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-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

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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

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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

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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

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