Education

In this section, we provide tutorials, technical videos and other educational tools to help advisers and paraplanners keep their skills and knowledge up to date.

Article-Pension-01-2019 Business Toolkit

Taking CII pension exams next month?

With over five hours of content, broken down in snippets of eight-minute tutorials, our library of retirement technical videos can help you prepare for CII pension exams.

FundsNetwork 8th Mar 2021

Article-balance-01-2019 Business Toolkit

Succession planning for the future generation

FundsNetwork talks to Gavin Chapman from Chase de Vere, about ways of training young advisers for the future generation, as well as attracting younger investors.

FundsNetwork 1st Dec 2020

Article-Chart-01-2019 Business Toolkit

Adviser Guide to Sustainable Investing

Sustainable investing has now moved into the mainstream and more and more clients are taking an active interest in how their money is invested. FundsNetwork’s research shows that the coronavirus crisi...

FundsNetwork 1st Dec 2020

Article-Pension-01-2019 Business Toolkit

Pensions ‘in-depth’: tax relief and annual allowance

Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, take an in-depth look at the laws and mechanisms underpinning tax relief on pension contributions and matters relating to annua...

FundsNetwork 4th Nov 2020

Article-Grow-02-2019 Business Toolkit

FundsNetwork’s sustainable investing hub

FundsNetwork’s new sustainable investing hub and educational guides can help you identify suitable investments and aid client discussions to provide better client outcomes.

FundsNetwork 4th Nov 2020

Article-Pension-01-2019 Business Toolkit

CII exams are fast approaching

Get exam ready with FundsNetwork’s bitesize eight-minute tutorials. Their video library of over five hours' worth of technical content can help you prepare.

FundsNetwork 7th Oct 2020

Article-Pension-01-2019 Business Toolkit

Taking the CII pension exams this October or just need a refresher?

Our library of retirement technical videos can help you prepare for CII pension exams, including a video focusing on exam technique tips.

FundsNetwork 2nd Sep 2020

Beneficiaries_flexi-access drawdownconundrum Business Toolkit

New FundsNetwork’s advisor support package: The beneficiaries flexi-access drawdown conundrum

FundsNetwork's tax and pensions experts, Paul Kennedy and Paul Squirrell, discuss some pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.

FundsNetwork 1st Jul 2020

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FUNDSNETWORK PENSION EXAM EDUCATION SUSTAINABLE INVESTING PENSION BUSINESS TOOLKIT RETIREMENT TRAINING FINANCIAL ADVISER BUSINESS MANAGEMENT ANNUAL ALLOWANCE EXAM TECHNIQUES TRANSFER VALUE

 

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