Join us on 20 August at 12.30pm for a highly topical Technical Insight Webinar in our content series with Fidelity Adviser Solutions.
Fidelity’s Paul Squirrell (pictured) and Jon Hale will be discussing the challenges faced by paraplanners when designing decumulation strategies and how they can be made easier.
Planning for retirement income and the decumulation of wealth is rarely a straightforward process and change is a constant.
For example, in just the last 18 months, we have seen the removal of the Lifetime Allowance framework and introduction of replacement legislation, the publication of the findings from the Retirement Income Advice review, and the announcement that unused pension funds would be subject to Inheritance Tax from April 2027.
Added to this we have seen Geopolitical uncertainty leading to market volatility and higher interest rates meaning annuity sales have had a resurgence. In fact, annuity sales in 2024, were at the highest level since the introduction of pension freedoms 10 years ago.
As well as discussing the challenges, Paul and Jon will show also how Fidelity have been developing their platform offering to suit the differing needs of advisory firms and their clients in decumulation.
Topics discussed will include guaranteed income solutions and how these can be blended with other investments to suit individual needs.
Structured CPD is being sought for the event and attendees are encouraged to create a learning statement of their own personal learning for documenting in their CPD log.
