As a provider of investment and retirement solutions, we’ve always worked closely with advisory firms. We therefore understand the processes and challenges that advisers face today, such as ever-changing regulation and an increasing administrative burden. We also recognise the many opportunities too.
Our goal is to help your firm grow and develop by providing the services, tools and functionality you need for your business and clients.
We also appreciate you need a partner you can rely on for the long term. Our close relationship with firms has shaped the ongoing development of FundsNetwork since it was launched over 18 years ago. We’ve made a multi-million-pound investment in our service over the last five years, which is now in the process of being implemented and improvements will continue in the future. This is so we fully support your evolving needs – and those of your clients too. We wish to work with you in partnership – today and into the future.
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Paul Squirrell digs into the details behind the Autumn Budget announcements and what they mean for advisers and clients. He highlights the confirmed changes, explains what remains unchanged, outlines key implementation timelines, and explores planning opportunities, including the implications of higher savings rates from April 2027 across different tax wrappers.
Fidelity Adviser Solutions ‘Paul Richards and Paul Squirrell reflect on the key announcements from the Autumn Budget and explore what they could mean for advisers, clients and businesses. From pensions and ISAs to wider financial planning considerations, they share their views on the changes that were announced, as well as the important areas that remained […]
Each quarter Fidelity’s investment team analyses global markets and the key asset classes to provide a unique Investment Outlook for the next 12 months. All the major stock market regions are covered as well as bonds and commodities. The team gives a positive, neutral or negative view on each asset class. The views in the […]
Advisers are playing a bigger role in clients’ lives than ever before. But what does that mean in practice? Drawing on insights from Fidelity Adviser Solutions’ latest IFA DNA research, Paul Richards, Head of Adviser Distribution, explores the growing expectations placed on advisers and how they’re adapting to meet them. It is fair to say, […]
Undoubtedly one of the biggest stories over the last couple of years or so has been how AI is revolutionising the way advice firms operate. We all know that adoption is widespread, but new IFA DNA research from Fidelity Adviser Solutions1 has highlighted the sheer pace of change. In 2025, one in four firms were using […]
Explore independent research from AKG covering some of the most important issues facing advisers and their clients today. These reports provide valuable insights into the long-term impact of pension freedoms and the evolving needs of vulnerable customers, helping firms deliver better outcomes and informed advice. The evolution of CRPs – seeing the bigger picture Explore […]
Client conversations can cover some of life’s most difficult possibilities, from divorce and bereavement to serious illness and market downturns. But there is another risk that can have a profound impact on someone’s financial future: what happens if a client cannot keep earning for as long as their retirement plan assumes? Almost 900,000 people aged […]
The IFA DNA research programme explores the opportunities, challenges and trends shaping the financial advice profession. Our latest reports examine how the adviser role is evolving to meet increasingly complex client needs, alongside the growing impact of AI on advice businesses and the way they serve clients. The adviser’s expanding role Today’s financial adviser is […]
Using the platform to pass on assets Donna Drewett – Senior Regional Platform Consultant, Fidelity Adviser Solutions Recent changes to IHT legislation mean that unused pensions are expected to fall within an individual’s estate from 2027. As a result, advisers are increasingly focusing on how clients can efficiently pass on their wealth to loved ones. […]
This practical case study explores estate planning strategies. Using a client scenario, it demonstrates how advisers can help clients reduce potential IHT liabilities through pension withdrawals, regular gifting from income and tax-efficient intergenerational wealth planning, while maintaining long-term financial security. Planning for the inclusion of defined contribution schemes in the IHT net It is fair […]
Taking care of how you store your credentials and who is granted access to your data plays a significant role in protecting both your own, your firm and your clients’ information. Rather than attempting to defeat multiple layers of technical security, attackers often use social engineering – tactics designed to trick, pressure, or manipulate individuals […]
With pension death benefit rules set to change from April 2027, now is the time to revisit Expression of Wish forms. Fidelity Adviser Solutions’ Paul Squirrell explores the practical planning considerations, potential pitfalls and what advisers should do if a client dies with outdated instructions.
With pensions set to form part of many estates from 2027, intergenerational planning is firmly in focus. Discover how Fidelity’s platform can support gifting strategies, wealth transfers and younger beneficiaries through practical tools and product solutions. 5-minute read
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
Fidelity Adviser Solutions’ Investment Outlook explores the key themes shaping markets in the second half of 2026, including the ongoing AI investment boom and a reassessment of global equity leadership. Discover expert views on equities, bonds and alternatives, and why diversification remains crucial amid uncertainty and evolving investment opportunities. Watch or read
If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now
With the Pension Schemes Bill now finalised and set to reshape the UK pensions landscape, employers and trustees must turn their focus to implementation. From value-for-money frameworks and scheme consolidation to new decumulation duties, the reforms introduce both opportunities and complexity. Fidelity’s Sarah Webster highlights the key priorities and practical steps to help schemes prepare for what comes next. 5–minute read
Today’s cybercriminals are shifting their tactics. They are increasingly targeting human behaviour rather than systems, using tactics like phishing, impersonation, and psychological manipulation to gain access. Understanding these threats is key to protecting you, your business, clients, and reputation. 5-minute read
If you’re looking to understand how a guaranteed income solution works on Fidelity Adviser Solutions’ platform, this short video is a great place to start. It walks you through the essentials in four easy-to-follow sections: what guaranteed lifetime income is, the quote process, income options and blending solutions. 12-minute watch
With the Pension Schemes Bill now finalised and set to reshape the UK pensions landscape, employers and trustees must turn their focus to implementation. From value-for-money frameworks and scheme consolidation to new decumulation duties, the reforms introduce both opportunities and complexity. Fidelity Sarah Webster highlights the key priorities and practical steps to help schemes prepare for what comes next.
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