Industry news and views from Panacea and our partners.
M&G Wealth
How resilient is your Centralised Investment Proposition (CIP)?
Produced in partnership with Verve, this whitepaper sets out five practical prompts to help advisers review portfolio resilience, challenge assumptions and assess whether their current investment approach is prepared for an increasingly uncertain market environment.
What's new & what's next for PruFund
Join M&G's experts on Tuesday 25 August (15:00–16:00) for a practical look at what today's markets mean for your clients. Explore market concentration risk, retirement suitability, behavioural finance and the latest on PruFund performance and EGRs – with actionable strategies for confident client conversations. Includes 60 minutes of unstructured CPD.
Still time to register: Pensions and IHT
With under 8 months until most pensions fall into the IHT net, join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's paid, and case studies on reducing it – covering DGTs and loan trusts. Up to 90 minutes of CII CPD.
Last chance to join: PruFund Power Hour
There's still time to register for Tuesday 25 August (15:00–16:00). Join M&G's experts for 60 minutes on what today's markets mean for your clients – covering concentration risk, retirement suitability, behavioural finance and the latest PruFund performance and EGRs. Includes 60 minutes of unstructured CPD.
Where the PruFund team sees risk and opportunity now
Get a clear view across markets with M&G's latest asset class outlook. From equities and fixed income to private credit, real estate, private equity and infrastructure, discover how the team behind PruFund is assessing opportunities and risks this quarter - and how those views translate into PruFund's positioning.
Pensions and IHT: the final (ish) chapter
In under 8 months, most pensions fall into the IHT net. Join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's calculated and paid, and case studies on reducing it - covering DGTs and loan trusts. Up to 90 minutes of CII CPD.
Pensions and IHT - the final (ish) chapter
There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).
Coaching the retirement mindset from saver to spender
After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.
A closer look at what's really inside your multi-asset funds
An independent whitepaper from Verve takes a closer look at what really sits inside today's multi-asset funds – exploring concentration risk, private markets exposure and portfolio resilience. Includes five practical prompts to help you review your client portfolios with confidence.
Is any investment decision ever truly passive?
With index concentration rising and benchmark labels telling less of the full story, the active vs passive debate is missing the point. Read M&G's Lighthouse article for expert insight on why deliberate implementation matters more than ever – and how PruFund puts it into practice.
Inflation is reshaping the case for private markets
With inflation more persistent and volatile, the traditional equity-bond relationship is becoming less reliable. Read M&G's Lighthouse article for expert insight on how private markets can strengthen diversification and build resilience across inflation regimes.
Award-winning technical support, ten years running
M&G has been named Best Technical Support for Paraplanners at the Professional Paraplanner Awards 2026 - for the 10th year in a row - and Best Provider Website for the second year running. Explore Tech Matters for expert insight, tools and answers to your trickiest technical questions.
IHT Top Trumps: Which strategy comes out on top?
Sharpen your IHT planning with the final session of M&G's Trusts School (16 July). Compare trusts with annuities, whole of life and Business Relief through practical case studies, earn up to 70 minutes of CII CPD, and take away insights for client conversations.
Middle East conflict: a multi-asset perspective
With conflict in the Middle East disrupting energy markets and reshaping inflation and rate expectations, clients are looking to you for clarity. Read M&G's Lighthouse article for expert multi-asset insight to help guide confident client conversations.
Trusts School – Remaining Sessions
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Lighthouse Edition 2
Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.
Prudential International achieves highest-ever AKG ratings
Prudential International has achieved an A financial strength rating and 5 stars for service from independent ratings agency AKG. These are the strongest ratings received to date and reflect both financial strength and service delivery. The latest AKG assessment is available to support adviser due diligence and research activity.
Trusts School – Session 3 reminder
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
What is a safe haven now?
Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.
The Prudential Guaranteed Income Plan
With gilt yields at their highest levels since 2008, now could be the time to lock in attractive, guaranteed returns for your clients.
M&G: What is a safe haven now?
Are traditional safe haven assets still fit for purpose? Our latest Lighthouse outlook explores shifting market dynamics and where advisers can now find resilience in portfolios. Read the full article here
M&G: Trusts School Events
Build your confidence in advising on trusts with M&G’s 6-part Trusts School (11 June – 16 July). Join expert-led sessions, earn up to 420 minutes of CII CPD, and gain practical insights you can apply immediately. Learn more and sign up here
M&G: Trusts School Events
Build your confidence in advising on trusts with M&G’s 6-part Trusts School (11 June – 16 July). Gain practical insights you can apply immediately, join live Q&As, and earn up to 420 minutes of CII-accredited structured CPD
M&G: Visualising diversification in PruFund
Interested in how PruFund delivers diversification in practice? Our latest graphics provide a transparent view of how each £1 in £1,000 is allocated, helping you clearly demonstrate the breadth of the underlying portfolio and its role in supporting long-term outcomes, particularly retirement longevity.
M&G: Onshore or offshore? Making sense of Insurance Bonds
Thursday 21 May – 10am Insurance bonds are firmly back on advisers’ radar – but do you fully understand where they add the most value today? Join M&G for their upcoming technical session where they’ll cut through the noise and take a practical look at how insurance bonds can be used more effectively in client portfolios.Register here
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.
M&G: Built for a smoother investment experience
PruFund has supported investors for more than 21 years. Its combination of scale, structure and smoothing is designed to help manage short term market movements and offer a steadier investment experience. It aims to help investors stay invested as conditions change.Watch the 21-year journey to see what PruFund has delivered for those invested in it.Past performance isn’t a guide to future performance. View video
M&G: Offshore bonds taxation explained
Offshore investment bonds are widely used in tax and estate planning, but understanding how and when they’re taxed is key. This article explains how offshore bonds are treated for UK tax purposes, including how gains are assessed and the main reliefs that may be available. Read article here
M&G: Enhanced flexibility for the Prudential Guaranteed Income Plan
The Prudential Guaranteed Income Plan now offers greater flexibility, with term options extended from 5 - 15 years to 3 - 30 years.
M&G: Our capital markets philosophy and outlook
M&G outline how they use valuation discipline, structural analysis and scenario modelling to build diversified portfolios designed to navigate multiple future paths.