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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. 

 
 
 

 
 
 
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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.

 
 
 

 
 
 
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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.

 
 
   
 
 
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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
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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.

 
 
   
 
 
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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!


 
 
 
 
 
 
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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.

 
 
 
 
 
 
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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

 
 
   
 
 
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Panacea Monthly Newsletter - May 2018
5 Jun 2018

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GDPR

It is very clear that this has caused some interesting issues to arise. 

Every provider seems to have differing issues, solutions, thoughts but one thing is for sure, GDPR takes little notice of how data is a vital raw material of product and business innovation. 

It is likely to stifle data-driven innovation as well as helping to reduce operational costs... 

Site Refresh

Read more about our Mini Site Refresh and what other changes are happening across the site. 

 
 
   
 
 
 
 
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We are excited to announce that we are launching our first ever annual conference, virtually, which we are calling The Panacea Great Virtual Reality Exhibition.

The event will be run in September or October. Click on the link below to download the brochure for more information. We would love to see you involved!

 
 
   
 
 
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Thank you..
 
 
 

We were delighted to welcome Baillie Gifford to the Panacea stable in May. We look forward to working with you this year! 

In addition we have been undertaking some targeted work with IRESS and look forward to doing more with you throughout the year.



 
 
 

 
 
 
 
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Congratulations to LV= who won our most opened solus of the month’ for May award with their mailing 'Why income should be the focus of every financial planning conversation'.

 
 
 
 
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Our Bento Bulletin recipients stand at 14,101 as at end May 2018. 
 
 
 
 
 
 
 
 
Our entire community stands at 23,926 as at end May 2018.
 
 
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- 3,675 Visits
 
 
 
- 6,225 Pages Viewed
 
 
 
- 3,058 Unique Visits
 
 
   
 
 
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The most opened bento for May 2018 was 2nd May edition with 1,951 opens (14% open rate) and the most clicked bento was 25th May edition with 185 clicks (12% CTR).
 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for May 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 are due to receive our Q1 2018 Touchstone data analysis in early June and included within next month's report. 

Plus

Our next Provider event will be held on 31st October 2018 and kindly hosted by BNY Mellon.  The event will focus on content marketing to Financial Advisers.  Get the date in your diary now and more information will follow soon!

 
 
   
 
 
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Panacea Monthly Newsletter - April 2018
8 May 2018

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GDPR

During April and into May we will be finalising our post 25th May GDPR plans to ensure we are fully compliant. Read more here. 

Bento Bulletin redesign

Our latest Bento Bulletin re-design went live in April 2018, This was done to  ensure that we keep fully up-to-date with email design trends and continue to improve open and click rates. 

Thank you’s

We were delighted to welcome our latest partner, Key Partnerships to our stable of partners in April. We look forward to working with you this year! In addition we have been undertaking some targeted work with Octopus and we look forward to undertaken more for you throughout the year. 

Finally, thank you to NS&I for renewing the relationship for another most appreciated year.

 
 
   
 
 
 
 
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We are excited to announce that we are launching our first ever annual conference, virtually, which we are calling The Panacea Great Virtual Reality Exhibition.

The event will be run in September or October. Click on the link below to download the brochure for more information. We would love to see you involved!

 
 
   
 
 
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We are currently working on a mini site refresh, whereby we are streamlining the Tools & Resources, Business Development and Learning & Development areas of the site. This is due to analysis of what pages are most viewed and to ensure certain areas are easier to keep up-to-date.

 
 
   
 
 
 
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Congratulations to NS&I who won our most opened solus of the month’ for April award with their mailing 'NS&I launches new phone services for financial services'.

 
 
 
 
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Our Bento Bulletin recipients stand at 14,452 as at end April 2018. 
 
 
 
 
 
 
 
 
Our entire community stands at 24,189 as at end April 2018.
 
 
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- 3,042 Visits
 
 
 
- 5,083 Pages Viewed
 
 
 
- 2,525 Unique Visits
 
 
   
 
 
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The most opened Bento for April 2018 was 26th April edition with 2,201 opens (15% open rate) and the most clicked bento was 10th April edition with 204 clicks (10% CTR). 
 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for April 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 are what we proudly call a ‘small business’. We provide a unique, highly efficient, award winning and very personal  service to our highly valued client base, all at a very low cost. To help us to do that we would appreciate firms paying us within 28 days as requested on our invoice.
 
 
   
 
 
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