15th August 2016

FundsNetwork’s new retirement guides for use with your clients

With greater flexibility in how clients can approach their pension savings, FundsNetwork have added three new guides to their website to aid your discussions with clients about pensions and retirement options. You'll find information on how to save more into a pension with carry forward, tapered annual pension allowances and how clients can make pension tax relief work for them.

Retirement, Pensions, Business Development, Partner Guides & Whitepapers, Wraps & Platforms

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M&G: Coaching the retirement mindset from saver to spender

After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.

Fidelity Adviser Solutions: Is there a missing asset class for retirees?

Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

M&G: Lighthouse Edition 2

Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.

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