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: Pension considerations – a step-by-step approach
Feb 12, 2019
Calculating pension allowances for your clients, particularly at this time of the year, can be highly complex. FundsNetwork’s tax and pension experts, Paul Kennedy and Paul Squirrell, discuss how taking a step-by-step approach to identifying different client circumstances, can help to highlight important considerations. more...
FundsNetwork: ISA and pension marketing campaigns
Feb 5, 2019
Create your own marketing campaigns using FundsNetwork’s sample letter templates, which highlight the benefits of investing in pensions and ISAs. Then coupled with their range of client guides, you can produce a mailing or email. more...
FundsNetwork: Your pension and ISA resources in one place
Jan 24, 2019
FundsNetwork™ has launched a dedicated support zone that includes a wide range of useful materials for this time of the year. It provides resources to help planning and aid client discussions, so that they can utilise valuable pension and ISA allowances. more...
FundsNetwork: Annual allowance and utilising carry forward
Jan 23, 2019
To help your clients understand the importance of maximising their pension contributions, check FundsNetwork’s factsheets on annual allowances and carry forward. You will also find information for clients who are affected by the tapered annual allowance, explaining how this is calculated and what happens if the allowance is exceeded. Visit FundsNetwork’s tax year end hub and select the ‘Pension’ tab. more...
FundsNetwork: Taking the CII pension exams this April or just need a refresher?
Jan 23, 2019
FundsNetwork’s library of retirement technical videos can help you prepare for the CII pension exams, including a video focusing on exam techniques. The learning outcomes for each topic are listed against the different qualifications, to help you identify which subjects to focus on. 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.