Industry news and views from Panacea and our partners.
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M&G: 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.
How to invest in bonds (60-minute CPD)
Build your practical knowledge of bonds with insights into how the market works and the different ways to invest. Evaluate the options available and learn how to compare different investments.
Navigating rates (60-minute CPD)
Learn to explain to investors how interest rates are determined, examine the close relationship between interest rates and bonds, and discuss interest rate risk within the context of your investors portfolio.
Bond Basics (60-minute CPD)
If you are new to bonds or looking to refresh your knowledge, Bond Basics is the place to start. It covers the fundamentals including what bonds are, the different types available and how they generate returns for investors.
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.
The 7 steps to achieving good tax outcomes (90 mins CPD)
Thursday 15 February, 10am - 11:30am. Arriving at the income tax liability for a UK individual involves working through a 7-step calculation. An understanding of these steps is crucial in forming a strong foundation when planning in many areas from pension tax relief to the tapered annual allowance, the taxation of investments, tax charges and much more.
10 reasons to use the Panacea CPD Hub
CPD articles provide professionals with the latest information, trends, and developments in their field. In rapidly evolving industries such as financial services, staying up-to-date is crucial to providing the best service or advice to clients.
Royal London: Webinar & CPD
To help you meet your ongoing CPD requirements, weve created a CPD hub. Here youll find useful articles or webinars on different topics, all divided into bite sized chunks, so its easy to build up those valuable CPD hours. Just view the content youre interested in, answer a few related questions and well send you a completion certificate for your CPD records. Hub content will be continuously updated, with new modules added on a regular basis to help meet your development needs.
Wizard Learning: Maintaining your regulated diploma knowledge through CPD
Our accredited CPD system can be used at any time to refresh knowledge of specific areas and can carry out gap analysis assessments over the year as a part of advisers overall CPD plan. Advisers can also use the assessment results to identify areas of weakness and plan future CPD activities using the online courses.
Earn 70 minutes of structured CPD
What is the likely progression for inflation from here? How will central banks respond? What opportunities and risks does this present? Sign up to join the next round of Invescos Investment Intelligence Seminars.
The Exeter, Turning up the volume on income protection (40 mins)
Jamie Page, Head of Strategic Partnerships at The Exeter, looks at the opportunities within the market, common barriers to selling income protection, how you can confidently handle any objections and how their income risk calculator could be the answer to bringing your conversations to life.
The Exeter: HealthWise - The Doctor will see you now!
Remote GP appointments continue to be the most frequently accessed service within The Exeters HealthWise member benefits app. They spoke to Michael La, a General Practitioner at Square Health to find out more about the common reasons why people use the service, and the support that can be provided.
Regulatory Landscape (92 minutes)
On this session we discussed the imminent FCA Consumer Duty rules and guidance with three experts, Peter Lovegrove of Grant Thornton, Ricky Nuttall of Simplybiz and Ross Liston of Bankhall.
Wizard Learning: R02 Top Tips
If you are studying for the R0 exams you will know that the study text contains a lot of technical information about the structure of the financial services industry and the regulation of those that work within it, along with some complex legal concepts and many principles and rules to remember.
Wizard Learning: R0 exam top tips, R06 and R05 exams
If you are studying for the R0 exams you will know that the study text contains a lot of technical information about the structure of the financial services industry and the regulation of those that work within it, along with some complex legal concepts and many principles and rules to remember.
Practical Protection Podcast - Cost of Insurance (45 minutes)
This is the final episode of Season 4, (dont worry Season 5 will be launching in the new year!) and Im doing a run through of what you can expect to pay for your protection insurance depending on your age.
Beyond COP26 - what next for government policy on sustainability in the UK and around the world (60 minutes)
In our final session we discussed the main themes and considerations for the UK Government following the COP26 Climate Change Conference.
PruFund Planet - Fund spotlight (60 minutes)
In this session, we brought our PruFund Planet strategy to life by explaining how Planet invests, outlining the multi-asset building blocks.
