On 19 June, the FCA published some new data on the defined benefit transfers market. This was accompanied by a strongly worded media comment with the FCA saying it was ‘deeply concerning and disappointing’ to see the high proportion of recommendations to transfer, bearing in mind it has repeatedly said advisers should start from the position that a transfer is not suitable. Here we summarise the FCA findings and key points for advisers.
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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