Toolkit
Autumn Budget – what it means for your clients and their money
Rachel Reeves’s Budget debut was road-tested in advance, as they are these days. There were no surprises in her well-flagged higher tax, higher spend, higher borrowing speech.
Toolkit Category: Business Toolkit
Formulated and compiled especially for advisers, our Business Toolkit provides practical support to help you communicate with your clients, strengthen your relationships, and add value to your business.
Toolkit
Cybersecurity – six simple steps to help protect your firm
Fidelity’s Risk and Security expert’s Katie Beecroft gives a brief outline of some of the cyber threats that you might encounter.
Toolkit
Why the 4% rule shouldn’t be ‘the tail that wags the dog’
Reliance on a single figure is overly simplistic. The recent FCA thematic review of retirement advice questioned whether a single rate, that doesn’t reflect individual circumstances, is appropriate. Here we look at the cost of…
Toolkit
The advice sector’s future – practitioners’ hopes and fears
Download this year’s report to find out practitioners’ views on their firms’ prospects for growth, what impact AI may have on their businesses and what they’d like to see from the new Labour government.
Toolkit
What the end of NS&I 6.2% bond tells us about cash savings
Fidelity’s Ed Monk looks at the options available as investors look for a new home for their savings.
Toolkit
Vulnerable customers and the Consumer Duty
The Consumer Duty has imposed additional rules and guidance on how vulnerable customers should be treated.
Toolkit
Will Labour change the State Pension age?
The government has legislated for an age increase from 66 to 67 in 2026-28 and to 68 in 2044-46. However, the timing of the rise to 68 is in doubt and will be looked at…
Toolkit
Tax treatment of money purchase death benefit payments
Here is a rough guide from Fidelity Adviser Solutions – including a flowchart – to the tax treatment of money purchase death benefit payments.
Toolkit
The Pension Forum: Compensation payments paid into a pension
Fidelity Adviser Solutions’ Paul Squirrell, their pension expert, gives his answer in the Pension Forum.
Toolkit
Transitional tax-free amount certificates – should a client apply?
Where clients have accessed pension savings prior to 6 April 2024 and have therefore used part or all of their lifetime allowance, the lump sum allowance (LSA) and lump sum and death benefit allowance (LSADBA)…