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Back to the future with Mike Fox
15 Nov 2019

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Back to the future with Mike Fox 

Dear [first_name]

Ten years ago, the financial world was reeling from the impact of global recession – what better time to launch two sustainable investment funds! Nevertheless, the Sustainable World and Sustainable Diversified funds made their debut…

A decade later, Mike Fox, Head of Sustainable Investments at Royal London, takes a look back at the world into which those two sustainable anniversary funds were launched and considers the changes since that time which have allowed him to deliver the performance he has. Read Mike’s article, ‘Back to the future: a decade of sustainable investing'.

What is sustainable investing and how is it applied?

You can also join Mike on the last of his popular series of webinars for 2019. In this live event, Mike will discuss what sustainable investing is: over recent years, distinct and clearly-defined investment approaches have been stretched and morphed to make sustainable investing appeal to a much wider investor base. So what does sustainable really mean, and how do Mike and his team at Royal London Asset Management put it into effect – including some stock stories that might surprise you?

Webinar: So, Mr Fox, what is sustainable investing and how is it applied in your funds?

Date: Wednesday 20 November 2019

Time: 11am

Kind regards
Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com

Past performance is not a reliable indicator of future results. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author’s own and do not constitute investment advice. Portfolio holdings are subject to change, for information only and are not investment recommendations. TH RLAM EM 0301

contact@panaceaadviser.com     manage my preferences     unsubscribe
Panacea is a trading style of Grantmell Ltd. Company registration number 5688007

This e-mail is private and confidential and may contain privileged material. If you have received this e-mail in error, please notify the sender and delete it immediately. You must not copy, distribute, disclose or use any of the information in it or any attachments.

How can voice recognition and 5G help to transform your advice business?
7 Nov 2019

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How can voice recognition and 5G help to transform your advice business?

Dear [first_name]

Keeping up with the latest technology and trends can help to give you an edge by unlocking new opportunities for your business. In the latest of a series of articles published by Aviva, Ian McKenna, Managing Director of FTRC, shares his views on how the technological landscape is changing the advice market, and what it means for you and your clients. 

Could voice recognition software save financial advisers hours every week?

We could all do with a little more time in our days – could voice recognition software help you get just that? 

Read more

A 5G future: How financial advisers can use 5G technology to transform their business

5G technology is on the horizon – but what does it mean for financial advisers, and how can you use it to drive change in your business? 

Read more


Kind regards
Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com
contact@panaceaadviser.com     manage my preferences     unsubscribe
Panacea is a trading style of Grantmell Ltd. Company registration number 5688007

This e-mail is private and confidential and may contain privileged material. If you have received this e-mail in error, please notify the sender and delete it immediately. You must not copy, distribute, disclose or use any of the information in it or any attachments.

How can servicing interest on a lifetime mortgage benefit financial planning?
29 Oct 2019

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HOW CAN SERVICING INTEREST ON A LIFETIME MORTGAGE BENEFIT FINANCIAL PLANNING?

Dear [first_name]

Can servicing interest make a difference to your financial planning?

The servicing interest option on the Just For You Lifetime Mortgage comes with a reduction to the roll-up interest rate. The higher the percentage of monthly interest a client chooses to pay, the bigger the reduction in interest rate.


Download the full sales aid to use with your clients
Read the case studies below to see what difference this could make to your clients:
Case Study One
Tom and Anna Hill's story - raising funds to repay an interest only mortgage.

Case Study Two
Christopher Spencer's story - providing a gift whilst helping to protect some inheritance value.

For more information, please contact Just on their usual number. Alternatively contact Just's support team on 0345 302 2287 or drop them an email.

Kind regards


Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com
contact@panaceaadviser.com     manage my preferences     unsubscribe
Panacea is a trading style of Grantmell Ltd. Company registration number 5688007

This e-mail is private and confidential and may contain privileged material. If you have received this e-mail in error, please notify the sender and delete it immediately. You must not copy, distribute, disclose or use any of the information in it or any attachments.

Introducing bite-sized pointers to help drive profitability for your business
22 Oct 2019

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Introducing bite-sized pointers to help drive profitability for your business 

Dear [first_name]

Many financial advisers are running small to medium sized businesses, in addition to offering financial planning services to clients. It’s therefore unsurprising that they face the same challenges, typical to business owners and managers. 

Research from FundsNetwork shows that business management issues, such as training new staff and succession planning, are a key challenge for over one quarter of financial advisers. So, to help you in these areas, they've pulled together some practical hints and tips. From recruiting the right people to increasing productivity, their range of bite-sized pointers and insights from your peers have been designed to help you drive greater profitability for your business.


