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

 

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

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.

FundsNetwork 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.

FundsNetwork 2nd Apr 2020

Article-Communications-02-2019 Business Toolkit

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...

FundsNetwork 2nd Apr 2020

Article-DowningStreet-01-2019 Business Toolkit

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.

FundsNetwork 18th Mar 2020

Article-Communications-02-2019 Business Toolkit

The barriers to women investing

Fidelity's state of the nation report looks at steps women are taking to build wealth and the opportunity they have to make their money work harder.

FundsNetwork 25th Nov 2019

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FUNDSNETWORK PENSION CLIENT MANAGEMENT TAX BUSINESS TOOLKIT EMAIL HACKING INVESTMENTS CORONAVIRUS SUPPORT CHANCELLOR BUDGET PAUL KENNEDY GENDER INVESTMENT INDUSTRY GENDER PAY GAP

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