Industry news and views from Panacea and our partners.
Panacea Guides & Whitepapers_
FCA Pressure vs the Clock: Why UK Advisers Are Facing an Efficiency Crisis
For many firms, the biggest barrier to growth is no longer attracting new clients, its finding the capacity to service them without increasing costs or placing additional pressure on advisers and support staff.
How to manage HR & get the best people for the job
Managing people is one of the most complex responsibilities for any advice firm and one of the most important. From recruiting the right talent and understanding legal obligations, through to performance management, flexible working and handling difficult conversations, getting HR right underpins a sustainable, compliant business.
To MPS or Not MPS: choosing the right tool rather than the default
As advice firms look ahead to 2026, many are taking stock of the investment decisions theyve made over recent years, particularly the role Model Portfolio Services (MPS) now play within their advice models. With Consumer Duty bedding in, FCA scrutiny increasing and client expectations continuing to evolve, advisers are reassessing not just whether MPS belongs in their proposition, but how and where it should be used.
HR Essentials for Small - Medium Adviser Firms
A practical HR guide created specifically for UK financial adviser firms. Managing people alongside regulation, growth and client delivery isnt easy - especially without dedicated HR support. This guide focuses on the real HR issues adviser firms face, with clear, practical guidance you can actually use.
AI in Advice: A Practical Guide for Financial Advisers
Download Panacea's free guide to using AI in financial advice - with practical tips, FCA-aligned compliance guidance, and real-world examples.
Positive Change Impact Report
What difference did companies make in the real world during 2024? From climate solutions to social progress, this annual impact report highlights how the companies the Baillie Gifford Positive Change Fund invest in address some of the worlds biggest challenges and build a more sustainable future. Capital at risk.
Guide to Marketing for Small and Medium Adviser Firms
This is the 3rd edition of this Marketing Guide and has been designed for any business owner regardless of size or experience of Marketing. It has been expanded to look in depth at social media marketing and why it is essential for your business.
How to manage HR & get the best people for the job
In an industry where regulation is ever changing, it is important that employees do not, for they are one of a company's best assets and when treated fairly, a business is more likely to succeed.
Getting ready for the future of advice (3rd edition)
The last few years have been turbulent for Financial services without the trauma of 2020 which has been a hell of a year and thats saying something. This need to plan is why Panacea has developed this third edition Getting Ready for the Future of Advice, in conjunction with John Joe McGinley and Glassagh Consulting.