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.

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Bento 926: Defined Benefit Transfers – the futureproofing of advice
24 Apr 2018

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Prudential are running a webex on 26 April at 9am, 11am and 3pm.

Prudential are delighted to have Rory Percival, an independent regulatory expert join their Director of Specialist Business Support, Vince Smith-Hughes, as they discuss the current state of the DB market.

 
 
   
 
 
 
 
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Future Events

 
 
   
 
   
 
   
 
 
 
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We know it’s good to provide a good workplace pension solution. But we aim to offer a brilliant one. That’s why we choose to focus on four key areas.
 
 
   
 
 
 
 
 
 
 
Once dismissed as the home of copycats and knock-offs, China is now a hotbed of technological innovation – and fast catching up with the West.
 
 
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HMRC have published updated guidance in relation to the new Inheritance Tax (IHT) avoidance scheme regulations, effective from 1 April 2018.
 
 
 
 
 
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Can a chart from 2007 predict the next big credit sell-off? Jim Leaviss, Head of Retail Fixed Interest and Laura Frost debate on BVTV.
 
 
   
 
 
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Robo-platforms have begun hiring humans to supplement their online offerings and provide advice. This could be more of a threat to the existing advice sector than pure automated services.
 
 
   
 
 
 
 
 
 
 
FundsNetwork’s ever popular resident pension and tax-geek-come-guru, Paul Kennedy is back on the road again with his latest series of tax and pension planning seminars.
 
 
 
Wealth & money management awards
*Community facts provided by Equifax Touchstone. Q3 2017
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Bento 925: Looking ahead as central banks look up
20 Apr 2018

In this issue: Investment commentary, pension news, protection update & investment seminars.
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The threats of higher inflation and rising interest rates spooked global stock markets in February, pushing up government bond yields. We expect the trend of rising yields to persist and be a dominant investment theme over the coming year, with important implications for equities.

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Latest updates
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Don't miss the upcoming Learning Matters Seminars in May, designed to give you 90 minutes of structured CPD.

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We’re now in the second year of the Tapered Annual Allowance and while since the introduction of this, the legislation has not been altered
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Shinzo Abe’s policy programme has boosted growth and lifted Japan out of its deflationary slump.
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Partner news
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This month we look at the factors that might end one of the longest US economic expansions in history.
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10 years ago, a number of group protection providers in the U.K. approached the ORC International research company and asked...
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In this month’s letter, Peter explains why strong economies are not on the whole good for stock markets.
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Bento 924: Aviva Investors house view Q2 2018
18 Apr 2018


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The intelligence that guides our investment decisions. Read our team’s collective insight on how market volatility, trade tensions and Chinese reforms may impact the outlook for financial markets in the coming months.

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Its housing pledge? The Government has pledged to meet its 2015 manifesto commitment to deliver one million homes by end of 2020.
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The Mixed Investment 40-85% Shares sector took the number one spot in the sector sales chart in February.
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An analysis of the last 700 years of financial history suggests it would be dangerous for investors to be too confident.
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Tech stocks have risen sharply in value in recent years. Jason Bohnet explores whether these high valuations are justified.
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2017 was another wonderful year for dividend increases and Legg Mason affiliate Clearbridge Investments continue to expect dividend rise
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Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets & the global economy.

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Forthcoming events
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Bento 923: So many events and so little time! So which do you choose?
13 Apr 2018

In this issue: Investment news and Pension update.
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Panacea recently conducted a survey of our adviser community asking what type of information you would like to receive from us. One of the questions we asked was 'Are you interested in hearing more about relevant events that are happening in your area?’, of which a huge 89% of you said yes.  We also asked 'Do you use the Panacea Events table to check relevant events that are happening in your area?’ and 48% either said no or they didn’t know about this!
Latest updates
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The go-to resource for financial advisors who need to craft effective communications to their clients in order to drive new business.
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Welcome to your April update – this regular e-newsletter brings you TPR’s latest automatic enrolment (AE) and pensions news and tips for your sector.
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With many household retail names coming under scrutiny in recent months, are there opportunities to be found by the discerning bond investor?
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Partner news
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Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
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70% of advisers would advise on investment portfolios of £50,000 or less.
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Cryptocurrencies like Bitcoin get all the attention (and notoriety), and in this article.
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Events next week
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Bento 922: GDPR - what you need to know
10 Apr 2018

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Panacea recently conducted a survey of our adviser community asking what type of information you would like to receive from us. There were a number of you who asked for more GDPR information, so true to form, we have now added a section on the site which includes all GDPR-related articles we have included within Bento Bulletins over the last few months in case you missed them or need to know more now.  
Latest updates
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Steve Webb looks at the potential impact of the upcoming statutory phasing increase, and how to help your clients. 
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Jay Powell made his first speech as Chair of the US Federal Reserve (Fed) on Friday.
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The share prices of global integrated oil majors crashed in 2016 alongside the oil price and company earnings.
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Is Trump’s bark worse than his bite? In this month’s update Ritu Vohora looks at the threat of trade protectionism on global growth.
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For the first time, firms will have access to information on their clients’ NS&I holdings via the phone.
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Five key reasons for using our accredited CPD system, CII pass rates and expected solutions for the AF5 and R06 April exams.
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Forthcoming events
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Wealth & money management awards
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Bento 921: Planning Matters - delivering income needs
6 Apr 2018

In this issue: Webcast news, Investment commentary, Protection update
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Prudential are running a webex on 10 April at 9am and 11am.

