Fidelity Adviser Solutions take a step-by-step approach to calculating client’s annual allowance charges and explain the two types of Scheme Pays, mandatory and voluntary. They also run through the process and deadlines for Voluntary Scheme Payments with their Pension.
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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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