This 6 page Technical Briefing is essential reading and reference for your work with clients in and around retirement.

This new Guide, produced in association with Fidelity Adviser Solutions, reflects the radical changes to retirement in the UK.

Two of the biggest challenges facing advisers in 2025 and beyond is how they provide and demonstrate the provision of ongoing advice, and how they can demonstrate value to their clients. 

This guide aims to outline ways to safely establish your Business Relief client practice to comply with the Consumer Duty and take advantage of the substantial business
opportunity.