Kind regards


Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com

This material is for Investment Professionals only and should not be relied upon by private investors. Issued by Financial Administration Services Limited, authorised and regulated by the Financial Conduct Authority. FundsNetwork™ and its logo are trademarks of FIL Limited. UKM1019/24941/SSO/NA

contact@panaceaadviser.com     manage my preferences     unsubscribe
Panacea is a trading style of Grantmell Ltd. Company registration number 5688007

This e-mail is private and confidential and may contain privileged material. If you have received this e-mail in error, please notify the sender and delete it immediately. You must not copy, distribute, disclose or use any of the information in it or any attachments.

FinaMetrica user? Try Dynamic Planner - exclusive to threesixty members
10 Oct 2019

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FINAMETRICA USER? TRY DYNAMIC PLANNER EXCLUSIVE TO THREESIXTY MEMBERS

Dear [first_name]

“In the past, when it came to risk profiling a client, there was always a danger that the adviser very much led that conversation… having a process like Dynamic Planner really allows the client to drive decision-making much more.”

Dynamic Planner is the UK’s preferred risk profiling and asset allocation investment service. It is used and trusted by thousands of advisers to help ensure their clients’ investment suitability, increase efficiency at their firm and demonstrate value to clients. 

As threesixty members, you can access a special version of Dynamic Planner, which includes:

  • threesixty-approved suitability letters
  • A threesixty-approved fund list
  • And threesixty model portfolios mapped by Dynamic Planner

Lee Waters – Compliance Officer at East Sussex firm Barwells Wealth – continued: “In this industry, you can get companies who can be a great technology company, but not fully understand financial services. With Dynamic Planner, you know that they understand both financial services and technology… at Barwells, we wouldn’t hesitate to recommend it.”

threesixty Managing Director Russell Facer, in November last year, said: “When looking to help our clients achieve a prosperous long-term future, we are always seeking solutions that are right for them. We don’t believe that one size fits all and linking with Dynamic Planner is a positive step in extending the options available to them. Ben and the [Dynamic Planner] team have exciting plans ahead and we are pleased to be working with them more closely.”

Read the case study

Request a demo

Kind regards
Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com

contact@panaceaadviser.com     manage my preferences     unsubscribe
Panacea is a trading style of Grantmell Ltd. Company registration number 5688007

This e-mail is private and confidential and may contain privileged material. If you have received this e-mail in error, please notify the sender and delete it immediately. You must not copy, distribute, disclose or use any of the information in it or any attachments.

Take a fresh look at our simple online pension solution – we’ve made it even easier to save
1 Oct 2019

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Take a fresh look at our simple online pension solution – we’ve made it even easier to save

Dear [first_name]

Take a look at some of the exciting changes we've made to One Retirement, to help make saving easier for your clients.
Lower annual charge - limited time only
  • We’ve halved the standard annual charge from 0.3% to 0.15%.
  • Rate reduces further to 0% for any additional investment over the price cap of £250,000.
  • Applies to new accounts opened by midnight on 30 April 2020, when this offer ends and the rate will then return to 0.3%.
Open an account with only £1 initial investment
  • We've also reduced the minimum amounts for single and regular contributions to £1.
  • Our minimum transfer values are also now lower, at only £250.

Why One Retirement?

It’s simple, flexible and managed from a single account. So your clients can move seamlessly into retirement without having to move their plan.
  • Your clients can grow their savings then choose from a range of flexible income options when they retire.
  • Our governed fund range offers quality funds across the asset classes, including access to our value-focused, easy-to-use Core Portfolios range.
  • It offers you integrated tools and reporting to help save you time, identify opportunities and demonstrate the value of advice.
To help you when speaking to your clients about One Retirement, we’ve created sample letters that you can use.

Remember that the value of an investment can fall as well as rise and investors may get back less than the amount invested.

What next? 

Speak to your usual Aegon contact. Or get in touch with the team on 03456 100 083 (choose option 1, then option 1 again), or email: advisersolutions@aegon.co.uk
Kind regards
Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com
contact@panaceaadviser.com     manage my preferences     unsubscribe
Panacea is a trading style of Grantmell Ltd. Company registration number 5688007

This e-mail is private and confidential and may contain privileged material. If you have received this e-mail in error, please notify the sender and delete it immediately. You must not copy, distribute, disclose or use any of the information in it or any attachments.

What IFAs & Advisers Want? - Survey Commissioned by Zurich
24 Sep 2019

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win 1 of 5 £100 Amazon vouchers

Dear [first_name]

Zurich have commissioned Panacea Adviser and Harris Interactive, a market research company, to conduct research into IFA and Adviser relationships with providers.
  • Zurich’s committed to improving the service they provide to IFAs and Advisers by gaining feedback from people like you.
  • This survey will take less than 10 minutes and responses are anonymous.
  • Participants can enter a prize draw to win 1 of 5 prizes of a £100 Amazon voucher.

 To take please click on the link below:


The survey link will only work once when accessed, so please complete the survey the first time you click on the link. 

Harris Interactive abides by the Market Research Society Code of Conduct, so responses will be secure, confidential and anonymous.

