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-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

Article-balance-01-2019 Business Toolkit

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

Article-Coin-02-2019 Business Toolkit

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

Article-balance-01-2019 Business Toolkit

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

Sanlam_Freele Business Toolkit

Freeze on the Standard Lifetime Allowance – points to consider

The Lifetime Allowance was expected to increase this year but it’s been announced that it is frozen until April 2026.  Whilst short term this is not material, no increases for the next five tax years...

Sanlam 24th Mar 2021

Sanlambudget21 Business Toolkit

Budget 2021: 5 reasons to review your clients

While the Budget didn’t yield many surprises, the freezing of tax allowances will have an impact on client. Here are five reasons why it’s a good time to review client tax planning.

Sanlam 23rd Mar 2021

Sanlam_Timeisticking Business Toolkit

End of tax year – time is ticking

Tax year end is fast approaching. Sanlam outline the important deadlines for sending applications and other top-ups to ensure your clients’ money is invested for this tax year.

Sanlam 22nd Mar 2021

Sanlam_Gettingready Business Toolkit

Getting ready for tax year end – simple tax planning ideas

As this tax year draws to a close and we look towards a new one opening, it is time to take stock and ensure that we have utilised all the exemption and allowances permitted giving the most tax effici...

Sanlam 21st Mar 2021

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