Learning & development from Panacea and partners
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Read and download learning materials, guides, whitepapers and tools to assist with your learning, CPD and running your business.
Latest Learning_
Wizard learning: 2025 CII Exam Pass Rates: What Do They Tell Us?
The latest published CII pass rates for 2025 show a mixed but encouraging picture for candidates preparing for exams across Financial Planning, Advanced Financial Planning, Mortgage Advice and related qualifications.
Explore our Enhanced CPD System and Upcoming Courses
Looking ahead to a number of pressing issues and potential catalysts that could impact markets. We explore five key questions investors may be asking.
Royal London: Our financial wellbeing service is on the app
We’ve enhanced some of the features within our app to help customers engage more with their savings and achieve better outcomes in the future. Our new financial wellbeing service is designed to help your clients build stronger business resilience and help their employees take greater control of their financial futures. We’re already seeing some positive interaction with the service, and we’ve recently made it even easier for customers to access it via our mobile app.
Latest Business Development_
Fidelity Adviser Solutions: Helping clients with their financial wellness
If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now
Client Centred Advisers: 94% of clients say trust matters most. So why don’t advisers study it?
According to Vanguard research, 94% of clients say trust in their adviser is critical to their overall satisfaction.
Client Centred Advisers: Helping clients stop living in life’s waiting room
One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.
Partner Guides_
Paul Harper Search: Shaping Your Brand – A Guide to Effective Personal Branding
Gary Vaynerchuk, the highly regarded entrepreneur, author, speaker, and marketing guru once said: "Your personal brand is your reputation and your reputation in perpetuity is the foundation of your career." In this article, I will share some insights on how financial professionals can harness personal branding to gain more traction in the market. Whether you are looking to attract new clients, build industry authority, or secure your next big career move.
Baillie Gifford: When consensus fails: EM research in practice
A new paper by investment manager Alex Summers explains how Baillie Gifford’s Emerging Markets Team seeks to use deep and differentiated research to test where we differ from consensus and to build real conviction. Capital at risk.
Fidelity Adviser Solutions: The simple 4-step guide to securing lifetime income
If you’re looking to understand how a guaranteed income solution works on Fidelity Adviser Solutions’ platform, this short video is a great place to start. It walks you through the essentials in four easy-to-follow sections: what guaranteed lifetime income is, the quote process, income options and blending solutions. 12-minute watch
M&G: PruFund as an income engine
This guide explores PruFund as an income engine, outlining how it may be used to support retirement income alongside other investments, and the key considerations advisers take into account when assessing suitability and sustainability.
Cirencester: Application Journey Guide - Part 1
We've created short Application videos, taking you through submitting a quote, adding client details, and the decision process. You can find them here on our website under Tool and Guides.
Cirencester: Application Journey Guide - Part 2
We've created short Application videos, taking you through submitting a quote, adding client details, and the decision process. You can find them here on our website under Tool and Guides.