Toolkit
Can emerging markets continue their streak of outperformance?
Fidelity explores some of the reasons why they think emerging markets can continue to outperform, and why the backdrop for the asset class remains compelling in 2026.
Toolkit Category: Business Toolkit
Formulated and compiled especially for advisers, our Business Toolkit provides practical support to help you communicate with your clients, strengthen your relationships, and add value to your 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. In this video, Fidelity Adviser Solutions' Paul Squirrell covers the methodology for…
Toolkit
Does saving into a pension still make sense?
Fidelity's Paul Squirrell breaks down the real impact of the 2027 IHT shift, the numbers advisers actually need to see, and why pensions still deliver exceptional value – despite the headlines. A quick, clear must…
Toolkit
Tax year end planning tools and resources
With the tax year end approaching, why not check out Fidelity Adviser Solutions' dedicated web hub?
Toolkit
Don’t let sequencing risk derail your clients’ retirement
Fidelity’s Paul Squirrell explores practical ways to mitigate sequencing risk without sacrificing growth potential.
Toolkit
Fidelity Adviser Solutions Webinar: Financial planning considerations at tax year end
Join Fidelity experts Paul Richards, Paul Squirrell, and Jon Hale on 22 January 2026 for an exclusive 45-minute session designed to help you deliver the best outcomes for your clients.
Toolkit
Exploring the psychology of retirement
Fidelity Adviser Solutions have applied behavioural science to uncover not only what clients say, but how they truly feel about whether they are financially and psychologically prepared for retirement.
Toolkit
Slaying the dragon
Are your clients concerned about the impact of market downturns on their retirement plans?
Toolkit
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.
Toolkit
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, and that’s thanks to the ‘Triple Lock’. But how…