The Covid-19 pandemic presented both a crisis and an opportunity for retailers. Evolving changes in the sector have been accelerated by the pandemic, as lockdown forced physical shops to shut their doors, consumers’ attention quickly turned online.
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
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