Industry news and views from Panacea and our partners.
Learning & Development_
Prudential: CPD compilations and webinars
Prudentials CPD compilations are made up of a few articles covering topical areas, which are useful when considering your clients financial planning.
FundsNetwork's personal tax and trust planning training resources
The CII AF1 exam is just around the corner! To help you prepare, FundsNetwork have a new video training resources with industry expert Sue Cox.
AXA IM: Understanding investment strategies Active Management
An opportunity to earn structured-CPD points by completing our short online modules via The Academy. One of the courses we offer focuses on advantages and disadvantages of active investing. Register today to get started, and remember when you complete each module you will receive a certificate and the time spent will contribute towards your annual 21 hours of structured CPD requirement.
Wizard Learning: FAQ: how do we address the T&C rules for advisers?
Well the short answer is that you must undertake a knowledge and skills gap analysis and then create a training plan that addresses these whilst also ensuring all knowledge and skills are kept up to date, record all this and make sure the CPD requirements (at least 35 hours) and the competent employee rules are not only met, but can be proven!
Wizard Learning: Exam update: the CII announces remote exams
The CII have announced their new plans to allow exams to be taken remotely. From July, exams will be able to be sat remotely at a private location of the individuals choice via an onscreen platform, with monitoring provided by a remote invigilator.
FundsNework: Money purchase annual allowance (MPAA)
Watch this short FundsNetwork's retirement video explaining the intricacies of the MPAA. What happens when it is exceeded, what's the impact on the annual allowance, what events trigger it, and much more.
Prudential CPD compilation Pensions and divorce
Often couples know the value of assets such as investments and houses but they dont know the value of their pensions and these could be the largest asset to be dealt with on divorce. The divorcing couple need to sit down with their solicitors and financial advisers, not only to discuss how any of their young childrens welfare will be dealt with but also to consider how their assets should be split on their divorce.
Wizard Learning: Learning to Learn audiovisual presentations part 2 of 3
To continue helping to make your studying effective, our second series of Learning to Learn presentations moves from the planning stages to the actual studying process.
Prudential: Les big fat quiz of the year
Register to join one of Prudentials webinar sessions on Thursday 19 December, to help you identify new opportunities with your clients.
Wizard Learning - Latest newsletter
Despite having made the decision to study, it can still be difficult to begin and then continue in a way that makes the time you are spending effective. Therefore, to assist you we have created several audiovisual presentations. This first series of presentations focuses on preparing to start studying and covers; being aware of the common mistakes of studying so that you can avoid them, getting well organised with a clearly laid out study plan, using scheduling to keep you on track and focused and finally, identifying when is your best time to study to ensure you are always at your most receptive for learning and memorising information. By following these simple tips and techniques you should get off to a great start and immediately see positive results.
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: Taking pension exams next month?
With over five hours of content, broken down in short chapters, FundsNetwork's library of retirement technical videos can help you prepare for CII pension exams. Their video focusing on exam techniques is particularly popular at this time of year. Topics include, defined benefit transfer advice, death benefits, lifetime and annual allowances and pension protection.
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.
FECIF Editorial SEPTEMBER 2019
Financial literacy and education are key elements of the path to economic growth and social inclusion in the European Union. At the same time, it is important to remember the 2030 Agenda for Sustainable Development, adopted on 25 September 2015 by Heads of State and Government at a special UN summit, which includes 17 Sustainable Development Goals (SDGs).
Wizard Learning: Study modules for the AF exams
You can see from the pass rates above that you need to be well prepared in pass the exams.
Wizard Learning Newsletter
Cll exam pass rates The CII pass rates for last year are now available. We have added them to our existing table below so that you can see the most recent years as well.
Introducing the All New Learning & Development Area of the Panacea website
Panacea Adviser is delighted to bring to you our shiny new Learning & Development area of the site, which focuses on making the most of your business and assisting with your professional development.
Wizard Learning special focus on learning features
There are five online courses in our Learning to Learn package which will assist with your studies
Wizard Learning: April news: AF exams and downloads for R06 and AF5
This update covers: 1. The expected solutions for the AF5 and R06 October exams are now available 2. Know what is required for the AF exams
Royal London: Weve launched our Pension CPD hub
To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - weve created a CPD hub.
