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Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
Cash, Corporate & Trust and Bonds
Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
Client administration
Client administration
Client administration help
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Account opening Our bank details Flexible Investment and Retirement Solutions Re-registration & transfers Account dealing Withdrawals and account closing Amending client details Bereavement Power of Attorney & Court of Protection Fees and charges Information-only advisers Stock Transfer
Client administration help
Account opening Our bank details Flexible Investment and Retirement Solutions Re-registration & transfers Account dealing Withdrawals and account closing Amending client details Bereavement Power of Attorney & Court of Protection Fees and charges Information-only advisers Stock Transfer
Business support
Business support
Business support help
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Adviser fees service Client and Business reporting Doing business with Fidelity Adviser Solutions Moving clients between firms Firm details and creating a sub agency Compliance & regulation Upload & send Getting clients online Data to support your business needs How to log in
Business support help
Adviser fees service Client and Business reporting Doing business with Fidelity Adviser Solutions Moving clients between firms Firm details and creating a sub agency Compliance & regulation Upload & send Getting clients online Data to support your business needs How to log in
Pension withdrawals and account closing
Here you will find more information about how to take tax-free cash and drawdown for your clients from the FundsNetwork Pension (all of this can be set up and managed online).
We also cover UFPLS and other pension withdrawals here, such as Small Pots and early retirement through ill health or serious ill health.
Important notice about changes to the protected age for pension benefits
On 20 July 2021, the Government published a response to its consultation on how to implement the Normal Minimum Pension Age (NMPA) and the proposed protections framework, in which it announced plans to legislate in the Finance Bill to increase the NMPA from 55 to 57 on 6 April 2028.
Paul Squirrell, our pension expert, gives a summary of responses to the consultation and draft legislation.