Industry news and views from Panacea and our partners.
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Prudential: Planning matters - preserving the wealth through the generations WebEx day
Register to join our WebExes on 21 July 2016 to help you identify new financial opportunities with your clients.
Canada Life Webinar: Estate planning without the IHT angle
Placing an Investment bond in a suitable trust can be an effective way to reduce or mitigate inheritance tax (IHT). However, there are other benefits to this approach that have nothing to do with IHT.
Prudential: Masterclass WebEx Post-Budget financial planning
Terms of use: Email Template for Account managers to issue to advisers on their panel from their own email.
M&G Learning Matters Seminars: Majoring on the Macro
As macro-economic factors continue to contribute to and influence asset class returns, the need to understand, interpret and translate the possible effects into suitable client investment portfolios is ever present. To that end, M&G Investments have established a biannual round of nationwide workshops with the exclusive aim of providing timely, educational and product free global macro views. These will also be delivered in conjunction with other relevant topics.
Prudential: Planning matters - preserving wealth through the generations
These seminars are designed to support you with your client lifestyle planning meetings and conversations. Particularly, around bloodline and succession planning, whilst not forgetting immediate planning needs also have to be met.
FundsNetwork: Pension technical videos
FundsNetwork has produced a series of pension technical videos to help you brush up on your knowledge or prepare for your upcoming pension exams. Designed specifically to help you navigate the complexities of retirement planning, subjects include Death Benefits, Carry Forward, Annual and Lifetime Allowance.
Wizard Learning: CII exam pass rates - advanced diploma, diploma, regulated diploma
The CII have recently published their exam pass rates for 2015 and we have added them to our existing table below so that you can see the previous years rates as well. The rates are calculated based on the number of candidates who passed during the year divided by the number who sat the exam.
Wizard Learning: Website news: CPD, Expected solutions R06 and AF5, pension reforms
1. CPD highlighted change 2. Information on training and CPD 3. Expected solution packages for April exams for R06 and AF5 - start preparing now 4. Pension Reforms and Industry Views from Panacea Adviser
Prudential: January 2016 edition of Oracle - Tax Year End planning
In this edition of Oracle we take a look at the Tax Year End opportunities. However, gone are the days where Tax Year End planning used to be about using unused allowances as Mark discusses in his article 'Is there such thing as a simple Tax Year End anymore?'
Wizard Learning: R06 expected solution available and accredited CPD
In this update we cover our R06 expected solution and our accredited CPD system. R06 Expected Solution now available for the January exam The Expected Solution is now available for immediate download. There are 35 pages of expert analysis for case study 1 and 26 pages for case study 2, as well as 14 pages of generic information on questions that may be asked.
Wizard Learning Mobile site, expected solutions and R08
In this news update we cover: 1. New mobile friendly website 2. Expected solution packages for R06 for the January exam - start preparing now 3. Recent Addition: R08 Pensions update
Wizard Learning: How to get the most benefit out of using an assessment package
For the regulated diploma exams R01 to R05 we offer two modules, an online course and an assessment package. Students will select the module or modules that best fit their requirements and budget.
Canada Life: Register now for our latest webinars - CPD opportunity
Spaces are still available to register for a choice of three webinars in September
BirthStar® Research Series CPD #Rethinking Retirement
Please join us for a FREE workshop on Rethinking Retirement Investing. These workshops aim to provide an introduction to the theory and practice of designing retirement strategies.
Trust Pensions: Seminar. Automatic enrolment - time to act
Free seminar on auto-enrolment, outlining employer obligations and highlighting key action points
Summer Holiday Reading
As the summer holiday season draws to a close its probably time to catch up on the summer reading we may have put off in favour of the latest holiday blockbuster. The Chancellors summer budget on the 9th July and subsequent Finance No2 Bill 2015 has brought more information on some key things affecting the financial planning world.
Prudentials August Oracle Technical now available
Prudentials latest edition is now available - bringing you commentary and insight on topical financial matters that have a technical element to them.
M&Gs Meet the Managers Roadshow
M&G are delighted to release the 2015 dates and venues for our annual Meet the Managers Roadshow.
M&Gs Business Matters: Base Erosion Profit Shifting (BEPS) all change in the world of tax
Further to recent high profile cases involving a number of well-known multinational organisations, in 2013 the G20 asked the Organisation for Economic Co-operation and Development (OECD) for an action plan to ensure that companies in general pay their fair share of tax in a more transparent and fair way.
M&G Meet the Managers Roadshow 2015
Meet the Managers is a structured CII event that gives you access to four of M&Gs leading fund managers and investment specialists at each event.
Prudential: Oracle WebEx Live special event 29 & 30 July
Prudential are delighted to invite you to their special Oracle Live WebEx event. Over two days, theyre running a total of sixteen, 30 minute WebEx presentations. These are aimed at helping you identify new financial planning opportunities with your clients at the same time as offering up to 8 hours structured CPD.
