Industry news and views from Panacea and our partners.
Fidelity Adviser Solutions
FundsNetwork: Added diversification with a range of investment trusts
Following feedback from advisory firms, Funds Network have launched an expansive range of investment trusts, all available online. Visit their new web zone, where you’ll find latest industry trends, more about their offering as well as a series of short technical videos.
A new Service Zone launched on FundsNetwork
FundsNetwork have recently launched the Service Zone, an online service which provides you with quick and easy answers to the questions advisers are most frequently asking. You’ll find it’s broken down into four key areas: Adviser and client maintenance, Dealing, Administration, and Products.
Defensive assets continue to lead the way in October, FundsNetwork reveals
• UK Equity Income retains top spot • Short Term Money Market sector sees strong demand in October • Significant turnover in funds across product wrappers
FundsNetwork: Comparing apples with apples in the world of index funds
The concept of index tracking as an investment strategy has been around for a long time. It first emerged in the 1970s and has been growing in popularity ever since. In fact, the UK Investment Association estimates that around £101.6bn is invested in tracker funds, up from £41 billion just five years ago. That's 12.2% of UK industry funds under management.
FundsNetwork Enhancements
FundsNetwork continue to listen to your feedback and are using it to shape a programme of ongoing improvements on the FundsNetwork platform. It is their intention to continue to focus on improving your experience of the service they offer and they hope that by making these changes it will make a positive difference to your business.
Coming soon to FundsNetwork – a range of popular investment trusts
When developing investment strategies with your clients, FundsNetwork know it's vital for you to have a comprehensive range of assets to choose from and so will be adding a broad range of investment trusts to their platform from December, as well as extending the range of ETPs available.
FundsNetwork™: Coming soon to FundsNetwork – a range of popular investment trusts
When developing investment strategies with your clients, FundsNetwork know it's vital for you to have a comprehensive range of assets to choose from and so will be adding a broad range of investment trusts to their platform from December, as well as extending the range of ETPs available.
FundsNetwork strengthen sales team with the appointment of Head of Regional Sales for the North
• Gary Stirrup appointed as Head of Regional Sales for the North Region for FundsNetwork • Demonstrates FundsNetwork’s commitment to strengthen adviser support.
FundsNetwork™: Passive investing: When clock-watching matters
Index funds may seem straightforward, but watching the clock can have an unexpected impact when it comes to comparing index funds with each other, as fidelity’s Jason Humphrey explains.
Continued volatility in September sees investors shelter in safe havens, FundsNetwork™ reveals
On-going volatility in China and emerging markets saw investors continue to favour defensive and safe haven assets in September, according to the latest sales data from FundsNetworkTM.
FundsNetwork: The growing market for index funds
Passive investing continues to grow in popularity and FundsNetwork offers over 230 passive options on their platform. To help you decide what might be right for your clients, they have a range of Viewpoints that explore the different facets of index trackers, including ‘What to consider when selecting an index manager’ and ‘Incorporating index funds into client portfolios’. What’s more, the FundsNetwork Fund Evaluator tool can help you search out the right passive solution for your clients.
FundsNetwork: Paying your fees directly from personal pensions
Paul Kennedy, our Head of Tax and Trust Planning, discusses how taking adviser fees directly from personal pensions can effectively reduce the net cost, and as a general recommendation, is likely to prove advantageous to your clients.
FundsNetwork launches further wave of digital enhancements as part of ongoing commitment to improve the platform
As part of its continued commitment to develop the platform, FundsNetworkTM has launched a number of enhancements that improve the online service it provides advisory firms and their clients.
FundsNetwork: Enhancing your online experience
FundsNetwork™ have recently made changes to the layout of their website. After listening to their clients feedback they have simplified navigation and made popular content more visible, making the information that’s important to you much more accessible.
