Adviser-Hub articles

Articles tagged: FUNDSNETWORK
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-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-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-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-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

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-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-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-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-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

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-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

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-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-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

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