29th January 2018
FundsNetwork’s tax year end support zone
All you need for pensions and ISAs in one place
FundsNetwork™ has launched a dedicated support zone with all the material you need to help your business during this busy time and to ensure clients fully utilise their valuable annual allowances. You’ll find a range of support, including factsheets and guides to assist conversations with clients.
Have your clients used their full ISA allowance?
You can easily identify clients who haven’t yet used their ISA allowance for this tax year by requesting the FundsNetwork ISA contribution report (only available to platform users).You can then create your own marketing campaign using sample letter templates and client guides available in the support zone to target those clients.
Client guide to pension and ISA allowances
To support discussions with your clients, FundsNetwork’s guide to pension and ISA allowances provides clear and concise information on maximising the valuable allowances available to them. It can be downloaded from both the pension and ISA sections of the tax year end support zone.
Tapered annual allowance and utilising carry forward
To help your clients understand the importance of maximising their pension contributions, check FundsNetwork’s factsheets on annual allowances and carry forward. You will also find information for clients who are affected by the tapered annual allowance, explaining how this is calculated and what happens if the allowance is exceeded.
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