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2nd May 2025

Fidelity Adviser Solutions: Can clients have their cake and eat it?

Retirement decumulation planning is usually presented as a binary decision – the flexibility of drawdown or the certainty of a lifetime annuity. But is there a special alchemy when the two solutions are combined? Hybrid or integrated solutions haven’t yet gained significant traction but analysis suggests it may provide additional benefits to clients. 

3-minute read 

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