Kind regards
Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com

contact@panaceaadviser.com     manage my preferences     unsubscribe
Panacea is a trading style of Grantmell Ltd. Company registration number 5688007

This e-mail is private and confidential and may contain privileged material. If you have received this e-mail in error, please notify the sender and delete it immediately. You must not copy, distribute, disclose or use any of the information in it or any attachments.

The evolution of sustainable investing
23 Sep 2019

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The evolution of sustainable investing

Dear [first_name]

With the Sustainable sector’s newly-fashionable status has come some blurring of the terminology in the scramble to launch new products. Distinct and clearly-defined investment approaches have been stretched and morphed to appeal to an even wider investor base. Much of this comes from inexperience, as some of the new kids on the block seek to claim some ground on the RI landscape. 

Royal London Asset Management (RLAM) has been providing sustainable investment options since 2003, and this year marks the 10th anniversary of two of the funds in our risk profiled range of five sustainable funds: Royal London Sustainable Diversified Trust and Royal London Sustainable World Trust. 

To mark the anniversary, Mike Fox (Head of Sustainable Investing at RLAM) will be offering the benefit of almost 20 years’ experience as he traces the development of the sector, demystifies the current landscape and explains how sustainable investing is applied across the RLAM range in a series of webinars this autumn.

If you would like to join Mike for our autumn series of sustainable webinars, simply register below to secure your place. 

Is sustainable investing ethical? -  27 September, 2pm 

Responsible investing has grown considerably in recent years, and with that growth has come increasing complexity in the names by which it goes. Do you know your ESG from your RI, or your sustainable from your impact? Mike Fox demystifies the boundaries and describes the sustainable investing landscape.

Sustainable investing – the past, the present and the future – 24 October, 2pm 

The last decade has seen huge developments in sustainability across much of the globe, and this is having a growing influence on the way investments are managed. The key change has been a growing acceptance that applying ESG factors and looking at sustainable themes is beneficial for returns – it doesn’t require investors to make costly choices. But what do the coming years have in store? Mike Fox examines how sustainability will develop over the next coming years. 

So, Mr Fox, what is sustainable investing and how it is applied across your funds? – 20 November, 11am

Distinct and clearly-defined investment approaches have been stretched and morphed to make sustainable investing appeal to a much wider investor base. But what does sustainable really mean, and how do Mike Fox and his team put it into effect at RLAM (including some stock stories that might surprise you)?

To find out more about the RLAM range of sustainable funds please visit www.rlam.co.uk/sustainable

Kind regards
Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com
contact@panaceaadviser.com     manage my preferences     unsubscribe
Panacea is a trading style of Grantmell Ltd. Company registration number 5688007

This e-mail is private and confidential and may contain privileged material. If you have received this e-mail in error, please notify the sender and delete it immediately. You must not copy, distribute, disclose or use any of the information in it or any attachments.

This new lifetime mortgage is just for you
16 Sep 2019

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THIS NEW LIFETIME MORTGAGE IS JUST FOR YOU

Dear [first_name]

Did you know that Just now offer cashbacks of 2% or 5% of the initial advance?
It means your lifetime mortgage clients could benefit from:
  • More flexibility to minimise the amount they need to borrow
  • A smaller loan means a lower LTV and could mean a lower interest rate
  • Some costs could be covered – your client could use it to pay advisers and solicitors’ fees or other costs.
Read their latest case studies to see how this can help you develop better later life lending solutions for your clients:
Kind regards
Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com
contact@panaceaadviser.com     manage my preferences     unsubscribe
Panacea is a trading style of Grantmell Ltd. Company registration number 5688007

This e-mail is private and confidential and may contain privileged material. If you have received this e-mail in error, please notify the sender and delete it immediately. You must not copy, distribute, disclose or use any of the information in it or any attachments.

You are invited to the Invesco 2019 Investment Intelligence Seminars - 80 mins structured CPD
11 Sep 2019

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Dear [first_name]

Register now for Round 3 of the Invesco 2019 Investment Intelligence Seminars, running from September to December with over 70 venues and dates to chose from. These are amongst the most popular events in the market - spaces go fast, so make sure you sign up! Register here>>

UK housing – in the doldrums? 
 
With the housing market now seemingly in the doldrums, Invesco will revisit the main drivers of the UK housing market, look at the reasons behind the slowdown and consider what the future might hold, along with their usual macro update.
 
Secure your place 
 
Visit the Invesco event page for further details and to find the nearest seminar to you.
 
CPD 
 
Attendance will qualify you for 80 minutes structured CPD, so don’t miss out!
Kind regards
Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com
contact@panaceaadviser.com     manage my preferences     unsubscribe
Panacea is a trading style of Grantmell Ltd. Company registration number 5688007

This e-mail is private and confidential and may contain privileged material. If you have received this e-mail in error, please notify the sender and delete it immediately. You must not copy, distribute, disclose or use any of the information in it or any attachments.