Industry news and views from Panacea and our partners.
Adviser Letter of the Week_
Aviva New Thinking: help clients find you
In this short video, leading digital experts Econsultancy discuss some of the quick steps you can take to improve the visibility of your website.
Aviva: New Thinking: use digital media to become more efficient
As part of the next phase of New Thinking, were looking at the best online tools and products to help you be more efficient, save time and money and create new opportunities.
Akademia - Auto Enrolment - Scottish Life looks at the rules
The videos have been created by industry experts with accredited content and last a minimum of 30 minutes
Wizard Learning: Is a free CPD system trial worthwhile? and Best In Business events
As you may know Wizard Learning currently offers a 30 day free trial of their CPD system. So is it worth your time evaluating this?
Aegon: Getting started with LinkedIn
LinkedIn is the worlds largest professional network and is growing rapidly. It connects you to your trusted contacts and helps you exchange knowledge, ideas, and opportunities with a broader network of professionals.
Wizard Learning: Enhanced CPD system, Paraplanner Award, LinkedIn Coaching
Our CPD system is your one-stop-shop that can help you to fulfil your ongoing CPD needs
Wizard Learning: Enhanced CPD system, Paraplanner Award, LinkedIn Coaching
Our CPD system is your one-stop-shop that can help you to fulfil your ongoing CPD needs
Aviva: New Thinking: Practical digital ideas for growing your business at the click of a button
Customers are increasingly turning to digital technology to research and purchase products and services, and financial advice is no exception to this.
What thirty five years working with financial advisers has told me about the relationship between IFAs and Providers
I started work in the Financial Services industry thirty five years ago today. NEL (National Employers Life) was a great company based at Milton Court, a Tudor mansion just outside Dorking in Surrey. UNUM, the eventual buyer of NEL's PHI business are still based there.
Prudential: Keeping on Track with RDR
We have created this section to help you understand the key regulatory requirements which were introduced following the RDR.
Structured CPD material now available on IncomeIntelligence
Incomeintelligence now offers Structured CPD, accredited by the CII.
New: PruFund in Drawdown Tool now available
We are committed to providing you with quality online support tools and calculators to use when helping your clients achieve their financial goals.
Aviva: New Thinking create great online content to show the value of your advice
The digital age offers you a significant business opportunity to engage with potential customers online. It can also help you to build stronger, long-term relationships with existing customers.
Adviser letter of the week
I have decided to write to you again regarding this matter because I remain dissatisfied with the response from Mr Osborne on this matter.
BlackRock Adviser Toolkit
At BlackRock, we are committed to supporting the conversations you have with your clients and believe this toolkit can help. It combines educational material for use with your clients, market and client insights along with a number of potential fund solutions.
Letter of the week
I am currently an adviser with a restricted adviser and am considering moving to be an IFA.
Improving your knowledge with the Panacea Adviser Academy
Passing courses and exams requires a whole range of skills from time management and organisation, to reading, understanding and self-management.
CEI Compliance: Email Signatures and Cookies
email is being sent by a UK Company. Not everyone includes all of the information in their email signature and, in theory at least, you can be fined for not including this information.
Get well soon Nick Cann
Following various Tweets last week it seemed apparent that it wasn't just me who missed Nick Cann and wanted to send him get well wishes.
Wizard Learning: Discounts & offers plus online course on complaints
In this update we cover our current offers and our complaints procedures online course.
Where Have All Bank Advisers Gone?
The casualties of the RDR are mounting as more high street banks shut down or scale back their advice business.
Adviser letter of the week
Just for your info I have just counted for the first time the number of documents required to transact business for a client
Wizard Learning: R06 and AF5 expected solutions now available
The Expected Solution is now available for immediate download for the 11 April 2013 exam. This contains 36 pages of expert analysis.
Adviser letter of the week
The FSA smaller rulebook is 1,000 pages long - about the same size as Tolstoy's War and Peace.
Why Twitter is Amazing for Professionals
Social media success for professionals starts with being part of the single biggest conversation, Twitter.
Successful Financial Facebook Pages
Businesses are taking to Facebook pages for marketing but social media networking leaves some struggling over their online identity.
BlackRock: Understanding Bonds educational videos
BlackRocks videos on understanding bonds which are accredited for structured learning CPD
AEGON: Transform Ideas New zone
Adviser businesses may think they can do without planning for the future but businesses in our profession now need to be on the lookout for what todays rapidly changing landscape means to them and the clients they deal with.
BlackRock Adviser Centre
At BlackRock, we are committed to helping advisers evolve their business models and enrich the conversations they have with clients, which is why we launched our online Adviser Centre.
Letter of the week
Although we advocate passive investment strategies, we do not use index trackers currently. Up to 2008 we included Legal And General's UK all share tracker and Norwich Union's world tracker in client portfolios
5 easy steps to get started with your CPD
We've put together a Quick Start Guide to planning your CPD activities and getting underway with meeting your required 35 hours.
Aegon: What is your plan to build lasting professional alliances?
In the past have you worked hard to identify and establish strategic alliances with other professionals? Have these offered great promise in the beginning but fizzled out as one or both parties lost interest, trust or just gave up? Anyone with some effort can establish new professional alliances, but the secret is to make sure that they last and are profitable.
Wizard Learning: New consumer information website, popular training and new Paraplanning Zone
In this update we include information on our most popular training modules including our CPD SYSTEM with the opportunity for advisers to be featured on our new consumer information website. We also cover a new Paraplanning Zone on the Panacea Adviser website.
Adviser Alert from Evan Owen
A former Appointed Representative has been granted permission to appeal a High Court Judgement which has implications that could potentially affect all Appointed Representatives.
Monthly regulatory CPD update from Money Marketing CPD Centre
The February edition of NEWSBRIEF counts as 1 hour structured CPD
IFA comment of the week- "On a lighter note".
Manchester United have made a sensational £30m bid for Swansea City ball boy, Charlie Morgan, for his ability to hold on to a football under extreme pressure.
An App a day...
At the end of 2012 smartphones reached a 50% penetration within the UK, with tablets poised to do the same soon. Additionally, according to Ofcom, 36% of internet users in the UK access the web using a smartphone.