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Getting Ready For 2013: Due Diligence

Having run a snapshot poll on RDR readiness, only 21% of the 600 respondents are ready for RDR. Therefore, in order to help advisers plan for 2013, Panacea, Touchstone and Platforum will provide an overview on what needs to be considered.

This will include:

-Pointers for general readiness for RDR
We have identified a number of areas that need to considered and could have been missed, other than competence.

- Fee pricing Due Diligence by Touchstone
The move from commission to adviser charging is a key pillar of RDR. Peter Welch will be looking at both the business and emotional factors at play as advisers transition to the new remuneration regime.

- Platform Due diligence by Platforum
The Platforum will provide advisers with helpful guidance, hints and tips to make sure picking platforms and the ongoing platform due diligence process is as painless as possible and one which the FSA would be happy with.
Recorded Nov 23 2012 47 mins
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Presented by
Derek Bradley, PanaceaIFA; Peter Welch, Touchstone; Emma Napier, Platforum
Presentation preview: Getting Ready For 2013: Due Diligence

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  • A look into the future 2018 Recorded: Oct 19 2017 29 mins
    Derek Bradley, Panacea Adviser & Julian Chillingworth, Rathbones
    Panacea Adviser has teamed up with BrightTalk and Rathbones for a free webcast to support and educate Financial Advisers.

    The webcast will provide a quarterly market overview of what happened the in the last quarter as well as a future forecast taking into account the most recent economic insights from Rathbones CIO Julian Chillingworth.

    This fresh investment perspective will be of real value to you and your firm and not one to be missed!
  • The Value of Value investing! Recorded: Jul 12 2017 31 mins
    Derek Bradley, Panacea Adviser, Stephen Hunter & David Thomas, Seneca Investment Managers
    Panacea Adviser has teamed up with BrightTalk and Seneca Investment Managers for a free webcast to support and educate Financial Advisers.

    You could argue that investing in unappreciated companies with quality balance sheets and benefitting from good yield and growth as the stock value returns should never be out of style.

    Why though should a value approach only be applied to equity and not across a whole range of invested assets?

    Value investing by its very nature should mean never buying at the top of the market and constantly researching to find the value in companies and assets that other investors may not yet see.

    There are a number of equity “value” investment approaches in the market but few offering a Multi-Asset Value approach…

    In this 30 minute Webinar, Stephen Hunter and Peter Elston of Seneca Investment Managers discuss why you shouldn’t restrict good thinking to just one asset class!

    This in-depth, thought provoking session will be of real value to you and your firm and not one to be missed!
  • Bento for one: How to pick and win your battles in life and business Recorded: Jun 5 2017 50 mins
    John Joe McGinley and Hannah Hutcheon
    It is no fun being all things to all people and doing everything for everyone!

    Too many businesses try and do so many things because they have always done them. An ingredient of a successful person is the ability to say no and move on from activities that add no real value to our business or hold you back from achieving your goals. But do you do this?

    Following on from the webcast on ‘9 ways to be more successful in 2017 and beyond’, Panacea Adviser and John Joe McGinley from Glassagh Consulting highlight how you can pick the right battles in life and business and share some strategies to win them all.

    This is a webcast not to be missed!
  • Don’t go into battle blind - why your need a plan in life and business Recorded: Apr 24 2017 37 mins
    John Joe McGinley and Hannah Hutcheon
    Sun Tzu in the Art of war wisely said
    “Let your plans be dark and impenetrable as night, and when you move, fall like a thunderbolt.”
    Regardless of what we do or where we are in our life cycle. We need a plan.
    Otherwise one day we will look up at the clock and wonder where our life has gone and sadly reflect on what might have been and utter those saddest of words, if only!
    Panacea adviser and Glassagh Consulting in their next bright talk session will look at why every one of us needs a battle plan for life and business.
    In this informative session we will look at:
    •Why a plan can work for everyone
    •Why going through life without a plan is a struggle that we can all avoid
    •7 simple actions that can energize your life and career
    Make sure you book your place on Monday the 24th of April at 1pm
    And remember the words of Sun Tzu
    “Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win”
    Let us help you be a winner!
  • Opportunities that exist as a result of market volatility Recorded: Apr 13 2017 43 mins
    Derek Bradley, Panacea Adviser & Edward Park, Brooks Macdonald
    Panacea Adviser has teamed up with BrightTalk and Brooks Macdonald for a free webcast to support and educate Financial Advisers.

    - the recent market and economic environment
    - potential issues of the current volatility in world markets
    - opportunities that can exist as a result

    It will then detail some of the vehicles that can be used to dampen the impact of volatile markets.

