Monthly Newsletters

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Panacea Monthly Newsletter - April 2019
4 Apr 2019

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March Matters
 
 
 

In March we received an interesting request from one of our partners, to provide them with rich insight and analytics from our community data which can be used to assist them in the structuring of National Account and IFA Sales team in order to prioritise Account strategy/focus.

 
 
 
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Welcomes & Renewals

 
 
This month we welcome back Standard Life and Aberdeen Standard Investment as Panacea Partners.  It is great to see them both back with fresh content and new ideas.


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Solus & Partner Article of the Month Award
 
 

Congratulations to Aberdeen Standard who won our ‘most opened solus of the month’ award, with their mailing Multi-asset guide to investing For your clients


Congratulations to Guardian who wont our 'most clicked partner article of the month' award, with their article When the Wheel of Life lands on a heart attack

 
 

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Our Bento Bulletin recipients stand at 24,892 as at end March 2019. 
 
 
 
 
 
 
 
 
Our entire community stands at 35,017 as at end March 2019.
 
 
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- 4,098 Visits
 
 
 
- 6,842 Pages Viewed
 
 
 
- 3,400 Unique Visits
 
 
   
 
 
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The most opened Bento was 4th March 2019 with 4,253 opens (16.49 OR). The most clicked Bento was 6th March 2019 with 312 clicks (7.5% CTR)

 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for March 2019. 
 
 
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Download a PDF version of the monthly report if you wish to print it out and keep for future reference.
 
 
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Whats coming soon
 
 
 

Learning & Development are of the site

We are working on re developing the learning & Development and Business Development areas of the site to make them more ‘sticky’ and a go to place for Advisers learning and business needs.  We will keep you up to date with the developments as they happen.

Panacea Recruitment

As mentioned a couple of months back, Panacea are in the process of launching a recruitment area of the site, predominantly for Financial Advisers and Paraplanners.  This area of the site will be up and running soon and we will keep you up to date with the developments as they happen.

In the meantime, if you would also like assistance with your own recruitment requirements and would like to chat more please let us know.

 
 
 

 
 
 
Wealth & money management awards
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Panacea Monthly Newsletter - March 2019
8 Mar 2019

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February saw our 13th birthday pass by, like me, Panacea is getting a bit older and unlike me hopefully wiser.

It is hard to believe that when we started we were supported by some eight provider firms and an initial community of one hundred advisers.

The community has grown very organically and as at our birthday, the latest database clean shows that the community now stands at 35,554 and the firms that we work with now numbers 48.

We are very proud of this, there is simply no other support service to compare with against our independently verified database of this size, that has such a granular profile knowledge of advisers interests, the business levels done by firms and the community look and feel.

 
 
 
 
 
 
 

Solus mails are one of the most valuable pieces of communication we offer to partners, especially given that we provide the contact data that enables firms to use and establish relationships with the individuals that have clicked on them.  Therefore it is important to keep sight of what works well and what doesn’t.

 
 
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Welcomes & Renewals

 
 
This month we would like to welcome Blackfinch to Panacea’s growing roster of partners.  It is great to see some fresh content and new ideas. 

Additionally we would like to thank Rathbones and Royal London for confirming their renewals. We are always delighted when firms want to work with us for an additional year and appreciate that they see the value in what we are able to provide.
 
 
 
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We are excited to be working with Careers Specialist, Luke Welham who will be setting up Panacea Careers over the next few weeks.  Luke is LLB qualified professional with seven years recruitment & search experience across the financial services sector.  He has worked with a wide range of banks, lenders, wealth & investment managers and insurance firms.  His experience covers permanent and interim hires across corporate governance, wealth & financial planning and business change.

 
 
   
 
 
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In February we launched Mailock in association with Beyond Encryption. Matlock is a secure, easy, GDPR compliant add-on to your usual email system that allows you to send out sensitive documentation.

 
 
   
 
 
 
 
 
Solus & Partner Article of the Month Award
 
 

Congratulations to Prudential who won our ‘most opened solus of the month’ award, with their mailing A new investment universe to explore

Congratulations to Schroders who wont our 'most clicked partner article of the month' award, with their article Busting the Millennial Myth

 
 
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Our Bento Bulletin recipients stand at 25,526 as at end February 2019. 
 
