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Rethinking retirement income strategies is more important than ever. Fidelity Adviser Solutions’ Paul Squirrell challenges the longstanding “4% rule”, exploring why a rigid withdrawal approach may not suit today’s market realities or individual client needs.
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Fidelity Adviser Solutions guides and insights can help you to face a new direction in retirement and estate planning, requiring earlier action, deeper client conversations and more integrated advice.
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A new tax year brings fresh allowances and valuable planning opportunities for you and your clients. Fidelity Adviser Solutions tax year beginning hub highlights key actions to consider – covering tax returns, Bed & ISA…
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From April 2027, proposed changes will bring unused pensions into inheritance tax considerations – so what financial planning can you consider for your clients?
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Fidelity's Paul Squirrell breaks down the real impact of the 2027 IHT shift, the numbers advisers actually need to see, and why pensions still deliver exceptional value – despite the headlines. A quick, clear must…
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Fidelity’s Paul Squirrell explores practical ways to mitigate sequencing risk without sacrificing growth potential.
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Join Fidelity experts Paul Richards, Paul Squirrell, and Jon Hale on 22 January 2026 for an exclusive 45-minute session designed to help you deliver the best outcomes for your clients.
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Fidelity Adviser Solutions have applied behavioural science to uncover not only what clients say, but how they truly feel about whether they are financially and psychologically prepared for retirement.
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Are your clients concerned about the impact of market downturns on their retirement plans?
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Inheritance Tax on unused pension funds will apply only to deaths after April 2027.