If you are studying for the CII exams or need a refresher, Fidelity Adviser Solutions have a series of new videos related to the three new allowances replacing the LTA, the transitional tax-free amount certificate and transitional protections - fixed, individual, primary and enhanced. They also have a new video giving an overview of death benefits.
After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.
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.
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