2nd September 2025
AI for Advisers: Practical Guidance for the Advice Profession
AI for Advisers is Panacea’s content series exploring how artificial intelligence can support the financial advice profession, securely, ethically, and always with FCA expectations front of mind.
Each article provides step-by-step, practical guidance that firms can use immediately, from compliance and communication through to client engagement and digital presence.
Article 1 – Creating an Internal AI Policy for Your Advice Firm
Why every advice firm needs a clear AI policy, and what to include to stay compliant as regulation evolves.
Article 2 – 6 AI Prompts to Make Investment Risk More Understandable
With Consumer Duty requiring evidence of client understanding, we share six FCA-conscious AI prompts to help explain volatility, diversification, and asset allocation clearly.
Article 3 – 9 AI Prompts to Turn Technical Advice into Engaging Visuals
Complex topics like retirement planning or Consumer Duty can be hard to explain, unless you let AI help. Discover nine prompts to generate clear, client-friendly infographics with no design skills required.
Article 4 – Turn AI Into a Content Ally: Creating Articles, Newsletters and Pages That Get Read
AI isn’t just about speed, it can make your content more effective. We explore how to use AI as a drafting partner to create newsletters, blogs and FAQs that engage clients and prospects alike.
Article 5 – 6 AI Tools to Enhance Your Digital Presence (Without a Marketing Team)
Strengthen your online presence without hiring an in-house team. We walk through six practical AI tools, from writing and visuals to distribution and personalisation, that help firms save time, boost engagement, and look more professional.
Article 6 - Personalisation Without the Heavy Lifting
Strong client relationships are built on timely, tailored communication. But maintaining that level of personalisation across every interaction can be resource-heavy. In the sixth article of our 'AI for Advisers' series, we show how advisers can use AI to support everyday client touch points, without losing the human touch.
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