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.

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Rethinking estate planning

Fidelity Adviser Solutions guides and insights can help you to face a new direction in retirement and estate planning, requiring earlier action, deeper client conversations and more integrated advi...

Fidelity Adviser Solutions 9th Jun 2026

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Rewriting the rules: pensions and inheritance tax

Inheritance tax rule changes for unused pensions mean that advisers may need to review retirement income strategies for their clients. Fidelity Adviser Solutions’ article and guide explore th...

Fidelity Adviser Solutions 26th May 2026

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What is the outlook for markets?

Fidelity's market review examines how swiftly investor sentiment has shifted amid renewed geopolitical and economic turbulence.

Fidelity Adviser Solutions 27th Apr 2026

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How does the UK State Pension measure up?

The State Pension is set to increase in April in line with the triple lock. Marianna Hunt compares the UK State Pension with other state provision.

Fidelity Adviser Solutions 9th Mar 2026

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New retirement income approaches gaining in popularity

Drawdown has largely been acknowledged as the ‘winner’ in terms of product since the introduction of pension freedoms.

Fidelity Adviser Solutions 15th Sep 2025

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Triple Lock: what will the State Pension be in the future?

The guaranteed and inflation-proof income the State Pension offers is vital in providing a baseline for those in retirement. The payment has been getting more generous, a...

Fidelity Adviser Solutions 8th Sep 2025

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Tax treatment of money purchase death benefit payments

Under the lifetime allowance (LTA) replacement regime, one of the three new allowances is the lump sum and death benefit allowance (LSDBA).

Fidelity Adviser Solutions 11th Mar 2025

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Capital Gains and Investment Accounts

In this video, Fidelity's 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 21st Jan 2025

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