We've now launched the ability for you to do automated regular crystallisations which can be set up, tracked and managed online, with the option to pay regular (monthly, quarterly, half yearly or annually on the 10th or 25th of the month) PCLS only or combined with regular taxable income.
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Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.
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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