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Fidelity partners with Hub Financial Solutions to offer annuity broking service

by Emma Simon
September 25, 2024
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Fidelity International has appointed Hub Financial Solutions to run an annuity broking services for its pension savers. 

This service will be available to Fidelity’s workplace and retail pension customers and will offers these savers direct access to guaranteed income for life solutions across the whole market.

Fidelity will triage its customers and refer those that are considering guaranteed income options to Hub Financial Solutions. This service will help customers find the most appropriate option and will ensure they receive a medically underwritten quotation where appropriate. 

Hub FS will complete all the administration on behalf of the customer and Fidelity will continue to be on hand if the customer requires additional services.

Fidelity International head of investor servicing Jackie Boylan says: “Our decision to partner with HUB Financial Solutions allows us to offer this service to customers who are considering an annuity.  The team at HUB Financial Solutions will research the whole of market for our customers, offering solutions which are suited to their individual circumstances”.

HUB Financial Solutions director of strategic accounts Steven Wallace adds “Fidelity is a well-established, trusted brand in the retirement market and we are looking forward to applying our experience and using our smart technology to provide their customers with an outstanding experience that offers access to the best guaranteed income for life solutions across the whole of the market.”

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