12th February 2015

FundsNetwork launches end of tax year support zone

 To support you at this time of year, FundsNetwork have launched a dedicated Support Zone which includes a range of material to help you remind clients about the benefits of using their annual allowance.

In addition, you’ll find all the forms and materials you need to run your own marketing campaigns, to ensure your clients utilise their tax wrappers in the most efficient way.

One of the added benefits is the ISA contribution report which enables you to quickly identify clients who have not used their ISA allowances in this tax year.

Some of the downloads available include:

• Guide to pension and ISA allowances – to help to you explain the benefits of investing into a Pension or ISA as well as the annual limits available.
• Help to run a marketing campaign – sample letters for the FundsNetwork Pension, ISA and Navigator service, making it easier for you to create marketing campaigns for your clients.
• Applications and guides – a range of forms and guides for the FundsNetwork Pension, ISA and Navigator service, as well as support for clients who are approaching, at or in retirement.

Business Development, Wraps & Platforms, Tax, Trust & ISA