Guides & Whitepapers

Please take a look below at a selection of free guides and whitepapers available to download.

Panacea Guides & Whitepapers

04/09/2019 Social Media Bootcamp for Advisers
01/07/2019 Getting your Human Resources in order, 4th Edition
26/04/2019 Panacea Guide to Recruitment
08/04/2019 Guide to Marketing for Small and Medium Adviser Firms
02/04/2019 Getting ready for the future of advice guide, 2nd Edition
22/07/2016 Strategic Alliances Guide
16/09/2015 '30 people, 30 words, 30 years'
21/04/2015 Panacea Guide to Specialist Mortgages
17/03/2015 IFA Business Evolution: 14 ideas to take your business forward, 2nd Edition
05/06/2014 Using Social Media Successfully
03/06/2014 Preparing for Life After Trail

 

Partner Guides & Whitepapers

08/10/2019 Nucleus: Is your firm ready for the SM&CR?
20/09/2019 Recommending FundsNetwork’s ISA and Investment Account to your clients
17/09/2019 Fund Reviews launch in Defaqto Engage
22/07/2019 Seneca: It’s time to specialise – White Paper and Webinar
01/07/2019 FundsNetwork: Managing client expectations in uncertain times
20/06/2019 FundsNetwork: Women and investing
18/03/2019 Defaqto: DFM satisfaction study 2019
18/03/2019 Aberdeen Standard Investments: The Rise of Impact Investing
18/03/2019 Royal London: Protection CPD hub - A guide to wills, trusts and guardianship
13/03/2019 Aviva: Guide to apprenticeships
13/03/2019 Aviva: Diversity and inclusion
07/03/2019 FundsNetwork: Explaining how pension withdrawals are taxed
16/01/2019 FundsNetwork: Tax year end - Client guide to pension and ISA allowances
09/10/2018 FundsNetwork: Pensions and divorce - a technical guide
07/08/2018 Royal London: Industry needs to do more to tackle misconceptions around protection
14/06/2018 PFS issue new pension transfer good practice guide
08/06/2018 Royal London: State of the Protection Nation 2018
27/04/2018 Royal London: Why it can be worth getting to grips with the new state pension
25/04/2018 FundsNetwork: The State Pension – a technical guide
01/02/2018 FundsNetwork: Help your client reap the benefits of tax efficient savings
22/11/2017 MiFID II - the difficult second album?
20/11/2017 Utmostwealth solutions: Quick guide to trusts
24/07/2017 A suggested seven-step guide to DFM due diligence
19/07/2017 Legg Mason: Ken Leech
19/07/2017 Legg Mason: Global Investment Survey
19/07/2017 Legg Mason: Around the Curve Blog
12/06/2017 Prudential: Billy Burrows – Retirement is a journey, not an event
08/05/2017 New CPD content from Prudential supports adviser development
27/02/2017 New Software Survey and Analysis from across the pond
15/09/2016 James Hay: Joint General Investment Accounts
15/09/2016 James Hay: The lifetime allowance charge - a clear choice
15/09/2016 James Hay: Tapered Annual Allowance and Planning Considerations
02/09/2016 FundsNetwork: Pension lifetime allowance client guide
22/08/2016 FinalytiQ: Guide to Platform Profitability
15/08/2016 FundsNetwork’s new retirement guides for use with your clients
18/07/2016 Prudential commissions independent guides to help meet adviser due diligence requirements
01/05/2016 Unum: What is Income Protection Insurance?
07/03/2016 BNY Mellon: Fixed Income: which way next?
03/03/2016 Unbiased.co.uk - The Advice Nation launches soon!
01/11/2015 Unum: How to make social media work for financial advisers
07/08/2015 Canada Life: Taking a tax efficient retirement income - a guide for paraplanners
07/07/2015 Engage Insight: New pension rules - Runway to Retirement research paper
19/05/2015 Hodge Lifetime Intermediary guide for the Retirement Mortgage
23/04/2015 Scottish Widows: All the tax changes, in a handy guide
16/04/2015 Free guide to investing in retirement age available from AILO
08/04/2015 Hodge Lifetime welfare benefit guide 2015-2016
13/03/2015 Fund manager insights from Aberdeen’s inaugural UK wholesale Investment Conference
03/02/2015 Finalytiq: Pound Cost Ravaging: Volatility Drag, Sequencing Risk and Safe Withdrawal Strategy In Retirement Portfolios
02/02/2015 Finalytiq: Pound Cost Ravaging: Volatility Drag, Sequencing Risk and Safe Withdrawal Strategy In Retirement Portfolios
02/02/2015 Mixed investment 20-60% shares sector tops bestsellers list for 2014, FundsNetwork reveals
16/12/2014 Aviva: Shape and investment process to suit your clients
12/12/2014 FCA Thematic Review - Annuities Sales Practices
03/12/2014 Royal London: Welcome to the new era of retirement planning
27/11/2014 Intelliflo: Generation X
27/11/2014 Intelliflo: Time for an MMR MOT
27/11/2014 Intellliflo: Reinventing profit in the post RDR world
27/11/2014 Intellliflo: Selling your business – Top 10 tips for getting it right
25/11/2014 Launching the Scottish Widows Women and Retirement Report
23/10/2014 Allianz Global Investors: Behavioural Finance in action
02/09/2014 Scottish Widows: Protecting Your Family report 2014
22/08/2014 Scottish Widows – The Centre for the Modern Family report
16/07/2014 BNY Mellon: A guide to investing for women
22/03/2014 The lang cat Guide to Platform Pricing
01/03/2014 How to find a better outcome from income
29/10/2013 Free white paper: trust and the business...
10/09/2013 Download your FREE Social Media Ebook
29/08/2013 Aegon sponsor Defaqto’s A guide to unit-linked guaranteed products
03/06/2013 Scottish Widows: 2013 Pensions Report reveals Britain’s attitudes towards pensions
14/05/2013 How To Use Social Media In Financial Services
23/04/2013 Rayner Spencer Mills – 2013 Guide to UK Adviser Platforms
23/04/2013 Adviser Guide to SRI
26/03/2013 Ascentric launches post-RDR guide
31/01/2013 J.P. Morgan Asset Management:Download latest Guide to the Markets Q1 literature