Partner Comment

Security update for Financial Advisers and Paraplanners - It's no longer safe to use a Debit Card

Every year, increasing millions of consumers are victims of scams and identity fraud. The worst-case scenario is when an identity thief drains your bank account, takes your property and sells or trades your sensitive information. more...

Blogg for Finiancal advisers and Paraplanners - I知 not impaired, I知 quirky!

Kathryn talks about hypermobility syndrome & fairer practices for people with health conditions. 的n the distance I hear a ringing. As I start to wake, I feel like someone has ripped my spine out and played it like a xylophone all night These are the opening lines of something that I wrote at school, when I was 14. I have hypermobility syndrome and at that time, it was really really bad. To look at me now, you would have no idea that there is anything 努rong with me, but I have a number of invisible illnesses. more...

Partner update for Financial Advisers and Paraplanners - Defaqto announced as latest partner for Panacea Adviser

Panacea Adviser has today announced Defaqto as the latest parter to join its growing roster. more...

Partner Press Release for Financial Advisers and Paraplanners - NS&I survey reveals most financial advisers are willing to advise on portfolios of 」50,000 or under

70% of advisers would advise on investment portfolios of 」50,000 or less Almost three quarters (71%) of Britons wouldn稚 think about consulting a financial adviser unless they had 」25,000 or more, but nearly 2 in 5 advisers (38%) would advise on a portfolio of 」25,000 or less Only 15% of under 24s currently use a financial adviser but a third (33%) said they would be likely to in the future Market volatility drives increase in popularity of cash deposit products Advisers and consumers align on security as top priority for savings, with NS&I 100% guarantee featuring strongly more...

Protection comment for Financial Advisers and Paraplanners - Brexit, borders and Group Insurance

There has been much made of borders in the Brexit speculation. While focus has been on the Irish border, there is a generalised desire to limit the imposition of so-called 塗ard borders after the UK leaves the European Union. From a Group Insurance perspective, there are two populations that employers need to worry about: those on secondment and those moved into other overseas organisations or territories. more...

Partner announcement for Financial Advisers and Paraplanners - The Aviva Platform: an update

Last week, we launched the upgraded Aviva Platform 卜igrating all customer accounts and over 」19.8bn of assets to our new FNZ-powered system. more...

Better business for Financial Advisers & Paraplanners - Why remuneration is a key success factor for intermediaries to get right

How much to pay advisers and what they are worth are both 鍍ouchy subjects for many intermediaries. Despite being the biggest overhead, there is a tendency to accept 田onvention in relation to advisers remuneration and to stick with the 都tatus quo. Another common prevailing view is: 的f it ain稚 broke, don稚 fix it. more...

Partner comment for financial advisers and Parapanners - Shock horror! Base rates go up by 0.25% - we weren稚 expecting that!

For the last couple of months the Bank of England has been preparing all of us for today痴 0.25% increase so it shouldn稚 have come as a shock that the base rate has increased, but what does it actually mean to the general public and more importantly people with mortgages which are now more expensive to service per month? more...

Premium bond winners for Financial Advisers and Paraplanners - NS&I: Breaking new ground: Northumberland man is first Premium Bonds 」1 million jackpot winner from the county; winner in Nottingham is city痴 sixth

jackpot winner from the county; winner in Nottingham is city痴 sixth A man from Northumberland is the first person from the county to win the Premium Bonds 」1 million jackpot Every county in England now has at least one 」1 million jackpot winner* The winner from Nottingham has the 10th-longest-held jackpot-winning Bond The pair are the 369th and 370th Premium Bonds 」1 million jackpot winners more...

Partner comment for Financial Advisers and Paraplanners - Foot Anstey: The bank of mum and dad

Jessica Pitt, partner and head of Foot Anstey family team, highlights the importance of legal protection when the bank of mum and dad steps in. more...

APFA/WMA merger: Do advisers care anymore?

Last week, we learnt that APFA was to merge with the Wealth Managers Association.The announcement seemed to catch advisers and the press by surprise, but what does it mean for impartial financial advisers. more...

Partner comment for Financial Advisers and Paraplanners - Qualified financial planner but holding back?

Just recently I had lunch with an adviser friend of mine and he revealed to me that despite becoming a certified financial planner five years ago, regularly attending meetings and events for planners and wanting to only offer a financial planning service he is not actually doing it. He said that he was still only doing product based transactional business the same way he always had for fifteen plus years. more...

Adviser Letter of the Week - Stinking badges 2

It is well documented how claims management companies have plagued the industry in recent years. Many of these have lied, cheated, deceived and generally operated in a base and underhand manner. more...

Brexit News for Financial Advisers and Paraplanners - Brexit smoke and mirrors.

迭emain seem to have forgotten that the referendum has actually taken place and the BBC is still pushing their case for a second referendum. more...

Partner Video for Finanacial Advisers and Paraplanners - Royal London: Our commitments to you

Isobel Langton, CEO of Royal London Intermediary, explains our three commitments to the intermediary market. more...

News for financial advisers and paraplanners - Is it time for a Strategic exit?

Don稚 worry this is not an article on the upcoming referendum but some thoughts on the value of developing profitable and ongoing strategic alliances with other professionals, such as solicitors and accountants. more...

Protection News for Financial Advisers and Paraplanners - Royal London: What痴 in a brand?

When many people think of a company痴 礎rand they often think of its logo or colours but creating a 礎rand is about more than just an identifiable design. It痴 about building a personality for your company that shows its values and what it stands for. more...

