As a provider of investment and retirement solutions, we’ve always worked closely with advisory firms. We therefore understand the processes and challenges that advisers face today, such as ever-changing regulation and an increasing administrative burden. We also recognise the many opportunities too.
Our goal is to help your firm grow and develop by providing the services, tools and functionality you need for your business and clients.
We also appreciate you need a partner you can rely on for the long term. Our close relationship with firms has shaped the ongoing development of FundsNetwork since it was launched over 18 years ago. We’ve made a multi-million-pound investment in our service over the last five years, which is now in the process of being implemented and improvements will continue in the future. This is so we fully support your evolving needs – and those of your clients too. We wish to work with you in partnership – today and into the future.
Please click on the links below to take you to relevant areas of the FundsNetwork website.
Insights and opinions
Expert opinions on markets, trends and financial planning.
Pensions, retirement and tax planning
A range of guides, factsheets and insights to support you and your clients with financial planning.
Retirement technical videos
Our technical video section is designed to help you improve your pension knowledge.
Tax planning with FundsNetwork Trusts
While asset allocation is invariably the starting point for helping clients achieve their goals, effective tax planning is also crucial. Trusts can equally play a powerful role in financial planning.
All our product literature in one convenient place to help you do business and choose the right investment options for your clients.
FundsNetwork’s technical content all in one place
Apr 17, 2019
This toolkit brings together a range of topical areas which have been popular with advisers and paraplanners in recent months. The electronic document has been set up to allow you to easily navigate to the content of most interest to you. more...
FundsNetwork: Tax tables 2019/20
Apr 10, 2019
To help you prepare for the new tax year, FundsNetwork’s 2019/20 tax tables are now available to view and download. You’ll find all the tax rates, including Scottish rates, and thresholds you need at a glance. more...
Investment Platforms Market Study - FundsNetwork’s summary of the FCA’s final report
Mar 28, 2019
Following the FCA's Interim Report looking into the platform market in the UK, the regulator has just published its final findings and remedies (MS17/1.3). more...
FundsNetwork: Taking pension exams next month or just need a refresher?
Mar 20, 2019
With over five hours of content, broken down in snippets of eight-minute tutorials, FundsNetwork's library of retirement technical videos can help you prepare for CII pension exams. Their video focusing on exam technique tips is particularly popular at this time of year. more...
Check our summary of the FCA's new guidance and proposals around pension transfers.
Price, functionality, service and stability are just some of the factors advisers value when considering a platform.