Industry news and views from Panacea and our partners.
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Prudential: Retirement Income or Retirement Outcome?
It is often said that clients dont want to take any risks in retirement so they choose products which they see as being risk free. However, is there such a vehicle?
F&C Investments: new asset allocation compass
These new documents from the F&C multi-manager team provide an at a glance insight into their views across asset classes.
Panacea reacts to Paraplanner requirements and launches centralised Calculator Hub
Panacea has developed a new area within their Paraplanning microsite, which focuses on provider calculators.
Prudential: What do your clients want from a Trustee Investment Plan (TIP)?
Our Trustee Investment Plan now offers fund size discounts and currently switches are free, so isnt it time you took a look at Prudentials Trustee Investment Plan.
Scottish Provident: Buy 2 protection benefits; get 3 more at no extra cost
As pioneers of the 'menu of benefits' approach to protection we still believe that by offering your clients a range of options to suit their personal requirements you can provide them with the best protection solution.
FundsNetwork launches Fund Availability Tool
FundsNetwork has today launched its new Fund Availability Tool.
Prudential tools & calculators
Were pleased to announce we are upgrading our tools & calculators to be used across a variety of devices.
Schroders Quickview: Data shows Japan is on the right track
Today saw further evidence of Japans improving economic trend and its progress in combating deflation with some encouraging inflation readings and employment data.
Prudential: Time to leap in or out of investment markets?
In the summer of 1991 Mike Powell did something very special. Mike jumped 8.95m in the long jump, the furthest legal long jump any human has made in recorded history, to that date or since.
Prudential: Budget 2014 - The Offshore Perspective
George Osborne's fifth Budget heralded far reaching reforms of pension arrangements. These have grabbed the Budget headlines but there was plenty in the small print to interest the offshore practitioner.
Cazenove Capital funds changed their names today
Following Schroders acquisition of Cazenove Capital in July 2013, we are pleased to confirm that the Cazenove Capital funds have changed their names with effect from today, 24 March 2014.
Wizard Learning: J10 Securities advice and dealing
This tool is designed to provide you with exam standard questions and answers delivered online in an environment similar to the real computer based exam. It includes numerous additional features to assist you with your revision and exam preparation
How to find a better outcome from income
How can clients achieve the income they are looking for? With bond yields near record lows and cash deposits at almost zero, the Income Analyst assesses some of the income options available in the current environment.
Prudentials 2014 with-profits bonus declaration
The latest details of our With-Profits Bonus Declaration are now available highlighting the strong performance of the Prudential With-Profits Fund over the year to 31/12/2013.
RSMR: There is one EU Directive on the sale of cabbages that contains 26,911 words.
The RSMR research and CPD library might well run to many more words but it contains a wealth of useful information
L&G: Opinion: what makes a good value annuity?
The International Longevity Centre has just hosted a debate on annuities at the House of Lords but I thought I would share a few of my own thoughts.
Scottish Life: Technical corner - AE and existing schemes
Our technical expert, Jim Grant, answers a frequently asked corporate pensions question regarding the minimum contributions required for auto enrolment.
Scottish Widows: Our Enhanced Annuity is now available through AMS and Webline
Were delighted to announce that since November this year, you can get quotes for our enhanced annuity on the Webline and AMS portals.
BlackRock: Debunking myths about Investment Trusts
BlackRock has developed a comprehensive range of materials to help you navigate the myths often associated with investment trusts.
Standard Life Investments: Webcast: UK Equity Unconstrained, Ed Legget
The UK Equity Unconstrained Fund was launched in 2005 with the aim of maximising the returns available to clients by taking a differentiated approach to investing in UK equities.
Canada Life: The devil is in the detail ongoing adviser charges
So far, weve looked at an investment bond, a discounted gift trust, and a gift and loan trust. Lets now look at adviser charges on a flexible reversionary trust.
Standard Life Investment: Webcast: Global Emerging Markets, Dr Mark Vincent
Webcast: Global Emerging Markets, Dr Mark Vincent 9.30am 6 November (30 minutes plus Q&A)
Aegon: Market volatility? Uncertain returns?
Clients look for returns, not for reasons behind poor performance. The fact that we are going through a period of instability doesnt help to rebuild clients confidence and trust as market volatility continues to cause concern to investors. Its possible that markets could remain highly volatile for the next few years as the world economy struggles between recession and recovery.
Helpful techie tips- How to close Apps in iOS7 on an iPhone, iPad or other iOS devices
So you have updated your iPhone or iOS device to iOS7 and some things have changed. One of which is how on earth do you close down the Apps on the device?
Aegon: Flexible drawdown: a 'gold standard' in retirement planning?
When flexible drawdown was first introduced on 6 April 2011, many advisers saw it simply as a new opportunity for clients to cash in their pension pots.
Canada Life: Making use of the personal allowance
At the start of a tax-year everyone is entitled to a personal allowance, meaning that the first £9,440 of income is usually free of income tax. For those individuals born before 6 April 1948 this amount increases but is reduced if their income exceeds £26,100. Where income exceeds £100,000 irrespective of age, the personal allowance can be reduced, or even be wiped out altogether.
Asset.tv: Researching Investment Funds - Rayner Spencer Mills
Researching Investment Funds - Rayner Spencer Mills
My BrightTALK
Watch all the latest financial adviser webinars and videos with even more versatility using the free MyBrightTALK app.
Prudential: Draw-down to earth advice
According to ABI statistics, the income drawdown market has dropped by almost 50% over the last five years.
New Scottish Widows Enhanced Annuity launched
Scottish Widows recently launched our Enhanced Annuity, designed for a generation of clients who need more from their pension.