 
 
 
 
 
 
 
Our entire community stands at 35,554 as at end February 2019.
 
 
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- 4,291 Visits
 
 
 
- 7,625 Pages Viewed
 
 
 
- 3,508 Unique Visits
 
 
   
 
 
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The most opened Bento was 26th February with 4,303 opens (16.72 OR). The most clicked Bento was 27th February with 228 clicks (5.5% CTR)

 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for February 2019. 
 
 
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Download a PDF version of the monthly report if you wish to print it out and keep for future reference.
 
 
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Whats coming soon
 
 
 

We are starting to work on re-developing the Learning & Development and Business Development areas of the site to make them more ‘sticky’ and a go to place for Advisers learning and business needs.  We will keep you up to date with the developments as they happen. 

 
 
 

 
 
 
Wealth & money management awards
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Panacea Monthly Newsletter - February 2019
7 Feb 2019

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Read and download our 2018 analysis reports, we welcome Chris Park to Panacea and in January we hit Bento 1000!

Derek Bradley 
Ceo, Panacea Adviser

 
 
 
 
 
 
 

The thoughts have been sent to the Treasury Select Committee and we hope to get it out to other interested parties, including the FCA soon.

Please read, share and let us know your thoughts:

Being responsible is what the financial industry should be about.

Sadly we have now reached a stage that the responsibility now falls on all as the few who mess it up never have the resources to put things right, previously referred to as ‘the polluter pays’. 

There is an urgent need to find a better way to fund the ever-increasing costs of regulation and redress as well as delivering confidence and developing consumer protection. 

 
 
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Thank you's
 
 

We would like to thank Rathbones for renewing their partnership with us for another year and their continued support.

 
 
 
 
 
 
As in previous years, we thought it worthwhile to provide a summary of our progress and success in 2018, in addition to the usual monthly update. This has all been achieved, of course, with your support.
 
 
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Here are our site stats, bento stats and solus mail stats for 2018.
 
 
 
 
 
 
 
 
Congratulations to Octopus who won our 'Most opened solus of the month’ Award in January with their mailing "Doing due diligence on VCTs"

 
 
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Our Bento Bulletin recipients stand at 21,435 as at end January 2019. 
 
 
 
 
 
 
 
 
Our entire community stands at 31,434 as at end January 2019.
 
 
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- 3,976 Visits
 
 
 
- 6,813 Pages Viewed
 
 
 
- 3,199 Unique Visits
 
 
   
 
 
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The most opened bento for January 2019 was 17th January edition with 4,043 opens (18.68% open rate) and the most clicked bento was the 9th January edition with 385 clicks (12.8% CTR).
 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for January 2019. 
 
 
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Download a PDF version of the monthly report if you wish to print it out and keep for future reference.
 
 
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We are starting to work on re-developing the Learning & Development and Business Development areas of the site to make them more ‘sticky’ and a go to place for Advisers learning and business needs.  We will keep you up to date with the developments as they happen. 

 
 
 

 
 
 
Wealth & money management awards
*Community facts provided by Equifax Touchstone. Q3 2017
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Panacea Monthly Newsletter - December 2018
12 Dec 2018

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2018 has been a great year for Panacea, and that is really down to three factors, our growing community (now at a record level), our supporting firms and the most valuable resource, our data.

We are aware that others may dabble in our space, some may even blatantly copy what we do, but, absolutely nobody else has the level of independently verified, cleaned data that we hold. And it is yours to use.

This has been built up over 12 years and the effect of this is to be able to accurately segment for you, a database of some 22,000 in so many ways. By firm, RI, postcode, interests, business types and volumes, size, data de-dupe and more.

This will be the last report for 2018 and will return in February 2019.

A big thanks goes to all of our valued partner firms, the staff who make it all work at those firms and of course our team from me, without which none of this would be possible.

I wish everyone a great Christmas, a relaxing break and of course a positive and productive 2019!

