Welcome to the Prudential’s April 2017 edition of Oracle. In this edition their taking a look at defined benefit pension transfers and due diligence, which have been the subject of much regulatory attention of late.
Prudential welcome guest writer and technical specialist Rory Percival, and their regular Oracle experts tackle DB transfers from a technical viewpoint. Plus lots more.
Read the latest edition
With pensions set to form part of many estates from 2027, intergenerational planning is firmly in focus. Discover how Fidelity’s platform can support gifting strategies, wealth transfers and younger beneficiaries through practical tools and product solutions. 5-minute read
There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).
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
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