Adviser Hub articles

Article-Chart-01-2019 Business Toolkit

Re-registration – the new rules from February 2021

To facilitate more platform-to-platform switching, from 1 February 2021, new FCA rules will come into force. At present, in-specie transfers (re-registrations) are not always possible, commonly due to...

FundsNetwork 14th Dec 2020

Article-balance-01-2019 Business Toolkit

Succession planning for the future generation

FundsNetwork talks to Gavin Chapman from Chase de Vere, about ways of training young advisers for the future generation, as well as attracting younger investors.

FundsNetwork 1st Dec 2020

Article-Chart-01-2019 Business Toolkit

Adviser Guide to Sustainable Investing

Sustainable investing has now moved into the mainstream and more and more clients are taking an active interest in how their money is invested. FundsNetwork’s research shows that the coronavirus crisi...

FundsNetwork 1st Dec 2020

Article-Pension-01-2019 Business Toolkit

Pensions ‘in-depth’: tax relief and annual allowance

Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, take an in-depth look at the laws and mechanisms underpinning tax relief on pension contributions and matters relating to annua...

FundsNetwork 4th Nov 2020

Article-Grow-02-2019 Business Toolkit

FundsNetwork’s sustainable investing hub

FundsNetwork’s new sustainable investing hub and educational guides can help you identify suitable investments and aid client discussions to provide better client outcomes.

FundsNetwork 4th Nov 2020

Article-Global-03-2019 Business Toolkit

Cybersecurity Awareness Month: keeping your business safe

With more staff going back to working remotely, fraudsters know there's an opportunity to take advantage of less secure home networks. October is Cybersecurity Awareness Month, so why not check out th...

FundsNetwork 12th Oct 2020

Article-Pension-01-2019 Business Toolkit

CII exams are fast approaching

Get exam ready with FundsNetwork’s bitesize eight-minute tutorials. Their video library of over five hours' worth of technical content can help you prepare.

FundsNetwork 7th Oct 2020

WomenmonenFundNetwork Business Toolkit

Unlocking the financial power of women

FundsNetwork talked to Georgina Fry of Sanderson house about their latest research which found that when women take financial advice, they keep at it.

FundsNetwork 30th Sep 2020

Article-Time-01-2019 Business Toolkit

What’s next for advice?

In partnership with AKG, we’ve sponsored a practical paper which looks at key drivers for change, likely shape of the market and to establish the main opportunities for intermediaries and manufacturer...

FundsNetwork 23rd Sep 2020

Article-Communications-02-2019 Business Toolkit

Ensuring the fair treatment of vulnerable customers

The FCA recently issued Guidance Consultation GC 20/3 setting out requirements firms must follow to protect vulnerable customers and ensure they are treated fairly.

FundsNetwork 16th Sep 2020

Article-Communications-02-2019 Business Toolkit

Protect your clients' details from email hacking

With more of us working remotely and using unsecure email to communicate with colleagues, the risk of fraud increases further. To highlight how criminals can operate, FundsNetwork have detailed two fi...

FundsNetwork 9th Sep 2020

Article-Pension-01-2019 Business Toolkit

Taking the CII pension exams this October or just need a refresher?

Our library of retirement technical videos can help you prepare for CII pension exams, including a video focusing on exam technique tips.

FundsNetwork 2nd Sep 2020

Article-Time-01-2019 Business Toolkit

Pensions and divorce

The pension fund can be a substantial financial investment in divorce settlements. Here FundsNetwork examine the many technical aspects that should be taken into account.

FundsNetwork 19th Aug 2020

Article-Direction-03-2019 Business Toolkit

Skills of the modern financial adviser: Future proof your role and business

The financial advice landscape has changed remarkably in recent decades, specifically with regard to the regulatory framework and the tools, technology and processes used to deliver advice. However, t...

FundsNetwork 13th Aug 2020

Article-balance-01-2019 Business Toolkit

New report: Financial power of women – Unlocking the power of advice

FundsNetwork’s latest research looks closely at the role financial advice could play in helping women to unlock their financial power. What do women want from advice and how can advisers help them to...

FundsNetwork 30th Jul 2020

Article-Direction-03-2019 Business Toolkit

Pension transfer advice: the new rules at a glance

The FCA have issued Policy Statement PS 20/6, which lays down a number of new rules in order to improve the quality of DB transfer advice. Here FundsNetwork summarise some of the key points related to...

