Our world adapts around you and your business
Experience the difference
At Fidelity we are committed to helping independent financial advisers run efficient and profitable businesses, while serving the needs of their clients. Insight and feedback from users of our platform led us to embark on a multi-million-pound investment programme which has transformed our proposition and improved the user experience.
On this page are testimonials from clients illustrating how they are benefiting from the many developments that we have implemented, along with updates on further enhancements we have in the pipeline.
A platform built around advisers
We’re continually making incremental improvements to our platform, so that we always provide the features and support you need and deserve.
Take a look here
A platform enhanced around you
Jackie Boylan, Head of UK Platform Advisory Business, talks about our approach, position in the industry, and how feedback has evolved the platform.
6-minute watch
Enhancements on the horizon
Danny Wynn, our Head of Proposition, Growth and Strategy, discusses the latest platform developments and what you can expect to see in the future.
5-minute watch
An adviser's view on regulation and our transformation
Paul Richards, Head of Sales, talks to Andrew Penfold, Scottsdale IFA, about ever-changing regulation and how our transformation’s made a difference.
6-minute watch
"We spoke to a selected few providers and the key reason we chose to work with FundsNetwork was that they were prepared to listen to how we structured our processes, what back office we used, and the type of clients and investments we looked after."
- Mark Curtis, Apogee Financial Services
Read Mark Curtis' review
"The quality of client valuations is as good as I’ve seen anywhere, providing clients with understandable information that’s as detailed as they could possibly wish for."
- Nigel Allcock - Ash Financial
Read Nigel Allcock's review
An ever-improving pension offering
Paul Squirrell, our National Pension Sales Manager, explains what our pension has to offer, its competitive pricing and improvements still to come.
4-minute watch
Our service commitment to you
Nina Jones, Head of Adviser Experience, and Gemma Gore, Head of Premium and Enhanced Service, explore ways we’re focused on making your business needs a priority and what that means for you.
5-minute watch
Continuous growth and improvement
To give you an overview of FundsNetwork and the progress we’ve made over the last 20 years, take a look at some meaningful facts and figures.
2-minute watch
FundsNetwork’s facts and figures
Continuous growth and improvement means more support for you and your clients.
Facts and figures
Latest enhancements/improvements
New ‘Client reporting’ to support your business
On the back of feedback from advisory firms and the enhancements we’re making to our service, we’ve introduced new ‘Client reporting’ with the benefits and features built around the feedback received. Log in and select 'Important updates' within 'Help and support'.
New ‘Pension Summary’ report available
We’ve also introduced a new ‘Pension Summary’ report that gives you a detailed overview of your clients’ pension accounts with us. Contributions, withdrawals, outstanding tax relief due, plus so much more. Log in and select 'Important updates' within 'Help and support'.
Digital signatures
We now accept documents that are digitally signed by your clients using providers such as, DocuSign or Adobe Sign.
Upload & Send Documents
We've introduced a new ‘Upload & Send Documents’ service. This allows you to upload documents from a list of instruction types. This will then be sent automatically to the correct team to complete your request saving you time and reducing turnarounds times.
Awards
