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Invesco 2019 Investment Intelligence Seminars
23 Apr 2019

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Invesco 2019 Investment Intelligence Seminars

Dear [first_name]

You can now sign up for the second round of Invesco’s 2019 Investment Intelligence Seminars. Make sure you reserve your space at one of the 70+ events!

The state of the nation

In addition to providing the usual macro update, this time Invesco will also share its thoughts on UK economic growth and the impacts of Brexit. How has the political deadlock affected investor confidence?

Attendance will qualify you for 80 minutes of structured CPD.

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

Investment risks The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Important information This email is for Professional Clients only and is not for consumer use.


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.

Clients can’t get equity release on their property?
15 Apr 2019

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MAYBE THEY CAN… 

Dear [first_name]

If you have clients who might consider equity release, but thought their property wasn’t the right type, Aviva could have good news.

Aviva have now changed their lending criteria to include some properties with an element of personal commercial use.  Aviva also consider a greater range of property types, from historic to modern methods of construction, and a diverse range of flats, including studio and basement.

Aviva will now consider lifetime mortgages on:

  • Houses with a home-based business
  • Houses with land and buildings in personal agricultural or equestrian use, including estates and country houses with some personal commercial use
  • Homes where a room or rooms are used for bed & breakfast and holiday lettings (including Airbnb), or with a tenant in a self contained part of the property
  • Thatched properties, listed buildings including grade I and II and many historic building techniques
  • Modern methods of construction including Eco homes
  • Studio or basement flats and ex-local authority properties.

Download Aviva's new lending criteria document to find out more. 

To help your clients make the most of their property wealth, visit the Equity Release Hub.



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.

When Scottish Mortgage's Tom Slater met Amazon's Jeff Bezos
11 Apr 2019

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Scottish Mortgage – The Next Big Things

Dear [first_name]

When Tom Slater of Scottish Mortgage Investment Trust met Jeff Bezos in Seattle recently, the Amazon founder and CEO explained how little he cared about daily market news. Better, he said, to spend his time “living in the future…a wonderful place”. 

In this series of short articles, Tom considers their discussion about what the future will look like, the topics that excite both Mr Bezos and the Scottish Mortgage managers and how the themes they talked about are reflected in Scottish Mortgage’s portfolio. 
ALEXA - HOW BIG CAN YOU GET?
Alexa, Amazon’s voice activated assistant, is already everywhere. Cursory analysis might suggest the smart speaker market is saturated. However, with it, Amazon has laid the foundations of a new era of computing.

STREAMING THE FUTURE
With the traditional media and entertainment industry in flux, what are the online giant’s prospects in the areas of broadcasting, music and gaming?
HEAD IN THE CLOUD
In the eyes of Jeff Bezos, the likely impact of ’the Cloud’ is still not fully understood. He sees it as a fundamental change in computing that will play out over decades and provide tens of millions of enterprises the opportunity to leverage its benefits.

Scottish Mortgage is the UK’s largest investment trust. For more information, articles and insights, visit the website at www.scottishmortgageit.com

Kind regards


Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com


For financial advisers only, not retail investors.
As with any investment, your clients' capital is at risk.
A Key Information Document for the trust is available on the Baillie Gifford website.

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.

Win the protection clients you want. Faster.
4 Apr 2019

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It’s what 86% of advisers want*. More protection clients.

Dear [first_name]

It’s what 86% of advisers want*. More protection clients.

We know that you’re busy. And we also know that marketing is important to help your business get ahead and grow. With that in mind, as part of Aviva’s programme of support, they’ve launched the Adviser Business Accelerator

The support offered is in response to feedback Aviva has had from you. It includes CPD webinars, expert tips, tools and guides to help you grow the protection side of your business more easily. 

Take a look now. And start winning more protection clients. Faster.

Get started

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

*Source: Cicero adviser research, 2018

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.

Supporting high quality financial planning
28 Mar 2019

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Supporting high quality financial planning

Dear [first_name]

Standard Life’s Elevate platform is designed to support the large range of planning, tax and investment management activities carried out within your business.  

Elevate offers exceptional value for money and is one of the most competitively priced platforms in the market with simple pricing and family discounts.


It’s not all about price though.  You need a platform that can deliver the experience your clients need and expect. That’s why Elevate offers:

  • the functionality to deliver retirement advice at scale
  • a pension account which is fully online and designed to streamline retirement advice
  • flexible withdrawal options
  • fast payment of benefits
  • consolidated, tax efficient regular payment across multiple tax wrappers
  • a comprehensive investment range with discounted funds
  • prefunding through the retirement journey – so your clients can be sure their money is always invested as quickly as possible

The value of investments can go down as well as up and could be worth less than originally invested.

Find out more about the award winning Elevate platform.

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.

Compare historic and current CIC policies in under five minutes
21 Mar 2019

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Compare historic and current CIC policies in under five minutes

Dear [first_name]

With a number of factors to consider, Critical Illness Cover (CIC) policies are complex and analysing them is time-consuming.Defaqto’s new critical illness cover comparison tool, CIC Compare, provides an easy-to-use way for advisers to compare current and historic critical illness policies in under five minutes, on a whole of market basis, including white labels and direct products.