Investors continue to flock to defensive assets in August, Fundsnetwork™ reveals
Market volatility drives investors into defensive assets UK Equity Income sector reasserts its dominance Despite volatility, demand for passives remains robust in FundsNetwork Pension
FundsNetwork: The outlook for multi asset income
Fidelity Multi Asset Income Funds portfolio manager, Eugene Philalithis, gives his monthly outlook on the environment for multi asset income.
FundsNetwork: Volatility and investor psychology
Investment risk has spiked recently as investors re-evaluated the extent of the slowdown in China and its impact on other economies. Fidelity's Nick Armet examines the contribution of investor psychology to the volatility.
Continued volatility see defensive assets dominate sales in July, FundsNetwork reveals
As volatility in the Chinese stock market dominated headlines in July, investors once again sought shelter within defensive assets, FundsNetwork’s sales data reveals.
FundsNetwork: There’s never been a better time to be an adviser
The Head of Advisory Services at FundsNetworkTM, Jon Everill, tells us why, with another FCA review on suitability looming, he believes the profession is doing better than ever at managing the day-to-day complexities of the retirement phenomenon.
FundsNetwork™: Intelligence at your fingertips
Platforms perform many functions to help you run your investment proposition in a way that suits your business. One key service that’s often overlooked however is the provision of management information.
Advisory firms make big leap to fees, FundsNetwork research reveals
With less than nine months to go until the April 2016 sunset deadline, advisory firms have made significant steps forward in moving their clients to fees, FundsNetwork research* reveals. According to the survey, over half of firms (52%) now have 75% or more of their revenue that is facilitated via platforms, coming from fees.
FundsNetwork: Correcting a CGT gain
What happens to an individual’s capital gains tax liability if you make a mistake when selling their investment funds?
FundsNetwork: Retirement guides for your clients
Pensions have been transformed. New rules give people far more flexibility when they retire, and freedom to spend their pension savings as they wish. To help your clients navigate the changes, determine what choices they need to make and learn how to get the most out of their savings, FundsNetworkTM have put together the following guides for you to share with your clients who are approaching, at, or already in, retirement.
Investor demand for defensive assets maintains pace in June, FundsNetwork™ reveals
• UK Equity Income and Property retain top spots in FundsNetwork’s June sales data • Woodford Equity Income holds onto number one place but demand for multi asset investments continues to grow • Popularity of passive funds continues in the FundsNetwork Pension
FundsNetwork: Investment choice for all business models
Whether you pick individual funds, use model portfolios, or outsource to investment solutions, the FundsNetwork Pension supports them all. With no set-up or administration charges for both accumulation and drawdown, the only charges are an annual Service Fee of 0.25% and an annual Investor Fee of £45.
Fundsnetwork: Personal tax and pensions – keeping us on our toes
George Osborne’s latest budget announced yet more changes to personal tax and pensions. In case you missed anything, FundsNetwork’s Head of Tax and Trust Planning, Paul Kennedy, has put together a summary of the main points. Read Paul’s views and an overview of the changes.
FundsNetwork™: New issue of ‘Fwd:’ magazine out now
The latest issue of FundsNetwork’s Fwd: magazine is now available and includes details from their Head of Propositions, Simon Farrant, on the mandatory conversion of bundled assets to their clean share class equivalents, as well as contributions from a number of other internal and external fund managers and industry specialists.
Geopolitical risks drive investors towards property and diversified equity exposure, FundsNetwork reveals
• Investors increase exposure to property and diversify equity holdings according to FundsNetwork May sales data • Woodford Equity Income continues to be the bestselling fund over the period but absolute return funds have grown in popularity • Passive funds also increase in popularity in the FundsNetwork Pension
Advisory firms ready for the ‘sunset’ rule changes, FundsNetwork research reveals
9 out of 10 firms feel prepared for the April 2016 rule changes
FundsNetwork: Capped to capped drawdown transfers
With some pension providers still charging an annual fee for capped drawdown arrangements, don’t let your clients be forced into flexi-access drawdown to avoid the charge. FundsNetworkTM can accept capped drawdown transfers and your clients will not pay an additional annual fee.