Industry news and views from Panacea and our partners.
Wraps & Platforms_
It's time to tidy up transfers
Platforms were built to modernise financial services, yet advisers still face average transfer times of 11.5 days, with some stretching beyond 40. Thats not progress.
Quilter: Proven and established expertise
When you choose the Quilter Smoothed Funds, you are investing with Quilter and Standard Life. Both bring proven expertise and a commitment to the financial success of your clients.
Record gross sales and outflows for advised platforms in Q4 2025
Advised platform AUA grew by 4.12% to £738.63bn, despite outflows hitting record highs amid pre-Budget rumours in Q4 2025.
Wealthtime & Technical Connection: Essentials of Tax Year End planning
24th February - Considering the last two Budgets, well focus on what really matters now for financial advisers, and how you can turn a period of complexity into clear, practical advice for your clients.
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.
Fidelity Adviser Solutions: Labours no choice tax-raising Budget
Last week, Rachel Reeves outlined her plans to raise revenue and fund public spending - but how might the new measures affect your clients' finances? Fidelity's Tom Stevenson shares his take on the key themes and their potential impact on your clients' finances.
Fidelity Adviser Solutions Webinar: Financial planning considerations at tax year end
The end of the tax year is always a critical time for advice practitioners and 2026 could bring significant changes following the Government Budget announcement. Are you ready to navigate whats new and whats next? Join Fidelity experts Paul Richards, Paul Squirrell, and Jon Hale on 22 January 2026 for an exclusive 45-minute session designed to help you deliver the best outcomes for your clients.
Charles Stanley AIM Inheritance Tax Service Q2 2025 Update
The months following the budget have been a particularly difficult period for AIM shares; however, over the past few weeks we have seen a revival for many of our stocks.
Quilter: You know better than anyone how valuable tax savings can be for your clients
With the latest tax rules fundamentally changing the financial landscape, your advice is now more valuable than ever. Discover support to help you maximise the opportunity to save tax for your clients.
New LTA allowances
The LTA has been replaced with three new allowances. Read the summary based on our understanding of the draft legislation and other related HMRC announcements as at 18th December 2023.
Understand 'smoothing' in minutes
This short video explains how the PruFund smoothing process works. The process aims to smooth the ups and downs of markets. In certain circumstances smoothing may be suspended to protect those in the With-Profits Fund.
Expanding family groups
The M&G Wealth platform allows for family linked groups to combine their portfolios and benefit from a linked discount. See the adjusted definitions, helping you meet your clients' 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.
De-risking for retirement with LV's Smoothed Managed Funds
LV's Smoothed Managed Funds aim to provide a smoother investing experience. In this short video we hear from IFA Paul Burns and LV's Colin Watt on the funds' appeal to clients, and why advisers should consider a Centralised De-risking Proposition.
Guide to LV's Blended Solution
This Blended Solution could be the perfect way to offer a combination of a guaranteed retirement income and potential for investment growth to suit your clients' financial planning needs. With terms starting at just three years for our PRP it also offers flexibility for your clients as they near or enter retirement.
Wealth and Wellbeing Research Programme Edition 14
By tracking the changes to people's income and outgoings, spending trends or areas of concern, the report can help you identify the different client types and a potential financial strategy to meet their needs.
Next Generation Financial Planning Software
Join us for a live webinar on 22 February at 10.30 where youll learn about Conquest Planning's game-changing software and see the tool in action. Gabby Rondel, Fidelity's Conquest Business Development Manager will demonstrate how the software works and the benefits to you and your business, as well as how this enables better client outcomes.
Update: 'Replacement' of the lifetime allowance
Following an initial Policy Paper and a Draft Finance Bill issued last summer - and a resulting consultation period - further draft legislation was released in November 2023. This has provided more clarity on the new rules and the transitional arrangements. In this postcard, Fidelity's Paul Squirrell summarises some of the announcements made in the draft legislation and analyses what this could mean for financial planning.
Fidelity Adviser Solutions: Talking points The latest technical insights in one place
A summary of Fidelity Adviser Solutions' latest insights for tax year end.
FundsNetwork: Security-related questions firms should ask their platform partner
Is your platform partner using strong enough measures to protect your firm and your clients' data from cybersecurity threats? We've created a checklist to help your due diligence, along with a whole host of cybersecurity resources.