They recently ran a series of seminars across the UK that proved really popular, attracting over 1400 advisers. Feedback was so strong that they’ve decided to run a webinar that covers the key points discussed, so those who didn’t make it don't miss out.

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Latest updates
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Why absolute return fixed income challenges traditional asset allocation thinking.
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The number of intra-day S&P price swings in Q1 was the highest since 2016. What is going on?
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At Royal London, no matter where someone is in their lives, their cover can change with them. 
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Partner news
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Read more about behavioural economics, behavioural finance and how irrational human behaviour links these areas of study.
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BlackRock’s Global, European and UK Equity teams discuss their markets and outline the risks and opportunities as they see them. 
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We assess Yellen’s record and then provide an outlook for the Fed under Jerome Powell.
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Forthcoming events
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Wealth & money management awards
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Bento 920: The problem with positive thinking
4 Apr 2018

In this issue: Business development assistance, protection news, investment commentary, pensions update
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As is the way, the first few weeks of the New Year has seen papers, magazines and social media platforms brimming with articles, ideas and tips from the latest ‘Guru’ telling us how to be healthier, slimmer and happier.
Latest updates
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IP protects against our biggest financial risk: a sudden income shock due to long-term sickness. 
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In this webcast, Peter Elston explains how he sees the role of a multi-asset manager and recent asset allocation changes in the fund.
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Clients who have lifetime allowance issues may be better off waiting until after 6 April to vest their benefits.
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Partner news
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This week on BVTV, we take a look at a sophisticated indicator of US treasury yields and analyse the flattening of the UK gilt curve.
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Emerging market fixed income has come a long way since the trials of 2013, says Liam Spillane.

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The UK was the biggest loser in a tough quarter for global equity markets.

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Bento 919: Time for Trusts?
29 Mar 2018

In this issue: Tax & Trust news, investment webinar and Investment commentary.
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Group Life Assurance (GLA) is an amazingly tax efficient benefit. Lump sum benefits are paid to an employee’s survivors or nominated beneficiaries tax free and fall outside of the deceased person’s estate. Premiums paid are tax free for the employer.

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Latest updates
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Listen to the replay now for an update on the outlook for UK Equity markets in the current global climate and where the team see risks.
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In this Q&A, John Bellows discusses the outlook for growth and inflation and the impact of recent tax cuts.
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There are arguably four broad categories where it is possible for investors to enjoy some sort of advantage over their peers.
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Partner news
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While the recent launch of Bitcoin futures on two leading derivatives exchanges may have given the world’s first ‘digital currency’

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

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When Donald Trump won the presidency in November 2016, we believed he would struggle to make headway on virtually all of his flagship policies.

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Bento 918: Multinational Pooling Advanced
26 Mar 2018

In this issue: Protection news, investment commentary, Panacea survey, partner offer and investment event.
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Our last CPD edition looked at some of the high level concepts behind multinational pooling, including the history and background, an overview of the common models and benefits for corporations, advisers and insurers. This article will look at some practical examples to illustrate the models and the advantages and disadvantages of some of the alternatives.
Latest updates
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Investors are, quite rightly, asking themselves where the risk is in the market
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As a recipient of our 'Bento' email bulletins we are asking you to take part in a very short survey on what kind of content you enjoy receiving from us.
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The BMW X5 and X6 now with 0% APR representative available on immediate delivery vehicle.
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Partner news
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Our Governed Range has more than £23 billion of assets under management and is a great all-rounder.
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Elevated valuations, investor complacency and the prospect of faster-than-expected inflation combined to trigger the equity selloff this week.
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Join J.P. Morgan Asset Management, Schroders and BlackRock for the 2018 Power of 3 Spring Roadshow.
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Bento 917: Retirement isn't just about pensions
23 Mar 2018

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As professional advisers we tend to think purely about financial issue in later life and how to ensure our clients are in the best position from this regard. Even when searching the internet for articles related to retirement, it is difficult to find anything that is not about pensions. Although a pension is essential to everyone reaching retirement age, there is more to retirement and it is often the ‘softer’ issues that people worry about.

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Latest updates
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Seneca Investment Managers offer a choice of diversified multi-asset approaches that aim to deliver an attractive growth.
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The dividend allowance is due to drop from £5,000 to £2,000 on the 6 April 2018. What could this mean for your clients in receipt of dividend income?
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Prudential are running a webex on 27 March 2018 at 11am. 
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Latest updates
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The new Scottish Income Tax rates and bands for the 2018 to 2019 tax year were confirmed on 20 February 2018 and will apply from 6 April 2018.
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In this article, Nick Kirrage, Co-Head of the Global Value Team, explores what is in the team's folder of 'red-flag market indicators'.
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Join Tristan Hanson on Tuesday 27th March for his view on the current investment environment as well as an update on his fund.
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Forthcoming events
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