Monday 27 March – 3pm
Join Paul Fidell, Senior Business Development Manager, for the latest update on our PruFund range of funds where we’ll review how the funds have been performing and the latest regarding any Unit Price Adjustments (UPAs)
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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