A client is approaching age 75 and still has some uncrystallised money purchase benefits remaining. What are the rules for taking Pension Commencement Lump Sum payments beyond their 75th birthday? And what is the maximum payment that can be made? Paul Squirrell, Fidelity’s pension expert, considers what the rules permit.
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
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.
Not yet registered?
Please complete this form to join our community