Derek Bradley
Ceo, Panacea Adviser


 
 
 
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Thank you's
 
 

The year end has seen the long awaited engagement confirmed for 2019 of Old Mutual. Additionally, we are delighted to welcome Curtis Banks and Dynamic Planner to the community and a return for AEGON. 

Plus we would like to thank Aviva, Schroders and Prudential for renewing their partnership with us for another year.

We couldn't do what we do without this continued support!

 
 
 
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In November we had our data cleansed by Autus Data Services and then Touchstone analysed the Panacea community and provided business volume analysis. Read more about the volumes of business being written by advisers within the Panacea community.

 
 
   
 
 
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Following the data cleanse we also updated the community breakdown. You can use a combination of this and the Touchstone data to create targeted solus mails. Just let us know what you want when booking them in.
 
 
   
 
 
 
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Don't forget to vote for our 2018 Top Tweeters and keep your eye out for the winners which will be announced mid-December!
 
 
 
 
 
 
 
 
Congratulations to FundsNetwork who won our 'Most opened solus of the month’ Award in November with their mailing "Calculating Capital Gains".

 
 
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Our Bento Bulletin recipients stand at 22,398 as at end November 2018. 
 
 
 
 
 
 
 
 
Our entire community stands at 32,346 as at end November 2018.
 
 
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- 4,626 Visits
 
 
 
- 7,800 Pages Viewed
 
 
 
- 3,765 Unique Visits
 
 
   
 
 
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The most opened bento for November 2018 was 14th November edition with 4,578 opens (19.89% open rate) and the most clicked bento was the 5th November edition with 502 clicks (12.9% CTR).
 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for November 2018. 
 
 
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Christmas & New Year Comms
 
 

We anticipate that our last pre Christmas Bento will be sent on or before the 21st December. Our last solus mail will be sent on or the 21st December, both depending on content.  

If you have any solus mails between now and then that you wish to send, do let James know as soon as possible please.

Between Christmas and New Year we will look to send out our ‘Best of 2018’ Bento Bulletins as we did in 2017 as these proved to be particularly popular.

Subject to the amount of content we are given and for the New Year we will start on or just after 7th  January 2019.

 
 

 
 
 
   
 
 
Download a PDF version of the monthly report if you wish to print it out and keep for future reference.
 
 
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Next Report
 
 
 

Our next monthly newsletter as always will be at the beginning of February and will include a summary of 2018 activities.  However, if you do need anything before then please don’t hesitate to contact us or don’t forget we have a wealth of information about Panacea on our ‘Panacea Partners’ website.

 
 
 

 
 
 
Wealth & money management awards
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Panacea Monthly Newsletter - October 2018 - apologies but some incorrect links in previous version!
13 Nov 2018

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It was clear from our partner event that even now, some firms are unaware of what we can do with it, and it is a lot Some firms are even allowing us access to their database to de-dupe the lists making targeting really focussed.  

 
 
   
 
 
 
 
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A full house, wow. Thanks to everyone who attended our partner event on the 31st October, we have had some great feedback, thanks again too to BNY for their great hospitality in hosting this.  If you would like to take a look at the slide deck.  
 
 
   
 
 
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Welcomes & Renewals
 
 
 
Firstly a big thanks to all those firms who have already committed to working with us again in 2019. These include Schroders and Prudential in October. A big welcome too for Defaqto and Distribution Technology.
 
 
 
Read More
 
 
 
 
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Congratulations to Rathbones who won our most opened solus of the month’ Award in October with their mailing "Rathbones research report - The value of DFM"

 
 
 
 
 
 
 
 
Thank you to all that took part in our recent Partner Satisfaction survey. We were really thrilled with the results.
 
 
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Our Bento Bulletin recipients stand at 24,000 as at end October 2018. 
 
 
 
 
 
 
 
 
Our entire community stands at 33,992 as at end October 2018.
 
 
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- 4,618 Visits
 
 
 
- 7,553 Pages Viewed
 
 
 
- 3,751 Unique Visits
 
 
   
 
 
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The most opened bento for October 2018 was 19th October edition with 4,174 opens (19.37% open rate) and the most clicked bento was also the 29th October edition with 620 clicks (18.1% CTR).
 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for October 2018. 
 
