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.

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Article-Pension-01 Business Toolkit

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

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.

FundsNetwork 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?

FundsNetwork 9th Feb 2021

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.

FundsNetwork 30th 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.

FundsNetwork 16th Sep 2020

Article-balance-01-2019 Business Toolkit

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

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.

FundsNetwork 19th Aug 2020

Article-Coin-02-2019 Business Toolkit

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

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