Fidelity Adviser Solution’s pension expert, Paul Squirrell, runs through a case study where a client has a Scheme Specific PCLS greater than 25% and the total pension benefits that will come into payment exceed their available LTA. What will the maximum allowable PCLS therefore be?
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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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