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.
94% of clients say trust matters most. So why don’t advisers study it?
According to Vanguard research, 94% of clients say trust in their adviser is critical to their overall satisfaction.
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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.
Pensions and IHT: the final (ish) chapter
In under 8 months, 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 calculated and paid, and case studies on reducing it - covering DGTs and loan trusts. Up to 90 minutes of CII CPD.
Facilitating adviser fees directly from personal pensions
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
Helping clients pass on wealth with confidence
With pensions set to form part of many estates from 2027, intergenerational planning is firmly in focus. Discover how Fidelity’s platform can support gifting strategies, wealth transfers and younger beneficiaries through practical tools and product solutions. 5-minute read
Pensions and IHT: should clients’ Expression of Wish be updated now?
With pension death benefit rules set to change from April 2027, now is the time to revisit Expression of Wish forms. Fidelity Adviser Solutions’ Paul Squirrell explores the practical planning considerations, potential pitfalls and what advisers should do if a client dies with outdated instructions.
Scottish Mortgage Portfolio Update Q2 2026
Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.
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