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-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

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

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

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

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