 
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Download a PDF version of the monthly report if you wish to print it out and keep for future reference.
 
 
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Visit us at a live virtual event

With thoughts turning to 2019, are once again looking at our virtual reality intentions for 2019.

If you are interested in getting involved with our event next year, why not see how it works in a live environment?

Visit our virtual stand on 14th November at the forthcoming Planet of Finance Online Investor Summit to see the technology in action. 

5,000 investors and financial professionals will attend the summit to connect with the top wealth managers, discover the latest trends in industry, attend conferences and find new investment opportunities.

Do register, I think you will be impressed.

 
 
   
 
 
Wealth & money management awards
*Community facts provided by Equifax Touchstone. Q3 2017
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Panacea Monthly Newsletter - October 2018
13 Nov 2018

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It was clear from our partner event that even now, some firms are unaware of what we can do with it, and it is a lot Some firms are even allowing us access to their database to de-dupe the lists making targeting really focussed.  With this in mind, remember, we can target your messages by way of:

 
 
   
 
 
 
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A full house, wow. Thanks to everyone who attended our partner event on the 31st October, we have had some great feedback, thanks again too to BNY for their great hospitality in hosting this.  If you would like to take a look at the slide deck.  
 
 
 
 
 
 
 
 
Thank you to all that took part in our recent Partner Satisfaction survey. We were really thrilled with the results.
 
 
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Congratulations to Rathbones who won our most opened solus of the month’ Award in October with their mailing "Rathbones research report - The value of DFM"

 
 
 
 
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Our Bento Bulletin recipients stand at 24,000 as at end October 2018. 
 
 
 
 
 
 
 
 
Our entire community stands at 33,992 as at end October 2018.
 
 
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- 4,618 Visits
 
 
 
- 7,553 Pages Viewed
 
 
 
- 3,751 Unique Visits
 
 
   
 
 
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The most opened bento for October 2018 was 19th October edition with 4,174 opens (19.37% open rate) and the most clicked bento was also the 29th October edition with 620 clicks (18.1% CTR).
 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for October 2018. 
 
 
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Download a PDF version of the monthly report if you wish to print it out and keep for future reference.
 
 
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Visit us at a live virtual event

With thoughts turning to 2019, are once again looking at our virtual reality intentions for 2019.

If you are interested in getting involved with our event next year, why not see how it works in a live environment?

Visit our virtual stand on 14th November at the forthcoming Planet of Finance Online Investor Summit to see the technology in action. 

5,000 investors and financial professionals will attend the summit to connect with the top wealth managers, discover the latest trends in industry, attend conferences and find new investment opportunities.

Do register, I think you will be impressed.

 
 
   
 
 
Wealth & money management awards
*Community facts provided by Equifax Touchstone. Q3 2017
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Panacea Monthly Newsletter - September 2018
11 Oct 2018

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You may recall that back in July, we drew your attention to FCA May missive: PS 18/10. The impact of dik-tat PS 18/10’ is pretty serious indeed, especially for larger distribution channel and network relationships.

Marketing activities are not really impacted, but distribution activities previously thought of as part of a marketing strategy have in effect blown out of the water. PS 18/10 has destroyed the ability for provider distribution channels to conduct business relationships as they used to.

 
 
   
 
 
 
 
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We have now secured the speakers for our forthcoming partner event at end October which is around developing content for your adviser marketing strategy. Find out more and register!

 
 
   
 
 
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Welcomes & renewals
 
 
 

We welcome back Just, who are working with us on campaigns, the first results already being seen, as above.

We were also delighted to see UnderwriteMe and L&G go live on the site in September and look forward to reading some of their great content in the coming months.


 
 
 
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In the last monthly report I updated you on the activity we have carried out around the database  to ensure the integrity is as strong as possible.

Following on from this I’m pleased to inform you that our latest Q2 2018 Touchstone analysis of business written by our community is ready for you to view on our Partner site.  

 
 
 
 
 
 
 
 
Your help please...

