As a provider of investment and retirement solutions, we’ve always worked closely with advisory firms. We therefore understand the processes and challenges that advisers face today, such as ever-changing regulation and an increasing administrative burden. We also recognise the many opportunities too.
Our goal is to help your firm grow and develop by providing the services, tools and functionality you need for your business and clients.
We also appreciate you need a partner you can rely on for the long term. Our close relationship with firms has shaped the ongoing development of FundsNetwork since it was launched over 18 years ago. We’ve made a multi-million-pound investment in our service over the last five years, which is now in the process of being implemented and improvements will continue in the future. This is so we fully support your evolving needs – and those of your clients too. We wish to work with you in partnership – today and into the future.
Please click on the links below to take you to relevant areas of the FundsNetwork website.
Insights and opinions
Expert opinions on markets, trends and financial planning.
Pensions, retirement and tax planning
A range of guides, factsheets and insights to support you and your clients with financial planning.
Retirement technical videos
Our technical video section is designed to help you improve your pension knowledge.
Tax planning with FundsNetwork Trusts
While asset allocation is invariably the starting point for helping clients achieve their goals, effective tax planning is also crucial. Trusts can equally play a powerful role in financial planning.
All our product literature in one convenient place to help you do business and choose the right investment options for your clients.
FundsNetwork: The top six ways to spot a phishing attack
Oct 11, 2019
Phishing is an attempt to gather personal information or to compromise technology for the purpose of financial gain or malicious activities. Everyday millions of phishing emails are sent out to unsuspecting victims all over the world. FundsNetwork have created a checklist to help you detect them. more...
FundsNetwork: October is Cybersecurity Awareness Month
Oct 8, 2019
What’s your firm’s cybersecurity strategy? How do you assess the security of your platform partners? Would you know how to spot a phishing attack? more...
FundsNetwork: Introducing bite-sized pointers (to help drive profitability for your business)
Oct 8, 2019
Research from FundsNetwork shows that business management issues, such as training new staff and succession planning, are a key challenge for over one quarter of financial advisers. more...
FundsNetwork: The State Pension – the new vs. the old
Sep 23, 2019
The State Pension is an important consideration when managing a client’s overall income in retirement. Here FundsNetwork examine the differences between the old and new State Pensions and the options open to clients should they wish to boost their entitlement by deferring their State Pension. more...
Recommending FundsNetwork’s ISA and Investment Account to your clients
Sep 20, 2019
FundsNetwork’s due diligence guide covers the reasons why you can recommend their ISA and Investment Account to your clients. It provides detailed information about our service and commitment, including the investment range, income options, bulk switching and much more. more...
Check our summary of the FCA's new guidance and proposals around pension transfers.
Price, functionality, service and stability are just some of the factors advisers value when considering a platform.