As all those involved in retirement planning will know, every penny counts when it comes to generating a pension income. This makes the recent news that, according to the DWP’s own estimates, as many as 134,000 people in the UK may have been underpaid their State Pension particularly cruel.
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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