Client Management

Rewarding and frustrating in equal measure, the life of an adviser would be so easy if it weren’t for all those clients. Nevertheless, understanding their needs is what advisers do best and is key to building an enduring business.

Our client management section provides the latest thinking and research to help deepen your knowledge and give differentiated advice.

Technology and Administration - Find out more

 

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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

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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

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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

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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

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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

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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.

FundsNetwork 8th Mar 2021

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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

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