Industry news and views from Panacea and our partners.
RDR_
Free Webcast - Educating clients on RDR whose responsibility is it?
On 2nd February at 1.00pm Derek Bradley, CEO of PanaceaIFA will be conducting a FREE webcast via Thought Leadership Live.
Aegon: we all have to wag our own tail'.
There is an old Finnish proverb that is very apt at this time of year when our focus is on how we can improve the way we live or change our business. It is 'we all have to wag our own tail'.
AEGON: Why are goals so important
In 1921 Dr Lewis Terman of Stanford University began a landmark study of over 1,500 gifted children, all with an IQ of 'genius'. The objective was to better understand the relationship between human intelligence and achievement.
AEGON: Where do I start?
The following broad guidelines will help you to set meaningful goals.
Free Webcast - Educating clients on RDR whose responsibility, is it anyway?
On 2nd February at 1.00pm Derek Bradley, CEO of PanaceaIFA will be conducting a FREE webcast via Thought Leadership Live.
Consolidate today and agree client fees ahead of RDR
Consolidating your clients' investments with a single platform makes good business sense. It enables you to streamline your administration and spend more time servicing your clients. However, with FundsNetwork you now get so much more:
The IFA community has spoken, Sants survey now complete.
I am delighted to confirm that some 741 completed the survey giving answers and comments totaling over 140 pages.
Is the relentless impact of regulation making you depressed?
We started to run a new snapshot poll question last month on the above subject.
Wizard Learning have created an audiovisual presentation covering the post RDR remuneration model
With the assistance of some great support material from Aegon business brain at www.aegon.co.uk/businessbrain
Survey closes Monday 19th December at 5pm.This is what my clients think about the RDR Mr Sants Survey 2011 - last chance to complete.
Due to the large amount of interest in the This is what my clients think about RDR Mr Sants survey, PanaceaIFA have extended the closing date for responses to Monday 19th December at 5pm.
FSA New Models of advice matrix
I've been trying to understand the FSA's new models of advice and to help I've compiled a chart. I'd be grateful for some feedback particularly as It's difficult to keep up to speed when the FSA loves moving the goalposts.
PanaceaIFA Thought Leadership live presentation
On 9th December Derek Bradley conducted a FREE webcast via Thought Leadership Live.2012 will be, barring any unlikely FSA change of heart, a pivotal year for the industry and for IFAs in particular.
Free - Adviser Issues, RDR and their Propositions Webcast
On 9th December at 1.00pm Derek Bradley, CEO of PanaceaIFA conducted a FREE webcast via Thought Leadership Live.
IFA letter of the week: Pessimist or well-informed optimist?
As I am sure many will be aware, our This is what my clients think about the RDR Mr Sants survey is causing some noise out there
This is what my clients think about the RDR Mr Sants Survey 2011 (Survey Closed
Has Mr Sants asked you about how your clients feel about RDR? Survey Closed
Wizard learning: How can you remember 90% of your studies?
This audiovisual presentation Working with the Wizard explains what factors need to be present to be able to remember 90% of your studies.
Free Webcast - Adviser Issues, RDR and their Propositions
On 9th December at 1.00pm Derek Bradley, CEO of PanaceaIFA will be conducting a FREE webcast via Thought Leadership Live.
Aegon: RDR Legacy Commission Ban
Last month we told you that we would keep you update with the latest developments surrounding legacy commission.
Aegon: RDR Legacy Commission Ban
Last month we told you that we would keep you update with the latest developments surrounding legacy commission.
Free Webcast - Adviser Issues, RDR and their Propositions
On 9th December at 1.00pm Derek Bradley, CEO of PanaceaIFA will be conducting a FREE webcast via Thought Leadership Live.
Useful reading - Winning Client Trust"
The Retail Distribution review and the UK financial services battle for their clients hearts and minds
A trick of the trail
No not the Genesis album but a further unhelpful verbal hand grenade thrown into the room of wounded IFAs.
RDR - A transparent solution or opaque reality? A free White Paper by Engage Partnership
A White Paper on the real RDR ramifications and effects on financial services organisations
Aegon: Don't lose your good ideas
Every one of us has great ideas, but how many of us actually do anything with them? The average human brain produces 70,000 thoughts a day. As there are 86,400 seconds in a day that means we have a thought every 1.2 seconds.
AEGON: Dont lose your good ideas
Every one of us has great ideas, but how many of us actually do anything with them? The average human brain produces 70,000 thoughts a day. As there are 86,400 seconds in a day that means we have a thought every 1.2 seconds. Now not every thought is a great idea but be honest what did you do with you last great idea?
Wizard Learning: R06 expected solution and Learning to Learn
R06 The expected solution now available for the 21 November exam
Stephen Gay's November Blog
I have been asked to speak later this month on the progress of the Retail Distribution Review, and have been asked to address the question of whether it is too late to avoid the RDR meteor
Wizard Learning: CPD and gap fill system
Our online courses are designed to provide the required training material and assessments for RDR gap filling
Wizard Learning: R01 to R05 online courses for exams and gap filling
Online course demonstrations for R01, R02, R03, R04, R05
PanaceaIFA Business Transition Twitterviews
On the afternoon of 5th October 2011 PanaceaIFA ran two Twitterviews on how to prepare your business for RDR.
PanaceaIFA does Twitterviews!
On the afternoon of 5th October PanaceaIFA will run two Twitterviews on how to prepare your business for RDR.
Schroders: Solutions in a post RDR environment the role of low cost actively managed funds