Industry news and views from Panacea and our partners.
Partner Guides & Whitepapers_
Paul Harper Search: Shaping Your Brand A Guide to Effective Personal Branding
Gary Vaynerchuk, the highly regarded entrepreneur, author, speaker, and marketing guru once said: "Your personal brand is your reputation and your reputation in perpetuity is the foundation of your career." In this article, I will share some insights on how financial professionals can harness personal branding to gain more traction in the market. Whether you are looking to attract new clients, build industry authority, or secure your next big career move.
Baillie Gifford: When consensus fails: EM research in practice
A new paper by investment manager Alex Summers explains how Baillie Giffords Emerging Markets Team seeks to use deep and differentiated research to test where we differ from consensus and to build real conviction. Capital at risk.
Fidelity Adviser Solutions: The simple 4-step guide to securing lifetime income
If youre looking to understand how a guaranteed income solution works on Fidelity Adviser Solutions platform, this short video is a great place to start. It walks you through the essentials in four easy-to-follow sections: what guaranteed lifetime income is, the quote process, income options and blending solutions. 12-minute watch
M&G: PruFund as an income engine
This guide explores PruFund as an income engine, outlining how it may be used to support retirement income alongside other investments, and the key considerations advisers take into account when assessing suitability and sustainability.
Cirencester: Application Journey Guide - Part 1
We've created short Application videos, taking you through submitting a quote, adding client details, and the decision process. You can find them here on our website under Tool and Guides.
Cirencester: Application Journey Guide - Part 2
We've created short Application videos, taking you through submitting a quote, adding client details, and the decision process. You can find them here on our website under Tool and Guides.
Cirencester: Application Journey Guide - Part 3
We've created short Application videos, taking you through submitting a quote, adding client details, and the decision process. You can find them here on our website under Tool and Guides.
M&G Wealth: Tax Wrapper Comparison Tool
Weve updated our Tax Wrapper Comparison Tool with the recent budget changes. It lets you compare GIAs, onshore and offshore bonds side by side - helping you decide the right recommendation for your client.
2026 'Financial Planning: Fascinating Facts and Figures' Salary Guide
As the advice profession continues to evolve, having a clear view of salary trends, firm structures and recruitment dynamics is increasingly valuable. Paul Harper Searchs 2026 guide brings together headhunt data, FCA insights and industry feedback to provide a current snapshot of the UK financial planning market.
Fidelity Adviser Solutions: Tax year end planning tools and resources
With the tax year end approaching, why not check out Fidelity Adviser Solutions' dedicated web hub? It contains everything you need at this busy time of year, including all the tools and resources that can help with managing client accounts. It also contains tips on avoiding delays, tax planning insights, client report management and the latest tax tables.
M&G Wealth: Blending Retirement Solutions guide
The guide explores how combining the growth potential of PruFund with the certainty of the Prudential Guaranteed Income Plan can deliver both flexibility and security throughout retirement.
PruFund as an Income Engine
The purpose of this guide is to highlight how the PruFund range could be used for providing income to a client from different tax wrappers. Its not designed to make specific recommendations. The guide assumes an investment in PruFund in totality where its used, whereas in practice it may be part of an ongoing strategy alongside other investments.
Charles Stanley: Navigating the Complexities of MPS: A Comprehensive Guide for Financial Advisers
Effective integration of an Managed Portfolio Service (MPS) into an advice practice requires strategic planning and ongoing management.
AXA IM: Long-term investing
Committing to a long-term investment strategy could help you avoid making any quick-trigger decisions and ultimately, mistakes.
M&G wealth: Paraplanners Assembly 2025: A guide to investment bond essentials
How often do you recommend investment bonds compared to Individual Savings Accounts or General Investment Account for non-pension money these days?
Schroders Equity Lens May 2025: your go-to guide to global equity markets
The third best start to a year for Europe vs US in more than half a century.
Cirencester Friendly: Our Guide to Underwriting
This outlines the most common medical conditions, which will give you answers to frequently asked conditions such as BMI, diabetes, abnormal cervical smears, family history and our stance to hazardous hobbies, as well as conditions we unfortunately can't cover.
Financial Planning 2024: Salary trends and industry insights
Discover the latest trends with Paul Harper Searchs highly anticipated 2024/2025 salary guide. Paul Harper Search is proud to present the 2024/2025 Financial Planning: Fascinating Facts and Figures Salary Guide - an essential resource for Financial Planning Business Owners, Directors, and Financial Planners.