The power of PruFund - Retirement income and drawdown (60 minutes)
In this session, we explored some of the key retirement income planning myths uncovering the key considerations when developing retirement income plans and how to ensure your clients have a plan that delivers the outcomes they are looking to achieve, in a way they understand.
Practical Protection Podcast - State of the Nation (45 mins CPD)
Hi everyone. Last week saw Matt Rann and I focus on lupus, we spoke about some of the more common types and how this can potentially affect a person's access to insurance.
Sustainable investing: delivering positive impact and a more sustainable world (35 minutes)
Why should investors consider ESG strategies? In the first of our Sustainable Investing Academy events, Abbie Llewellyn-Waters explains that doing good for the planet and for people need not be at the cost of profit.
Canada Life: Understanding pension benefit crystallisation events
Understand the benefit crystallisation events, the lifetime allowance and potential tax charges.
Pensions Policy: What is happening? (40 minutes)
Andrew Tully discusses the changes arising from the Pension Schemes Act 2021 and the main areas of FCA focus.
The Pensions Lifetime Allowance (45 minutes)
The options advisers have when helping clients who may be faced with a lifetime allowance tax charge.
Understanding pension benefit crystallisation events (50 minutes)
Understand the benefit crystallisation events, the lifetime allowance and potential tax charges.
Pensions for estate planning (45 minutes)
Understand the IHT benefits available when combining retirement and estate planning
Defined Contribution: Pension Funding Allowances (30 minutes)
How DC pension allowances work specifically Annual Allowance, Carry Forward, Tapered Annual Allowance, Money Purchase Annual Allowance.
Inheritance Tax and the order of gifting (40 minutes)
What is included in an estate for IHT, the various exemptions that can be used and how it is calculated.
Future-proof your retirement proposition - The Retirement Account (45 minutes)
Jeremy Martin discusses the Canada Life Retirement Account and the possible suitability for differing approaches to retirement.
Wizard Learning: AF5 Expected Solution now available, Financial Essentials
The AF5 Expected Solution for June 2021 is now available for immediate download and contains 35 pages of expert analysis.
Prudentials Previewing the review for clients in SIPP Drawdown seminar (60 minutes)
Prudentials Previewing the review for clients in Self Investment Personal Pension Drawdown seminar is now open for booking Wednesday 9 June from 9.30am to 10.30am, follow by 30 minute Q&A.
Maintaining your knowledge with our CPD system
How do Wizard Learning address the T&C rules for advisers? Well the short answer is that you must undertake a knowledge and skills gap analysis and then create a training plan that addresses these whilst also ensuring all knowledge and skills are kept up to date, record all this and make sure the CPD requirements (at least 35 hours) and the competent employee rules are not only met, but can be proven! The relevant rules are contained in the High-level TC Sourcebook in the FCA Handbook, underlining how central these are to the FCA core objectives.
Practical Protection Podcast - Group Insurance (40 minutes)
In the UK, over 13 million employees are covered by group insurance policies and have access to generous added extras e.g. remote GP appointments, not only helping the employee but also supporting the employer by addressing both absenteeism and presenteeism.
Environmental, Social and Governance (ESG) and M&G (48 minutes)
Cat McInally, Business Development Manager and Mark Riggall, Head of Client Portfolio Management discussed the phenomena of ESG and how its set to change the face of investment advice in the UK.
Later Life Planning (52 minutes)
In this session we had an in depth look at some planning points we need to be aware of when dealing with later life planning, such as the role and responsibilities of attorneys, gifting and the treatment of different types of assets for financial assessment.
Review of 2020, outlook for rest of 2021 (71 minutes)
Paul Fidell, Senior Business Development Manager looked at the recent performance and Expected Growth Rates (EGRs) on the PruFund range from Prudential and also the 2021 Bonus Declaration.
Exceptional planning in extraordinary times (44 minutes)
Colins Simmons, Business Development Manager, looked at ways to future proof your business as we make the transition towards a post Covid future.
Return of the consumer (51 minutes)
On this session, Cat McInally and Kirsty Anderson, Business Development Managers covered off the main investment themes for 2021.