Adviser Hub articles

Article-Communications-02-2019 Business Toolkit

Fidelity Adviser Solutions partners with Origo’s Integration Hub

Fidelity Adviser Solutions are delighted to have partnered with the Origo Integration Hub providing Straight Through Processing (STP) for account opening and trading services.

Fidelity Adviser Solutions 12th May 2022

Article-Pension-01-2019 Business Toolkit

The Pension Forum: helping build your technical knowledge

The rules relating to pensions can be incredibly confusing given the complexity of the Pensions Tax Manual. To help build your technical knowledge around some of the more obscure aspects of this topic...

Fidelity Adviser Solutions 12th May 2022

Article-Pension-01-2019 Business Toolkit

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.

Fidelity Adviser Solutions 3rd May 2022

Article-Time-01-2019 Business Toolkit

The annual allowance charge and Scheme Pays requests

Fidelity Adviser Solutions take a step-by-step approach to calculating client’s annual allowance charges and explain the two types of Scheme Pays, mandatory and voluntary. They also run through the pr...

Adviser-Hub 19th Apr 2022

Article-Coin-02-2019 Business Toolkit

New: Tax tables 2022/23 available

Fidelity Adviser Solutions' 2022/23 tax tables are now available, with all the rates and thresholds for the coming year.

Fidelity Adviser Solutions 11th Apr 2022

Article-Puzzle-01-2019 Business Toolkit

Planning considerations at tax year end

Paul Squirrell, Fidelity Adviser Solutions ‘expert, highlights financial planning considerations for Pensions, ISAs and Investment Accounts when approaching the end of the tax year.

Fidelity Adviser Solutions 8th Mar 2022

Article-Pension-01-2019 Business Toolkit

Important considerations for pension contributions before 5 April

Paul Squirrell, Fidelity Adviser Solutions’ pension expert, takes a step-by-step approach to pension contributions from the critical starting point of tax relief.

Fidelity Adviser Solutions 21st Feb 2022

Article-Global-04-2019 Business Toolkit

Make online safety your priority

Fidelity Adviser Solutions’ cybersecurity hub includes a number of checklists and support guides to help you and your office ensure you stay safe online.

Fidelity Adviser Solutions 9th Feb 2022

Article-Grow-02-2019 Business Toolkit

FCA’s strategy for positive change

The FCA believes the financial sector has an important role to play in helping the economy adapt to a more sustainable long-term future. Here is an overview of how it intends to support the industry d...

Fidelity Adviser Solutions 9th Feb 2022

Article-Communications-02-2019 Business Toolkit

Tax year end checklists - your financial planning framework

Fidelity Adviser Solutions have designed checklists to help highlight financial planning considerations for Pensions, ISAs and Investment Accounts when approaching the end of the tax year.

Fidelity Adviser Solutions 9th Feb 2022

Article-Pension-01-2019 Business Toolkit

Tax year end planning for Pensions

Fidelity Adviser Solutions’ experts look at pensions and all the important considerations before the end of the tax year.

Fidelity Adviser Solutions 7th Feb 2022

Article-Direction-05-2019 Business Toolkit

Sustainable Investment Finder

Fidelity’s Maike Currie and Julia Dreblow of SRI Services discuss how Fidelity’s tool could help to identify potential fund solutions.

Fidelity Adviser Solutions 26th Jan 2022

Article-Coin-02-2019 Business Toolkit

Tax year end planning for ISAs and Investment Accounts

Tune in to hear a discussion on the financial planning considerations relating to ISAs and Investment Accounts as we approach the tax year end. Fidelity Adviser Solutions cover the various different t...

Fidelity Adviser Solutions 25th Jan 2022

Article-Technology-03-2019 Business Toolkit

Cyber security: a core concern for advice firms

More and more advisory firms view cyber security as a top business challenge. Fidelity FundsNetwork’s report looks at certain key measures that can be taken by all firms to address the biggest risks.

Fidelity Adviser Solutions 11th Jan 2022

Article-Communications-02-2019 Business Toolkit

Lifetime allowance – making sure you have the correct allowance

Paul Squirrell, Fidelity FundsNetwork's pension expert, discusses some important considerations around the initial phase of LTA planning, on establishing the client’s individual lifetime allowance.

