Fidelity International has launched a lifetime allowance (LTA) guide aimed at a growing number of people who have built up significant assets in their pension plans, and face the UK’s LTA falling from £1.25m to £1m in April 2016.
Fidelity Solutions’ multi-asset team looks at the reasons why investors should look through the current volatility.
It has been quite a start to the year in financial markets and the initial impulse many will have is to batten down the hatches and try to weatherproof portfolios.
Calls from customers on changes to the lifetime tax allowance (LTA) increased fourfold in the second half of 2015, according to Fidelity International (FI), as consumers start to take action ahead of the April deadline.
Embracing the festive season, Fidelity International presents to you “The Twelve Days of Pensions 2015”, outlining key retirement trends gleaned from customers calling its contact centre between July and November 2015.
Defensive assets continued to lead in October, according to the latest data from FundsNetwork
Fund managers have responded with equanimity to the UK CPI inflation figures released today, saying the underlying data does not suggest a deflationary scenario.
An industry frustrated by the lack of clarity over MiFID II’s detailed requirements would welcome a year-long deferral.
The expiry of the ‘sunset’ clause will bring pressures for advisers, but asset managers may come under particular strain, argues a new white paper from platform Nucleus.
Fidelity’s Michael Clark hopes utilities, healthcare and consumer staples will safeguard against any further market gyrations
The US Federal Reserve’s decision to hold interest rates in the 0-0.25% target range was met with muted response by investors, not surprised by the dovish tone.
The best advice to give investors looking at the carnage in world financial markets, which on Monday saw their sharpest falls since the global financial crisis, is to do nothing, according to Dominic Rossi of Fidelity Worldwide Investment.
