Industry news and views from Panacea and our partners.
Partner Surveys_
BNY Mellon: Whats changed about the way we invest?
If the pandemic has changed how we work, play and live what is its influence on the way we invest? Please take this survey and help us find out more.
Fundscape: Model Portfolio Survey
The use of model portfolios has grown exponentially in the UK investment industry. We are conducting research to understand the drivers of growth.
Nucleus census 2020 key findings from Nucleus users
Download the Nucleus census 2020 today and read about the themes, trends and issues resonating with Nucleus users.
Download your copy of the Nucleus census 2020.
Were advisers exploring alternatives to face-to-face advice before lockdown? Nucleus users have their say in our census 2020. You can download a copy of the census today via our website.
Help us get the Facts
It is over a year since we surveyed you for the Heath Report 3 and so much has changed.
Square Mile Research: Future of Advice Survey results
Square Mile recently surveyed a number of UK Financial Advisers to ascertain more information on how they run their businesses, spend their time, construct their investment proposition and where they see most growth in the future.
Square Mile: Future of Advice Survey
Professional advice is key to driving successful outcomes for your clients, and with so many changes in recent times and more to come regulatory, technological, markets etc, it is important that advisers are prepared for the future.
Zurich: What IFAs & Advisers Want?
Zurich have commissioned Panacea Adviser and Harris Interactive, a market research company, to conduct research into IFA and Adviser relationships with providers.
What are we and where do we go from here? A report on the future of advice
With so many regulatory changes being made, more to come, along with the rise of new technologies and Baby Boomers continuing to age, it seems that we are looking at a number of disruptions to the status quo.
Defaqto: Investment bond service review 2019
Results of our latest service review for investment bond providers are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of onshore and international bond providers.
FundsNetwork: Business challenges facing financial advisers
80% of advisers say that compliance burden and regulatory change are among their top three business challenges. Time and money, moving goalposts and client engagement are the main reasons cited. Take a look at FundsNetworks research, to find out what else keeps your peers awake at night and some ideas to tackle these challenges.
Defaqto: Protection service review 2019
With many providers offering similar products, service is now often one of the key differentiators for advisers. As part of Defaqtos protection service satisfaction survey, advisers ranked claims handling and administration' and new business processing the most important aspect of service.
Defaqto: Service surveys: prize draw winner announced!
During the summer, we ran our annual Defaqto surveys looking at the service advisers receive from their DFMs, investment bond, pension, platform and protection providers. These surveys are the basis for our Service Ratings, which, unlike Star and Diamond Ratings, are based solely on the opinion of advisers.
UnderwriteMe: New survey highlights 60% of advisers are ready for October IDD deadline
UnderwriteMe has released the results of a survey among 101 advisers and mortgage brokers who sell protection insurance, which highlights that three in five (60%) are ready for the Insurance Distribution Directive (IDD) deadline of 1st October 2018.
NS&I: Latest Advocacy Survey Results
A recent NS&I survey has revealed that our advocacy score amongst financial advisers is now up to 8.5 out of 10 in response to the question How likely are you to recommend NS&I to your clients?
Later Life Education
Following the introduction of pensions freedom and choice the need and demand for guidance and advice has exploded. The flexibility of drawdown is no longer restricted to the wealthy but available to all so they can manage their lives in accordance to needs and objectives.
NS&I survey reveals that security prevails as clients top priority over inflation risk
Clients feel that the security of their savings is more important than the risk of inflation eroding their returns More advisers recommending larger cash holdings as predicted in Januarys survey Advisers reveal views on broader issues affecting investment performance
Scottish Widows: Clinical study highlights savings worries risk to mental health
As the nation continues to open up on mental health issues, research released today as part of Mental Health Awareness Week (8-14 May 2017) by Scottish Widows shows that one in six of us has suffered psychological problems as a result of money concerns.
FundsNetwork Survey
For the chance to win £75 of John Lewis gift vouchers please complete this survey. The questions should take less than 2 minutes to complete.
New Software Survey and Analysis from across the pond
The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful features. Even the most basic questions are being turned on their heads.
Fidelity: Our survey - see how your peers voted
At the end of last year, we surveyed more than 450 financial advisers to understand how they see the investment outlook for 2017, the asset classes they are focusing on and what sectors are important for their clients portfolios.
Schroders: Financial advice, please!
We surveyed 20,000 people in 28 countries about their understanding of investments.
M&G Survey: Perception vs. Reality
Perception vs Reality: uncovering valuable insights into the publics view of the economy, their finances and how these could be affecting their income realities.
Royal London: Relationships used to matter. Nowadays we think they still should.
Strong relationships are built around good communication. So when advisers gave us feedback on our underwriting last year, we listened.
Canada Life: Survey of advisers about Fixed Term Income Products
Pensions Freedom' is a year old. What are your views of the current landscape for retirement income advice? As an adviser we would really like to hear your views.
Fidelity: Analyst Survey 2016: Mind the gap
Once a year we survey all of our analysts, collating their individual views to build a picture from the bottom up. One of the surveys strongest finding is the growing gap between emerging and develop markets. Are the headwinds in emerging markets likely to persist for the rest of 2016?
RSM: DFM Survey
RSMR are seeking views from Advisers around the current and potential use of DFMs to help gauge the demand for independent research and due diligence to help with the selection and ongoing monitoring process.
Boring Money: Identifying products for certain tribes
Boring Money would like to ask advisers for some help in identifying products that certain groups of people need at key stages in their life.