Industry news and views from Panacea and our partners.
Wraps & Platforms_
FinalytiQ: Economics of Direct Platforms And Robo Advice Report
We are beyond chuffed to introduce the maiden edition of our Economics of Direct Platforms & Robo-Advice Report.
FundsNetwork: Dual year ISA allowances
Secure £30,240 of tax allowances for individuals or £60,480 for a couple. FundsNetwork recently updated their website to enable you to complete transactions for your clients' 15/16 and 16/17 ISA allowances simultaneously. Capital at Risk.
FundsNetwork: FNW - Reports and marketing letters to help maximise the opportunity
FundsNetwork ISA contribution report helps you to quickly identify clients who havent 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.
FundsNetwork - New investment trust Web Zone
With the recent addition of over 50 investment trusts on the FundsNetwork Platform, they now have a new web zone. Here you can find out about their range, the latest industry trends, as well as a range of short educational videos.
FundsNetwork Announces line up of its new suite of investment trusts and extended range of ETFS
FundsNetworkTM today announces that 54 investment trusts and 76 ETPs are now available on the platform following the recent announcement that it was to launch a range of investment trusts and extend its ETP offering.
FundsNetwork: End of tax year support launched
FundsNetwork have launched a dedicated support zone to help you communicate the benefits of investing to your clients and remind them about their annual allowances.
FundsNetwork: Tax attuned portfolio optimisation
Paul Kennedy, FundsNetworks Head of Tax and Trust Planning, looks at how tax can impact on investment performance and what ends up in investors pockets. He also explores modern portfolio theory and the assumption that tax may not come into consideration when making these decisions.
Platforum 2015 - The Retail Investment Conference
Platforum is pleased to offer ten lucky Panacea Adviser readers a complimentary VIP ticket to Platforum 2015: The Retail Investment Conference taking place in London on 1st October 2015. The first ten financial advisers to register with the following voucher code will get one of the ten tickets.
FundsNetwork: Theres never been a better time to be an adviser
The Head of Advisory Services at FundsNetworkTM, Jon Everill, tells us why, with another FCA review on suitability looming, he believes the profession is doing better than ever at managing the day-to-day complexities of the retirement phenomenon.
Jimmy Choo among investment options taking Aegon Retirement Choices through 4,000 milestone
The Aegon Retirement Choices platform is making great and well-appointed strides in its bid to offer choice to advisers and their clients.
FundsNetwork: Intelligence at your fingertips
Platforms perform many functions to help you run your investment proposition in a way that suits your business. One key service thats often overlooked however is the provision of management information.
FundsNetwork: Conversion the story so far
2014 already feels like a very long time ago. Its now nearly a year, but feels much longer, since we announced our conversion approach, with both the voluntary event at the end of last year and the platform event at the end of this year. So time for a progress report.
Fidelity: Consumers lead the way in emerging markets
The drop in the oil price and lower inflation means that the average emerging markets consumer now has more disposable income to spend and this is impacting on the opportunities across the emerging markets sector.
Over half of advisory firms see business boosted by pension reforms, reveals FundsNetwork adviser class of 2015 survey
According to FundsNetworks inaugural Adviser Class of 2015 survey, over half of advisory firms (53%) have claimed that they have already seen a positive impact on their businesses as a result of the pension reforms*.
FundsNetwork launches end of tax year support zone
To support you at this time of year, FundsNetwork have launched a dedicated Support Zone which includes a range of material to help you remind clients about the benefits of using their annual allowance.
FundsNetwork: Getting the right capped drawdown arrangement in place
Paul Kennedy, Head of Tax and Trust Planning, looks at the benefits for clients to be in the right capped drawdown arrangement before the new rules kick in on 6 April.
FundsNetwork: Tomorrows opportunity. Todays pension solution
There are, of course, many things to consider when choosing a pension. Firstly, it needs to offer your clients choice, flexibility and value for money. Secondly, and importantly, it needs to fit in with your business. Finally, it needs .
FundsNetwork: The changing face of re-registration
Its safe to say that Frederick Douglass, the 19th century US social reformer wasnt referring to re-registration when he said If there is no struggle, there is no progress. Nevertheless this remark certainly applies.
FundsNetwork: Making sense of the new retirement landscape
Its been a busy six months in the retirement industry as the rules regulating pension income are being ripped up.
Canada Life: Who benefits most from platforms?
With the vast bulk of client money now going on to platforms, who really benefits? In association with Canada Life, Professional Adviser have hosted a roundtable debate on the subject.
Mixed Investment sector takes top spot for third month running on FundsNetwork
The Mixed Investment 20-60% Shares sector has dominated the sector sales charts for a third consecutive month, according to the latest sales data from FundsNetwork, retaining its position as the bestselling sector in August.
THE VALUE OF NOTHING: the lang cat 2014 guide to advised platforms
After our fun with the #langcatawards, its time to get down to the serious business of shilling for the new Guide, which you bought last year
Mixed investment sector clings on to top spot in july on FundsNetwork
The Mixed Investment 20-60% Shares sector has continued its stellar year and maintained its momentum from the previous month to top the FundsNetwork bestsellers table in July.
Advisers make positive shift to fees but work still to be done, FundsNetwork research reveals
With less than two years to go until the April 2016 deadline*, where all on-platform assets need to be moved to clean share classes which do not pay trail commission, nearly half of advisers (48%) who participated in the latest FundsNetwork survey** revealed they already have the majority of their recurring revenue coming from fees.
Sammedia - 10 reasons to not rely on platforms when considering a client portal
10 Reasons to not rely on platforms when considering a client portal
Picking a platform, how and when to review your choice
Picking a platform, how and when to review your choice
FundsNetwork launches Fund Availability Tool
FundsNetwork has today launched its new Fund Availability Tool.
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!
Scottish Friendly launches Onshore Bond on Ascentric and IFDL platforms
Scottish Friendly, one of the UKs leading financial mutuals, is to launch the Scottish Friendly Onshore Bond (Platform Account) on the independent wrap platform. The launch will provide advisers with an open architecture onshore bond via its award-winning technology platform.
Adviser numbers double as Aviva Platform hits £3 billion FUM
Passing the £3 billion milestone is the latest achievement in whats been a very busy period for the Aviva Platform.
Avalon: Newsletter for IFAs
Measures to cut tax avoidance, evasion and tax planning have been announced by Chancellor Osborne. These changes are expected to increase government receipts by £9bn over the next 5 years; a deluge of money which hopefully can go towards our flood defences. So what are the key anti-avoidance features, which could affect a large number of people?
Scottish Friendly launches Onshore Bond on Ascentric and IFDL platforms
Open architecture onshore bond soon to be available on Ascentric and IFDL
FundsNetwork selects bravura solutions to support platform investment programme
FundsNetwork has selected software provider Bravura Solutions (Bravura) to support part of its multi-year, multi million pound investment programme, aimed at enhancing the platform for advisers and their clients.
FundsNetwork: New year, more changes: 2014 set to re-define platforms and wraps
2014 will signal a pick-up in momentum as platform assets trend towards £300bn; more assets move from life companies to platforms
Aegon platform exceeds £1bn
Aegon UKs multi-award winning platform has raced to £1bn Assets Under Administration (AUA) and is now the fastest growing platform in the market.