Fidelity Adviser Solutions 13th Dec 2021

Article-Direction-05-2019 Business Toolkit

Omicron: how to stay on track when markets are volatile

World stock markets have become more volatile with news of the Omicron variant of coronavirus, adding to existing uncertainty over the next moves in US and UK interest rates.

Fidelity Adviser Solutions 13th Dec 2021

Article-Pension-01-2019 Business Toolkit

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.

Fidelity Adviser Solutions 25th Nov 2021

Article-Pension-01-2019 Business Toolkit

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.

Fidelity Adviser Solutions 19th Nov 2021

Article-Puzzle-01-2019 Business Toolkit

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...

Fidelity Adviser Solutions 12th Nov 2021

Article-Balance-01-1 Business Toolkit

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.

Fidelity Adviser Solutions 12th Nov 2021

Article-Direction-05-2019 Business Toolkit

The changing DFM landscape

Hear about the rise in outsourcing investment solutions and the opportunities and challenges this brings.

Fidelity Adviser Solutions 2nd Nov 2021

Article-Pension-01-2019 Business Toolkit

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...

Fidelity Adviser Solutions 25th Oct 2021

Article-Direction-05-2019 Business Toolkit

Fidelity FundsNetwork's Investment Outlook

Tom Stevenson asks if we're heading for a discontented winter, or if there's still room for hope.

Fidelity Adviser Solutions 20th Oct 2021

Article-Global-04 Business Toolkit

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...

Fidelity Adviser Solutions 15th Oct 2021

Article-Puzzle-01-2019 Business Toolkit

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?

Fidelity Adviser Solutions 15th Oct 2021

Article-Protection-02-2019 Business Toolkit

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.

Fidelity Adviser Solutions 5th Oct 2021

Article-Technology-03-2019 Business Toolkit

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.

Fidelity Adviser Solutions 27th Sep 2021

Article-Grow-02-2019 Business Toolkit

Passive versus active and ESG

Can ESG be run passively or is active asset management the only effective way to run ESG portfolios?

Fidelity Adviser Solutions 10th Aug 2021

Article-Communications-02-2019 Business Toolkit

Value that works for you

Take a closer look at everything you can expect from FundsNetwork, when you choose their platform.

Fidelity Adviser Solutions 10th Aug 2021

Article-Communications-02-2019 Business Toolkit

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...

Fidelity Adviser Solutions 10th Aug 2021

Article-Coin-02-2019 Business Toolkit

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).

Fidelity Adviser Solutions 10th Aug 2021

Article-Direction-05-2019 Business Toolkit

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.

Fidelity Adviser Solutions 10th Aug 2021

Article-Communications-02-2019 Business Toolkit

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.

Fidelity Adviser Solutions 21st Jul 2021

Article-Pension-01-2019 Business Toolkit

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...

Fidelity Adviser Solutions 21st Jul 2021

Article-balance-01-2019 Business Toolkit

Paraplanning in a pandemic 2021 report

FundsNetwork are delighted to be sponsoring Professional Paraplanner’s unique report ‘Paraplanning in a pandemic’.

Fidelity Adviser Solutions 21st Jul 2021

Article-balance-01-2019 Business Toolkit

ESG investing: to outsource or not?

Is outsourcing the only option for advisers looking to integrate ESG solutions for their clients?

Fidelity Adviser Solutions 22nd Jun 2021

Article-Communications-02-2019 Business Toolkit

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...

Fidelity Adviser Solutions 27th May 2021

Article-Coin-02-2019 Business Toolkit

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...

Fidelity Adviser Solutions 27th May 2021

Article-Global-03-2019 Business Toolkit

Protect your inbox from hackers

The good news is there are some simple steps you can take to protect your email account from hackers.

Fidelity Adviser Solutions 27th May 2021

Article-Europe-01-2019 Business Toolkit

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...

Fidelity Adviser Solutions 17th May 2021

Article-Grow-01-2019 Business Toolkit

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.

Fidelity Adviser Solutions 27th Apr 2021

Article-Time-01-2019 Business Toolkit

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.

Fidelity Adviser Solutions 27th Apr 2021

Article-balance-01-2019 Business Toolkit

Ensuring the fair treatment of vulnerable customers

The FCA recently issued Finalised Guidance FG21/1 setting out requirements firms must follow.

