The lifetime allowance (LTA) replacement regime comes into force for pensions on 6 April 2024. This sees the introduction of three new allowances. The changes are good news for clients saving for their retirement but there is lots of detail to consider as we approach and enter into the new tax year. Fidelity’s Paul Squirrell examines the new rules and what they mean for clients.
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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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