Planning has undergone a range of changes over the years. FundsNetwork's guide covers areas such as transitional protection, enhancements and reductions, test trigger events and the LTA charge. It also includes examples of calculations, as well as detailing the 13 benefit crystallisation events (BCEs). You can find the guide under the 'Pension' section of FundsNetwork's tax year end hub.
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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