As you know we at Panacea are always keen to look at how we can grow and develop Panacea for our Adviser community and the partners that we work with, therefore for the first time we have set up a short Panacea Partner Satisfaction Survey.

We would really appreciate it if you could take 5 minutes to complete it as it will help give us an indication of where our strengths and weaknesses lie and how we could improve what we offer in the future.

The survey is anonymous but you can add your name if you choose. 

 
 
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Congratulations to Just who won our most opened solus of the month’ Award in September with their mailing "Adviser Forums 2018 – The evolving science behind deumulation advice"

 
 
 
 
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Our Bento Bulletin recipients stand at 22,275 as at end September 2018. 
 
 
 
 
 
 
 
 
Our entire community stands at 32,147 as at end September 2018.
 
 
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- 3,132 Visits
 
 
 
- 6,529 Pages Viewed
 
 
 
- 4,521 Unique Visits
 
 
   
 
 
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The most opened bento for September 2018 was 21st September  edition with 3,360 opens (15.81% open rate) and the most clicked bento was also the 21st September edition with 243 clicks (6.80% CTR).
 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for September 2018. 
 
 
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Download a PDF version of the monthly report if you wish to print it out and keep for future reference.
 
 
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Webinar - Developing Professional Connections: Death and Divorce

Join us on 15th October for our next webcast which we will be running with Royal London. 

This half hour session will briefly mention the law and some of the areas which are causing problems for advisers but it will also consider where advisers can add value to their professional connections by explaining areas where pensions legislation may interact with other areas of the law.

 
 
   
 
 
Wealth & money management awards
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Panacea Monthly Newsletter - August 2018
13 Sep 2018

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After almost 10 years and the impact of FCA attitudes to GDPR,  Equifax Touchstone can no longer clean our database against the FCA register.

Panacea is unique in that we are the only support organisation (that is not linked to a distribution channel) who has our database cleaned against the FCA register. This is to ensure that the independent validation, integrity and independence for supporting firms is maintained.

 
 
   
 
 
 
 
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We have now secured the speakers for our forthcoming partner event at end October which is around developing content for your adviser marketing strategy. Find out more and register!

 
 
   
 
 
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Welcomes & renewals
 
 
 

We are delighted to welcome on board Guardian 1821, a new protection provider and Legal & General in the retirement space, who went live on 3rd September. In addition, our very good and long standing relationship continues with M&G for another year along with our friends at Seneca. Both have confirmed their renewal for 20-18/19. We look forward to working with them all.

 
 
 
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Congratulations to Aviva Investors who won our most opened solus of the month’ Award in August with their mailing "Commercial property: The benefits of collaboration"

 
 
 
 
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Our Bento Bulletin recipients stand at 23,587 as at end August 2018. 
 
 
 
 
 
 
 
 
Our entire community stands at 33,413 as at end August 2018.
 
 
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- 5,365 Visits
 
 
 
- 9,540 Pages Viewed
 
 
 
- 4,521 Unique Visits
 
 
   
 
 
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The most opened bento for August 2018 was 1st August edition with 4,892 opens (14.90% open rate) and the most clicked bento was 16th August edition with 226 clicks (13.90% CTR).
 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for August 2018. 
 
 
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Download a PDF version of the monthly report if you wish to print it out and keep for future reference.
 
 
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Community Data update

We have recently started working with Autus Data Services who are undertaking our data cleanse for us now.  Touchstone are unable to offer this service.  Our recent data cleanse has been completed and the partner site has now been updated to reflect this.

New look Solus mails

We have just revamped our solus mails and introduced a more eye-catching and appealing layout based on research that we had undertaken earlier in the year about what appeals most to advisers.  You will see these coming through soon and we hope that you like them.  Any feedback would be gratefully received!


 
 
 
 
 
 
Wealth & money management awards
*Community facts provided by Equifax Touchstone. Q3 2017
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Panacea Monthly Newsletter - July 2018
21 Aug 2018

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Since 2011 we have been conducting research via a simple survey to gauge what advisers think about service levels and standards delivered by the FOS, in particular looking at their processes and the fairness of the system. 

