FundsNetwork look at the key considerations around the annual allowance – what it is and how it works. He explores the following in detail:
- How to check your client's contributions towards the allowance
- What happens if they are exceeded
- How to make higher tax-efficient pension contributions in the current tax year
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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