Platforms  

FundsNetwork support boost

The head of advisory services at FundsNetwork said the platform was dedicated to helping advisers “at this busy time” to communicate the benefits of investing to their clients and to remind them of their annual allowances that must be used by 5 April 2014.

Mr Everill said: “ Firms will find all the literature, forms and materials they need to be able to run their own client-marketing campaigns to ensure their clients are using their tax wrappers in the most efficient way.”

The zone focuses on pensions, Isas, Junior Isas and FundsNetwork’s Navigator range, and contains adviser and client guides, application forms and templates that can be downloaded and used for marketing and suitability letters.

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Mr Everill added: “One of the benefits is the Isa contribution report. This enables advisers to quickly identify which clients have typically maxed out their Isa allowances each year and may not have already done so.”

Adviser view

Scott Gallacher, principal for Leicester-based Rowley Turton, said: “On the one hand, it is helpful to have these tools, to identify clients who need reminding and for marketing campaigns. On the other, it’s all a bit too sales-driven, rather than focused on client relationships.”