FundsNetwork

FundNetworksOwned and backed by Fidelity International
A leading investment and retirement services platform
With the goal to help firms grow and develop by providing the services, tools and functionality you need for your business and clients.

Technical matters

Pensions, retirement and tax planning

Latest updates include information on pensions and divorce, the State Pension, pension death benefits and advising on pension transfers.

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Video: Pension death benefits and tax

In this video, Paul Kennedy, Head of Tax and Trust Planning for FundsNetwork, talks about the pension death benefits.

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Pension death benefits

Retirement videos

The technical videos provide pension expert knowledge in short snippets of 5 mins. They are also very useful for those preparing the CII pension exam as they follow the syllabus.

Most popular topics include:

  • DB transfer advice
  • Tax relief
  • DB transfer issues and considerations
  • Defined contribution schemes - scheme types overview
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Retirement technical videos

Cybersecurity

As managing our business and personal lives moves ever more online, criminals are also increasingly using the internet to conduct fraud.

Tips on how to keep your business safe

The new target of Cyberfraud

Organised crime is getting much more sophisticated - the focus has now shifted from banks and asset managers to advisory firms. Peter Gillespie from Fidelity gives a few tips on how to keep your information safe and secure.

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The new target of Cyberfraud

How private is your personal information?

What dangers can sharing too much information online pose? See in this video how easy it can be for fraudsters to access anyone's personal details. If you find the experiment quite chilling, it's worth taking the time to explore the key steps to reducing risk of cybercrime with our support page where you'll find case studies, guides and check lists.

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How private is your personal information?

Platform key success factors

FundsNetwork's commitment to building long-term relationships with advisory firms has earned us a number of industry accolades.

Video AdviserAsset interview: Platform critical success factors

Hear from Colin Turton, Director of AdviserAsset, about the critical success factors when giving a platinum rating to a platform. The short video discussion includes adviser views including the importance of pricing, functionality, service quality and the overall robustness of a platform offering.

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Video AdviserAsset interview