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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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 […]
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.
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 the practical challenges, opportunities and trade offs involved in running down pension assets, managing surplus income and effective estate planning strategies for future generational planning needs. 3-minute read
This brief overview from Fidelity Adviser Solutions outlines the key developments you need to be aware of including updates to inheritance tax treatment, the rising Normal Minimum Pension Age, potential shifts in State Pension Age, and evolving salary sacrifice rules. It also highlights wider policy areas under review to help you stay informed and prepared for long–term planning discussions. 3–minute 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
AI is reshaping financial advice, and the FCA is sharpening its focus on how firms use it. In this article, Fidelity Adviser Solutions outlines the regulator’s expectations around governance, data use, and client outcomes – highlighting what advisers should be thinking about as AI becomes more embedded in everyday processes. A concise, practical overview for anyone wanting to stay aligned with emerging regulatory standards.
A new tax year brings fresh allowances and valuable planning opportunities for you and your clients. Fidelity Adviser Solutions tax year beginning hub highlights key actions to consider – covering tax returns, Bed & ISA strategies and capital gains planning. You’ll also find guidance on pensions, bonds and inheritance tax, along with insights on market volatility to support your client conversations as the new tax year gets underway.
Fidelity Adviser Solutions’ tax tables show information for 2025/26 and 2026/27 relating to tax rates, allowances and pensions. You can easily track changes to income tax, pensions, including State Pension and inheritance tax to support your advice recommendations.
A wave of pension reforms is on the horizon, many of which could significantly influence your client conversations. In this short overview, Fidelity Adviser Solutions highlight the key changes – including inheritance tax treatment, the rising Normal Minimum Pension Age, State Pension Age developments, and evolving salary sacrifice rules. They also explore several wider pension topics currently under debate.
In their latest psychology of retirement series, Fidelity Adviser Solutions explore one of the biggest drivers of retirement readiness: a client’s confidence in understanding and engaging with their finances. This short video shows advisers how simple shifts in communication and planning can dramatically boost a client’s sense of clarity, control, and emotional preparedness for retirement. 4–minute watch
Helping clients feel ready for retirement isn’t just about the numbers – it’s about building confidence, clarity, and connection. In this short video, Cowry Consulting’s Mana Jhaveri breaks down Fidelity’s latest behavioural research and reveals three practical ways advisers can strengthen trust during retirement conversations.
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, assessing it in terms of cost as a percentage of GDP and also as an income replacement rate. This insight further highlights national affordability and the need for taking personal responsibility for retirement savings. 3-minute read
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