FundsNetwork’s guide covers the key aspects of the pension lifetime allowance, such as:
- Transitional protection
- Enhancements and reductions
- Test trigger events
- The LTA charge
It also includes examples of calculations, as well as detailing the 13 benefit crystallisation events (BCEs).
Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.
With gilt yields at their highest levels since 2008, now could be the time to lock in attractive, guaranteed returns for your clients.
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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