15th June 2017

Just: Steering clear of the Money Purchase Annual Allowance

The legislation to reduce the Money Purchase Annual Allowance (MPAA) has been delayed because of the general election in June 2017. The government has confirmed that the reduction will still go ahead, but it is not yet clear if it will still be effective from 6 April 2017.

The reduction will clearly alter the retirement planning choices of many. The good news is there are some options to help avoid or minimise the effect.

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M&G: Lighthouse Edition 2

Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.

The Prudential Guaranteed Income Plan

With gilt yields at their highest levels since 2008, now could be the time to lock in attractive, guaranteed returns for your clients.

Fidelity Adviser Solutions: The simple 4-step guide to securing lifetime income

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

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