Fidelity Adviser Solutions
Owned and backed by Fidelity InternationalTechnical matters
Pensions, retirement and tax planning
Latest updates include information on pensions and divorce, the State Pension, pension death benefit, advising on pension transfers.
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The State Pension guide
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Pensions and divorce
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Advising on pension transfers
Pensions ‘in-depth’: the lifetime annual allowance
Paul Squirrell, Fidelity’s tax and pension expert, takes an in-depth look at the key considerations when assessing a client’s savings and the impact of the annual allowance and tax charges.
The below PDF also includes a quick guide on how to use FundsNetwork’s ‘Pension Summary’ report for annual allowance and tax relief calculations, as well as technical reference documents and client-friendly guides to aid discussions.
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Retirement videos
The technical videos provide pension expert knowledge in short snippets of 5 mins. They are also very useful for those preparing the CII pension exam as they follow the syllabus.
Most popular topics include:
- DB transfer advice
- Tax relief
- DB transfer issues and considerations
- Defined contribution schemes - scheme types overview
Cybersecurity
As managing our business and personal lives moves ever more online, criminals are also increasingly using the internet to conduct fraud.
Tips on how to keep your business safeThe cyber threats to advise firms and their clients
The Covid-19 pandemic is creating lots of opportunities for cybercriminals, particularly given the widescale move to home working. In this short video, Adam Haylock, Head of Global Cyber & Information Security at Fidelity, highlights the main cyber threats to advice firms and their clients. He also gives some straightforward tips on how to keep your business and client data safe.
6-minute watch
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How private is your personal information?
What dangers can sharing too much information online pose? See in this video how easy it can be for fraudsters to access anyone's personal details. If you find the experiment quite chilling, it's worth taking the time to explore the key steps to reducing risk of cybercrime with our support page where you'll find case studies, guides and check lists.
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