Industry news and views from Panacea and our partners.
Wraps & Platforms_
FundsNetworks service commitment
Nina Jones, Head of Adviser Experience, and Gemma Gore, Head of Premium and Enhanced Service, explore why FundsNetwork place advisory firms at the centre of everything they do, making their business needs a priority and what this means in terms of ongoing service and platform improvements.
Square Mile Research: Talking With: Jackie Boylan
In the latest in the series, were talking talking platforms, gender balance and escapism with Jackie Boylan, Head of FundsNetwork at Fidelity International.
FundsNetwork: Enhancements on the horizon
Danny Wynn, FundsNetwork's Head of Proposition, Growth and Strategy, explains why they look at the challenges of the advice market in the future and not just today.
FundsNetwork's tax and pension technical materials
To help your discussions with clients at this time of year, our range of client-facing guides explain the more complicated aspects of pensions and allowances, in simple terms
Aviva: When it comes to drawdown is your tech acting as friend or foe?
The lang cats research made it clear giving your clients what they want is paramount, but every client is different. Were offering flexible solutions on our platform to help fulfil all requirements and make life easier for you too.
Aegon: What every DFM wants from a platform
As DFMs become a more prevalent and important part of platform offerings, providers and advisers need to make sure they ask their chosen DFMs what they want from a platform.
Nucleus: Illuminate learn your online learning portal
Illuminate learn was launched as part of our illuminate hub in 2016. We partnered with Redmill Advance to launch an online learning portal. The portal allows people to choose from a range of courses, from personal development or studying for diploma or chartered level exams. The content is created by real world practitioners and is designed to suit the busy lives of our adviser community. The courses are regularly updated, competitively priced and CPD accredited. Each course is broken down into manageable chunks allowing for complete flexibility and making the learning process much more efficient.
FundsNetwork: October is Cybersecurity Awareness Month
Whats your firms cybersecurity strategy? How do you assess the security of your platform partners? Would you know how to spot a phishing attack?
Nucleus: Be illuminated
Weve been running our successful illuminate proposition since 2015. Its an online hub designed to help advisers build and share knowledge in areas that are vital to the successful development of their business. Its designed to complement illuminate live events that we held across the country each year.
Nucleus: Is your firm ready for the SM&CR?
The senior managers and certification regime (SM&CR) is due to come in to force for all solo-regulated firms on 9 December.
Adviser firms looking to the future results from the Nucleus Census
The Nucleus Census is our annual temperature check of our platform users, tracking how they and their businesses progress from year to year. Although focused on users of the Nucleus platform, the census always gives useful insight into the challenges and opportunities faced by the industry as a whole.
Nucleus: Take a closer look at due diligence
Due diligence requirements continue to mature and evolve for advice firms, especially as we see regulation increase in the form of Mifid II, Prod rules and the FCAs Investment platform market study.
FundsNetwork: The 12 security-related questions firms should be asking their platform partner
FundsNetwork have created a checklist to help your due diligence around keeping your clients' data and assets safe.
FundsNetwork: What does the future hold for the advised platform space?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
What scores are coming through on the service offered by FundsNetwork?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
Defaqto: Platforms see increased volume of business despite dropping satisfaction levels
With numerous different platform providers offering similar products, service is now one of the key differentiators for advisers when choosing a partner. In our platform service survey we asked financial advisers about their views on the service they receive from platform providers.
Which way is pricing heading in the future?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
FundsNetwork: Demystifying the technical aspect of pensions
With incessant industry change from a regulatory, legislative and technical perspective, FundsNetwork offers advisory firms comprehensive support including client-facing guides. Topics covered include carry forward, income drawdown, the annual allowance and much more
Defaqto: Master trusts have to shape up
Over 1m employers and 10m employees are now using workplace pension schemes. Opportunities for advisers have been created by the new standards for master trusts and the triennial re-declarations of compliance every employer must complete.
FundsNetwork: What criteria is used to rate platforms?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
FundsNetwork: What is the importance of price?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
FundsNetwork: What chance is there of a platform being selected when not towards the top of a charge comparison?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
FundsNetwork: What chance is there of a platform being selected when not towards the top of a charge comparison?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
FundsNetwork: How are advisers reacting to the changing platform market?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
FundsNetwork: Are there any signs that advisers think the platform market is going to settle down?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
FundsNetwork: Is the level of choice fuelling advisers to switch platforms?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
Standard Life: Innovative products and platforms offer competitive advantages for advisers
Steve Owen, Head of Elevate Platform Proposition at Standard Life, discusses how more competitively priced funds, investment solutions and platforms can help advisers combat downward pressure on investment returns and focus on total cost.
Standard Life: Choosing a platform isn't a once in a lifetime decision
Steve Owen, Head of Elevate Platform Propositions at Standard Life discusses what really matters when coming to a decision on what platform is right for advisers and their clients.
Aegon: Key adviser takeaways from FCAs platform market study
While the final report gave the platform market a clean bill of health, we take an in-depth look at the key points for advisers.
Defaqto: Platform service review 2019
The results of our annual platform service review are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of platform providers.
Aegon: Consolidating your clients' assets into one place
Using our Aegon Retirement choices (ARC) platform could be the right move for you and your clients.
FundsNetwork: Tax tables 2018/19
Find all the tax rates and thresholds you need in FundsNetwork's 2018/19 tax tables. Also included are the Scottish income tax rates.
FundsNetwork: Top pension topics for your CII exam revision
With the CII exams getting closer, you may find FundsNetwork's library of over 40 videos valuable for your final preparation. T
Aviva Platform upgrade: important dates and information
Platform availability and trading restrictions As you know, were upgrading the Aviva Platform to give you and your clients the best experience possible. The upgrade will take place on the 22 January 2018.
FundsNetwork: Multi asset investments continue to lead sales but defensive assets rise in popularity
The Mixed Investment 40-85% Shares sector continued to cling on to the top spot in the sector sales chart in March. However, there was strong demand for investments within the Short Term Money Market and UK Money Market sectors, which climbed to second and fourth place respectively, the latest FundsNetworkTM data has revealed.
James Hay February Masterclasses - last chance
Register today for the James Hay regional Masterclasses which start next week, running throughout February at eight locations across the UK.
James Hay: Proposed changes to the Money Purchase Annual Allowance
Dont wait around for changes in pension tax relief, understand changes to the MPAA before they happen.
James Hay February Masterclasses Register Now
James Hay is holding its next series of Technical Masterclasses throughout February. These are small, regional events, which focus on technical issues that could affect your clients this year.
New FundsNetwork pension technical videos
FundsNetwork has extended their series to cover six more topics including calculating the cash equivalent transfer value, Pension Commencement Lump Sum (PCLS) and transitional protection, and understanding a Transfer Value Analysis System (TVAS). These are a great source of information if you want to top up your technical knowledge or if youre taking CII exams.
Multi asset investments lead the way in October, FundsNetwork reveals
The Mixed Investment 40-85% Shares sector topped the sales chart in October, the latest FundsNetworkTM data has revealed.