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 Pension lifetime allowance guide
Jan 22, 2020
Planning has undergone a range of changes over the years. FundsNetwork's guide covers areas such as transitional protection, enhancements and reductions, test trigger events and the LTA charge. more...
FundsNetwork's tax and pension technical materials
Jan 22, 2020
To help your discussions with clients at this time of year, our range of client-facing guides explain the more complicated aspects of pensions and allowances, in simple terms more...
FundsNetwork's tax year end material to help client discussions
Jan 14, 2020
To help you plan and implement campaigns during this key period, FundsNetwork's tax year end hub brings together a whole range of material to support your activity and client discussions. more...
FundsNetwork: Senior Managers and Certification Regime (SM&CR)
Jan 6, 2020
A new regulatory regime is beginning – is your firm ready? The FCA has extended the Senior Managers and Certification Regime (SM&CR) to all solo-regulated firms from 9 December 2019. more...
FundsNetwork: Tax and pension technical content all in one place
Dec 12, 2019
The whole area of retirement planning is arguably more complex than ever before, so FundsNetwork have pulled together a range of topics that have been popular with advisers and paraplanners in recent months. The toolkit allows you to easily navigate to the content of most interest to you. 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.