Fidelity Adviser Solutions 19th Apr 2021

Article-Coin-02-2019 Business Toolkit

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.

Fidelity Adviser Solutions 13th Apr 2021

Business Toolkit

What is an ISA?

An Individual Savings Account (ISA) is a tax-efficient 'wrapper' that provides a home for a number of different types of investment. The ISA wrapper ensures investors pay no tax on income or capital g...

Adviser-Hub 6th Apr 2021

Article-Change-01-2019 Business Toolkit

Tax tables 2021/22 available

FundsNetwork's 2021/22 tax tables are now available, with all the rates and thresholds for the coming year.

Fidelity Adviser Solutions 5th Apr 2021

Article-Direction-05-2019 Business Toolkit

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.

Fidelity Adviser Solutions 5th Apr 2021

Article-balance-01-2019 Business Toolkit

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.

Fidelity Adviser Solutions 5th Apr 2021

Article-Grow-02-2019 Business Toolkit

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...

Fidelity Adviser Solutions 8th Mar 2021

Article-Pension-01-2019 Business Toolkit

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.

Fidelity Adviser Solutions 9th Feb 2021

Article-Grow-02-2019 Business Toolkit

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?

Fidelity Adviser Solutions 9th Feb 2021

Article-balance-01-2019 Business Toolkit

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.

Fidelity Adviser Solutions 9th Feb 2021

Article-balance-01-2019 Business Toolkit

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.

Fidelity Adviser Solutions 26th Jan 2021

Article-Chart-01-2019 Business Toolkit

Making transfers simpler

To facilitate more platform-to-platform switching, commonly due to mismatches between share classes of the same fund.

Fidelity Adviser Solutions 14th 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...

Fidelity Adviser Solutions 1st Dec 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.

Fidelity Adviser Solutions 4th Nov 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.

Fidelity Adviser Solutions 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...

Fidelity Adviser Solutions 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.

Fidelity Adviser Solutions 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...

Fidelity Adviser Solutions 9th 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.

Fidelity Adviser Solutions 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...

Fidelity Adviser Solutions 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...

Fidelity Adviser Solutions 30th 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...

Fidelity Adviser Solutions 29th 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...

Fidelity Adviser Solutions 29th Jul 2020

Article-Technology-04-2019 Business Toolkit

Opportunity in a crisis: COVID-19 has accelerated the move to hybrid advice

Financial advisers have historically been cautious when integrating technology into their business models.

Adviser-Hub 24th Jun 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.

Fidelity Adviser Solutions 18th Jun 2020

Article-Chart-04-2019 Business Toolkit

UK bond market review: UK interest rates reach all-time low

Against the backdrop of heightened uncertainty caused by the intensifying coronavirus crisis, investors continued to lose their appetite for risk during March.

Adviser-Hub 20th 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.

Fidelity Adviser Solutions 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.

Fidelity Adviser Solutions 2nd Apr 2020

Article-Communications-02-2019 Business Toolkit

5 articles to reassure your clients

During periods of market instability and uncertainty, supporting your clients is likely to be your number-one priority. And timely communication can make all the difference when easing their concerns.

Adviser-Hub 23rd Mar 2020

Article-Infrastructure-01-2019 Business Toolkit

Glossary: the A to Z of ESG

A common issue cited with sustainable investing is a lack of clarity over the language used.

Fidelity Adviser Solutions 11th 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.

Fidelity Adviser Solutions 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.

Fidelity Adviser Solutions 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...

Fidelity Adviser Solutions 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.

Fidelity Adviser Solutions 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.

Fidelity Adviser Solutions 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.

Fidelity Adviser Solutions 25th Nov 2019

Article-Coin-02-2019 Business Toolkit

The point of impact

Stephanie Sotiriou, senior investment manager and ethical specialist at TAM Asset Management, talks to Adviser-Hub about impact investing and how advisers should position with clients.   Wh...

Adviser-Hub 20th Sep 2018

Robots1_Cards Business Toolkit

The rise of the hybrid-robos: how IFAs can future-proof their businesses

Robo-advisors are evolving into a new bionic threat. Scalable Capital has introduced human advisers and Wealthify and Nutmeg are considering it.

Various 24th Jul 2018

Cards-Robots-03 Business Toolkit

How IFAs can take advantage of the FCA robo review: play them at their own game

In May of this year, the FCA published its review into ‘automated investment services’ – or robo advice platforms. In part the findings amounted to a suprising rebuke of their offeri...

