Education

In this section, we provide tutorials, technical videos and other educational tools to help advisers and paraplanners keep their skills and knowledge up to date.

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

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