24 Jan 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.
Here are three of their documents to help initial preparation:
1. ‘Recommending our Pension: supporting you with your due diligence’
A guide covering the reasons why you can recommend the FundsNetwork Pension to your clients. You will find the guide under the 'Pension' section of their tax year end support zone.
2. ‘Recommending our ISA and Investment Account’
Detailed information about FundsNetwork’s service and commitment, including the investment range, income options, bulk switching and much more. You will find the guide under the 'ISA' section of their tax year end support zone.
3. ‘Guide to our charges and Adviser Fees service’
A transparent approach to charging and all you need to know about FundsNetwork’s Adviser Fees service. You will find the guide under both the 'Pension' and 'ISA' sections of their tax year end support zone.