25th September 2025

AI in Advice: A Practical Guide for Financial Advisers

Turn Curiosity into Capability

Discover how artificial intelligence can support better advice conversations, simplify communication, and save valuable time – all while staying compliant.

Panacea’s AI for Advisers guide brings together real-world use cases, practical prompts, and FCA-aware guidance in one easy-to-use reference.

What You’ll Learn

Whether you’re just getting started or looking to build on what you already know, this guide helps you:

  • Create an internal AI policy aligned with FCA, SMCR, and GDPR
  • Use prompts to explain risk, visualise advice, and build understanding
  • Personalise protection conversations and reduce admin burden
  • Generate client summaries, check-ins, and marketing content
  • Save time across writing, visuals, social media, and more
  • Stay fully in control of tone, compliance, and client experience

Guide Structure

Each chapter includes:

  • Practical Applications – prompts, tools, and examples
  • Tips & Compliance Notes – regulatory guidance and safeguards
  • Chapter Checklists – step-by-step actions you can implement
  • Appendices – prompt library, tool directory, and references

Who It’s For

  • Financial Advisers & Planners
  • Paraplanners & Support Teams
  • Compliance, Ops & Marketing Leads
  • Any firm looking to use AI responsibly in advice and communication

Take the next step in using AI effectively and safely in your firm.

Download the PDF now

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