FundsNetwork 29th Jul 2020

Article-Change-01-2019 Business Toolkit

How the advice sector is adapting to the coronavirus crisis

FundsNetwork’s Adviser Pulse study assesses how adviser attitudes are changing as business and society adapts to the Coronavirus pandemic. It compares the latest views to those before the crisis and r...

FundsNetwork 29th Jul 2020

Beneficiaries_flexi-access drawdownconundrum Business Toolkit

New FundsNetwork’s advisor support package: The beneficiaries flexi-access drawdown conundrum

FundsNetwork's tax and pensions experts, Paul Kennedy and Paul Squirrell, discuss some pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.

FundsNetwork 1st Jul 2020

FNTWK_SueCoxtraining Business Toolkit

FundsNetwork’s personal tax and trust planning training resources

The CII AF1 exam is just around the corner! To help you prepare, FundsNetwork have a new video training resources with industry expert Sue Cox.

FundsNetwork 18th Jun 2020

Article-Coin-02-2019 Business Toolkit

FundsNetwork’s pension LTA adviser support package

Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, discuss the pension LTA and its framework, which was recorded before the lockdown. A planning checklist highlights key consider...

FundsNetwork 14th May 2020

Article-Technology-03-2019 Business Toolkit

Working remotely?

FundsNetwork’s Fidelity colleagues in Asia have been working remotely for several months now - find out how they have been coping and how team spirit has been boosted.

FundsNetwork 23rd Apr 2020

Article-Coin-02-2019 Business Toolkit

New: tax tables 2020/21

FundsNetwork’s 2020/21 tax tables are now available, with updated rates and thresholds for the coming year.

FundsNetwork 2nd Apr 2020

Article-Global-03-2019 Business Toolkit

Protect your client details from email hacking

With more people working remotely at the present time, FundsNetwork have created some useful reminders on how to keep your business and client details safe from fraudsters.

FundsNetwork 2nd Apr 2020

Article-Communications-02-2019 Business Toolkit

Coronavirus and your clients' investments

With COVID-19 impacting global markets, your clients may be concerned about their investments. FundsNetwork’s hub brings together latest expert insight and useful material to help support your client...

FundsNetwork 2nd Apr 2020

Article-DowningStreet-01-2019 Business Toolkit

Budget 2020: Paul Kennedy’s response to legislation changes and future consultations

FundsNetwork’s tax expert Paul Kennedy takes a look at the latest Chancellor's Budget announcement.

FundsNetwork 18th Mar 2020

Article-balance-01-2019 Business Toolkit

Education: retirement and pensions training

Studying for your CII pension exams? Take a look at FundsNetwork's range of 47 videos covering everything from the annual allowance to exam technique.

FundsNetwork 19th Feb 2020

Article-balance-01-2019 Business Toolkit

PROD 3 and 4: what you need to know

As part of MiFID II, the FCA introduced the Product Intervention and Product Governance Sourcebook (PROD) rules in January 2018.

FundsNetwork 6th Feb 2020

Article-Communications-02-2019 Business Toolkit

Senior Managers and Certification Regime (SM&CR)

The FCA has extended the Senior Managers and Certification Regime (SM&CR) to all solo-regulated firms from 9 December 2019. All senior managers will need to be approved. Fidelity FundsNetwork discusse...

FundsNetwork 19th Dec 2019

Article-Communications-02-2019 Business Toolkit

Business challenges facing financial advisers

FundsNetwork commissioned research to find out what the biggest business challenges advisers are facing.

FundsNetwork 11th Dec 2019

Article-Global-03-2019 Business Toolkit

Protect your business

FundsNetwork have created a checklist to help your due diligence around keeping your clients' data and assets safe.

FundsNetwork 11th Dec 2019

Article-Protection-02 Business Toolkit

Pension transfer advice

In our compliance section FundsNetwork provide summaries of the FCA rules and guidance on issues such as pension transfers.

FundsNetwork 10th Dec 2019

Article-Communications-02-2019 Business Toolkit

The barriers to women investing

Fidelity's state of the nation report looks at steps women are taking to build wealth and the opportunity they have to make their money work harder.

FundsNetwork 25th Nov 2019

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