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Rathbones: In pursuit of green
20 Jun 2019

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Rathbones: In pursuit of green 

Dear [first_name]

Taking a trip to America, Rathbones’ global sustainability fund manager, David Harrison, detects a change is in the air. Suddenly US firms are taking their environmental and social responsibilities more seriously.

Increasingly investors are demanding that companies show they act ethically, source sustainably and don’t abuse the planet. On a recent visit to the US, Rathbone Global Sustainability Fund manager David Harrison was pleasantly surprised to find that American companies are starting to take notice, too. If American companies – some of the most profit-focused businesses on Earth – can be swayed to become sustainable, anyone can. 

In his latest report, David explains how the US companies he meets are becoming more active about environmental, social and governance (ESG) issues. They are compelled to do so both for the benefits it offers for our world and the people in it as well as for the possible profits of new products that offer customers more sustainable choices. He also marvels at the technology being used to make agriculture less wasteful and help cut water usage among households and businesses. But he also notes the conundrum of unintended consequences: how the growth of the Silicon Valley tech scene, which is responsible for many amazing advances we enjoy today, has accompanied social problems in its own backyard.  

"There is a general feeling that investing in sustainable companies must come at some cost, that ESG must equal lower returns for investors. I think this is fundamentally wrong." David Harrison, Rathbones
For more information visit rathbonefunds.com
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.

It's time to specialise
13 Jun 2019

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It’s time to specialise

Dear [first_name]

In Seneca's opinion adding specialist assets such as real estate investment trusts, infrastructure and specialist financials to an investment portfolio makes sense. These assets can provide strong returns and a haven at a time of growing geo-political uncertainty and worries about the next recession.

Investing in these specialist areas can be rewarding but it is not without risk. At Seneca IM, they have almost two decades experience investing in this area and believe their edge is in their internal research and expertise, both of which are crucial when exploring the specialist assets arena.

Seneca IM offers financial advisers and private client managers a distinctive range of multi-asset value investment options. They believe multi-asset value investing offers the prospect of superior long-term returns, achieved by purchasing assets that they consider to be undervalued, so as to generate real value. 

Download white paper

For further information on Seneca IM head over to http://www.senecaim.com

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.

NS&I launches new online service for financial advice firms
11 Jun 2019

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NS&I launches new online service for
financial advice firms

Dear [first_name]

NS&I is excited to announce the launch of a new online service for financial advice firms.

Firms now have secure online access to information on their clients’ NS&I holdings for the first time, via a purpose built portal, designed and delivered to meet growing adviser expectations of NS&I.

Once registered, advice firms will be able to do the following via the new online service:

  • View a list of their clients with NS&I holdings (subject to a Letter of Authority)
  • Select a client and view their NS&I portfolio
  • View the transaction history of an account
  • Get a valuation of fixed term accounts and see their maturity dates
  • View copies of communications sent to their clients from NS&I
  • View a client’s Premium Bonds prize history

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 new Dynamic Planner Client Review
6 Jun 2019

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Dear [first_name]

Industry regulation may be on the increase, but hours in the day are not - diluting the reason why many of us entered financial planning in the first place: spending time, face-to-face delivering a fantastic service to people who are more than clients.

As a result, completing annual reviews can quickly become an uphill battle. A new solution to significantly ease that stress launches today: the new Client Review from Dynamic Planner, quickly delivering confirmation of ongoing suitability in a beautiful, lifestyle magazine-quality report.

It has been designed in partnership with advisers for advisers. The report produced provides a clear yet comprehensive framework for discussing portfolio performance and any recommended changes, meeting the higher suitability bar set by MiFID II - and without leaving Dynamic Planner.

“We talked about this being a game changer,” said Simon Drake of Kent firm Bainlye Drake Wealth. “But it is much more than that. I know how the caveman felt when lightning struck and they discovered fire! I currently have 340 clients and it is allowing me to finally have a better work / life balance.”

Find out more

The new Dynamic Planner Client Review is the first in a rolling, two-year programme of significant upgrades. To find out more, email sales@dynamicplanner.com, call 0333 6000 500 - or Request a Demo and experience it for yourself.

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.

Majoring on the Macro
5 Jun 2019

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Dear [first_name]

We’d love to see you at another round of Majoring on the Macro Seminars; where M&G and Prudential will deliver 90 minutes’ worth of CII & CISI accredited macroeconomic content.

The seminars have started this week, but with events throughout June there is still time to register to secure your place at a venue near you. Don’t miss hearing from: 

·      Julian Hince, M&G’s CII accredited trainer will provide a macroeconomic update. He will cover key market and asset class themes and, whilst not predicting the future, will explore what might come next.

·      Prudential’s investment experts will then ‘major on regulation’, aiming to answer some of those frequently asked questions – what are the big regulatory issues for the investment world and how will the affect me and my firm? How do marry investment objectives for vulnerable clients? Where can I find support and information?

Register now 

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.

Register now for illuminate live
28 May 2019

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Dear [first_name]

Over the past four years Nucleus’ illuminate live has set the standard for providing the very best speakers, giving access to the most relevant, engaging and actionable content.

'Illuminate live' returns in June with another quality line up and they will be visiting Belfast, London, Birmingham, Bristol, Leeds and Glasgow.