About CIC Compare

·      Easy-to-use whole of market tool  

·      Compare both historic and new CIC policies in under five minutes

·      Focus on the definition of the condition rather than the statistical risk

·      Transparent methodology developed together with critical illness pricing experts

With CIC Compare, advisers can benefit from Defaqto’s detailed historical database that allows comparing critical illness definitions of all policies dating back to 2009. 

CIC Compare is the latest addition to their financial planning software Engage.

To learn more and to request a demo, please visit Defaqto’s website.

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.

SimplyBiz member? How to access Dynamic Planner after May 2019
19 Mar 2019

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Discover the benefits of Dynamic Planner direct

Dear [first_name]

SimplyBiz and Distribution Technology have had a long and successful partnership over the past nine years, during which time they have served members with Dynamic Planner risk profiling and asset allocation investment services.

As previously communicated, the relationship ends on 21 May 2019 and both organisations are absolutely committed to firms having unobstructed choice in selecting whichever software system is most appropriate for your business in the future (read the December 2018 statement).

To help you choose, what are the benefits to continue using Dynamic Planner in your firm?

o  Ensure no disruption to your business - continue to use the same risk analysis for your clients

o  Access to all of Dynamic Planner - including the new, acclaimed 15-question ATR questionnaire

o  An end to end proprietary model - ensure nothing is lost in translation when deciding on the most suitable outcome for your clients

o  The new Client Review Report - MiFID II compliance in one easy to produce document

o  Cashflow planning not product planning – start with the client, not the product

o  Access to institutional level asset analysis - 48 asset classes with 13,000 correlations, reducing credit and liquidity risk. A tried and tested model with 16 years of proven results 

For existing Dynamic Planner users, and to help you choose, they have a preferential price exclusive to you, and would like to tell you how quick and easy staying with Dynamic Planner is. You choose the tech in your firm. For more information follow this link

If you or any of your colleagues would like to talk to a Dynamic Planner Business Consultant about your options and next steps please fill out this short form and they will be in touch. 

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.

Multi-asset guide to investing for your clients
19 Mar 2019

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Multi-asset guide to investing For your clients

Dear [first_name]

A guide to multi-asset investing is written in simple, jargon-free language. Careful to explain both the potential downsides and upsides of investing. This guide goes step-by-step through the principles of multi-asset investing, how it delivers risk diversification, and what assets it may invest in. Aberdeen Standard also outline key types of multi-asset strategy. Read their multi-asset guide or watch the video below - keep a look out for more in the series. 

A guide to multi-asset investing
A clear and simple guide to help clients understand the concept of multi-asset investing.
What is MyFolio?
MyFolio's range and breadth allows you to choose the fund most appropriate for your clients' needs.

Kind regards
Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com
For professional investors only – not for use by retail investor. Important Information Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.Aberdeen Standard Investments is a brand of the investment businesses of Aberdeen Asset Management and Standard Life Investments.
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.

A new investment universe to explore
28 Feb 2019

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A new investment universe to explore

Dear [first_name]

Prudential’s PruFolio range offers breadth, diversity and simplicity to help you meet more of your client needs. And it’s very competitively priced.


What’s in the range?

  • 1 investment philosophy– providing robust governance, long-term strategic asset allocation and investment management oversight (all determined by PPMG*)
  • 3 investment styles– offering a choice of Active, Passive and Smoothed funds
  • 5 consistent risk strategies– 15 funds across five different risk profiles, volatility limits and distinctive asset allocation

* PPMG is part of M&G Prudential Investment Office  

Benefiting from PPMG’s asset allocation expertise and robust governance, the PruFolio range is worth exploring.

These funds will be for clients:

  • who want active fund management, the Risk Managed Active Fundsinvest in a broad range of assets, helping to spread risk across a fully diverse fund offering
  • looking to further lower their investment costs, the Risk Management Passive Fundsoffer this, and still invests in a selected range of asset classes including alternatives – unlike other passive funds
  • wanting help to smooth the extreme short-term ups and downs of direct stock market investments, the PruFund Risk Managed Funds could be their answer 

Visit Prudential’s dedicated hub to find out more and easily access the support you need to speak to your clients about it.

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 future is here - introducing Your Future SIPP
25 Feb 2019

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Hi [first_name]
Curtis Banks has launched Your Future SIPP alongside a brand new website today at curtisbanks.co.uk

You can find all the old product literature for Curtis Banks and Suffolk Life products on there, and much, much more. 
Case Studies
Take a few minutes to read some of their case studies.
Log In Today
Visit the secure portal or register today if you have not already done so.
Who to Contact
Download the below PDF for contact details of Curtis Banks' Business Development Team.


If you missed the build-up, here’s an overview of the key elements of the pension and here’s what the
Lang Cat thought of it when Curtis Banks showed them for the first time.

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.