Fidelity Adviser Solutions’ pension expert, Paul Squirrell, runs through a case study on whether Pension Commencement Lump Sum (PCLS) recycling rules only apply for personal contributions. In other words, are employer contributions excluded for PCLS recycling purposes? For further information go to your Pension Forum.
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
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