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Bento Bulletin

Please find below the most recent articles from our Panacea Bento Bulletin.

To read articles from a previous issue, click on the issue number which will open up a full list. Click on an article's link to read the full story.

Those article links with an asterisk next to it (*) denotes that issue's lead story.

If you wish to receive the twice weekly bulletin directly to your inbox, register today.

Bento 834: Tell the world and then walk the talk
21 Jul 2017

In this issue: Investment news, Partner offer, Investment webcast and protection webcast.

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Tell the world and then walk the talk.

I have written many articles on goal setting. In these I have given tips, hints and hopefully some insight into how to make your goals happen.

However, the best piece of advice I can give anyone is that no matter how much you desire your goal if you don’t write it down it will remain unfulfilled.

Latest updates

Aviva Investors: European real estate

Attractive European real estate assets are becoming difficult to find, but opportunities remain for discerning investors, says Monika Sujkowska.

The Value of Value investing webcast

Panacea Adviser teamed up with BrightTalk and Seneca Investment Managers for a free webcast to support and educate Financial Advisers.

Sytner: Introducing Aston Martin

We're so pleased to announce Aston Martin as the latest addition to the Sytner Family!

Partner news

Prudential’s July edition of Oracle Technical

For those of us ‘up north’, summer holiday season is already in full swing. Les Cameron, Head of Technical at Prudential is fully refreshed.

Royal London: Reassuringly focused on claims

We know that claims figures can be a great way to dispel some of the myths around providers paying out at claim time.

An M&G webcast

What next for the UK Commercial Property market? Join us on Thursday 27 July at 10:00am for a webcast briefing.

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Bento 833: Be a ScamSmart investor
19 Jul 2017

In this issue: Investment news, Protection news and Investment webex

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Be a ScamSmart investor

In March, the Financial Conduct Authority (FCA) launched its ScamSmart campaign to help investors, particularly retirees, avoid the financial losses and emotional distress of being scammed. Over 65s with savings in excess of £10,000 are three and a half times more likely to fall victim to investment fraud. As responsible investors, we are naturally happy to support this campaign.
Read more >

Latest updates

Brooks Macdonald: Weekly Market Commentary

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.

Rathbones weekly review: Will they, won’t they?

Another season of that riveting game show is under way: Know Your Central Banker.

Investec Wealth & Investment: Weekly Digest

Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.

Partner news

Prudential: Understanding the investment engine

Register to join Prudential’s webexes on 25 July 2017. Join key investment specialists from the Prudential Portfolio Management Group (PPMG)

Aviva Investors: The world will uphold Paris Agreement

President Trump’s decision to take the US out of the Paris Agreement is a blow, but it will not reverse momentum behind effort to tackle climate change.

Aviva: In 2016 we paid £870m in claims

Take a look at our new 2016 claims stats infographic. Our numbers are great. So is our claims process.

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Bento 832: Finding retirement a bit scrambled up?
14 Jul 2017

In this issue: Retirement news, Protection news, Investment news and Business development news.

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Finding retirement a bit scrambled up?

These days retirement is complicated. Increasingly people are choosing to retire gradually. And for many the journey will last 20-30 years or more. Then there’s the conundrum of changing individual personal circumstances, health, wealth and competing priorities to always consider.

Latest updates

Royal London: Affordable Income Protection

Our menu plan lets you tailor client’s benefits to their specific needs within an agreed budget.

Prudential: Investing for vulnerable clients

For those looking after the financial affairs of vulnerable individuals, the responsibility of managing someone else's money is onerous.

Aviva: Over £311 million paid out in CI claims

It's a huge amount of money..... But you can't put a price on peace of mind.

Partner news

Invesco Global Sovereign Asset Management Study

Last month Invesco released its fifth Invesco Global Sovereign Asset Management Study.

M&G Investments: Sustainable Wealth Creation

John William Olsen discusses sustainable investing; what this means for his funds and how M&G has the resources to support him.

The Value of Value investing webcast.

In this 30 minute Webinar, Stephen Hunter and Peter Elston of Seneca Investment Managers discuss why you shouldn’t restrict good thinking to just one asset class!

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Bento 831: The joys of getting older fellas
12 Jul 2017

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The joys of getting older fellas

I just had the biennial notification of my 60-69 cancer screening. Unlike getting older, the NHS is a wonderful thing This latest check comes on top of my post 65 aortic aneurism check and my recent check for PSA levels, testosterone levels, shoulder surgery follow up and the six monthly prostate cancer ‘single digit’ and ultrasound follow up check

Latest updates

Brooks Macdonald: Quarterly market overview Q2 2017

The second quarter of 2017 was generally positive for risk assets and again characterised by low volatility.