Various 19th Jul 2018

Article-Global-BB-02 Business Toolkit

What are the big questions troubling business owners?

Google acts as doctor, therapist and now as management consultant as small business owners seek answers Small business owners make extensive use of the search engine to solve business problems...

Adviser-Hub 7th Jun 2018

Article-Communication-BB-11_1-1 Business Toolkit

A regulatory framework for the digital era?

Despite GDPR now a reality, many UK businesses still have their head stuck in the sand rather than face the reality. Paul Holland, CEO of cyber security innovator Beyond Encryption, considers how GDPR...

Adviser-Hub 31st May 2018

Article-Communication-BB-11_1-1 Business Toolkit

Does email marketing work?

In spite of fears that it is losing its edge, done right, email marketing still gives a good return on investment. All the standard process metrics for digital marketing - open rates, click rate...

Adviser-Hub 15th Feb 2018

Article-Lights-BB-01_1-1 Business Toolkit

'It’s not that we use technology, we live technology’

My top 5 lessons from last year Yes, we’ve all heard the warnings that advisers might be replaced by robots. But the point people miss is that technology isn’t a competitor, it’s...

Various 8th Feb 2018

Article-Lights-BB-01_1-1 Business Toolkit

GSAM: Presence in Your Absence

What Clients Say About You When You're Not There Failure to build an effective brand potentially can limit the ability to grow a successful advisory practice. As a financial advisor, how do you...

Adviser-Hub 18th Jan 2018

Article-Communication-BB-12_1 Business Toolkit

Why 2018 is the year to go digital

January 2018 With the new year in full swing, have you enacted your resolutions? As the world adapts to the technological revolution it is time for IFAs to digitalise their work as well – tha...

Adviser-Hub 11th Jan 2018

Article-Communication-BB-11_1-2 Business Toolkit

MiFID II: A safer, but more boring, future for advised clients

January 2018 MiFID II runs to 1.7m paragraphs and covers all aspects of trading in European financial markets. Aside from a few teething troubles in the futures markets, and a temporary delay on it...

Adviser-Hub 4th Jan 2018

Headers-Communication-BB-0_1 Business Toolkit

The problem with contingent charging

Contingent charging is controversial. Should advisers consider another approach? The majority of advisers still use contingent charging, but does it fit with a new post-RDR world? Contingent c...

Adviser-Hub 30th Nov 2017

Article-Lights-BB-01_1-2 Business Toolkit

Do MiFID II and GDPR contradict one another?

Miles Reucroft of Intelliflo discusses whether these two legislative initiatives are in conflict There have been persistent questions on whether MiFID II and GDPR contradict one another The ar...

Adviser-Hub 2nd Nov 2017

Headers-Balance-BB-01_1 Business Toolkit

Are financial advisers ready for GDPR?

By Miles Reucroft, Intelliflo We recently ran a survey among 270 users of our Intelligent Office practice management system to gauge the readiness of UK financial advisers for the forthcoming Gener...

Adviser-Hub 26th Oct 2017

Article-Communications-02-2019 Business Toolkit

Investing ethically: should you encourage your clients to care?

It is Good Money Week. That is the one week a year where the financial services community seeks to raise awareness about responsible investment and how it can benefit businesses and society. Mos...

Adviser-Hub 12th Oct 2017

Article-Communication-BB-11_1-2 Business Toolkit

Do people know the value of advice?

People are still making expensive mistakes with their long-term savings, but how can we get a better message out about financial advice? In the context of what is at stake, advisory fees seem re...

Adviser-Hub 5th Oct 2017

Article-Communication-BB-11_1-2 Business Toolkit

Wary women’ don’t like investments

Women are increasingly ‘wary’ of investments, finds a new piece of research from consumer finance group Boring Money. Women are increasingly ‘wary’ of investments, finds a new...

Adviser-Hub 22nd Sep 2017

Article-Communication-BB-11_1-2 Business Toolkit

The power of reputation: How can you avoid a Bell Pottinger?

“It takes many good deeds to build a good reputation, and only one bad one to lose it” Benjamin Franklin Bell Pottinger has gone into administration after a racist campaign in South...

