As pensions can play a dynamic role in terms of succession and inheritance tax planning, FundsNetwork uncover the various technical aspects involved in a series of articles and videos. They look at the type of death benefits payable and the tax implications under both defined and money purchase schemes. To find out more, check chapters 3, 4 and 11 of their 'Retirement planning and pension toolkit'.
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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