3rd February 2015

FundsNetwork: Tomorrow’s opportunity. Today’s pension solution

There are, of course, many things to consider when choosing a pension. Firstly, it needs to offer your clients choice, flexibility and value for money. Secondly, and importantly, it needs to fit in with your business. Finally, it needs….

There are, of course, many things to consider when choosing a pension. Firstly, it needs to offer your clients choice, flexibility and value for money. Secondly, and importantly, it needs to fit in with your business. Finally, it needs to allow clients to take full advantage of the new pension freedoms coming into force from April 2015. 

So, it should be easy to administer, fully integrated with the tools and services you use on a day-to-day basis and offer a full range of adviser charging options. With some clients requiring bespoke portfolios and others all-in-one solutions, it needs to provide a comprehensive and varied range of investment options. And, when clients enter retirement, it should also provide them with a full range of flexible options.

The FundsNetwork Pension offers you and your clients all of these valuable things. It’s been designed to give you access to all the features you told us you need for managing both pre- and post-retirement requirements. You can deal online, see a client’s pension holdings alongside all their ISAs and other investments on FundsNetwork and quickly access transaction information. It’s compatible with, for example, our model portfolio centre and rebalancing service as well as our range of management information reports. You have the ability to take initial, ongoing and specified (one-off) fees and you have the reassurance of knowing the pension is fully administered by FundsNetwork.

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Wraps & Platforms, Pensions, Retirement, Pension Reforms