Industry news and views from Panacea and our partners.
Partner Guides & Whitepapers_
Intelliflo: Generation X
With the potential to inherit in excess of £4 trillion from their wealthy Baby Boomer parents, building trust with Generation X, people aged 30 to 50 years, should prove to be rewarding for advisers in future years, if not straight away.
Intelliflo: Time for an MMR MOT
Intelliflos MMR MOT is a practical guide aimed at helping mortgage advisers identify the pain points they may have experienced following the implementation of the MMR.
Intellliflo: Reinventing profit in the post RDR world
In a post-RDR world you may have discovered that a large proportion of your clients are suddenly unprofitable simply due to the cost of providing an ongoing service to these clients.
Intellliflo: Selling your business Top 10 tips for getting it right
If youre considering selling your business, whether exiting the industry or becoming part of a larger organisation, knowing how to go about it can be challenging.
Launching the Scottish Widows Women and Retirement Report
Launching the Scottish Widows Women and Retirement Report.
Allianz Global Investors: Behavioural Finance in action
Read our Behavioural Finance in Action white papers to learn how you can approach your clients to shape a positive discussion on risk.
Scottish Widows: Protecting Your Family report 2014
Its something we dont like to think about but our latest report shows an increasing number of UK families with young children dont have any financial protection - should the worst happen.
Scottish Widows The Centre for the Modern Family report
The Centre for the Modern Family: Family Generations & Financial Pressures Report.
BNY Mellon: A guide to investing for women
Whatever long-term financial goals you may have, investing for the future can be a useful way of helping to deliver against them. This guide provides you with an introduction to investing and looks at some of the practical considerations you need to take into account. We also examine commonly held beliefs about women as investors and the roots of these beliefs.
The lang cat Guide to Platform Pricing
Publishing static data about a dynamic market is what academics call a bugger. And so it has proved this year. Since our publication date weve seen moves from Cofunds and Standard Life Wrap, Nucleus and Transact, Aviva and Alliance Trust Savings. The last of those is as we write, people!
How to find a better outcome from income
How can clients achieve the income they are looking for? With bond yields near record lows and cash deposits at almost zero, the Income Analyst assesses some of the income options available in the current environment.
Free white paper: trust and the business...
Low trust is an ugly fact in our industry. Against a backdrop of suspicion and low expectations, truly trust-based relationships stand out in sharp relief.
Aegon sponsor Defaqtos A guide to unit-linked guaranteed products
Defaqtos new guide to unit-linked guaranteed products provides you with a comprehensive look at this key market and the need to understand the value and benefits they offer.
Scottish Widows: 2013 Pensions Report reveals Britains attitudes towards pensions
Weve launched our ninth Scottish Widows Pensions Report, and our latest findings show that the nations retirement savings have hit an all-time low.
How To Use Social Media In Financial Services
Financial Services companies across the globe have shied away from using Social Media due to the complexities of monitoring its use, directing complaints and inquiries effectively
Rayner Spencer Mills 2013 Guide to UK Adviser Platforms
Published since 2006, this edition of our platform guide places a particular emphasis on the benefits that platforms provide to advisers, and in turn, their clients.
Adviser Guide to SRI
It addresses a number of major issues that are important to advisers including understanding the diversity that exists, pros and cons of investing in this area and portfolio planning.
Ascentric launches post-RDR guide
Independent wrap platform Ascentric has launched a new guide, Getting-fit for a post-RDR World, which contains ideas to help adviser firms stay fit and succeed in the new regulatory environment.
J.P. Morgan Asset Management:Download latest Guide to the Markets Q1 literature
Guide to the Markets has been designed to help you keep up-to-date with the latest developments within the market so that your clients are always best informed.