To help your clients understand the importance of maximising their pension contributions, check FundsNetwork’s factsheets on annual allowances and carry forward. You will also find information for clients who are affected by the tapered annual allowance, explaining how this is calculated and what happens if the allowance is exceeded. Visit FundsNetwork’s tax year end hub and select the ‘Pension’ tab.
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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