FundsNetwork: Value that works for you
FundsNetwork have always believed in putting their clients at the heart of everything they do, which is why theyre focused on delivering great value and excellent service whenever you need them, all for just 25bps. Take a closer look at everything you can expect from them when you choose their platform.
FundsNetwork: Working with you in challenging times
Jackie Boylan, Head of Fidelity FundsNetwork, reflects on the last 12 months, how we all reacted to a different way of working and what FundsNetwork introduced to cater for their clients immediate needs. Jackie also touches on further improvements that are on the horizon.
Compare the Platform
The adviser calculator is a free*, fast and independent platform charge comparison tool for advisers. Quickly compare platform charges for your clients from over 20 platforms in the UK, including custody and dealing charges as well as your advice fees.
FundsNetwork: Re-registration the new rules from February 2021
To facilitate more platform-to-platform switching, from 1 February 2021, new FCA rules will come into force. At present, in-specie transfers (re-registrations) are not always possible, commonly due to mismatches between share classes of the same fund. Platforms will be required to work together to find common share classes so that more in-specie transfers can take place.
Nucleus: Illuminate live focus, focusing on what matters right now
If you missed last weeks illuminate live focus session with Julie Littlechild, you can watch the replay on our website by clicking the link below.
Nucleus launches latest white paper on behavioural finance
What's said out loud is often only part of the story. Download our latest white paper on behavioural insights and discover the untold stories influencing your clients' decisions.
Nucleus launches latest white paper on behavioural finance
With so much uncertainty in the world, it can be hard to filter out the noise. Behavioural insights can provide a useful framework to guide your advice and uncover what's influencing your client's decision-making. Download our white paper today.
Hear from four great speakers at illuminate live reimagined 2020
Last but not least, we're delighted to have Ewan Rosie from Cooper Parry Wealth bring the curtain down on#illuminatelive 2020. Hear Ewan's experience of shaping the next generation of financial planners. Save your seat today.
Nucleus: Hear from four great speakers at illuminate live reimagined 2020
Next up we've got a great session with Ruth Sturkey from Paradigm Norton. Ruth explains how you can use your business as a force for good. Join up now. #illuminatelive
Nucleus: Hear from four great speakers at illuminate live reimagined 2020
Don't miss our next #illuminatelive event with Jo Little from Emery Little. Hear from Jo as she shares her experience of business transformation. Join us at 1pm 1 October.
Nucleus: Illuminate live reimagined 2020
We're delighted to have Rohan Sivajoti from NextGen Planners curate our Illuminate Live event series for 2020. Save your spot now.
Nucleus: Illuminate live reimagined 2020
Illuminate live reimagined for 2020: join Nucleus and NextGen Planners for a series of four great online events from the comfort of your home. Find out more and save your seat.
Nucleus is accepting e-signatures for new business and client instructions
Client protection is the top priority when choosing the right e-signature software provider. Our flexible approach means you can choose from a list of eiDAS approved providers.
Nucleus is accepting e-signatures for new business and client instructions
Weve expanded our digital capability to accept e-signatures for new business and client instructions. Check out our guidance to get started.
Nucleus is accepting e-signatures for new business and client instructions
Use our e-signature process for a secure, paper-free and faster way to submit new business applications. Read our guidance to get started.
Nucleus census 2020 key findings from Nucleus users
Download the Nucleus census 2020 today and read about the themes, trends and issues resonating with Nucleus users.
Nucleus census 2020 key findings from Nucleus users
Are you interested in how other adviser firms segment their client base? Check out what Nucleus users had to say in our census 2020.
The Nucleus census 2020
Remember when we thought 2019 was a challenging year? Our users share their views on the 2019 regulatory environment in our census 2020. Find out what they had to say by downloading a copy today.
Download your copy of the Nucleus census 2020.
Were advisers exploring alternatives to face-to-face advice before lockdown? Nucleus users have their say in our census 2020. You can download a copy of the census today via our website.
Nucleus Go
In May 2019, we launched our client portal, Nucleus Go. Go gives clients at-a-glance access to their investment portfolios. It allows them to view all of their investments online, and its fully mobile responsive so clients can view their portfolios at any time, wherever they are.