

Articles tagged: FIDELITY ADVISER SOLUTIONS
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-Time-01-2019 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

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-Search-05-2019 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

Article-business-01-2022_1 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

Article-balance-01-2019 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

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-Coin-02-2019 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

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

Partner Zone

Strat snippets: Long hot summer

As many of us get ready to fly away in search of summer sun, investors are hoping for cooler markets and a soft landing. With the macro outlook delicately poised, Fidelity Strategic Bond co-portfol...

Fidelity International 1st Aug 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-Puzzle-01-2019 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

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-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-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-Time-01-2019 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

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-Communications-02-2019 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

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-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

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

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-Pension-01-2019 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

Article-Communications-02-2019 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

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-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

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

© 2024, Copyrights Adviser-Hub. All Rights Reserved
Terms & Conditions | Privacy Policy | Modern Slavery statement | Cookie Policy