Whilst we don't yet have the full question and answer set to show you, read more for a summary of what the results will hold!

 
 
   
 
 
 
 
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We have now secured the speakers for our forthcoming partner event at end October which is around developing content for your adviser marketing strategy. Find out more and register!

 
 
   
 
 
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Thank you..
 
 
 

We are delighted to welcome to the community the Retirement division of L&G and look forward to working with them over the coming year.  

We would like to thank Aviva Investors, Just & FundsNetwork for renewing their relationships with us. Relationships are built over time, we cannot do what we do for partner firms without the financial support these renewals bring. Once again,  we look forward to doing more with you all throughout the year

 
 
 
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Congratulations to Invesco Perpetual who won our most opened solus of the month’ Award in July with their mailing "Your invitation: Investment Intelligence seminars 2018 round"

 
 
 
 
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Our Bento Bulletin recipients stand at 13,451 as at end July 2018. 
 
 
 
 
 
 
 
 
Our entire community stands at 25,203 as at end July 2018.
 
 
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- 3,187 Visits
 
 
 
- 5,232 Pages Viewed
 
 
 
- 2,645 Unique Visits
 
 
   
 
 
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The most opened bento for July 2018 was 30th July edition with 1,641 opens (12.10% open rate) and the most clicked bento was 18th July edition with 186 clicks (13% CTR).
 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for July 2018. 
 
 
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Download a PDF version of the monthly report if you wish to print it out and keep for future reference.
 
 
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Results of the FOS survey

We will shortly be bringing you the results of our FOS survey as well as distributing it to the press, the FOS ad the treasury Select committee.

Community data update

We have recently started working with Autus Data Services who are undertaken our data cleanse for us now Touchstone are unable to offer this service. Our recent data  cleanse for us now Touchstone are unable to offer this service.  Our recent data cleanse has been completed and next month the Community data  breakdown will be updated to reflect any updates to the community by way of Control Function, geography etc.

 
 
 
 
 
 
Wealth & money management awards
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Panacea Monthly Newsletter - June 2018
10 Jul 2018

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We have been having some conversations with partner firms about the latest FCA May missive: PS 18/10.

The potential impact looks pretty serious for network relationships in particular.

I should warn, this paper has not long landed, not everyone is even aware of it and even where they are aware, they may yet have to interpret it or indeed have a completely different interpretation, such is the world of regulation and compliance.

 
 
   
 
 
 
 
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Our next All-Partner event will be on 31st October 2018 and kindly hosted by BNY Mellon.  The event will focus on content marketing to advisers.

 
 
   
 
 
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Thank you..
 
 
 

We were delighted to see Baillie Gifford go live in May, plus welcome on board L&G and Dynamic Planner, both of which will be going live shortly. 

Finally we would like to thank Legg Mason for renewing with us for another year - we look forward to doing more with you throughout the year.

 
 
 

 
 
 
 
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Congratulations to Aviva who won our most opened solus of the month’ Award in June with their mailing 'How equity release could help all kinds of clients'.

 
 
 
 
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Our Bento Bulletin recipients stand at 13,655 as at end June 2018. 
 
 
 
 
 
 
 
 
Our entire community stands at 23,474 as at end June 2018.
 
 
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- 3,029 Visits
 
 
 
- 5,110 Pages Viewed
 
 
 
- 2,507 Unique Visits
 
 
   
 
 
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The most opened bento for June 2018 was 8th June edition with 1,916 opens (13.71% open rate) and the most clicked bento was 12th June edition with 151 clicks (12.7% CTR).
 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for June 2018. 
 
 
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Download a PDF version of the monthly report if you wish to print it out and keep for future reference.
 
 
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We have just received our Q1 2018 Touchstone data analysis so we will be updating you and the Partner site shortly. 

Plus...

In June we kicked off our bi-annual FOS survey. This will be running through to mid July.

We will share results with you next month. Some comments made in expanding on the surveys questions are quite alarming

 
 
   
 
 
Wealth & money management awards
*Community facts provided by Equifax Touchstone. Q3 2017
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