Industry news and views from Panacea and our partners.
Learning & Development_
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
Weve 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. Were already seeing some positive interaction with the service, and weve recently made it even easier for customers to access it via our mobile app.
New research on Managing Risks
The latest research report from M&G Wealth - available to both advisers and clients - is Retirement Revisited - What is the biggest risks facing Britons in retirement?
What they dont teach you at financial planning school
When I became a self-employed financial adviser in 1991, I attended a week-long training programme and I was then expected to go out and make a living.
Cura: Practical Protection Podcast - S6 Ep2 - Organ donation (55 mins CPD)
Hi everyone. I hope you enjoyed the previous episode? I was joined by Roy and special guest Tom Baigrie from LifeSearch. We spoke about a range of things, all to do with growing the protection market. You can catch it on the Practical Protection Podcast website if you missed it.
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.
Cura: Practical Protection Podcast - S6 Inbetweenysode 2 - AMI Protection Viewpoint (30 mins)
Hello everyone. I hope you enjoyed the previous episode. I had Roy back with me and we were joined by Ruth Gilbert to talk about trusts. You can check it out on the Practical Protection Podcast website.
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.
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.
Selling the sizzle of a new Strategic Alliance
You may think you have done the hard work when you establish a new working relationship with a strategic alliance, but the next stage is the most important ensuring you communicate this relationship correctly to your existing clients.
You may think you have done the hard work when you establish a new working relationship with a strategic alliance, but the next stage is the most important ensuring you communicate this relationship correctly to your existing clients.
Fidelity Adviser Solutions: Using technology to manage regulatory change
Join Fidelity Adviser Solutions virtual discussion on 17 March 2022 with Chris Davies of leading RegTech provider Model Office. Theyll discuss the current regulatory climate and the many new initiatives that will impact advisers. Theyll cover the new Consumer Duty, outcomes-focused regulation, the financial promotions review for high-risk investments and more.
Fidelity Adviser Solutions: Make online safety your priority
Fidelity Adviser Solutions cybersecurity hub includes a number of checklists and support guides to help you and your office ensure you stay safe online.
Fidelity Adviser Solutions: CII AF1 exams are fast approaching
For those of you - and colleagues - taking the AF1 exam next month, why not check Fidelitys video training resources with industry expert Sue Cox. The series includes six personal tax and trust planning videos relating to income tax calculation, Capital Gains tax (private residence relief, chattels and losses), pension and gifting contributions as well as a popular video on exam techniques.
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.
Wizard Learning - Help people understand and manage their money more effectively
Help Wellbeing Essentials to create a community Inspirational Woodland Garden that individuals, families and community groups can all use.
FundsNetwork: CII AF1 exams are fast approaching
For those of you - and colleagues - taking the AF1 exam this September, why not check Fidelity FundsNetworks video training resources with industry expert Sue Cox.
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.
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.
5 Biggest Mistakes Financial Advisers make
Did you know that most advisers inadvertently shoot themselves in the foot when studying for finance exams? And thats why they have to resit them over and over again.
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.
Managing better outcomes by managing your ISAs (60 minutes)
On this webinar Les Cameron and Vince Smith-Hughes took a look over how the ISA market has developed and grown since their introduction in 1999.
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.
Trust in the Future (45 minutes)
In this session Graeme Robb, one of our Senior Technical Managers explored the Trust Registration Service and considered how its been shaped by not one, but two Money Laundering Directives.
Helping your clients navigate through the long-term care journey (40 minutes unstructured)
FundsNetwork: Taking CII pension exams next month?
With over five hours of content, broken down in snippets of eight-minute tutorials, our library of retirement technical videos can help you prepare for CII pension exams.
Wizard Learning: Maintaining your knowledge with our CPD system
Our CPD system has 1,500 exam style questions spread across the five core areas making it easy for advisers to test and maintain their knowledge. In addition we have five online courses where you can refresh your knowledge. The system can be used to carrying out regular gap analysis assessments to check your knowledge and the time spent is recorded and included as part of your CPD. Included is a monthly CPD update covering key financial services industry developments and current issues together with an assessment. It will allow you to meet the FCA's CPD requirements. Also included are courses and assessments on Financial crime, Data Protection Law in the UK and complaints procedures to ensure you maintain and prove your knowledge. Free trial - Try the CPD system before you purchase We recommend that you try the accredited CPD system by requesting a free trial and you will have a week to try it to see if it meets your requirements. If you have an existing record then login and click on the "My Account" link on the left hand menu. If you have not previously registered then register here, login and then click on the "My Account" link where you can request a trial or contact us at the link below if you need any further information or assistance.
Hymans Robertson: Five things Financial Advisors can do right now to manage responsible investment
Five simple steps you can take right now to keep on top of all things ESG, helping your clients get the most bang for their buck.
Wizard Learning: Maintain your CPD , R06, AF5
To ensure that all our users are fully prepared for the CIIs new examination syllabus, which started in September 2020, we carried out extensive updates across all our online materials. The most obvious changes made throughout the materials are the references to the tax year (2020/21), the new tax rates and allowances and the re-working of all associated example calculations and questions.
FundsNetwork: CII exams are fast approaching
Get exam ready with FundsNetworks bitesize eight-minute tutorials. Their video library of over five hours' worth of technical content can help you prepare.
FundsNetwork: Taking the CII pension exams this October or just need a refresher?
Our library of retirement technical videos can help you prepare for CII pension exams, including a video focusing on exam technique tips.