They know that running a world class advice business means that you can be time poor, that's why illuminate live doesn't have any product push from Nucleus, or anybody else, and is entirely focused on improving you and your business.

Spend the day being enlightened, entertained and challenged by these brilliant speakers and engaging with like-minded advisers. With four hours of CPD available, all it will cost you is the time away from your desk.


Find out more about their speakers and register your place now →

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’s the best way of expressing your clients’ wishes?
23 May 2019

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Dear [first_name]

The death benefits rules for defined contribution pension schemes are extremely flexible and tax efficient, making them a major consideration in pension planning. Drawdown being available to all beneficiaries, rather than just dependants, has changed the way we think about death benefits. However, it’s all too easy to be caught out by some of the quirks in the rules. 

Curtis Banks wants to help you make sure that all of your clients’ potential beneficiaries will have full options available to them, and has developed a range of case studies to demonstrate how the rules work in practice.

By clicking above and filtering to ‘case studies’ and ‘expression of wishes’, you can read about the following:

The importance of keeping an expression of wishes up to date as circumstances change.

  • How to structure an expression of wishes so that it caters for more than one scenario without limiting the options for any given beneficiary, or risking making the client’s wishes ambiguous.
  • How to help make sure no beneficiary is left without the option of drawdown, even in unforeseen circumstances.
  • Why not leaving an expression of wishes can also cause problems.
  • Why clients might still consider naming a trust as a beneficiary.
If you’d like to speak to us further about building robust and yet simple expressions of wishes, please click below to contact a Curtis Banks Business Development Manager in your area.

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 do you generate more protection leads online?
22 May 2019

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HOW DO YOU GENERATE MORE PROTECTION LEADS ONLINE?

Dear [first_name]

Knowing what digital marketing tools to use to help improve your online presence and get more protection clients can be daunting. Aviva’s latest Adviser Business Accelerator webinar will help you better understand which you should choose and why.

In the free 45 minute webinar, you’ll:

  • Get an overview of the key elements of digital marketing
  • See how to optimise your site to generate leads
  • Unlock ideas to create useful and inspiring content
  • Learn how to measure and track results
  • Get easy to follow tips you can implement straight away.

At the end of the webinar you’ll have an opportunity to quiz their digital marketing experts, so if you have any burning questions, Aviva’s experts will be happy to answer them.

Save the date and register

Date: Tuesday 5 June 2019 | Time: 2.30pm


After registering, you’ll receive a confirmation email containing information about joining the webinar. 
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 untold story: A UK Equity Income fund that is first quartile over 1, 3, 5 and 10 years
15 May 2019

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The untold story: UK Equity Income

Dear [first_name]

Please join us at 10am on the 17 May where we reveal the secrets to building consistent outperformance over a 10-year period that has included numerous volatile events.

This is your opportunity to ask live questions of Chris Murphy, UK Equity Income portfolio manager and host James Tothill, as we discuss how a disciplined focus on cash generation and valuation over major past events across multiple cycles is still informing today’s outlook on the UK equities market.

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

Past performance is not a guide to future performance.

The value of an investment and any income from it can go down as well as up and you may not get back the original amount invested. Important information This email is intended for investment professionals only. It is not to be distributed to or relied on by retail clients.Except where stated as otherwise, the source of all information is Aviva Investors Global Services Limited (AIGSL) as at 2 May 2019 . Unless stated otherwise any opinions expressed are those of Aviva Investors. They should not be viewed as indicating any guarantee of return from an investment managed by Aviva Investors nor as advice of any nature. Past performance is not a guide to the future. The value of an investment and any income from it may go down as well as up and the investor may not get back the original amount invested.Nothing in this material, including any references to specific securities, assets classes and financial markets is intended to or should be construed as advice or recommendations of any nature. This material is not a recommendation to sell or purchase any investment.In the UK, this material has been prepared and issued by AIGSL, registered in England No.1151805. Registered Office: St. Helen’s, 1 Undershaft, London EC3P 3DQ. Authorised and regulated in the UK by the Financial Conduct Authority. Approved for use in the UK.RA19/0536/01082019

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.

Aegon - demonstrating the value of Protection
14 May 2019

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AEGON - DEMONSTRATING THE VALUE OF PROTECTION

Dear [first_name]

At Aegon, we’re extremely proud to maintain a strong claims experience for 2018, paying:

•          98% of life protection claims;
•          93% of critical illness protection claims, and
•          93% of income protection claims.

We feel it’s important to continue publishing our claims experience each year to provide you and your clients with confidence and reassurance that we pay all valid claims. 

Overcoming misconceptions

As an industry, we’re often portrayed in a negative light – especially in the consumer press. This is disappointing, focusing on the minority of customers, rather than the majority that we help every day. That’s why it’s so important to promote positive protection stories to highlight the value of protection.

Read how Glen’s claim payment allowed her to reduce her mortgage debt, and invest in something for after her breast cancer treatment.

‘Critical illness cover has given me peace of mind that despite being ill I still have my home and I don’t need to worry about my financial future. I’d definitely encourage others to get it.’

We’d encourage you to use real-life, everyday stories like these with your clients to demonstrate the value of the cover you’re recommending.

Visit aegon.co.uk/claims for more support material to use with your clients, to highlight the importance of protection.

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.