Industry news and views from Panacea and our partners.
Back Office_
TISA: Industry forum to look at how technological developments will benefit savers and investors
A pan-industry group has been created by TISA, the not-for-profit financial services association, to provide insight into how technological innovation has already, and will continue to, transform the way people engage with the financial services sector.
Sammedia: Change of CEO
Mike Free has sold his stake in Sammedia to a consortium of private investors led by Mik Cons, one of the founders of 1st Software. In the deal Mike Free has stepped down as CEO of Sammedia and has left the company to explore new opportunities
Equifax: Benchmark Your Adviser Charging
Welcome to the New Year edition of the InTouch Intermediary newsletter, dedicated to keeping you up to date with the latest adviser-focused reports and features from Equifax UK.
FundsNetwork selects bravura solutions to support platform investment programme
FundsNetwork has selected software provider Bravura Solutions (Bravura) to support part of its multi-year, multi million pound investment programme, aimed at enhancing the platform for advisers and their clients.
Making Protection Better: We've launched our NEW Multi-Benefit service on Assureweb
At iPipeline we're very happy to announce that our new Multi-Benefit Protection service is now available on Assureweb.
Scottish Widows: Our Enhanced Annuity is now available through AMS and Webline
Were delighted to announce that since November this year, you can get quotes for our enhanced annuity on the Webline and AMS portals.
iPipeline UK Announces Ian Teague, COOCFO Appointed UK Managing Director
iPipeline announced Ian Teague, COO/CFO, has been appointed to the position of UK Managing Director.
iPipeline Expands Product Coverage with Partnerships Equity Release Product
The Partnership Enhanced Lifetime Mortgage is a special type of lifetime mortgage designed for people in or near retirement who are living with health or lifestyle conditions. Like any other lifetime mortgage, it allows them to release money from their home and use it however they wish: to travel, to maintain their standard of living or to enhance or adapt their home to their changing needs
Aegon: Platforms - the new Spinning Jenny
The mid-1700s saw the start of the Industrial Revolution in Britain, which transformed peoples lives.
Wizard Learning: Enhanced CPD system, Paraplanner Award, LinkedIn Coaching
Expanded CPD system Our CPD system is your one-stop-shop that can help you to fulfil your ongoing CPD needs.
iPipeline Adds Bright Greys Relevant Life Product To Assureweb Portal
The Bright Grey relevant life policy is a single life, stand-alone death-in-service plan, providing benefits on an individual basis.
iPipeline Launch Annuity Electronic Common Quotation Form On Mercury Platform
iPipeline announced that they have launched an electronic common quotation form for Annuities on the Mercury Platform.
How to build a super-profitable advisory firm
As accountants, we've worked with hundreds of small businesses over the years, from start-up to £5m turnover
Wizard Learning: New study packages for J02 Trusts, J05 and AF3
In this update we cover our new extended study package for the diploma subject J02 Trusts. This follows on from our other similarly enhanced study packages for J05 and AF3.
Introducing AEGON Retirement Choices (ARC)
Weve combined our pension and investments experience with leading edge technology to help simplify your day-to-day administration and support your client proposition.
Wizard Learning: New J10 assessment package & CII exam pass rates
The CII have recently published their exam pass rates for 2012 and we have added them to our existing table here so that you can see the previous years rates as well.
Communication communication communication
Its a mantra worth repeating over and over again. Good communications are the lifeblood of any relationship.
Assureweb and IntelliFlo Integration Now Offers the Widest Choice of Products to Advisers
Assureweb, an iPipeline company and leading provider of marketing, selling and processing solutions for the UK, today announced a major enhancement of their integrated solution with IntelliFlos Intelligent Office.
One in three brokers receive free leads via mobile app
More than one in three mortgage brokers listed on Mortgage Brains mobile app, UKmortgages, are receiving new business leads via its unique Find A Broker capability.
Wizard Learning: Learning to Learn
Our "Learning to Learn" package is provided FREE when you purchase any training module and contains all 5 of these learning skills courses
Unbiased.co.uk has relaunched their website
Unbiased.co.uk, has relaunched their website with a unique search aimed at matching consumers and businesses with the right financial adviser for them.
Wizard Learning: CPD system benefits, new forum topics, R06 exam
The benefits of the Wizard Learning online CPD SYSTEM for you and your business
Make your smartphones work like an office telephone extension
With the YTEL (VoIP) telephone system you can set up your smartphone to make and receive calls as if it was an extension of your main business telephone number.
New Strategic Partnership with Rayner Spencer Mills & MyTouchstone Site Refresh
As part of our ongoing committment to provide new and innovative content on MyTouchstone for the benefit of IFAs, we are pleased to announce a strategic partnership with Rayner Spencer Mills
Y-Tel - What we can do for you
We supply complete telephone solutions for business customers using new generation Voice-over-Internet (VoIP) technology. We also sell PBX systems which work with traditional ISDN lines as well as VoIP.
Wizard Learning: Audiovisual ISO 22222: RDR is a good time to adopt
Wizard Learning have been a supporter of Standards International's ISO 22222 since they first introduced this to the UK.
Compliancy Services eNewsletter
The chief executive of the IMA, Richard Saunders, argues that the tidal wave of European regulation flowing from the financial crisis may prove ultimately damaging to the regions economy.
Wizard Learning: R06 expected solution and Learning to Learn
R06 The expected solution now available for the 21 November exam
Latest Sytner/ PanaceaIFA offers
During November, Sytner Affinity Sales have some excellent offers to put you in the driving seat
latest Wizard Learning news update
As part of our ongoing improvement program we have upgraded our demonstration page to include demonstrations for: assessments, online multimedia courses, gap analysis & assessment tools and the CPD and gap filling system.
PanaceaIFA members scheme
Competitive supply terms for PanaceaIFA Members from Sytner Group Corporate Sales
MyTouchstone: Workload and Equifax Launch First Joint Venture Product
Workload is delighted to announce Single Adviser View - our first new product launch since being acquired by Equifax earlier this year.
Scottish Widows and Unipass
Unipass saves you time and minimises risk Unipass is an electronic passport that lets you access all your online financial sites with just one password.
Guaranteeing exam success with Genius Material
The Worlds first, complete revision system for IFAs
A smarter suitability report writing solution
A free online demonstration of how Paraplanning Online could benefit your company, alternatively have a go for yourself
Read all about it- PanaceaIFA is making the headlines!
For those who follow the Pinks it will come as no surprise that we are making noises that are both valued and heard in the industry. Over the last year, media attention regularly focuses on PanaceaIFA.co. when an opinion is required on matters that face the smaller IFA today.