With the introduction of the pensions tapered annual allowance on 6 April 2016 FundsNetwork have created an in depth factsheet. This covers how the taper works and who it affects, what happens when the annual allowance is exceeded, threshold income versus adjusted income, along with examples to illustrate these new rules.
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
Not yet registered?
Please complete this form to join our community