The State Pension: how clients can boost the amount they receive
For most clients, the State Pension will form an important part of their retirement income. It not only provides a weekly sum to those who qualify, it’s also guaranteed.
FundsNetwork 25th Nov 2021
Don’t let clients get caught by the lifetime allowance tax charge
The pension lifetime allowance (LTA) – and the planning that surrounds it – is far from straightforward.
FundsNetwork 19th Nov 2021
Will ESG be the new normal after COP26?
Paul Richards, Head of Fidelity FundsNetwork Distribution, brought two industry leading experts in investment together ahead of the COP26. They explored the likely impact the conference would have on...
FundsNetwork 12th Nov 2021
Help with your due diligence
To help facilitate your due diligence, or if you're new to Fidelity FundsNetwork, they have a range of guides around their Pension, ISA and Investment Account.
The changing DFM landscape
Hear about the rise in outsourcing investment solutions and the opportunities and challenges this brings.
FundsNetwork 2nd Nov 2021
The beneficiary flexi-access drawdown conundrum
Beneficiary flexi-access drawdown (BFAD) allows individuals to pass on pension benefits in a manner where the beneficiaries have immediate access to the funds after death, while retaining some of the...
FundsNetwork 25th Oct 2021
Fidelity FundsNetwork's Investment Outlook
Tom Stevenson asks if we're heading for a discontented winter, or if there's still room for hope.
FundsNetwork 20th Oct 2021
Using technology to make your business processes much more efficient
In continuation of their Adviser Support Programme, Fidelity FundsNetwork's latest webinar covers the following three areas: the emergence of APIs (Application Programming Interfaces) within the platf...
FundsNetwork 15th Oct 2021
Security-related questions firms should ask their platform partner
Is your platform partner using strong enough measures to protect your firm and your clients' data from cybersecurity threats?
Cybersecurity among top business risks for financial advice firms
Cybersecurity is among the top three business risks for large advice firms according to Nextwealth's Financial Advice Business Benchmarks 2021.
FundsNetwork 5th Oct 2021
Helping your clients stay cyber safe at home, online and on the move
In an increasingly digital and online world, it’s important that information and data is secured and protected.
FundsNetwork 27th Sep 2021
Passive versus active and ESG
Can ESG be run passively or is active asset management the only effective way to run ESG portfolios?
FundsNetwork 10th Aug 2021
Value that works for you
Take a closer look at everything you can expect from FundsNetwork, when you choose their platform.
Working with you in challenging times
Jackie Boylan, Head of Fidelity FundsNetwork, reflects on the last 12 months, how we all reacted to a different way of working and what FundsNetwork introduced to cater for their client’s immediate ne...
DB transfer issues and considerations
The outputs from the Pension Transfer Analysis System forms an important part of transfer advice, as well as the basis for much of the required Appropriate Pension Transfer Analysis (APTA).
CII September AF1 exam - get ready
For those of you taking the AF1 exam this September, why not check FundsNetwork’s video training resources with industry expert Sue Cox.
Global women & money study 2021
In their latest report Fidelity explore how women across the globe choose to manage their money and their attitudes towards investing.
FundsNetwork 21st Jul 2021
Pension transfer advice: Finalised Guidance
The FCA issued their final rules relating to DB pension transfer advice last year. In order to support firms offering this advice to clients, the regulator subsequently issued recent Finalised Guidanc...
Paraplanning in a pandemic 2021 report
FundsNetwork are delighted to be sponsoring Professional Paraplanner’s unique report ‘Paraplanning in a pandemic’.
ESG investing: to outsource or not?
Is outsourcing the only option for advisers looking to integrate ESG solutions for their clients?
FundsNetwork 22nd Jun 2021
What are the latest adviser trends on sustainable investing?
Client allocation in ESG has grown to 15% in the last year and 68% of advisers expect to see a continued increase in assets invested in ESG funds and solutions. The views of investors are changing and...
FundsNetwork 27th May 2021
The annual allowance charge and Scheme Pays requests
Paul Squirrell, FundsNetwork’s pension expert, takes a step-by-step approach to calculating client’s annual allowance charges and explains the two types of Scheme Pays, mandatory and volun...
Protect your inbox from hackers
The good news is there are some simple steps you can take to protect your email account from hackers.
The FSCF and EU-domiciled funds
In late 2020, there were some media reports suggesting that FSCS protections for EU-domiciled funds – such as those based in Ireland and Luxembourg – would be stripped away once the Brexit transition...
FundsNetwork 17th May 2021
An increasing number of DFMs available on FundsNetwork platform
FundsNetwork now have over 40 Discretionary Fund Managers (DFMs) available on their platform, with more joining shortly.
FundsNetwork 27th Apr 2021
What does it really mean to be an IFA today?
FundsNetwork’s latest study examines how advisers’ views have changed from last year and how firms are planning for the post-pandemic period.
Ensuring the fair treatment of vulnerable customers
The FCA recently issued Finalised Guidance FG21/1 setting out requirements firms must follow.
FundsNetwork 19th Apr 2021
Investment Pathways
New legislation was introduced on 1 February 2021 requiring pension providers to offer Investment Pathways to certain individuals entering or topping up drawdown arrangements.
FundsNetwork 13th Apr 2021
Tax tables 2021/22 available
FundsNetwork's 2021/22 tax tables are now available, with all the rates and thresholds for the coming year.
FundsNetwork 5th Apr 2021
The transition from LIBOR and other IBORs
The use of the LIBOR (London Interbank Offer Rate) is expected to come to an end at the close of 2021.
Do your client's understand ESG investing?
FundsNetwork’s client-friendly guide aims to decode the concept and some of the complexity around sustainable investing, to help you and your clients have better discussions around ESG.
Increase to the NMPA: a brief examination of the consultation paper
The Government has recently reaffirmed its intention to increase the normal minimum pension age (NMPA) from 55 to 57 from 6 April 2028. Paul Kennedy, FundsNetwork's tax expert, takes a look at some sa...
FundsNetwork 8th Mar 2021
FundsNetwork's Pension and ISA allowances guide
FundsNetwork's client guide ‘Reap the benefits of tax efficient savings’ provides the key tax information that your clients need to make the most of their annual allowances.
FundsNetwork 9th Feb 2021
What is ESG?
How many of us think about where our money goes? Are we worried about climate change and how our money is invested?
Re-registration – are you up to speed with the FCA’s new rules?
From 1 February 2021, to facilitate more platform-to-platform switching, new FCA rules have come into force.
Tax year end – supporting you at home or from the office
FundsNetwork’s tax year end hub is live with everything you need to keep your business moving during this busy time.
FundsNetwork 26th Jan 2021
Making transfers simpler
To facilitate more platform-to-platform switching, commonly due to mismatches between share classes of the same fund.
FundsNetwork 14th Dec 2020
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
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
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
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
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
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
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
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
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
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
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’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
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
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.
Glossary: the A to Z of ESG
A common issue cited with sustainable investing is a lack of clarity over the language used.
FundsNetwork 11th Mar 2020
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
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
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
Business challenges facing financial advisers
FundsNetwork commissioned research to find out what the biggest business challenges advisers are facing.
FundsNetwork 11th Dec 2019
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
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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