Overview
Technical resources
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Investment considerations for a retirement portfolio
Here you’ll find a selection of Fidelity and other fund partners insights on pension and retirement income planning.
Is natural income making a comeback?
Richard Parkin, head of retirement at BNY Mellon, explores some of the misconceptions around natural income and why it might be making a comeback.
7-min watchAchieving a natural income in retirement
There are different ways of targeting an income in retirement. Newton’s Paul Flood considers the role of natural income when investing for life beyond work.
7-min read
Enjoying an active retirement
Why is active management important when investing in retirement? Newton Head of Mixed Assets Investment Paul Flood explores.
Balancing Risk and Return
BNY Mellon Investment Management head of retirement Richard Parkin explains why it could make sense to focus on meeting specific life beyond work objectives for retirement investment planning.
The demographic challenge
The UK is ageing steadily as Baby Boomers arc toward retirement and birth rates fall. Rathbone Income Fund co-manager Carl Stick argues these shifts are exerting immense pressure on our lives.
Understanding multi-asset investing
With so many investment products in the marketplace, we know how confusing it can be for clients understanding what the differences are. This short client guide explains all about multi asset investing: what it is, how it works, and how it could help your clients with their investment goals.
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Related content
The Pension Forum
Paul Squirrell, our pension expert, clarifies the rules relating to some specific areas of retirement planning.
Fund information and factsheets
Investment Finder offers you a range of search criteria to help you find fund and exchange-traded investments for your clients.