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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.

Register now: M&G Meet the Managers 2019
5 Sep 2019

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Register now: M&G Meet the Managers 2019

Dear [first_name]

Please join us for the M&G Meet the Managers live stream on Thursday 26 September. 

Don’t miss the opportunity to hear from six M&G fund managers, who will share their insights on equities, fixed income and commercial property. During the live stream they will also discuss current market trends and how their views translate into portfolio positioning and strategies. 

This CII accredited seminar offers up to 120 minutes of CPD.

Please note, the value of the funds will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

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.

Why some claims get rejected and what you can do to help
3 Sep 2019

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Why some claims get rejected and what you can do to help

Dear [first_name]

Every year insurance providers release their claims paidstatistics for the previous year.

But outside of our industry, this isn’t really seen as news. There’s a preference in the consumer press for stories about unpaid claims and the unfairness of it all. But hopefully, greater transparency and more education will help us to pay more claims. 

Read Royal London’s full article where Craig Paterson, Underwriting and Claims Philosophy Manager, provides more insight into claims and why some don’t get paid.
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.

Listen to our latest audio file: There are more than two sides to every retirement income story
30 Aug 2019

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Dear [first_name]

Today we have a situation where most people approaching retirement choose between two solutions which are in many ways polar opposites, a lifetime annuity or flexi-access drawdown. While both play a key role in retirement planning, the idea of a single product for life is increasingly irrelevant. 

Jenny Cernicharo-Hazan, Head of Intermediary Marketing at Legal & General Retail Retirement discusses:

  • How retirement has changed – the evolving macro and socio-economic factors that are impacting and radically changing retirement norms
  • Why longevity is one of the most difficult parts of the retirement puzzle 
  • The impact of different patterns of expenditure
  • How can a range of solutions be layered to provide clients with greater security, flexibility and control?

Listen to our latest discussion here - [audio file – 26 minutes]
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 cover that goes to work when your clients' can't.
29 Aug 2019

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The cover that goes to work when your clients' can't.

Dear [first_name]

How would your clients maintain their lifestyle if they were unable to work due to illness or injury? 

Help protect your clients from uncertainty by introducing them to income protection, the cover that goes to work when they can't. 

Aviva’s suite of income protection solutions are designed to help meet a wide range of clients' needs and budgets. In Aviva’s Income Protection Hub you will find: 

•          A visual guide to help you explore an untapped market of clients 

•          Practical calculators to make the process easier 

•          Real life customers stories 

Explore 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.