For those who follow the “Pinks” it will come as no surprise that we are making noises that are both valued and heard in the industry. Over the last year, media attention regularly focuses on Panacea.co. when an opinion is required on matters that face the smaller IFA today.
To see what we have been up to and how we have been mentioned in dispatches simply click here then click on any story.
Digital can transform the way you do business, you’ve probably already taken many of the difficult steps with video conferencing, document sharing, and e-signatures. However, there are many more efficiencies to be gained through selecting market-leading technology partners.
The suitability of financial planning and advice has, again and naturally, come into sharp focus against the backdrop of broader events this year.
Income in retirement, naturally, has always been a big issue for financial advice firms – and, according to commentators, is only going to get bigger in the regulator’s eyes in future.
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