Panacea Adviser
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A unique, free, educational and business development support resource for Financial Advisers & Paraplanners. Source
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| Scope | Trade/B2B |
|---|---|
| Language | English |
| Country | United Kingdom |
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Comscore UVM |
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Recent Articles
Search ArticlesLast chance to join: PruFund Power Hour
6th August 2026 Last chance to join: PruFund Power Hour There's still time to register for Tuesday 25 August (15:00–16:00). Join M&G's experts for 60 minutes on what today's markets mean for your clients – covering concentration risk, retirement suitability, behavioural finance and the latest PruFund performance and EGRs. Includes 60 minutes of unstructured CPD. Register now
Still time to register: Pensions and IHT
6th August 2026 Still time to register: Pensions and IHT With under 8 months until most pensions fall into the IHT net, join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's paid, and case studies on reducing it – covering DGTs and loan trusts. Up to 90 minutes of CII CPD. Register now Investments
How resilient is your Centralised Investment Proposition (CIP)?
6th August 2026 How resilient is your Centralised Investment Proposition (CIP)? Produced in partnership with Verve, this whitepaper sets out five practical prompts to help advisers review portfolio resilience, challenge assumptions and assess whether their current investment approach is prepared for an increasingly uncertain market environment. Download now Investments
What's new & what's next for PruFund
6th August 2026 What's new & what's next for PruFund Join M&G's experts on Tuesday 25 August (15:00–16:00) for a practical look at what today's markets mean for your clients. Explore market concentration risk, retirement suitability, behavioural finance and the latest on PruFund performance and EGRs – with actionable strategies for confident client conversations. Includes 60 minutes of unstructured CPD. Register now
Fidelity Adviser Solutions: Helping clients pass on wealth with confidence
31st July 2026 Fidelity Adviser Solutions: Helping clients pass on wealth with confidence With pensions set to form part of many estates from 2027, intergenerational planning is firmly in focus. Discover how Fidelity’s platform can support gifting strategies, wealth transfers and younger beneficiaries through practical tools and product solutions. 5-minute read Pensions
Fidelity Adviser Solutions: Facilitating adviser fees directly from personal pensions
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Investments
Fidelity Adviser Solutions: Pensions and IHT: should clients’ Expression of Wish be updated now?
31st July 2026 Fidelity Adviser Solutions: Pensions and IHT: should clients’ Expression of Wish be updated now? With pension death benefit rules set to change from April 2027, now is the time to revisit Expression of Wish forms. Fidelity Adviser Solutions’ Paul Squirrell explores the practical planning considerations, potential pitfalls and what advisers should do if a client dies with outdated instructions. 5-minute read
Where the PruFund team sees risk and opportunity now
31st July 2026 Where the PruFund team sees risk and opportunity now Get a clear view across markets with M&G's latest asset class outlook. From equities and fixed income to private credit, real estate, private equity and infrastructure, discover how the team behind PruFund is assessing opportunities and risks this quarter - and how those views translate into PruFund's positioning. Read the full outlook
Scottish Mortgage Portfolio Update Q2 2026
30th July 2026 Scottish Mortgage Portfolio Update Q2 2026 Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power. Read more Investments