Partner Guides
Guidance from across the industry
Tools, research and guides from Panacea’s partners — practical resources to support client conversations and business decisions.
Partner resource library
Whether you’re researching investment markets, retirement, protection or business strategy, you’ll find links to practical resources from leading providers across the industry here. Our library continues to grow, with new guides, tools and research added regularly.
The ever-expanding role of the modern adviser
Advisers are playing a bigger role in clients’ lives than ever before. But what does that mean in practice? Drawing on insights…
The evolution of CRPs: seeing the bigger picture
Explore independent research from AKG covering some of the most important issues facing advisers and their clients today. These reports provide valuable…
Schroders Equity Lens August 2026: your go-to guide to global equity markets
The August 2026 edition of the Schroders Equity Lens is now available: Schroders Equity Lens Summary: The hyperscaler story has not changed dramatically:…
Rethinking pension wealth for a new IHT landscape
This practical case study explores estate planning strategies. Using a client scenario, it demonstrates how advisers can help clients reduce potential IHT…
Volatility reveals the value of advice
M&G's new Investor Compass finds 83% of investors feel confident making decisions in volatile markets – yet volatility still tests emotions and…
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…
Schroders Equity Lens July 2026: your go-to guide to global equity markets
A market rotation, and how to respond to stagflation concerns.
A Guide to Effective Personal Branding
Gary Vaynerchuk, the highly regarded entrepreneur, author, speaker, and marketing guru once said: "Your personal brand is your reputation and your reputation…
Schroders Equity Lens June 2026: your go-to guide to global equity markets
When valuations are at current high levels, the case for equities hinges strongly on earnings.
The simple 4-step guide to securing lifetime income
If you’re looking to understand how a guaranteed income solution works on Fidelity Adviser Solutions’ platform, this short video is a great…
When consensus fails: EM research in practice
A new paper by investment manager Alex Summers explains how Baillie Gifford’s Emerging Markets Team seeks to use deep and differentiated research…
Schroders Credit Lens May 2026: your go-to guide to global credit markets
Spreads are once again back at exceptionally tight levels.
Schroders Equity Lens May 2026: your go-to guide to global equity markets
Earnings are soaring, and Taiwan’s index weight overtakes China’s.
Schroders Equity Lens May 2026: your go-to guide to global equity markets
Earnings are soaring, and Taiwan’s index weight overtakes China’s.
An astronaut’s guide to value investing
A meaningful connection between value investing and space exploration is just one small step
Schroders Equity Lens April 2026: your go-to guide to global equity markets
Strong earnings forecast despite stagflation risks.
Application Journey Guide – Part 3
We've created short Application videos, taking you through submitting a quote, adding client details, and the decision process. You can find them…
Application Journey Guide – Part 2
We've created short Application videos, taking you through submitting a quote, adding client details, and the decision process. You can find them…
Application Journey Guide – Part 1
We've created short Application videos, taking you through submitting a quote, adding client details, and the decision process. You can find them…
Schroders Equity Lens February 2026: your go-to guide to global equity markets
Schroders review Magnificent-7 spending, AI investment impacts on cash flow and ROI, EM’s strong start to 2026, US equity trends, and value…
Tax Wrapper Comparison Tool
We’ve updated our Tax Wrapper Comparison Tool with the recent budget changes. It lets you compare GIA’s, onshore and offshore bonds side…
Schroders Credit Lens January 2026: your go-to guide to global credit markets
Tight valuations leave little room for error against M&A and AI related risks.
Schroders Equity Lens January 2026: your go-to guide to global equity markets
A sign of a “healthy” bull market, and how to hedge against AI risk without selling equities
2026 'Financial Planning: Fascinating Facts and Figures' Salary Guide
As the advice profession continues to evolve, having a clear view of salary trends, firm structures and recruitment dynamics is increasingly valuable….
Tax year end planning tools and resources
With the tax year end approaching, why not check out Fidelity Adviser Solutions' dedicated web hub? It contains everything you need at…
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 they’ve made over recent years, particularly the…
Schroders Equity Lens December 2025: your go-to guide to global equity markets
How have 2025’s valuation and earnings shifts impacted the appeal of US vs non-US equities?
Blending Retirement Solutions guide
The guide explores how combining the growth potential of PruFund with the certainty of the Prudential Guaranteed Income Plan can deliver both…
Schroders Equity Lens November 2025: your go-to guide to global equity markets
What does big tech’s capex splurge mean for valuations?
Webinar: Unlock 125+ years of market insights to help guide clients with confidence
Join Sparrows Capital on Wednesday 3rd December for an insights-packed session with Professor Elroy Dimson, finance pioneer, whose research across 125+ years…
Schroders Equity Lens October 2025: your go-to guide to global equity markets
The outperformance of pre-revenue and unprofitable tech, and investing at all-time highs
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.
Schroders Equity Lens September 2025: your go-to guide to global equity markets
Remove your US-tinted glasses: it’s been a “value” market outside the US, “growth” stocks have languished
Schroders Equity Lens August 2025: your go-to guide to global equity markets
Demand for US equities soars on the back of strong fundamentals
6 AI Tools You Can Use to Enhance Your Digital Presence – Without a Marketing Team
Enhancing your online presence doesn’t have to mean outsourcing or overhauling your team. In the latest instalment of our AI for Advisers…
Open guide →Schroders Equity Lens July 2025: your go-to guide to global equity markets
Investing when the market is at an all-time high, market breadth, and a deep dive on corporate supply/demand (buybacks, IPOs,…)
Navigating the Complexities of MPS: A Comprehensive Guide for Financial Advisers
Effective integration of an Managed Portfolio Service (MPS) into an advice practice requires strategic planning and ongoing management.
Schroders Equity Lens May 2025: your go-to guide to global equity markets
The third best start to a year for Europe vs US in more than half a century.
Paraplanners Assembly 2025: A guide to investment bond essentials
How often do you recommend investment bonds compared to Individual Savings Accounts or General Investment Account for non-pension money these days?
Schroders Equity Lens March 2025: your go-to guide to global equity markets
International stocks to the fore, and how exposed are equity markets to tariffs.
Schroders Equity Lens February 2025: your go-to guide to global equity markets
This month's edition considers stock market exposure to US tariff risk, plus new analysis of regional buying and selling trends
Our Guide to Underwriting
This outlines the most common medical conditions, which will give you answers to frequently asked conditions such as BMI, diabetes, abnormal cervical…