A wave of pension reforms is on the horizon, many of which could significantly influence your client conversations. In this short overview, Fidelity Adviser Solutions highlight the key changes - including inheritance tax treatment, the rising Normal Minimum Pension Age, State Pension Age developments, and evolving salary sacrifice rules. They also explore several wider pension topics currently under debate.
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
Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.
The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.
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