One of the questions to pop up on Fidelity Adviser Solutions’ Pension Forum relates to whether pension death benefit rules have changed under the lifetime allowance replacement regime. Paul Squirrell clarifies exactly what the new rules say depending on the client’s age at death. He also confirms how payments from a beneficiary’s flexi-access drawdown fund are treated.
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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