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
Freeze on the Standard Lifetime Allowance – points to consider
The Lifetime Allowance was expected to increase this year but it’s been announced that it is frozen until April 2026. Whilst short term this is not material, no increases for the next five tax years...
Sanlam 24th Mar 2021
Budget 2021: 5 reasons to review your clients
While the Budget didn’t yield many surprises, the freezing of tax allowances will have an impact on client. Here are five reasons why it’s a good time to review client tax planning.
Sanlam 23rd Mar 2021
End of tax year – time is ticking
Tax year end is fast approaching. Sanlam outline the important deadlines for sending applications and other top-ups to ensure your clients’ money is invested for this tax year.
Sanlam 22nd Mar 2021
Getting ready for tax year end – simple tax planning ideas
As this tax year draws to a close and we look towards a new one opening, it is time to take stock and ensure that we have utilised all the exemption and allowances permitted giving the most tax effici...
Sanlam 21st Mar 2021
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
Pension contributions at tax year end – an ‘aide memoire’
Our tax and pension experts, Paul Kennedy and Paul Squirrell, take a step-by-step approach to pension contributions from the critical starting point of tax relief.
Pensions ‘in-depth’: the lifetime allowance
Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, discuss some important considerations around the initial phase of planning, on establishing the client’s individual lifetime al...
FundsNetwork 22nd Feb 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?
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
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
Decumulation - when financial advice really counts
Sequencing risk and pound cost ravaging are just two factors which highlight the importance of financial advice for clients in decumulation. How can you plan around them?
Sanlam 1st 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
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
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
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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