Industry news and views from Panacea and our partners.
CPD Library_
Building a brand
In this video Kathryn Pinner, M&G Regional Marketing Head UK, takes us through the key components that embody a brand and discusses why identifying and practising your corporate values is a vital part of a companys DNA.
Product intervention
In this video Peter Grimmett, M&G Head of Fund Regulatory Development, describes the powers the FCA have when it comes to intervening in products they deem unsuitable for retail investors.
Freedom and Choice in pensions an update
On the 21st July 2014 George Osborne presented to Parliament the Treasurys response to the Freedom and Choice in pensions consultation.
Platforms and the retirement market
For advisers, the retirement proposition of the future will have a greater focus on farming the needs of existing clients who have been identified by effective segmentation and life-stage marketing.
Talking Income
These videos aim to increase your knowledge of the importance of investing for income.
Stay on target
These videos aim to increase your knowledge of the features and benefits of risk-targeted multi-manager funds.
Auto enrolment knowledge builder
Helping you to educate your clients about auto enrolment.
Trust planning and action planning webinar
Are you making the most out of trust planning and working with your professional connections? Do you also have an action plan for your business?
See how tax planning with pensions can help you increase your share of wallet with clients
It's a well-known fact that it costs around five times as much to acquire new customers as it does to sell to existing ones. So why do many advisory businesses spend so much time and energy seeking new clients when their greatest opportunity is to maximise their existing client relationships?
Seismic changes in the budget and why every business needs a vision
The budget announced seismic changes for pensions providing opportunities for all. Do you have a plan of action to ensure your business adapts. The latest webinar from Aegon looks at the key pensions opportunities for clients and why a business must have a plan in place to ensure they maximise these profitably.