Industry news and views from Panacea and our partners.

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A New Series of GLG Views


This paper discusses the benefits of Corporate Bonds Vs. Sovereign bondsThe Hunt for Yield"The Hunt for Yield"

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Lighthouse group selects Assureweb as portal of choice


Technology partner Assureweb has been selected as portal of choice by Lighthouse Group - Large IFA of the Year 2011.

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Scottish Life - How carry forward works


Carry forward allows unused annual allowance from pension input periods ending in the three previous tax years to be carried forward and added to the annual allowance for the current pension input period.

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Defaqto: Advisers need to avoid one-size-fits-all approach when helping people plan for retirement


The huge number of variables involved in retirement planning offers a real opportunity for advisers to help people prepare for this phase of their life – however advisers need to focus on identifying bespoke solutions if they are to meet the retirement challenges faced by their clients.

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F&C: News in Brief


EM to drive growth whilst the West remains volatile; investment opportunities in commodities, real estate and covertibles‏

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Confidence or Confidence Trick?


Whilst it is important to be clear and honest, it is also imperative that our leaders understand that what they say and how they say it are absolutely vital to the attitude of consumers, investors and of course companies.

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Join BlackRock for a Call - What's Next for the Eurozone? Plus Bullet Points on the EU Summit‏


Live December 13, 2011 4:00pm GMT, 5:00pm CET

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Fund ratings key to adviser selection: Schroders’ Adviser Survey‏


Fund ratings remain an important part of fund selection

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Asset.tv: Multi-Manager Masterclass - IMA sector reform: the expert verdict


This Masterclass focuses on what multi-managers are doing to protect clients from the Eurozone's problems

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Is this some form of regulatory Cluedo?


So the RBS report is now released, another fine example of a lack of Clear English being used with a great many “if only’s” wrapped up in legal speak.

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Scottish Widows: Making it easier to do business online


We are pleased to confirm the launch of new eCommerce improvements that will help make it easier for you to do business with us online.

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PanaceaIFA Thought Leadership live presentation


On 9th December Derek Bradley conducted a FREE webcast via Thought Leadership Live.2012 will be, barring any unlikely FSA change of heart, a pivotal year for the industry and for IFAs in particular.

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F&C: Will the latest Eurozone summit succeed where others have failed?


The meeting of the EU leaders in Brussels is the 5th time this year that they have endeavoured to hammer a ‘comprehensive solution’ to the ongoing debt crisis.

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LV= PARENTS TO SPEND OVER £2.4 BILLION ON KIDS THIS CHRISTMAS


With Christmas just around the corner, new research reveals parents will spend a whopping £2.47 billion on Christmas presents for their children,

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Artemis: Hunters' Tails


Richt in the bath(os) ... Confronted with major matters, the League of Nations slipped into senescence. It greeted the outbreak of the Second World War with a debate about the standardisation of level-crossings.

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BNY Mellon: Hopes of a Eurozone agreement abound as Merkozy get cosy


A Eurozone compromise seems likely at this week's EU summit

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F&C's Question of the Month: opinion split on US election year prospects


With the US on the brink of a presidential election year, investors who took part in a survey by F&C Investments are divided on the prospects for the world’s largest economy and stockmarket.

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Asset.tv: BNY Mellon Absolute Return Equity Fund


Peter Toogood from OBSR, a Morningstar company, explains why he has given the BNY Mellon Absolute Return Equity Fund an A rating.

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Active still trumps passive: Schroders’ Adviser Survey


An overwhelming majority of financial advisers, 87% said they would use active funds over passive funds if the fees were the same, according to results from the Schroders’ Annual Adviser Survey.

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IFA letter of the week: An open letter


An Open letter to Steve Gay and Natalie Ceeney

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BNY Mellon: Newton Global Higher Income Fund update with James Harries‏


Wednesday, 14 December 2011, 10:30 James Harries, lead manager for the Newton Global Higher Income Fund will provide an update on the Fund's recent performance

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Ascentric: Adviser confidence is growing


The results of a survey run by Ascentric show that advisers are now more confident about the financial services sector than they were a year ago.

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Defaqto: Discretionary managers need to offer investment flexibility to appeal to advisers in run up to RDR


New DFM table in Defaqto Matrix highlights variation in investment types allowed by discretionary managers

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Asset.tv: Investment Trust Edge: RDR - What adviser charging means for investment trust sales


Investment Trust Edge looking at the upcoming Retail Distribution Review

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7IM: Borrowing from future generations?


Sustainability has had a bad press because it is often associated with climate change and arguments about whether carbon emissions being spewed out of trains, planes, automobiles or cows’ bottoms are leading to global warming.

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BlackRock: What drove the rally and how sustainable is it likely to be?


Most risk assets struggled significantly for much of November, but rebounded very strongly over the last week or so.

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F&C: 10 PREDICTIONS FOR 2012


I have written similar notes in 2010 and 2011. The choices reflect my top down macro view of the UK and world economies as well as opinions on important and relevant issues such as the Euro sovereign debt crisis.

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Thames River multi-manager portfolio update‏


Thames River Cautious, Balanced and Equity Managed Funds

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Pension provider servicing of existing clients must improve to support advisers post-RDR, according to Defaqto IFA survey


A survey by independent financial research company Defaqto has found that providers in the individual pension market are failing to deliver the standard of service expected by advisers when it comes to administration of existing business

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Asset.tv: Investment Trust Edge; BlackRock World Mining and New Energy Trust


This Investment Trust Edge takes an in-depth look at open-ended and closed-ended strategies

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Thames River: No quiet run-in to Christmas


The last two weeks have seen a continuation of the volatility we have seen over recent months with sentiment continuing to swing on news flow surrounding the European sovereign debt crisis.

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Thames River: No quiet run-in to Christmas


The last two weeks have seen a continuation of the volatility we have seen over recent months with sentiment continuing to swing on news flow surrounding the European sovereign debt crisis.

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Asset.tv: F&C UK Equity Income Fund


Containing some of the industry's finest investment talent the UK Equity Income sector remains one of the most competitive peer groups around.

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F&C: Eurozone ‘end game’ in 2012 will drag UK into recession


Speaking at a briefing in London yesterday, Jeremy Tigue and Ted Scott predicted the Eurozone will reach crisis point, and ultimately a climax, in early 2012 dragging both Europe and the UK back into recession.

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Autumn Statement - Scottish Widows Response‏


On the 29 November the Chancellor presented his Autumn Statement for 2011. Our Financial Planning team have prepared a detailed summary analysis, highlighting key impacts for you and your clients.

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John Perks, LV= Managing Director of Retirement Solutions, comments on The Autumn Statement announcement on the state pension age:


John Perks, LV= Managing Director of Retirement Solutions, comments on The Autumn Statement announcement on the state pension age

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BNY Mellon: December's Hot Topic


We are pleased to invite you to the December "Hot Topic" discussion forum. Hot Topic is a series of monthly lunches where BNY Mellon Asset Management will offer expert insight into a range of the fund management industry’s most topical themes.

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Royal London 360° will sponsor the ‘Royal London 360° Superstock TT race’ again in 2012,


Isle of Man TT’s longest existing sponsor reaffirms its commitment to the event for another three years

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Schroders Launches US Alpha Plus Fund


Schroders today announced the launch of the Schroder US Alpha Plus Fund managed by Joanna Shatney, Head of US Large Cap Equities. Available from 14 December, the launch brings the suite of Schroder Alpha Plus Funds to six.

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Prudential launches annuity desktop app


Conducting annuity business online with Prudential has just got quicker and easier for financial advisers, with the launch of an annuity desktop app.

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