January Matters

January started with a bang, lots of really interesting bento bulletin content and really good stats as you will see later in the document. Our FSCS survey continued to gain momentum within the press and we had a number of positive articles.

We completed our 2017 strategy and marketing plan and have lots of exciting plans and developments planned for the forthcoming year so keep reading the monthly newsletters for more information.

Bento for One

Our last Bento for One was on 30th January with John Joe McGinley. The session entitled ‘Nine ways in which to be more successful in 2017’.

Solus of the Month

Congratulations to James Hay who win our ‘most opened solus of the month’ for January award with a fantastic open rate of 21.33% with their mailing - “Proposed changes to the Money Purchase Annual Allowance”.

Thank you’s

Many thanks to Aviva, Vitality Life and Rathbones for confirming their relationships with us in January. We look forward to working with you in 2017!

 

Derek Bradley
CEO & founder, Panacea Adviser

Shidashi

Registration

Free Registration and CPD