Panacea comment for advisers and paralanners - Financial Advice Market Review update

In November, I was asked by Harriet Baldwin MP (who many may remember came to a Panacea 閃eet the MP痴 event shortly after her election in 2010) to contribute to the HM Treasury Financial Advice Market Review (FAMR) due to the size, influence and knowledge of the Panacea community. more...

Partner comment for Advisors and Paraplanners - Spinning plates can稚 go on forever

Do you ever think all you are doing is just plate spinning? Dealing with more issues than you can effectively manage or even that need to be addressed? The sure thing with spinning plates is that eventually some or all of them will come smashing down. more...

behavioural finance - There's nowt so queer as folk!

The science behind Behavioural finance has become a very popular concept in the debate about how best to shape public policy and regulation in UK long-term savings, with auto enrolment in pensions the most famous example. more...

Partner comment for advisers and paraplanners - Setting the record straight

Pension freedoms opened the theoretical floodgates for product innovation but the industry痴 collective kneejerk response is merely the starting point, says Vince Smith-Hughes, head of business development at Prudential. more...

Industry update - Just what is the future for Networks?

If our current network community is to survive change is essential. I do believe they can survive, but to do so they must evolve into real business communities and provide: Thought leadership and assistance for their members in business development, marketing, technology and increasingly social media more...

Better Business update for financial advisers and Paraplanners - Does your proposition make clients feel special?

How do we make our clients and new customers feel special? Should be a question a business asks itself every day. The reason is clients who feel special are more likely to stay with a business, have increased repeat business and critically they will tell others why it makes them feel special. more...

Of course there is a need for a new trade association

For fifteen years advisers have been floundering in a sea of regulatory effluent which has drowned many and threatens to drown many more. more...

Better Business update for financial advisers and Paraplanners - Are reports of the death of Networks greatly exaggerated?

You may have heard of the Nobel Prizes but not many people are aware of how they came about. It was, as with many things in life, as the consequence of chance. Alfred Nobel who had become immensely wealthy as the inventor of dynamite was mourning his brother, when he came across an obituary, which a newspaper ran believing it was Alfred that had passed away, rather than his brother. more...

Social media - What can we learn from the virtual soapbox?

Despite Westminster being called the mother of all parliaments, from 1265 to 1689 less than 10% of the population had the vote, and then only men. The first truly democratic election in the UK was in 1929 when every man and woman over the age of 21 was given the vote. more...

Partner comment for advisers - Overseas property, what痴 hot for 2015

It was a good year for the overseas property market in 2014, as interest increased for purchasing a property outside a client痴 home country for the purpose of a holiday/retirement home, possible immediate investment by rental return or future growth. more...

Setting the Record Straight series - Setting the Record Straight, with John Warburton, executive director, distribution, at Prudential

We face a 創ew paradigm for financial planning and retirement provision, according to Prudential痴 executive director, distribution, John Warburton, who believes George Osborne痴 Budget announcements very much suit the insurance giant over the medium to long term. more...

Cancer Awareness commentary - Essential reading for over 40痴

November has become Movember as the campaign to increase awareness of cancers for men; particularly Prostate cancer has gained momentum. more...

Retirement news for advisers and paraplanners - Retirement income or retirement outcome?

It is often said that clients don稚 want to take any risks in retirement so they choose products which they see as being risk free. However, is there such a vehicle? Does this mean that the client is more interested in retirement income than a good retirement outcome? What do the recent Budget changes mean in relation to retirement outcomes? To understand the risks in retirement, the different options available on retirement must be considered and the way in which they work. more...

Technology update for financial advisers and paraplanners - TISA: Industry forum to look at how technological developments will benefit savers and investors

A pan-industry group has been created by TISA, the not-for-profit financial services association, to provide insight into how technological innovation has already, and will continue to, transform the way people engage with the financial services sector. more...

Regulation News for financial advisers - RDR Thematic Reviews: more woe for the FCA?

Whilst FCA executives are still claiming that 奏he jury is still out on gauging the overall success of the RDR, the UK regulator will have been greatly disappointed by the results of two new thematic reviews. The first, published at the end of March, looked at 訴ndependent advice. more...

survey for Financial Advisers & Paraplanners - Rate providers' service standards and get the chance to win 」3000

Money Marketing is undertaking a large benchmarking research project looking at providers service standards. more...

Investment Guide for financial advisers and paraplanners - How to find a better outcome from income

How can clients achieve the income they are looking for? With bond yields near record lows and cash deposits at almost zero, the Income Analyst assesses some of the income options available in the current environment. more...

Bento top stories - Top Stories of 2013

Read the top 10 Panacea stories and Partner stories more...

Panacea Poll - prospects for 2014 ,not looking tickety boo it would appear

We have just started a snapshot poll on adviser prospects for 2014. more...

Pensions comment for financial advisers - What makes a good pension?

Legal & General played host at our London head office recently to a debate on the topic of 努hat makes a good pension? organised by The-Pensions-Net-Work. more...

Protection comment - Once upon a time

Protection insurance is dull, isn稚 it? No one ever wakes up in the morning, claps their hands together excitedly and exclaims that today is the day that they will go about and buy a critical illness policy. They reserve that sort if excitement for cars, shoes and iPads. more...

Pension news for financial advisers - Advisers have to educate and partner with accountants

Automatic enrolment is a potential game changer for UK pension provision - bringing an estimated 10 million people into long-term saving for the first time. more...

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