Pensions are a simple and effective way to reduce tax liabilities. Recent fiscal statements have created a tax landscape where tax and tax payers is on the rise. I doubt you will find anyone who is not impacted. Some minor, but some major.
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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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