Toolkit
Reflections on the Autumn Budget 2024
Fidelity's Paul Squirrell takes a detailed look at the new government’s first Budget and considers the implications for financial planning.
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Education
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Post-Budget and US election – is it time to invest again?
Fidelity’s Ed Monk examines how asset prices responded, which stock markets look cheap – and which don’t.
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Autumn Budget key takeaways
Fidelity’s Paul Richards and Paul Squirrell got together to examine exactly what’s changed – and what hasn’t changed – in areas such as pensions, ISAs and capital gains tax.
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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.
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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…
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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.
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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.
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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…
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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.
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The Pension Forum: Compensation payments paid into a pension
Fidelity Adviser Solutions’ Paul Squirrell, their pension expert, gives his answer in the Pension Forum.