Artchitas: Spotlight on: European (ex-UK) equities

Having had a mixed 2016, stockmarkets in Europe have gone from strength to strength this year.

Aviva: More flexibility for your individual personal pension clients

Single income withdrawals option launched on individual personal pensions at Aviva.

Partner news

Rathbones weekly review: Bond bogeyman

The bond market is so scary it often scares itself.

Investec: Market Commentary July 2017

Every day we seem to wake up to more bad news: the latest provocative tweet from Donald Trump; cries in the UK's public services.

Royal London: Are client reviews stealing your time?

Our new Review Service is designed to put more power in your hands.In a few simple steps, you can show your clients exactly how their savings are doing

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Bento 830: Giving financial advice 3 important steps
11 Jul 2017

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Giving financial advice 3 important steps

You no doubt put a great deal of time and effort into creating precisely the right advice for your clients but this alone does not guarantee it will be accepted and followed.

If you are interested in how to get increased buy-in to your recommendations then the steps outlined in this article will help you in this process.

Latest updates

Vitality: Why you should consider Indexation

To encourage more clients to consider indexing their protection cover to offset future inflation

Rathbones: Investment Insights Q3 2017

Meanwhile, Europe’s economic recovery has been gathering momentum after many years of weak growth, and company earnings have been strong.

Prudential Understanding the investment engine

Register to join Prudential’s webexes on 25 July 2017, hosted by key members of the Prudential Portfolio Management Group.

Partner news

Aviva: Ourcover goes further than you may think…

With Best Doctors®, your clients can have access to global medical experts.

M&G Equities Market Perspective: central bank policy

Watch our latest short update on equity market trends with the key theme of central bank policy.

Brooks Macdonald: Weekly Market Commentary

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.

Schroders' emerging market equities quarterly review and outlook 13/07/17

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Bento 829:A fair day's wages for a fair day's work
5 Jul 2017

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A fair day's wages for a fair day's work

My father was a builder before he retired and throughout his career the way he was paid evolved and adapted depending on the employer or customer he had at the time. When he first left Ireland for London, he was happy to work for a set daily rate, doing as the words of the famous Dubliners song said, building up and tearing England down.

Latest updates

Investec Wealth: Partying With One Eye On The Door

Even as I hit the “send” button on last week’s Weekly Digest I feared that I might be tempting fate by suggesting that equity markets could continue to grind higher

Simple tools and templates to drive your business forward

How was your day yesterday? Did you achieve what you set out to do or did the events of the day over take you and stop you being as efficient as you originally set out to be?

Royal London: Flexible menu planpackages to suit your clients' needs

No matter where someone is in their lives, our cover can change with them. Our Menu Plans offer more flexibility for your clients

Partner news

Rathbones: Just a little misunderstanding

The European Central Bank (ECB) and the Bank of England (BoE) gave investors less clarity about their intentions for interest rates over the next year than they expect.

M&G: BVTV: latest thoughts this week in 3 minutes

This week we discuss; lower oil prices and what this means, BoE and our thoughts on the Euro.

Prudential: Has the floor fallenthrough for those with Capped Drawdown?

Read Mark Devlin’s, Technical Manager at Prudential, article ‘Has the floor fallen through for those with capped drawdown?

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Bento 828: Euan Munro's thoughts on the asset management industry and global markets
4 Jul 2017

In this issue: Investment news, Investment webcast, and protection news.

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Euan Munro's thoughts on the asset management industry and global markets

As we approach the halfway point in 2017, Euan Munro recently took part in a video interview to discuss Aviva Investors’ recent progress, the state of the markets and whether continued low volatility is causing complacency among investors.

Read more >

Latest updates

Prudential: The ‘what’ of Trusts – Discounted Gift Trust

In the third article of Prudential’s trust series, Technical Manager Helen O’Hagan makes the trust journey simpler.

The Value of Value investing webcast

You could argue that investing in unappreciated companies with quality balance sheets & benefitting good yield & growth should never be out of style.

Brooks Macdonald: Weekly Market Commentary 3rd July

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.

Partner news

BlackRock: Global Weekly Commentary

We now see oil trading in a range around current levels, as the market rebalances in the second half.

Just: Recognising vulnerable clients

Vulnerability can appear in many guises. Some are easy to identify such as physical disability, whilst others may be subtler, loss of mental capaciy.

