Over recent years, there have been many presentations that have extolled the efficacy of ISAs compared to pensions in terms of tax. However, as Fidelity’s Paul Squirrell explains, we shouldn’t hoodwink ourselves that someone should be paying into an ISA when they still have pension allowances remaining.
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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