The objective of the financial planning industry is about both helping clients make the most of the money they’ve got and be happier with the money they have, ultimately enabling them to live happier, more fulfilled lives, advisers heard at PA360 North.
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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