BirthStar® CPD Research Series Update: Lifecycle Investing with Target Date Funds
Welcome to our second paper of the #RethinkingRetirement CPD series: 'Lifecycle Investing with Target Date Funds' in which the following points are covered.
Prudential WebEx sign up for our Summer Budget analysis
The Chancellor of the Exchequer, George Osborne, will stand up later today for his Emergency Budget (also known as Summer Budget) speech.
Wizard Learning: R06 July 2015 expected solution available and accredited CPD
In this update we cover our R06 expected solution and our accredited CPD system. R06 Expected Solution now available for the July 2015 exam The Expected Solution is now available for immediate download. There are 31 pages of expert analysis for case study 1 and 34 pages for case study 2, as well as 14 pages of generic information on questions that may be asked.
Welcome to the BirthStar® CPD Research Series
Our research is designed to help advisers navigate the new retirement freedoms to target better outcomes for their clients. The BirthStar® Research Series papers are triple accredited by leading industry bodies - the IFP, PFS and PMI.
Redland CPD Centre: CPD service for the Panacea Adviser community
Launched in October 2012 the Redland CPD Centre was created to help users satisfy the CPD needs of the Retail Distribution Review. The service has nearly 6000 registered users and continues to grow every week, adding new users from across the industry including IFAs, Para planners and Wealth Managers.
Prudential WebEx 18th June - Income Outcomes, should it be taxing?
Prudential invite you to join their WebEx on Thursday 18th June to help you identify new financial opportunities with your clients.
BirthStar® CPD Workshop Roadshow
BirthStar®, the investment advisory firm for asset managers and intermediaries, is organising a series of CPD workshops around the UK for financial advisers focused on behavioural finance and asset allocation for and in retirement
Prudentials May Oracle Technical now available
Prudentials latest edition is now available - bringing you commentary and insight on topical financial matters that have a technical element to them.
Wizard Learning: Training modules, R06 and AF5 solutions
1. Training modules and accredited CPD system You can view our Training Directory here and the cost of each module can be viewed here. 2. Expected solution packages for R06 and AF5 - start preparing now Purchase your expected solution package now and get access to many features to start preparing for the exam in advance of our expected solution being issued 7 days before the exam date.
Former Skandia CEO Peter Mann to host Events-Hub Retirement Special
The UK pensions system has changed radically in recent months and the thinking of everybody involved in retirement planning needs to do likewise. Opportunities and pitfalls abound for savers, advisers and product providers alike not least with regard to the thorny issue of how best to approach the decumulation process of converting pension savings into retirement income.
Redland CPD Centre: CPD service for the Panacea Adviser community
RDR professionalism rules mean all advisers need to undertake a minimum of 35 hours CPD each year, 21 of which must be structured, designed to meet a particular learning outcome and capable of being independently verified.
Dont miss out - FundsNetwork Investment Forums 2015
FundsNetwork are running their highly-popular Investment Forums series this month
NMBA: Business evolution forum
Following excellent Adviser feedback at last year's events, NMBA are pleased to announce the return of another series of our highly regarded Business Evolution Forums, available to book now - at our cost.
GAM Investment Forums 2015: Refocusing on the long term
Running between 28 April and 1 May, these half-day forums will focus on long-term growth opportunities across sectors, asset classes and geographies.
Wizard Learning: Exam and qualification news incl R06 and AF5
In this news update we look at: 1. R06 and AF5 expected solutions for the April exams 2. Exam and qualification news 3. Business Evolution Guide
RSMR: NEW Investment Trust ratings service
In response to adviser demand we have introduced a new ratings service covering Investment Trusts to help advisers demonstrate their independance by ensuring they offer the full range of retail investment products.
Wizard Learning Ltd: Knowledge assessment, R06 and AF5 solutions
Accredited CPD system try our monthly knowledge assessment. The financial and technical monthly update covering areas of interest to financial advisers over January is now available. Included are 46 short articles spread over 8 areas of the financial services industry under these categories: Compliance & Regulation, Economy, Miscellaneous, Mortgages, Pensions, Protection, Savings & Investments and Taxation & Trusts. Expected solution packages for April exams for R06 and AF5 - start preparing now Purchase your expected solution package now and get access to many features to start preparing for the exam in advance of our expected solution being issued 7 days before the exam date.
Morgage Brain: New CPD Events: Booking now open
Were offering you the chance to bring along your laptop, MacBook, iPad or tablet and have a play with MortgageBrain Anywhere at 15 locations around the country.
M&G: ECB embarks on QE a discussion
Recently, Fund Manager Stefan Isaacs held a webcast following the announcement that the European Central Bank will embark on its own quantitative easing programme from March, worth around 60 billion/month over the subsequent 18 months.