Industry news and views from Panacea and our partners.

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How to plan and manage change in your business


On 1st April 2016 Panacea Adviser was delighted to have once again teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.

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Engage Insight: Evolution of retail financial services Symposium - RDR to FAMR IoD The Hub New Broad st 3rd May 13:00-17:00


Each year we present our customer based research via thought leadership symposium’s at the Institute of Directors. We focus on highly topical issues affecting the industry and customers alike. The aim is to provide data and evidence that will enable organisations to build stronger, more client-centric propositions and empower employee engagement. By attending you will receive a copy of our research paper which includes all customer research on their needs, along with case studies supplied by Symposium speakers.

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How to plan and manage change in your business


In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.

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Prudential: Planning matters - preserving wealth through the generations


These seminars are designed to support you with your client lifestyle planning meetings and conversations. Particularly, around bloodline and succession planning, whilst not forgetting immediate planning needs also have to be met.

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If you don’t listen how can you manage change?


Our society is in the midst of the 3rd industrial revolution driving technological change at a pace we have never witnessed. A recent MIT study looked at just how fast technological change is happening. They pointed out that while it took electricity and the telephone 25 years to reach 10% penetration it took tablet computers less than 4 years to reach this level.

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What choices will you make to invest in your future?


Following on from January’s webcast on making New Year’s resolutions for 2016, Panacea Adviser have teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how best to invest your future.

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Is it time for a Strategic exit?


Don’t worry this is not an article on the upcoming referendum but some thoughts on the value of developing profitable and ongoing strategic alliances with other professionals, such as solicitors and accountants.

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Bento for one - invest in your future


What choices will you make to invest in your future? Following on from January’s webcast on making New Year’s resolutions for 2016, Panacea Adviser has teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how best to invest your future.

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Is your business ready for the Millennials?


You have heard of baby boomers, perhaps you are aware of Generation X but the market of the future for any business here for the long term are the Millennials.

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Brightalk: Weekly update: Learn about the challenges of large scale BI deployments from Department of Vete


BrightTALK provides webinars and videos for professionals and their communities. Every day thousands of thought leaders are actively sharing their insights, their ideas and their most up-to-date knowledge with professionals all over the globe through the technologies the BrightTALK has created. Connect with BrightTALK LinkedIn | Facebook | Twitter | Google+

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FundsNetwork: FNW - Reports and marketing letters to help maximise the opportunity


FundsNetwork ISA contribution report helps you to quickly identify clients who haven’t yet used their allowance. FundsNetwork also have a range of easy to use marketing letters and guides to help you with campaigns for both ISA and pension business.

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Getting your business in order: 2016 New Years Resolutions


Listen to our latest Bento for One webcast on how to prepare your business for the coming year.

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Weekly update: Streamlining Your Lead Generation with BrightTALK


About BrightTALK BrightTALK provides webinars and videos for professionals and their communities. Every day thousands of thought leaders are actively sharing their insights, their ideas and their most up-to-date knowledge with professionals all over the globe through the technologies the BrightTALK has created. Here is what to look out for on BrightTALK this week:

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'Lawyers, guns and money', getting your business in order for 2016


Panacea Adviser has teamed up with Glassagh Consulting and Equifax Touchstone to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how best to prepare your business for 2016.

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Forget about resolutions, it’s goals that make change happen


You may have set out with great determination and a sincere desire to stick to your new year’s resolutions. Perhaps to lose weight, get fit or even get back in touch with friends and family.

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Could the overseas property market be more attractive to UK purchasers in 2016?


The overseas property market has always been of interest to investors and people buying a future retirement home. But with the UK buy-to-let market becoming more costly in April because of the UK Government’s proposed tax increases, overseas property and mortgage specialist Simon Conn believes buyers could be considering more seriously other international destinations in 2016.

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Brightalk: Watch the latest recommendations from your network


About BrightTALK BrightTALK provides webinars and videos for professionals and their communities. Every day thousands of thought leaders are actively sharing their insights, their ideas and their most up-to-date knowledge with professionals all over the globe through the technologies the BrightTALK has created.

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Brightalk Academy: Top 3 Webinars of 2015 for B2B Marketers


Here are our top three BrightTALK Academy webinars of 2015, designed to make your job as a B2B marketer easier and get the desired results from your marketing strategy

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Royal London: What’s in a brand?


When many people think of a company’s ‘brand’ they often think of its logo or colours – but creating a ‘brand’ is about more than just an identifiable design. It’s about building a personality for your company that shows its values and what it stands for.

