Re-registration – the new rules from February 2021
To facilitate more platform-to-platform switching, from 1 February 2021, new FCA rules will come into force. At present, in-specie transfers (re-registrations) are not always possible, commonly due to...
14th Dec 2020
Succession planning for the future generation
FundsNetwork talks to Gavin Chapman from Chase de Vere, about ways of training young advisers for the future generation, as well as attracting younger investors.
1st Dec 2020
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...
Pensions ‘in-depth’: tax relief and annual allowance
Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, take an in-depth look at the laws and mechanisms underpinning tax relief on pension contributions and matters relating to annua...
4th Nov 2020
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.
Cybersecurity Awareness Month: keeping your business safe
With more staff going back to working remotely, fraudsters know there's an opportunity to take advantage of less secure home networks. October is Cybersecurity Awareness Month, so why not check out th...
12th Oct 2020
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.
30th Sep 2020
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
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.
16th 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
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.
19th Aug 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
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...
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.
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
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...
14th May 2020
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.
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.
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.
18th Mar 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.
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...
19th Dec 2019
Business challenges facing financial advisers
FundsNetwork commissioned research to find out what the biggest business challenges advisers are facing.
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.
10th Dec 2019
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