Industry news and views from Panacea and our partners.
Fidelity Adviser Solutions
FundsNetwork: Working remotely – helping you adjust to the new normal
Given the updated guidance from the UK government, many of us will now be returning to remote working.
FundsNetwork: 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: Pension transfer advice: summary of the FCA PS 20/6
The FCA have issued Policy Statement PS 20/6, which lays down a number of new rules in order to improve the quality of DB transfer advice. Here, through a series of infographics, FundsNetwork summarise some of the key points affecting advisory firms from 1 October 2020.
FundsNetwork: Unlocking the financial power of women
FundsNetwork talked to Georgina Fry of Sanderson house about their latest research which found that when women take financial advice, they keep at it.
FundsNetwork: Ensuring the fair treatment of vulnerable customers
The FCA recently issued Guidance Consultation GC 20/3 setting out requirements firms must follow to protect vulnerable customers and ensure they are treated fairly.
FundsNetwork: What’s next for advice?
In partnership with AKG, we’ve sponsored a practical paper which looks at key drivers for change, likely shape of the market and to establish the main opportunities for intermediaries and manufacturers over the next two to three years.
FundsNetwork: 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: Pensions and divorce
The pension fund can be a substantial financial investment in divorce settlements.
FundsNetwork: Skills of the modern financial adviser: Future proof your role and business
The financial advice landscape has changed remarkably in recent decades, specifically with regard to the regulatory framework and the tools, technology and processes used to deliver advice.
FundsNetwork: Protect your clients' details from email hacking
With more of us working remotely and using unsecure email to communicate with colleagues, the risk of fraud increases further.
FundsNetwork: Pension transfer advice: the new rules at a glance
The FCA have issued Policy Statement PS 20/6, which lays down a number of new rules in order to improve the quality of DB transfer advice.
FundsNetwork: New report: Unlocking the power of advice
FundsNetwork’s latest research looks closely at the role financial advice could play in helping women to unlock their financial power.
FundsNetwork: How the advice sector is adapting to the coronavirus crisis
FundsNetwork’s Adviser Pulse study assesses how adviser attitudes are changing as business and society adapts to the Coronavirus pandemic.
FundsNetwork: Building and maintaining relationships
Stephen Boucher, FundsNetwork's Head of Strategic Accounts, talks to Gavin Chapman from Chase de Vere, about what’s important in working relationships.
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: Understanding ESG
The move towards sustainable investing was already in motion, but the Covid-19 pandemic may have accelerated it further. FundsNetwork's new insight hub brings together expert opinion from eight of their fund partners to understand what a greater focus on ESG means for you, your clients and their portfolios.
FundsNetwork: Calculating client’s annual allowance charges
Paul Squirrell, FundsNetwork's National Pensions Sales Manager, provides a step-by-step approach to calculating clients’ annual allowance charges. He also explains the two types of Scheme Pays, mandatory and voluntary and the process and deadlines for Voluntary Scheme Payments available with FundsNetwork's Pension.
FundsNetwork: What does ESG mean for you and your clients?
The move towards sustainable investing was already in motion, but the Covid-19 pandemic may have accelerated it further. FundsNetwork’s new insight hub brings together expert opinion from eight of their fund partners to understand what a greater focus on ESG means for you, your clients and their portfolios.
FundsNetwork's personal tax and trust planning training resources
The CII AF1 exam is just around the corner! To help you prepare, FundsNetwork have a new video training resources with industry expert Sue Cox.
FundsNetwork’s service commitment
Nina Jones, Head of Adviser Experience, and Gemma Gore, Head of Premium and Enhanced Service, explore why FundsNetwork place advisory firms at the centre of everything they do, making their business needs a priority and what this means in terms of ongoing service and platform improvements.
FundsNetwork: An ever-improving pension offering
Paul Squirrell, FundsNetwork’s National Pension Sales Manager, explains what our pension has to offer, its competitive pricing and improvements still on the horizon.
FundsNetwork’s pension LTA adviser support package
Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, discuss the pension LTA and its framework, which was recorded before the lockdown.
FundsNetwork: Enhancements on the horizon
Danny Wynn, FundsNetwork's Head of Proposition, Growth and Strategy, explains why they look at the challenges of the advice market in the future and not just today.
FundsNetwork: Working remotely?
FundsNetwork’s Fidelity colleagues in Asia have been working remotely for several months now - find out how they have been coping and how team spirit has been boosted.
FundsNetwork: Protect your client details from email hacking
With more people working remotely at the present time, FundsNetwork have created some useful reminders on how to keep your business and client details safe from fraudsters.
FundsNetwork: New: tax tables 2020/21
FundsNetwork’s 2020/21 tax tables are now available, with updated rates and thresholds for the coming year.
FundsNetwork: Coronavirus and your clients' investments
With COVID-19 impacting global markets, your clients may be concerned about their investments. FundsNetwork’s hub brings together latest expert insight and useful material to help support your client discussions.
FundsNetwork: Coronavirus and your clients' investments
With COVID-19 impacting global markets, your clients may be concerned about their investments. FundsNetwork's hub brings together latest insights from several fund partners, to help you give your clients greater reassurance.
FundsNetwork: Budget 2020: Paul Kennedy’s response to legislation changes and future consultations
FundsNetwork’s tax expert Paul Kennedy takes a look at the latest Chancellor's Budget announcement.
FundsNetwork: Managing client expectations in volatile markets
News of the coronavirus in recent weeks has contributed to increased market volatility. If your clients are concerned, why not make use of FundsNetwork online hub? Here you’ll find useful insights from several fund partners, including a range of guides from M&G, to help you give your clients greater confidence.