Industry news and views from Panacea and our partners.
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All the latest news and views for Financial Advisers and Paraplanners from Panacea Adviser, Product Providers and Service Providers.
When vulnerability policies go wrong
I have never considered myself to fit such definition but since passing 75 I am beginning to wonder if lip service is being paid by regulated firms or they have just made it more difficult for their customers?
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When vulnerability policies go wrong
I have never considered myself to fit such definition but since passing 75 I am beginning to wonder if lip service is being paid by regulated firms or they have just made it more difficult for their customers?
Last chance to join: PruFund Power Hour
There's still time to register for Tuesday 25 August (15:00–16:00). Join M&G's experts for 60 minutes on what today's markets mean for your clients – covering concentration risk, retirement suitability, behavioural finance and the latest PruFund performance and EGRs. Includes 60 minutes of unstructured CPD.
How resilient is your Centralised Investment Proposition (CIP)?
Produced in partnership with Verve, this whitepaper sets out five practical prompts to help advisers review portfolio resilience, challenge assumptions and assess whether their current investment approach is prepared for an increasingly uncertain market environment.
What's new & what's next for PruFund
Join M&G's experts on Tuesday 25 August (15:00–16:00) for a practical look at what today's markets mean for your clients. Explore market concentration risk, retirement suitability, behavioural finance and the latest on PruFund performance and EGRs – with actionable strategies for confident client conversations. Includes 60 minutes of unstructured CPD.
Still time to register: Pensions and IHT
With under 8 months until most pensions fall into the IHT net, join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's paid, and case studies on reducing it – covering DGTs and loan trusts. Up to 90 minutes of CII CPD.
Where the PruFund team sees risk and opportunity now
Get a clear view across markets with M&G's latest asset class outlook. From equities and fixed income to private credit, real estate, private equity and infrastructure, discover how the team behind PruFund is assessing opportunities and risks this quarter - and how those views translate into PruFund's positioning.
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