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.
9th Feb 2021
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.
26th Jan 2021
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...
23rd Sep 2020
Protecting the investment interests of your SIPP clients
Writing SIPP business on an ‘insured’ basis rather than a ‘trust’ basis can give clients more protection and peace of mind over the longer-term.
15th 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...
9th Sep 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...
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...
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...
29th Jul 2020
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.
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.
18th Jun 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.
19th Feb 2020
Business challenges facing financial advisers
FundsNetwork commissioned research to find out what the biggest business challenges advisers are facing.
11th Dec 2019
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