Adviser-Hub 14th Sep 2017

Article-Balance-BB-01_1 Business Toolkit

Workplace wellness – what works?

No-one wants a sick and feeble workforce, how can you encourage employees to look after themselves without driving them to drink? Workplace wellbeing can encourage productivity and reduce long-t...

Adviser-Hub 31st Aug 2017

Article-RussianDolls-BB-01-1 Business Toolkit

The Matryoshka Principle: Methodology (Part 2)

In part two of his four part series, Karl Dines explores how the Matryoshka Principle can be implemented to help create robust methodology. Comprehensive methodology is essential to ensure a rob...

Adviser-Hub 14th Aug 2017

Article-Communication-BB-12_1-2 Business Toolkit

To trust or not to trust?

The question of how much to trust your employees is a thorny one for any employer.  It’s not always easy to trust employees when your business is on the line One company has gone as...

Adviser-Hub 10th Aug 2017

Article-Communication-BB-12_1-2 Business Toolkit

Corporate buzzwords and communication

A recent survey for Glassdoor has come up with the 12 most annoying corporate buzzwords.  Corporate jargon is getting worse rather than better The finance industry is guilty of excessive...

Adviser-Hub 27th Jul 2017

Article-Buildings-BBC-BB-01 Business Toolkit

Red faces at the Beeb: How to ensure you pay fairly

There will be some red faces at the BBC report after the publication of top stars’ salaries.  The BBC may be in turmoil today, but other corporations may come out far worse If you a...

Adviser-Hub 20th Jul 2017

Article-RussianDolls-BB-01-1 Business Toolkit

The Matryoshka Principle, dolls and modelling your business (Part 1)

In part one of his four part series, Karl Dines, Head of Business Consultancy and SimplyBiz, explores how the Matryoshka Principle can be translated in the advice process to create a robust business m...

Adviser-Hub 13th Jul 2017

Article-ReadWrite-BB-01_1 Business Toolkit

The role of mentoring

“Our chief want in life is somebody who will make us do what we can.” — Ralph Waldo Emerson  Think about what you want from a mentor and how you want the relationship to d...

Adviser-Hub 13th Jul 2017

Article-Lights-BB-01_1-1 Business Toolkit

May’s nightmare: How to learn from failure

“I have not failed. I've just found 10,000 ways that won't work” - Thomas A. Edison  The common view of failure is that it is simply a setback on the path to achievement...

Adviser-Hub 29th Jun 2017

Business Toolkit

Bullying or strong leadership?

It’s been a bad week for bullies, following the departures of senior executives at Uber and a report into British Cycling.  Bullies have been exposed in recent weeks, but in both case...

Adviser-Hub 22nd Jun 2017

Business Toolkit

Top tips for staff retention

Your staff are good and your clients like them. Recruiting new staff is expensive. So how can you make sure you keep people? Pay is not the be-all and end-all, but people need to feel they&rsquo...

Adviser-Hub 15th Jun 2017

Article-Communication-BB-11_1-1 Business Toolkit

Hiring the best

It is clear that a lot rests on the people we recruit: ‘People are our greatest assets’ has become a cliché, but within it lies a significant kernel of truth. The decisions you make...

Adviser-Hub 8th Jun 2017

Article-SimplyBetterBiz-01 Business Toolkit

Update on Equity Release qualification and permission

Towards the close of 2016, the FCA released a Consultation Paper (CP16/24) looking at the possibility of investment and pension firms without mortgage permissions being able to advise on the equity re...

Adviser-Hub 23rd May 2017

88-ItsGoodToTalk-ARTICLE.jpg Business Toolkit

It’s good to talk

An often overlooked but nonetheless crucial determinant of a successful acquisition is a firm’s communication plans. Retiring IFA founder Stephen Hagues looks at how to get your mess...

Adviser-Hub 28th Sep 2016

87-AlternativeThinkingLendEar-ARTICLE.jpg Business Toolkit

Alternative thinking - Lend an ear

Daniel Kiernan, research director at Intelligent Partnership, considers whether the time is right for advisers to start using peer-to-peer lending as part of their investment proposition...

Adviser-Hub 28th Sep 2016

Business Toolkit

Alternative thinking - Venturing forth

The inability to purchase VCT shares in the primary market via a platform has provided a longstanding headache for advisers. However, things are looking up, and shares in VCTs can now be bought b...

