The State Pension: how clients can boost the amount they receive
For most clients, the State Pension will form an important part of their retirement income. It not only provides a weekly sum to those who qualify, it’s also guaranteed.
Fidelity Adviser Solutions 25th Nov 2021
Don’t let clients get caught by the lifetime allowance tax charge
The pension lifetime allowance (LTA) – and the planning that surrounds it – is far from straightforward.
Fidelity Adviser Solutions 19th Nov 2021
Help with your due diligence
To help facilitate your due diligence, or if you're new to Fidelity FundsNetwork, they have a range of guides around their Pension, ISA and Investment Account.
Fidelity Adviser Solutions 12th Nov 2021
The beneficiary flexi-access drawdown conundrum
Beneficiary flexi-access drawdown (BFAD) allows individuals to pass on pension benefits in a manner where the beneficiaries have immediate access to the funds after death, while retaining some of the...
Fidelity Adviser Solutions 25th Oct 2021
The annual allowance charge and Scheme Pays requests
Paul Squirrell, FundsNetwork’s pension expert, takes a step-by-step approach to calculating client’s annual allowance charges and explains the two types of Scheme Pays, mandatory and volun...
Fidelity Adviser Solutions 27th May 2021
Investment Pathways
New legislation was introduced on 1 February 2021 requiring pension providers to offer Investment Pathways to certain individuals entering or topping up drawdown arrangements.
Fidelity Adviser Solutions 13th Apr 2021
FundsNetwork's Pension and ISA allowances guide
FundsNetwork's client guide ‘Reap the benefits of tax efficient savings’ provides the key tax information that your clients need to make the most of their annual allowances.
Fidelity Adviser Solutions 9th Feb 2021
Pensions and divorce
The pension fund can be a substantial financial investment in divorce settlements. Here FundsNetwork examine the many technical aspects that should be taken into account.
Fidelity Adviser Solutions 19th Aug 2020
Demand for VCTs hits new high
The 2017-18 tax year has seen another strong performance for venture capital trust (VCT) fundraising. The latest figures suggest VCTs raised more than £670 million, well ahead of the £542...
Adviser-Hub 10th Apr 2018
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