Last week the government announced the pensions dashboard project will go ahead under the DWP.
With this move comes new momentum, making the idea of your clients being able to view all their pension savings in one place feel closer to reality.
We believe the current proposals will benefit advisers. So, as a project sponsor, we're keen to make sure advisers aren’t left out of the thinking. Here’s why.
With pensions set to form part of many estates from 2027, intergenerational planning is firmly in focus. Discover how Fidelity’s platform can support gifting strategies, wealth transfers and younger beneficiaries through practical tools and product solutions. 5-minute read
There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
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