Toolkit
Comprehensively straightforward retirement expertise
Our comprehensive – yet straightforward – range of solutions can help you meet all the evolving needs of clients planning for and their journey through retirement.
Toolkit topic
Client Management
Toolkit
Tackling retirement income challenges and finding opportunities
Paul Squirrell, retirement expert at Fidelity Adviser Solutions provides insight into the current retirement income landscape. Then followed by Laura Whetstone, Director at Lathe & Co Wealth Advisers and Jon Hale, Fidelity Senior Platform Consultant…
Toolkit
State Pension – helping your client conversations
The State Pension is an important consideration when managing a client’s retirement income.
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 partnership with Standard Life, a guaranteed lifetime income option within…
Toolkit
Tax tables 2025/26
Plan ahead with Fidelity Adviser Solutions latest tax tables – all the rates and thresholds for 2025/26 tax year.
Toolkit
UFPLS withdrawals and the annual allowance tax charge
Paul Squirrell, Fidelity Adviser Solutions’ pension expert, answers a question raised via the Pension Forum.
Toolkit
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?
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 allowance (LSADBA)…