Business Management

Today’s advisers are shooting at an open goal. Many more people that need advice than advisers have the capacity to accommodate, and demand continues to grow. Efficient practice management can be the key to unlocking more capacity, allowing advisers to meet rising demand without compromising service levels.

Our business management section draws together FundsNetwork's latest thinking and research on the challenges facing advisory practices.

Client Management - Find out more

 

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.

FundsNetwork 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.

FundsNetwork 27th Apr 2021

Article-Change-01-2019 Business Toolkit

Tax tables 2021/22 available

FundsNetwork's 2021/22 tax tables are now available, with all the rates and thresholds for the coming year.

FundsNetwork 5th 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.

FundsNetwork 5th Apr 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.

FundsNetwork 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.

FundsNetwork 26th Jan 2021

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...

FundsNetwork 23rd Sep 2020

ProtectingSIPP2020 Business Toolkit

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.

Sanlam 15th Sep 2020

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