Industry news and views from Panacea and our partners.
Fidelity Adviser Solutions
FundsNetwork: Receiving enquiries from clients on how to complete tax returns?
FundsNetwork’s Annual Distribution Summary report provides a copy of the information that was sent to clients earlier in the year confirming non-tax wrapped distributions for the previous financial year.
FundsNetwork: Pensions technical videos
FundsNetwork offers a range of pension technical videos to support you if you’re sitting pension exams or just want to brush up on your knowledge. Two of the latest in the series focus on the requirements and restrictions of the Pension Protection Fund and different types of lifetime annuity, discussing conventional and flexible lifetime annuities and the benefits of each.
FundsNetwork: Understanding lifetime allowance transitional protection
FundsNetwork offers a range of 18 technical videos to support you if you’re sitting pension exams or just want to brush up on your knowledge. Two focus on lifetime allowance transitional protection, covering the differences between primary and enhanced protection and how they’re calculated. They also explain what happens if an individual loses or revokes their enhanced protection.
FundsNetwork: Identifying clients not on fees
Since the conversion of bundled funds into their clean equivalent share classes, which brought an end to commission payments, you may still have clients who haven’t agreed a fee arrangement. FundsNetwork’s bespoke ‘Client List’ report can assist you in identifying clients who you may wish to move to fees.
FundsNetwork: Do you use passive investments?
With index funds becoming an increasingly important part of investment recommendations, FundsNetwork now offer over 300 passive funds.
FundsNetwork: Pension lifetime allowance client guide
FundsNetwork’s new guide can help aid discussions with your clients on the pension lifetime allowance.
FundsNetwork: Money Markets continue to dominate sales post Brexit
The Short Term Money Market and UK Money Market sectors continued to lead the sales charts in July as post Brexit uncertainty rocked investor confidence, the latest FundsNetworkTM data shows.
FundsNetwork: Pensions technical support videos
FundsNetwork have a range of pension technical videos to support you if you want to refresh your knowledge or if you’re taking pension exams.
FundsNetwork: Death Benefit Schemes: options and benefits at retirement
FundsNetwork have a range of technical videos that are a useful source of information if you’re looking for support to improve your pension knowledge or if you’re sitting pension exams. Two from the range of 18 videos available, cover the options and benefits from Defined Benefit Schemes.
FundsNetwork’s new retirement guides for use with your clients
With greater flexibility in how clients can approach their pension savings, FundsNetwork have added three new guides to their website to aid your discussions with clients about pensions and retirement options. You'll find information on how to save more into a pension with carry forward, tapered annual pension allowances and how clients can make pension tax relief work for them.
FundsNetwork’s new retirement guides for use with your clients
With greater flexibility in how clients can approach their pension savings, FundsNetwork have added three new guides to their website to aid your discussions with clients about pensions and retirement options.
FundsNetwork: New pension technical videos
Brush up on your pension knowledge with our new technical videos. Presented by Neil Dickey, these six videos cover topics such as lifetime allowance - transitional protection, defined benefit schemes and different types of annuities. So whether you’re sitting your pension exams or just want to improve your knowledge, these videos aim to support you.
FundsNetwork: Supporting you with ‘Technical matters’
FundsNetwork are continuously updating and adding to their range of videos, client facing guides and factsheets to support you with client conversations.
FundsNetwork: Happy 10-year anniversary
In his latest article Paul Kennedy, Head of Tax and Trust Planning at FundsNetwork, looks at how Discounted Gift Schemes will be affected by the 10-year anniversary of the Finance Act 2006. This Act contained radical changes to the taxation of trusts for inheritance tax purposes, and now appropriate trust valuations are required to ascertain the amount payable.
FundsNetwork’s Paul Kennedy explores the new dividend and savings tax allowances
With the world of tax planning becoming even more complex, FundsNetwork’s Paul Kennedy, Head of Tax and Trust Planning, explores the introduction and advantages of the new dividend and savings tax allowances and how to generate tax-free income from different wrappers. He also explains some of the things you need to consider, for both basic and higher rate tax payers.
Fundsnetwork: Investors take flight to safety in May, FundsNetwork reveals
The Corporate Bond, UK Money Market and Short Term Money Market sectors dominated the sales chart in May as investors sought to manage pre-referendum uncertainty, the latest FundsNetworkTM data shows.
FundsNetwork launches 12 additional investment trusts on the platform
FundsNetworkTM announces that, following advisory firm demand, it has launched a further 12 investment trusts on the platform.
ISA investors flock to income yielding investments over the tax year end, FundsNetwork reveals
Income focussed investing continued to be a dominant theme over the tax year end as investors piled into income yielding investments throughout the ISA season, data from FundsNetworkTM has revealed.
FundsNetwork: Supporting you with technical matters
The ‘Technical matters’ area of the FundsNetwork website is a source of useful support to help you stay ahead of the changing regulatory landscape. There’s a range of retirement planning articles, topical videos and technical updates to support you and your clients.
February volatility sees investors take flight to safety, FundsNetwork reveals
UK Equity Income continued its ongoing run as the most popular sector, however, it was the money market sectors that saw the biggest uplifts in sales in February, according to the latest FundsNetworkTM data.
FundsNetwork: Supporting you with technical matters
To help you keep up to date with regulation and policy changes and make the most of the opportunities available to you and your clients, FundsNetwork have launched a new ‘Technical matters’ area on their website.
FundsNetwork: Pension technical videos
FundsNetwork has produced a series of pension technical videos to help you brush up on your knowledge or prepare for your upcoming pension exams. Designed specifically to help you navigate the complexities of retirement planning, subjects include Death Benefits, Carry Forward, Annual and Lifetime Allowance.
FundsNetwork: Paul Kennedy reflects on two mini-tax years in one
In his latest video, Paul Kennedy, Head of Tax and Trust Planning at FundsNetwork, looks at end of year pension tax planning.
FundsNetwork: Application deadlines for this tax year
To ensure you submit all client Pension and ISA applications in on time, FundsNetwork’s website provides full details of the deadlines for both online and paper applications.
FundsNetwork: Dual year ISA allowances
Secure £30,240 of tax allowances for individuals or £60,480 for a couple. FundsNetwork recently updated their website to enable you to complete transactions for your clients' 15/16 and 16/17 ISA allowances simultaneously. Capital at Risk.
FundsNetwork: FNW - Reports and marketing letters to help maximise the opportunity
FundsNetwork ISA contribution report helps you to quickly identify clients who haven’t yet used their allowance. FundsNetwork also have a range of easy to use marketing letters and guides to help you with campaigns for both ISA and pension business.
FundsNetwork - New investment trust Web Zone
With the recent addition of over 50 investment trusts on the FundsNetwork Platform, they now have a new web zone. Here you can find out about their range, the latest industry trends, as well as a range of short educational videos.
FundsNetwork Announces line up of its new suite of investment trusts and extended range of ETFS
FundsNetworkTM today announces that 54 investment trusts and 76 ETPs are now available on the platform following the recent announcement that it was to launch a range of investment trusts and extend its ETP offering.
FundsNetwork: End of tax year support launched
FundsNetwork have launched a dedicated support zone to help you communicate the benefits of investing to your clients and remind them about their annual allowances.
FundsNetwork: Tax attuned portfolio optimisation
Paul Kennedy, FundsNetwork’s Head of Tax and Trust Planning, looks at how tax can impact on investment performance and what ends up in investors’ pockets. He also explores modern portfolio theory and the assumption that tax may not come into consideration when making these decisions.