To help your clients understand the importance of maximising their pension contributions, check FundsNetwork’s factsheets on annual allowances and carry forward. You will also find information for clients who are affected by the tapered annual allowance, explaining how this is calculated and what happens if the allowance is exceeded. Visit FundsNetwork’s tax year end hub and select the ‘Pension’ tab.
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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