Utmost WealthSolutions expands portfolio

Utmost Wealth Solutions has continued its development with completion of the acquisition of the investment bond business of Axa Life Europe.

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Bento 827: Panacea Community Offers
30 Jun 2017

In this issue: Protection news, Investment news and Investing webcast

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Panacea Community Offers

Panacea Adviser has negotiated for it’s community a number of very special offers, many of which can also be used with your clients. Take a look at our latest deals in this new section of our website.

Read more >

Latest updates

The Value of Value investing webcast

You could argue that investing in unappreciated companies with quality balance sheets & benefitting good yield & growth should never be out of style.

Life talk: A Proven Formula For Success

It was a great lesson for me to learn, but it took a soaking on a wet February morning in London to discover just how powerful seminars can be…

Royal London: Exploring the retirement challenges

Our new research has found huge variations in retirement outcomes for future generations based on the choices they make.

Partner news

Invesco Perpetual: Destination value

Throughout 2016 it looked like value stocks were coming back into fashion in the US, but have started to unwind.

FinalytiQ: What Factors Influence Withdrawal Rates?

Here's how fees, asset allocation and timescale impact sustainable withdrawal from a retirement income portfolio.

Aviva: The world’s medical experts will see you now…

We hope you can join us for our second series of webinars this year.

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Bento 826: Simple tools and templates to drive your business forward
28 Jun 2017

In this issue: Business development guide, investment commentary, Protection news and learning update.

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Simple tools and templates to drive your business forward

How was your day yesterday? Did you achieve what you set out to do or did the events of the day over take you and stop you being as efficient as you originally set out to be?

Success in life or business is about solving problems and sticking to a plan. Yes many of us have ideas for success, but how many of us have fallen by the wayside as day to day events impact upon us and drive us off course?

Read more >

Latest updates

NEW Prudential With-Profits adviser sales aid

This new adviser sales aid from Prudential highlights Prudential’s With-Profit 5 year annualised returns from 1950 to 2016.

Invesco Perpetual:Destination value one return ticket, please

In this short interview, Simon Clinch, US Equities Fund Manager, gives his views on current value and growth investments in the US.

Aviva: The foundations of a flex scheme

When it comes to workplace benefits, today’s employee expects choice and accessibility.

Partner news

Wizard Learning: Make studying more effective

This update covers:

1. R06 Expected Solution now available for the July exam
2. Make studying more effective presentation.

Brooks Macdonald: Weekly Market Commentary

Watch Investment Director Ed Park's weekly market commentary & read economic and market news from our in-house research team.

Rathbones weekly review: A turning point

China won approval from global index provider MSCI for the inclusion of its mainland A-Shares in the company’s emerging market benchmark.

FundsNetwork: Paul Kennedy’s taxes every which way tour 2017 - East Midlands - 29/06/17

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Bento 825: 99% of advisers left in the dark on regulator accountability
27 Jun 2017

In this issue: Pension news, partner offer, investment commentary, trust planning and multi asset webinar.

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99% of advisers left in the dark on FCA accountability

Under 1% of advisers believe they have a proper understanding of what the regulator is accountable for, or how it is accountable, due to the FCA’s poor communication with the industry, according to exclusive research from Panacea Adviser.

Aviva: Pension freedoms: what do clients think?

How clients have reacted to greater access to their savings.

Sytner Affinity: Find Your Perfect Fit

Explore the BMW range From the dynamic 1-Series to the electrifying i8, you're sure to find your perfect driving machine in the BMW range.

Plain English Finance: S&P 3000 - Part 2

In my last article, I referred to two reasons for the concerted equity market strength of recent years.

Partner news

Prudential:Trust planning webex reminder

There’s still time to register to join Prudential’s Trust Planning webex event on 29 June 2017, to help you identify planning opportunities with your clients.

BlackRock: Global Weekly Commentary

We see the momentum equity style factor outperforming, backed by a sustained economic expansion.

Royal London: Multi Asset Webinar

Trevor Greetham discusses Governed Range. Please join us from 3.00pm - 3.45pm on Thursday, 29 June 2017 for a webinar.

FundsNetwork: Paul Kennedy’s taxes every which way tour - Haydock - 28/06/17

Investec Wealth & Investment: Market Update & Pension Planning Seminar - Exeter - 28/06/17

FundsNetwork: Paul Kennedy’s taxes every which way tour 2017 - East Midlands - 29/06/17

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