In his new postcard, Paul Squirrell of FundsNetwork provides a step-by-step approach to calculating clients’ annual allowance charges, including two case studies. He also explains the two types of Scheme Pays, mandatory and voluntary and the process and deadlines for Voluntary Scheme Payments which are available with the FundsNetwork Pension.
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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