Legal and General: Helping intermediaries pass with flying colours
Legal & General Home Finance are helping mortgage intermediaries through their Chartered Insurance Institute Equity Release qualification with free one-day revision workshops across the UK.
FundsNetwork: Taking pension exams next month or just need a refresher?
With over five hours of content, broken down in snippets of eight-minute tutorials, FundsNetwork's library of retirement technical videos can help you prepare for CII pension exams. Their video focusing on exam technique tips is particularly popular at this time of year.
Wizard Learning: News - Youve done your CPD, but are you competent?
This update covers: 1. Youve done your CPD, but are you competent? 2. Expected solutions for R06 and AF5
Royal London: Protection CPD hub - The importance of business protection
To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - weve created a CPD hub.
Wizard Learning: January news - study presentations; R06; CPD
1. Study presentations 2. R06 January 2019 Expected Solution 3. Top 5 reasons for using our accredited CPD system
Wizard Learning: December news: Accredited CPD system, so much more for your money
Question: What does the Wizard accredited CPD system provide that nobody elses does?
Wizard Learning: Nov news: J11 Wrap and platform services, R06 and AF5
This update covers: 1. New online Multimedia Course for J11 Wrap and platform services 2. Expected solutions for R06 and AF5
Wizard Learning: Oct news: R06, AF5 and maintaining R01 to R05 knowledge
This update covers: 1. The expected solutions for the AF5 and R06 October exams are now available 2. Maintaining your R01 to R05 knowledge through CPD
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
Wizard Learning: FCA and CII announce exam to reassess level 4 diploma qualification
Following the FCA and CII's announcement, we have received many enquiries about whether Wizard Learning will be offering training material and assessments to help to prepare for this new CII exam a 100 question test spread across units R01 to R05 intended to reassesses a retail investment adviser's level 4 diploma knowledge.
Wizard Learning: July news incl study presentations, protection CPD, AF study packages
This update covers: 1. Popular study presentations 2. Common question asked about protection CPD 3. Study packages for the AF1 to AF4 exams
Wizard Learning: June news incl R06, complaints procedures, CPD
This update covers: 1. R06 Expected Solution now available for the July exam 2. Complaints procedures online course 3. Five key reasons for using our accredited CPD system 4. The most common question we are asked
Sustainable funds now available for Royal London pension customers
Royal London pension customers can now access a range of sustainable funds managed by Royal London Asset Management at no extra cost through their workplace and individual pension plans.
Wizard Learning: April news incl AF5, R06 and CII results
This update covers: 1. The expected solutions for the AF5 and R06 April exams are now available 2. Five key reasons for using our accredited CPD system 3. CII pass rates 4. 2018 Panacea Adviser's Financial Adviser Content Survey 5. New testimonials
Wizard Learning: March news incl AF exams, AF7 and R06 & AF5 solutions
This update covers: 1. AF7 Pension transfers - practice papers 2. Know what is required for AF1, AF2, AF3, AF4 and AF5 and what we offer 3. Expected solutions for R06 and AF5
Wizard Learning January news update
This update covers: 1. Study presentation - Staying positive during your exam studies 2. R06 January 2018 Expected Solution 3. Why advisers use the Wizard Learning accredited CPD system 4. New testimonials
Wizard Learning December news update
This update covers: 1. Expected solution packages for R06 and AF5 - start preparing now 2. Accredited CPD system - maintain your diploma knowledge 3. Study presentation - Less is Best
Wizard Learning: New study presentation, CPD, AF5, R06
1. The expected solutions for the AF5 and R06 October exams are now available 2. Taking Continuous Professional Development seriously 3. Study presentation - the importance of testing
Update on Wizard Learning exam resources
This update covers: 1. Know what is required for AF1, AF2, AF3, AF4 and AF5 and what we offer 2. Expected solutions for R06 and AF5 3. Accredited CPD System offer
Wizard Learning: Study presentation, business tools, AF5 and R06 solutions
This update covers: 1. Study presentation - Easy ways to improve your memory 2. R06 and AF5 expected solution packages 3. Customer feedback