26th September 2023

M&G Wealth: LTA Abolition PCLS Case Studies

The government’s proposal to abolish the Lifetime Allowance has changed how pension commencement lump sums will be calculated from 6 April 2024.

In this short video we look beyond the theory with 4 short case studies covering how the new rules are currently intended to work and drawing out the key information required to complete the jigsaw of the new rules. We would recommend viewing the Pension Commencement Lump Sum video in advance.

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Retirement

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Coaching the retirement mindset from saver to spender

After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.

Is there a missing asset class for retirees?

Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

Lighthouse Edition 2

Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.

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