Client Management

Rewarding and frustrating in equal measure, the life of an adviser would be so easy if it weren’t for all those clients. Nevertheless, understanding their needs is what advisers do best and is key to building an enduring business.

Our client management section provides the latest thinking and research to help deepen your knowledge and give differentiated advice. Also remember to check out our IFA video section for any extra help you require.

Technology and Administration - Find out more

 

Article-Pension-01-smll2024 Business Toolkit

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

Article-Pension-01-smll2024 Business Toolkit

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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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

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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

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

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

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