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