Industry news and views from Panacea and our partners.
Paraplanning_
88% of Advisers would not use an outsourced Paraplanner
Nearly nine out of ten advisers say they prefer to employ a full-time paraplanner as part of their in-house team instead of turning to an outsourced paraplanner, exclusive research from Panacea Adviser has revealed.
Prudential has introduced a new Paraplanner Hub on its PruAdviser website
Prudential has introduced a new Paraplanner Hub on its PruAdviser website. The hub is designed to bring together useful tools and resources into one place, so that busy paraplanners can find the information they need quickly and easily.
Aviva: We Love Paraplanners
If youre a Paraplanner, the art of report writing is a skill youll quickly need to hone. Aviva, in Partnership with TheParaplanners, have put together 3 top tips to help keep you on track.
Prudential: new paraplanner support kit launched
Prudential have launched their new paraplanner support kit on the PruAdviser website.
Compliance consultant: How to get the companies to provide client data to a paraplanner service, compliantly
What do advisers need to do in order to make sure that the product providers divulge information to the paraplanner in a compliant manner?
Panacea Adviser Virtual Paraplanner Awards
Congratulations to all those that were shortlisted for Panacea Adviser Virtual Paraplanner Awards. The winners of all six categories have now been announced.
Panacea Adviser Virtual Paraplanner Awards 2015
Panacea Adviser launched its dedicated Paraplanner website in 2013 as Paraplanners are now seen as an important cog in the product (advice) decision-making process.
Panacea Adviser Virtual Paraplanner Awards
Following on from the first stage of the awards, our judges have reviewed all the nominations and drawn up a short list of four paraplanners for each category. Vote for your favourites today!
Finalytiq: Pound Cost Ravaging: Volatility Drag, Sequencing Risk and Safe Withdrawal Strategy In Retirement Portfolios
I'm beyond thrilled to send you a copy of our new white paper Pound Cost Ravaging: Understanding Volatility Drag, Sequencing Risk and Safe Withdrawal Strategy In Retirement Portfolios.
Finalytiq: Pound Cost Ravaging: Volatility Drag, Sequencing Risk and Safe Withdrawal Strategy In Retirement Portfolios
I'm beyond thrilled to send you a copy of our new white paper Pound Cost Ravaging: Understanding Volatility Drag, Sequencing Risk and Safe Withdrawal Strategy In Retirement Portfolios.
The Paraplanner directory has a new home.
As you are aware we recently refreshed our website and decided that the Find a Paraplanner page would be much better sitting in the Better Business area of the website.
Introducing the LV= Transfer Value Analysis Service (TVAS)
We know that you want to make sure you are recommending to your clients a provider who can offer investment options and provide access to the new pension reform freedoms.
Wizard Learning: R06 Expected Solution and Paraplanner of the year
Wizard Learning: R06 Expected Solution and Paraplanner of the year
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.
Panacea reacts to Paraplanner requirements and launches centralised Calculator Hub
Panacea has developed a new area within their Paraplanning microsite, which focuses on provider calculators.
Prudential: Time to leap in or out of investment markets?
In the summer of 1991 Mike Powell did something very special. Mike jumped 8.95m in the long jump, the furthest legal long jump any human has made in recorded history, to that date or since.
A present of presence from Panacea
As you may be aware, Panacea Adviser is a leading infomediary for both Financial Advisers and Paraplanners, providing news, tools and technical intelligence straight to its community.
F&C Investments: Informed Investor newsletter
Our latest six-monthly newsletter on our F&C MM Lifestyle and Navigator Funds has just been published. The new issue contains a round up on world markets, an article on why investing in large funds is no guarantee of success, the latest in a series on the multi-manager teams approach to investing and an update on our strategy and portfolios.
NMBA: Our profession needs you!
NMBA will always seek opportunities to act in the best interests of our Members, and one of the many ways we already do this is to highlight initiatives that will positively affect you and our profession.
Fidelity makes myfuture member magazine available on apple newsstand
Fidelity Worldwide Investment has become one of the first DC providers to make its member magazine available on the Apple Newsstand. The myfuture magazine can be accessed free via the iTunes store for both iPhone and iPad.
RSMR: There is one EU Directive on the sale of cabbages that contains 26,911 words.
The RSMR research and CPD library might well run to many more words but it contains a wealth of useful information
Prudential: It's the start of the new year
Prudential are here to help support you grow your business and provide you with solutions designed to meet the needs of your clients at each stage of their financial planning cycle.
Scottish Widows: 2013 Autumn Statement
Recently the Chancellor presented his 2013 Autumn Statement. Our Financial Planning team has prepared a detailed summary, highlighting key impacts for you and your clients.
The Paraplanner Survey - last chance to have your say!
As we have settled into the new world, with greater regulation surrounding documentation and accountability, paraplanners have played an increasingly important part in supporting clients with their financial needs. Consequently, in July 2013 Panacea launched a dedicated microsite specifically for paraplanners.
Paraplanners Powwow comes down south!!
In September this year more than 70 paraplanners congregated in giant teepees in a Northamptonshire field to exchange views, compare notes, learn and share information and ideas. It was the inaugural Paraplanners Powwow.
Aegon: Turn your day dreams into reality
Im just back from my holidays where I spent two weeks in rural Donegal. So rural in fact, we heat our homes with peat. Peats been cut in Donegal for generations, but its back breaking work to cut, dry and then harvest.
Paraplanner Powwow alert
Held on the 19th September, the Powwow provides a place where paraplanners from across the country can meet to exchange views about the future of our profession, to learn things, to fix things and to share things.
Canada Life: Making use of the personal allowance
At the start of a tax-year everyone is entitled to a personal allowance, meaning that the first £9,440 of income is usually free of income tax. For those individuals born before 6 April 1948 this amount increases but is reduced if their income exceeds £26,100. Where income exceeds £100,000 irrespective of age, the personal allowance can be reduced, or even be wiped out altogether.
Wizard Learning: Enhanced CPD system, Paraplanner Award, LinkedIn Coaching
Our CPD system is your one-stop-shop that can help you to fulfil your ongoing CPD needs
Paraplanning Excellence - A Day of High Level Investment and Industry Training & Insights, 31st October 2013
Paraplanning Excellence will take place on Thursday 31st October 2013 at the offices of Schroders, 31 Gresham Street, London.
L&G: Are paraplanners just a craze, or are they here to stay?
Nino Sheikh-Thompkins, Legal & General's Head of Adviser Proposition, offers her opinion on Paraplanners, what makes them different and what providers should do to support them.
Microsite dedicated to Paraplanners
We are delighted to announce the launch of a dedicated microsite for paraplanners.
L&G: Announcing the launch of our new paraplanner website
As a Paraplanner it is important to us that you are able to access the material you need from Legal & General
Para-Sols Paraplanning Solutions: Its a charity thing
So a few weeks ago I turned 30; and as part of that I did the whole life evaluating thing, dyed my hair purple and learnt how to ride a motorbike.
Todays Paraplanner is?
Like salt and pepper, lock and key and Homer & Marge, some things in life are just meant to be together. RDR has expedited the already expanding nature of the Paraplanners role.
Valentines day, Hug a Paraplanner
2013 is now a reality and very recent research is showing us that after getting the exams, many advisers may be taking some time to review their business plan, their business goals and the businesss resource requirements.
Legal & General: Training for Paraplanners
Legal & General launch a series of webinars aimed at Paraplanners. The first in a series of events will take place on 13 February 2013