Industry news and views from Panacea and our partners.
Wealthtime
Wealthtime: Tax Year End Hub
This hub brings together everything you need to navigate tax year end with ease – from deadlines, FAQs and process guides, to insights, analysis and more. Think of it as your one-stop dashboard for a smooth journey to 5 April.
Wealthtime & Technical Connection: Essentials of Tax Year End planning
24th February - Considering the last two Budgets, we’ll focus on what really matters now for financial advisers, and how you can turn a period of complexity into clear, practical advice for your clients.
Wealthtime: Driving change together: Partnership leaders talk transformation
In this special feature, senior leaders from Wealthtime, Wipro and GBST sit down to share their views on our innovative platform transformation. From how the new partnership will benefit our customers, to what they're excited about most, watch this short video to learn what this change means for the future of Wealthtime.
Wealthtime: A content hub with advisers in mind
Every month Wealthtime speaks to hundreds of advice professionals and a persistent theme that seems to be exercising the minds of those who have been in the profession a while is this: How do we make sure advice as a business is attractive enough for the next generation of advisers to take over when the time comes to exit?
Wealthtime: Autumn Budget 2025
The Budget has been delivered and advisers are getting to grips with what it means in practice. Working with the experts at Technical Connection, we’ve put together a complete support package to help you pick apart the detail.
Toby’s quarterly deep dive – Q3 2025
The last quarter has certainly been eventful. From a personal perspective, I’ve stepped into a new role, moving from Platform Director to Managing Director of Wealthtime to lead the transition into our 10-year partnership with Wipro and GBST. We continue to progress that work and will update you further in due course.
Wealthtime: Bridging the pension trust gap
For many people, retirement seems so far removed from their daily life that it often gets pushed to the bottom of the to-do list. But with an evolving pensions landscape, shifting demographics and mounting financial pressures, encouraging conversations about long-term finances has never been more important.
Wealthtime: ETFs in MPS: The opportunity for Advisers
Are you making use of exchange traded funds (ETFs) as part of your clients’ portfolios? If not, you could be missing out on another way to diversify your clients’ investments.
Wealthtime: Preparing for ISA simplification
The government is clearly on a mission to move the nation’s mindset from holding savings in cash towards greater participation in investing. It seems likely that some form of ISA simplification is on the cards to support the desired cultural shift.
Wealthtime: The new realities of retirement income choice
Everywhere you look, the pressures on the UK economy are increasingly hard to ignore. Chancellor Reeves faces a precarious balancing act between government spending, taxation receipts and fiscal rules, all against a backdrop of persistent inflation and relentless cost-of-living concerns.