Fidelity International | Tackling retirement income challenges and finding opportunities

Fidelity asks Laura Whetstone, Director at Lathe & Co Wealth Advisers, about the challenges financial planners and their clients have when approaching retirement, including cashflow reporting and the impact of the pensions and IHT policy changes. Paul Squirrell also asks John Hale how platforms are rising to these challenges and how they can support the changing income needs of clients through retirement.

Video Info

  • Created by: Fidelity International
  • Uploaded: 29th May, 2025
  • Tags: FIDELITY INTERNATIONAL, Retirement
  • Views: 198