Adviser-Hub 28th Sep 2016

Article-Gold-01-1 Business Toolkit

Gold in them thar portfolios?

Ian Muirhead, Chairman, SIFA During periods of market uncertainty, investors often make a beeline for the perceived safety of bonds, cash, or gold – and, amid meagre returns on bonds and...

Adviser-Hub 13th Sep 2016

Article-Pension-BB-01 Business Toolkit

Are you sat comfortably on your assets?

Tom Nall, Workplace Solutions Director, SimplyBiz Group shares his insights on good practice for advisers offering workplace and employee benefits. The advent of auto-enrolment has helped to in...

Adviser-Hub 13th Sep 2016

Article-Communication-BB-01 Business Toolkit

Valuable feedback

[slider=business-page] Valuable feedback Getting feedback – and responding to it – is hugely important for advisers. The more feedback you receive, the better you w...

Adviser-Hub 13th Sep 2016

Article-Communication-BB-13 Business Toolkit

Tough Times

Bad news is never as easy to impart as good news. However, during periods of economic or stock market uncertainty, it’s even more important to communicate with your clients and ensure that they...

Adviser-Hub 13th Sep 2016

Article-Time-01 Business Toolkit

Managing Time

If you want to do every aspect of your job properly, you need to ensure that you manage your time effectively. Although you shouldn’t ignore minor issues – after all, they can turn into ma...

Adviser-Hub 13th Sep 2016

Business Toolkit

Managing Staff

When your business is growing, you need to ensure that your workforce can keep up the level and quality of service that your clients have come to expect. Therefore, you need to ensure that you have th...

Adviser-Hub 13th Sep 2016

36-Competition-ARTICLE Business Toolkit

Competition

Although it might seem counterintuitive to consider doing business with a competitor, there are sound reasons to consider such a strategy. Your competitors are best suited to understand what you do, a...

Adviser-Hub 13th Sep 2016

Communication-02 Business Toolkit

Communication Example

ISAs are hugely popular, and their quick and easy application process makes them a prime candidate for mailing activity. However, if you want to ensure that this process is efficient and cost-effectiv...

Adviser-Hub 13th Sep 2016

34-Communication-ARTICLE Business Toolkit

Communication

Effective segmentation is a powerful tool which enables you to understand your client base and tailor communication strategies in the most appropriate manner. Client segmentation enables you to inc...

Adviser-Hub 13th Sep 2016

Article-Winning-BB-01 Business Toolkit

Protection Review: Writing Awards Entries

Winning ways Putting together a successful award entry may be time-consuming but it can bring many benefit for a business, says Kevin Carr, chief executive of Protection Review. Here he offe...

Adviser-Hub 13th Sep 2016

Article-Lights-BB-01_1-1 Business Toolkit

Website insights

Website insight With your website a great way to help clients better understand their protection needs, Kevin Carr, chief executive of Protection Review, runs through 10 things you can put on it...

Adviser-Hub 13th Sep 2016

Article-Protection-BB-01 Business Toolkit

Protection Review: Unlikely Sales Aids

Another world In addition to the protection information provided by insurers, says Kevin Carr, chief executive of Protection Review, there is another world of supplementary data. Here i...

Adviser-Hub 13th Sep 2016

Article-Insurance-BB-01 Business Toolkit

Protection Review: Life Insurance

Life's rich pageant With life insurance one of the most commonly bought protection products in the UK, Kevin Carr, chief executive of Protection Review, takes a look at the pros and cons...

Adviser-Hub 12th Sep 2016

Article-Insurance-BB-02 Business Toolkit

Hybrid life and care protection insurance plans

A new era for protection? Kevin Carr, chief executive of Protection Review, highlights the recent launch of a new kind of insurance product and wonders whether it represents the start o...

Adviser-Hub 12th Sep 2016

Article-Annimals-Rabbit-BB-01 Business Toolkit

Protection Review

Don’t let the rabbit win That there are more rabbits covered by pet insurance in the UK than people with income protection is just one of a number of figures revealing the scale of the task...

Adviser-Hub 12th Sep 2016

23-SuccessfulBrand-ARTICLE Business Toolkit

A Successful Brand

Welcome to the 'best of' articles written for Adviser-Hub by Brett Davidson, chief executive of FP Advance. The articles include hugely valuable information and ideas that you can take and p...

