The beneficiaries flexi-access drawdown conundrum
Our tax and pension experts, Paul Kennedy and Paul Squirrell, discuss some pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.
Building and maintaining relationships
Stephen Boucher, Head of Strategic Accounts, talks to Gavin Chapman from Chase de Vere, about what’s important in working relationships. They discuss many topics, including: service, model portfolios, fees, client statements and the future of the advice market.
Finding opportunities in the emerging economic trends
Top economists joined the Fidelity’s team last week for a deep dive into key opportunities for investors as we slowly move through Covid-19. You can catch up on all of the sessions on-demand.