Cirencester Friendly: Guide to Underwriting
Need a quick fact checker? Weve got you covered. Our handy Underwriting Guide acts as an outline of illnesses and aliments we can potentially cover for your client.
J.P. Morgan Asset Management: Q4 Guide to the Markets
The Guide to the Markets illustrates an array of market and economic trends using compelling charts, providing you the building blocks to support conversations with your clients.
J.P. Morgan Asset Management Guide to the markets Q4 webcast
Join Chief Market Strategist for EMEA Karen Ward and Global Market Strategist Hugh Gimber as they address the outlook for the economy and markets in the coming quarters.
J.P. Morgan Asset Management: US election 2024: EMEA investor guide
The 2024 US election race is well underway and has already delivered a number of unprecedented surprises. Our regularly updated election insights provide investors with the information they need as the election story evolves ahead of 5 November. Last updated: October 2024
Schroders Equity Lens September 2024: your go-to guide to global equity markets
Inflation has fallen to the sweet spot for equities, especially small caps.
Individual Savings Accounts a guide to ISA investing (45 minutes)
ISAs offer a tax-efficient way to save and invest; find out what they are and how they work
Cirencester Friendly: Our Guide to Underwriting
This Guide outlines the most common medical conditions which may result in non-standard terms, as well as conditions we unfortunately can't cover.
Embracing Diversity: A Guide to Inclusive Recruitment
Equality, Diversity, and Inclusion (EDI) is not just an ethical imperative; its a strategic advantage for businesses in an increasingly diverse, competitive, and interconnected world.
A Guide to Defining Your Career Path
I speak to Financial Services professionals daily about their next career move. Candidates often have thought very little about their future career path and aspirations, even though we spend almost 30% of our waking hours at work.
M&G Wealth: Thematic Review: What you should do now [guide]
Following the publication of the Retirement Income Advice Thematic Review, we created an actionable guide to help you address the most common issues.
Fidelity Adviser Solutions: The sustainable investing guide for advisers
All you need to know about ESG investing and meeting client needs.
LV= Smoothed Managed Funds Adviser Guide
Secure your copy of our Smoothed Managed Funds adviser guide to understand how our smoothing mechanism helps to deliver a calmer investor experience.
2022/23 Financial Planner: Fascinating Facts and Figures salary guide
Paul Harper Search publish their guide year on year, and the statistics and findings are always interesting! The facts and figures are based on FCA data and insights from communicating with clients and candidates on a daily basis. The guide contains:
LV= Smoothed Managed Funds Adviser Guide
Your clients could benefit from LVs Smoothed Bond at any stage of their lives. For further information on the ideal client, risks and eligibility in the Adviser Guide.
Metlife: EverydayProtect Sales Process Guide
This guide from MetLife allows you to identify clients that could benefit from EverydayProtect, understand how EverydayProtect can meet the needs of these clients and outlines the Financial Conduct Authoritys expectations.
Royal London: A guide to family protection
What is family protection and how can it be used to provide a safety net should the main breadwinner fall ill or die.
Schroders Emerging Markets Lens November 2022: your go-to guide to emerging markets
This consists of separate emerging market (EM) equity and debt chartbooks/presentations, packed full of data and insights to help you navigate the world of emerging markets. The aim here is to provide an unbiased top-down view of markets, with the main focus on EM valuations.
Schroders Equity Lens November 2022: your go-to guide to global equity markets
Whats been driving stock prices? Are they currently expensive or cheap? And which regions and sectors are poised to do well next?
ProFundCom Report Using A CRM To Raise And Retain Assets The Insiders Guide 2022
There are many different roles and responsibilities involved in making that happen, but thats the one and only goal of sales and marketing teams. Of course, its not easy. Its a fiercely competitive and ever-changing sector, where the big beasts of the jungle Blackrock, Vanguard et al. take a large slice of the market.
Royal London: Whats next for advisers?
In this podcast, our experts discuss the key findings from our Consumer Duty research. They explore the challenges advisers face to get their business ready in time and where providers can lend support.
Paul Harper Search: Consumer Duty Support
With the Consumer Duty Implementation plan deadline date looming, we have created a few useful documents and tools you may find helpful.
A New Consumer Duty: A New Paradigm
Square Mile have created a guide to the new Consumer Duty, highlighting some of the key areas of focus for adviser businesses and providing a range of tips and suggestions to ensure readiness for August 2023.