Industry news and views from Panacea and our partners.
Adviser Letter of the Week_
Discount on online training and accredited CPD system from Wizard Learning
Online training providers Wizard Learning, provide a wide variety of learning solutions to help financial services professionals pass exams and maintain their CPD.
Prudential: Continuing our support for advisers
Prudential has been listening to advisers comments for the Support For You section of PruAdviser and have made a number of changes following their feedback.
Wizard Learning: Become a Chartered Financial Planner within 2 years
This article covers the requirements for becoming a Chartered Financial Planner and includes a special limited-time discount for advisers taking their Advanced Diploma exams.
Scottish Life: New flexibility and death benefit rules
A new pension revolution was kicked off by George Osborne in his fifth Budget in March 2014. Assuming his plans are not derailed there are a number of new options and changes to existing rules.
Connect with videos, podcasts and webcasts
M&G Connect provides fund updates directly from the fund management floor. Updated on a monthly basis, these timely, short and informative updates aim to keep you connected with M&Gs investment team.
Wizard Learning: Reasons to be apprenticed trainee financial advisers
There is also a range of support services provided by government; the government wants you to take on apprentices.
Wizard Learning: Summary of recent news including AF5 and R06 solutions now available
In this news summary we cover: 1. AF5 Expected Solution is now available 2. R06 Expected Solution is now available
Wizard Learning: Essential information for the advanced diploma exams
We have created these information pages for those sitting or planning to take their AF advanced diploma exams.
Panacea CPD Library
We are delighted to bring you the latest development to the website, the Panacea Adviser CPD Library.
Advisertech: Online marketing make your message spread like wildfire
Its a new month, and a new module on Advisertech. The next six months will be all about online marketing in the wider sense than we have dealt with the subject so far.
NMBA Introducing our new package
As you evolve your own proposition, we are doing the same with our own services to members. Therefore, we are pleased to announce the launch of our new NMBA PLUS package
Adviser letter of the week
Jonathan Purle who helped me get the attached accepted by the FCA has kindly agreed that his work can be made available for the common good.
Standard Life Investment: Learning Gateway
5,000 intermediaries and wealth managers have now formally registered to make use of our free online training system, Learning Gateway.
Changing investor behaviours in a digital world
Following on from our successful Social Media even in June, Panacea Adviser teamed up with ThoughtLeadership Live and Sammedia to produce a FREE Bento for One webcast to support and educate advisers on Social Media.
Staying on target
Gary Potter, co-head of the F&C multi-manager team, looks at the features and benefits of risk-targeted funds in a video offering 30 mins structured CPD.
Advisertech: The other networks
In July Advisertech brings you everything you need to know about Google+, Instagram and Pinterest.
Wizard Learning: R06 Expected Solution and Paraplanner of the year
Wizard Learning: R06 Expected Solution and Paraplanner of the year
Changing investor behaviours in a digital world
Following on from our successful Social Media even in June, Panacea Adviser has teamed up with ThoughtLeadership Live and Sammedia to produce a FREE Bento for One webcast to support and educate advisers on Social Media.
Letter of the week: Award in Retail Banking
Further to my earlier email, I thought you might be interested to see the CIIs mock exam.
Retirement Options
In the UK we have a number of towns that would immediately relate to having sizeable retirement populations. My sister, married to a US citizen, sent me some interesting observations on US retirement options.
Adviser letter of the week
Am I a paranoid Luddite or merely suspicious of this move! How long will it be before Skandia invite my clients to complete their own risk profile and in turn cancel my fees?
Wizard Learning: Identifying and recording your structured CPD, AF5 & R06 expected solutions
We have now created this new presentation to help you with your CPD:
Regulation the cause of adviser vilification in the UK. Letter from Japan
I get some great letters from advisers and community members and its increasingly the case that these seem to come from all over the world. I guess that is the power of the internet.
Business Matters: A toolkit from M&G
Since the beginning of 2012, M&Gs Learning Matters team have been providing generic investment training across the UK but now M&Gs Technical Development Director, Julian Hince, has set his sights on expanding the service with the recent launch of Business Matters.
Adviser letter of the week
I dont know who designs your questionnaires, but yet again I find them leading the respondent.
Aegon: Are you linked in with other professionals and your clients?
In a true homage to Michael Caine not many people know this, but more than half of all UK pensioners are now on Facebook.
RSMR: There is one EU Directive on the sale of cabbages that contains 26,911 words.
The RSMR research and CPD library might well run to many more words but it contains a wealth of useful information
Standard Life Investment Learning Gateway
On 8th January Standard Life Investments presented on their Learning Gateway at the Panacea & NMBA event, 'Safeguarding the future of your business life after trail'.
TISA CP13-5 update and the current regulatory environment for CASS - Seminar
This TISA seminar is intended for firms that wish to learn the latest position on the proposals in CP13/5 as well as hear practical guidance based on experience from senior practitioners in the market.
Wizard Learning: Enhancements to our CPD system
These new enhancements have recently been added to our CPD System
Pension- somewhere cheap to stay in France?
Both my wife and I paid into a pension as soon as we started work at age 17, and we increased the contribution percentage of our salaries several times during the 1970s throughout the 1980s, and our employers also increased their contribution percentages as well.
Wizard Learning: Discount and an easy way to record ALL your CPD
Were ending the year having created an easy way to record all your non Wizard Learning CPD which adds to the existing way your Wizard Learning CPD is automatically recorded.
Wizard Learning: December News
Welcome to our monthly newsletter, keeping you up to date with industry news and developments, and reminding you about the latest products and facilities you have available to you on the Wizard Learning website.
Wizard Learning: November News
Welcome to our new-style monthly newsletter, keeping you up to date with industry news and developments, and reminding you about the latest products and facilities you have available to you on the Wizard Learning website.
Scottish Provident: Pegasus Whole of Life opportunities for you
A whole of life protection plan gives your clients peace of mind and is designed to make a payment whenever they die. But why do they need this type of cover? It could be for inheritance tax planning or simply to leave a legacy for their grandchildren.
Aegon: The consultative approach to professional connections
We all know the value of developing profitable and ongoing strategic alliances with other professionals, such as solicitors and accountants.
Scottish Life sponsor the pension section of Asset TV's new CPD Centre
Our Business Development Managers, Jamie Clark and Fiona Tait, recently took part in filming four videos for Akademia.
Wizard Learning: AF5 Expected Solution now available & Paraplanner Award winners
The Expected Solution is now available for immediate download and contains 35 pages of expert analysis