Paraplanner technical hub
Supporting paraplanners in a world of constant changeProfessional Paraplanner – Business Focus
This year FundsNetwork celebrates its 20th anniversary. Rob Kingsbury spoke to Jackie Boylan, Head of FundsNetwork, about the milestone, her career, diversity in financial services, and developments with the platform.
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Professional Paraplanner – interview with Jackie Boylan
Jackie Boylan, Head of FundsNetwork, spoke to Professional Paraplanner about winning their 'Best Provider Website 2020' award. She also discusses how we’re using client feedback to enhance our proposition and improve the user experience on our platform.
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The Rise of the Paraplanner Report
Research into the paraplanner role has revealed a significant growth in the influence of paraplanners in financial planning firms over the past 5 years.
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The State Pension: the new vs the old
In our technical guide we examine the differences between the old and the new State Pensions and the options open to clients should they wish to boost their entitlement by deferring their State Pension.
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Pension lifetime allowance adviser support package
LTA support material all in one place.
The beneficiaries flexi-access drawdown conumdrum
Pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.
Making working from home work for you
Drawing on our experience, as well as recognised best practice, we’ve created a range of guides and checklists to help firms adjust to this new way of working.
Retirement and pensions training
46 short retirement technical videos, totalling over five hours of learning.
Compliance and regulatory matters
Expert insight to help you stay up to date with changing regulation.