Adviser Hub articles

Articles tagged: CLIENT MANAGEMENT
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.

FundsNetwork 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.

FundsNetwork 19th 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.

FundsNetwork 12th 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...

FundsNetwork 25th Oct 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.

FundsNetwork 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.

FundsNetwork 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?

FundsNetwork 22nd Jun 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.

FundsNetwork 13th 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.

FundsNetwork 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...

FundsNetwork 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.

FundsNetwork 9th Feb 2021

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-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-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-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

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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