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Necessity really is the mother of all invention


Will you be one of the millions of people across the globe that will sit down at the start of the New Year and make a conscious effort to improve their lives or how they run their business?

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Tips for buying a Ski Property


The colder weather means the ski season is now upon us and many people will be jetting off to the Alps, Pyrenees, USA and Canada for some snow and après-ski. If you are a keen skier and are thinking of buying a property in a ski resort, then overseas property and finance specialist Simon Conn says the main points you should consider are the following.

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What Financial Services can learn from Lego


One of the great business success stories over the last five years has been Lego. Since 2010, Lego has seen sales grow at an average of 25% per year and posted bumper profits in a period of global stagnation averaging 40% per annum. This has made Lego the world’s most valuable toy company and it all started in 1930’s Denmark.

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Aviva: Report Writing: A ten point checklist


Report writing is as important as it is complex. Not only is it subject to the different interpretations of compliance, but paraplanners often have to contend with tight time constraints.

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Points to consider when purchasing a reposessed property


With the recent economic problems suffered by some countries, there have been opportunities to purchase properties in those countries at very cheap prices, either because the current owners wish to sell quickly, or because a bank that originally lent to the original owner has had to repossess the property due to non-repayment of a debt.

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Aviva: Bring your employee benefits to life with Work:Life


Our employee benefits platform, Work:Life, lets your workforce access their benefits through a stylish, easy-to-use website.

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SME owners positive about business growth and thriving due to running their own business


Recent research by AXA PPP healthcare has established that two thirds of business owners on the SME sector are optimistic about their business growth over the next five-year period.

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The bald man has no need of a barber but would pay a fortune for a miracle cure.


How often do you get your hair cut or get your hair done? The human hair typically grows at a rate of around half an inch (1.25 centimetres) per month, and this rate of growth is consistent across the head. This means a constant stream of business for the tens of thousands of barbers and hair salons throughout every land.

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Aviva: A new paper to help you start charging employers fees


With commission from workplace pensions ending next April (sooner in some cases), now is the time to start charging employers fees for your services.

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unbiased.co.uk: The definitive guide to the cost of advice


Introducing the Cost of Advice guide 2015 from unbiased.co.uk! For the third year running, our guide publishes the average fees that consumers can expect to pay for a range of financial advice scenarios.

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Prudential’s August Oracle Technical now available…


Prudential’s latest edition is now available - bringing you commentary and insight on topical financial matters that have a technical element to them.

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Aviva: Moving from commission to fees


If you work with employer clients, don’t miss out on our essential new white paper, Moving from commission to fees

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Compliance Consultant: World of Compliance


World of Compliance Is The Only Risk & Compliance Information Portal with All The Regulators Publications Under One Roof With Premium Content Available From Across The Internet For UK Financial Services Risk & Compliance Professionals

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Getting Ready for the Future of Advice


Panacea Adviser and Glassagh Consulting recently launched a new free guide for advisory practices entitled, ‘Getting Ready for the Future of Advice’.

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Is Adviser Representation Guaranteed?


Now people are beginning to notice Libertatem, we are now seeing the development of sales objections to joining – one of which is “what guarantees can you give me it is going to work?” After the last 15 years of supine adviser representation, that is a very fair question.

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Getting Ready for the Future of Advice


Panacea Adviser has teamed up with ‘ThoughtLeadership Live’ and John Joe McGinley of Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how to prepare your business for the future.

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Aegon: Welcome to the financial adviser training programme


Aegon provides Financial Adviser training in a variety of different channels. At local roadshows, tradeshows, conferences, online webinars and videos. We know your time is precious, so we’ve pulled together an overview for 2015. So you can choose when and where you keep up to date with us.

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BirthStar® CPD Research Series Update: Redefining Adviser Value Add


Welcome to our third paper of the #RethinkingRetirement CPD series: 'Redefining Adviser Value Add'.

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IFP/CISI Merger: A marriage made in heaven?


Last week the board of the Institute of Financial Planning started a 4 week consultation with its members in view of its proposed merger with the Chartered Institute of Securities and Investments.

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If you drive looking out of your rear view window then it’s likely you will crash!


How often did you think about the past today? Was it a positive experience or did you dwell on a failure that fills you with regret?

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Warning to think carefully before buying a business abroad


People thinking of setting up or taking over a business abroad are being urged to do their research before taking the plunge.

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