Adviser-Hub 12th Sep 2016

Article-Direction-BB-01 Business Toolkit

Effective Business Plan

Welcome to the 'best of' articles written for Adviser-Hub by Brett Davidson, chief executive of FP Advance. The articles include hugely valuable information and ideas that you can take and p...

Adviser-Hub 12th Sep 2016

Article-Vehicles-Submarine-01-BB Business Toolkit

Depth of Knowledge

Welcome to the 'best of' articles written for Adviser-Hub by Brett Davidson, chief executive of FP Advance. The articles include hugely valuable information and ideas that you can take and p...

Adviser-Hub 12th Sep 2016

Article-Communication-14 Business Toolkit

Generating referrals

Cherry Reynard offers a series of business briefings, looking at some of the key ways advisers can improve their business proposition, whether through generating referrals, making effective use of s...

Adviser-Hub 9th Sep 2016

Article-Communication-BB-12_1 Business Toolkit

Client Seminars

Cherry Reynard offers a series of business briefings, looking at some of the key ways advisers can improve their business proposition, whether through generating referrals, making effective use of s...

Adviser-Hub 9th Sep 2016

Article-Communication-14 Business Toolkit

VAT & Financial Advice

Cherry Reynard offers a series of business briefings, looking at some of the key ways advisers can improve their business proposition, whether through generating referrals, making effective use of soc...

Adviser-Hub 9th Sep 2016

Article-Communication-BB-11_1-1 Business Toolkit

Developing Outsourcing

Cherry Reynard offers a series of business briefings, looking at some of the key ways advisers can improve their business proposition, whether through generating referrals, making effective use of soc...

Adviser-Hub 9th Sep 2016

15-DogHouse-ARTICLE.png Business Toolkit

In-House, Out Of House Or Dog House

Justin Urquhart Stewart, a director and co-founder of Seven Investment Management, looks at some of the reasons why advisers may or may not consider outsourcing the investment element of their...

Adviser-Hub 9th Sep 2016

Communication-02 Business Toolkit

Achieving 'buy-in' to transition planning

Cherry Reynard offers a series of business briefings, looking at some of the key ways advisers can improve their business proposition, whether through generating referrals, making effective use of s...

Adviser-Hub 9th Sep 2016

Article-Technology-BB-02 Business Toolkit

Future Client Generations

Cherry Reynard offers a series of business briefings, looking at some of the key ways advisers can improve their business proposition, whether through generating referrals, making effective use of s...

Adviser-Hub 9th Sep 2016

Article-Communication-BB-11_1-1 Business Toolkit

Maximising Outsourcing

Cherry Reynard offers a series of business briefings, looking at some of the key ways advisers can improve their business proposition, whether through generating referrals, making effective use of s...

Adviser-Hub 9th Sep 2016

11-Networking-ARTICLE.jpg Business Toolkit

Networking

Cherry Reynard offers a series of business briefings, looking at some of the key ways advisers can improve their business proposition, whether through generating referrals, making effective use of s...

Adviser-Hub 9th Sep 2016

Article-Insurance-BB-01 Business Toolkit

Income protection

Underpinning everything else ... Kevin Carr, chief executive of Protection Review, runs through a list of the 10 things financial advisers should think about when recommending income protection t...

Adviser-Hub 9th Sep 2016

Article-Chart-03-2 Business Toolkit

Industry view

Workplace pensions: Lessons from Down Under.  If auto-enrolment was the hot topic of 2014 and pension freedoms the issue of 2015, 2016 seems set to be the year of the ‘good outcome&rsquo...

Adviser-Hub 9th Sep 2016

Article-Communication-BB-11_1-2 Business Toolkit

Offering A Fabulous Client Experience

Welcome to the 'best of' articles written for Adviser-Hub by Brett Davidson, chief executive of FP Advance. The articles include hugely valuable information and ideas that you can take and p...

Adviser-Hub 9th Sep 2016

Article-Communication-BB-11_1-2 Business Toolkit

Using claims statistics

Claims to fame Claims statistics remain integral to building confidence in protection insurance, says Kevin Carr, chief executive of Protection Review, who reckons he can still tick off 10 things...

Adviser-Hub 9th Sep 2016

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