    The webcast will be led by Edward Park. Edward is a Chartered Financial Analyst (CFA) and manages bespoke discretionary portfolios on behalf of a number of Brooks Macdonald clients. He also assists in the formulation of the Brooks Macdonald investment process as a member of both their Asset Allocation and Investment Committees.

    This in-depth, thought provoking session will be of real value to you and your firm and not one to be missed!
  • Making your ideas happen before others do! Recorded: Mar 27 2017 34 mins
    John Joe McGinley and Hannah Hutcheon
    Success in life or business is about solving problems and sticking to a plan. Yes many of us have ideas for success but how many of us have fallen by the wayside as day to day events impact upon us and drive us off course.

    This means that our ideas remain as dreams, when if documented and carried out they could drive us forward to success.

    If you have an idea and see how it can be implemented you need to write it down in your plan and stay the course before someone else makes your idea their reality!

    John Joe McGinley of Glassagh Consulting and Hannah Hutcheon of Panacea look at:
    •How you can map out your ideas for the future
    •Develop a plan of action that works
    •Techniques to take your ideas out of your head and into your business.

    This session is aimed at anyone with ideas that they have always wanted to implement, but who for whatever reason have left them as dreams. This session will also show you tools and techniques everyone can use to turn great ideas into reality.
  • Be your own Nostradamus – why every business needs to see into the future! Recorded: Feb 27 2017 29 mins
    John Joe McGinley and Hannah Hutcheon
    How often do you look to the future? Now, I am not saying we should all become seers and peer into the unknown, but when it comes to planning for the evolution of your business, knowledge is certainly power.

    When you step back and look at how our world will evolve, then all sorts of possibilities will arise. It is then up to you to decide which you wish to pursue and those you choose to ignore.

    John Joe McGinley from Glassagh Consulting and Panacea Adviser will highlight how you and your business can:

    - Understand how your world is evolving and you can adapt
    - Look at the opportunities and threats the future will bring
    - Document a plan to meet and exploit these profitably.

    This 30 minute webinar will highlight some simple tools and techniques we can all use to prepare for a profitable and less stressful future. Make sure you book your place here.
  • How to build an investment process Recorded: Feb 16 2017 36 mins
    Derek Bradley, Panacea Adviser & Geoff Mills, RSMR
    Panacea Adviser has teamed up with BrightTalk and Rayner Spencer Mills Research for a free webcast to support and educate Financial Advisers.

    There are numerous benefits of building a structured investment process, including:

    •More time spent with clients
    •A consistent and repeatable approach
    •Cost efficiency
    •Reduced regulatory risk
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    The ‘How to build an investment process’ webcast will provide you with some ideas on how to add some rigor to your Centralised Investment Process in order to get the most out of your business. We will clarify some of the FCA guidance within this area and demonstrate real, practical solutions to deal with it.

    The webcast will run through the research and due diligence that is expected of you and provide examples of how to do it, so you are well prepared and resourced to do a good job. It will also cover off an investment matrix and investment committee oversight.

    This thorough, best-practice session will be of real value to you and your firm and not one to be missed!
  • Nine ways in which to be more successful in 2017 Recorded: Jan 30 2017 30 mins
    Hannah Hutcheon, Panacea Adviser & John Joe McGinley, Glassagh Consulting
    So what was your new year’s resolution for 2017?

    Did you pledge to get fit and lose weight after the festive excesses or even give up drinking after visiting the recycling centre and dropping off those wine bottles?

    I don’t set resolutions, as most fail and usually very quickly. But I am a believer in the power of goals and preparing for the future, whilst harnessing simple techniques to ensure your dreams succeed.

    John Joe McGinley of Glassagh Consulting will share nine techniques that can help every individual and indeed business achieve their goals for 2017 and beyond.

    John Joe will highlight in 30 minutes how you can all plan for the future and enjoy the thrill and challenge of making 2017 the year in which you make your ideas come alive.

    Register now for this session on Monday the 30th of January at 1pm.
  • Bento for One Webcast – Making your ideas come alive Recorded: Dec 19 2016 35 mins
    Hannah Hutcheon, Panacea Adviser & John Joe McGinley, Glassagh Consulting
    Edward De Bono the renowned business coach and creative thinker was recently asked “what is the most important piece of advice for businesses in our challenging times”, the answer he gave was “appoint a Chief Ideas Officer”!

    Great ideas can save time, improve processes, make you work smarter but more importantly they can make a business more profitable.

    The hard part is coming up with those ideas that’s why a clever tactic is to make sure you utilise business ideas that have worked for others in the past and make them work for you.

    How many of your great ideas have you taken forward? Glassagh Consulting and panacea adviser will show techniques to make your ideas part of your action plan and goals for 2017.

    This 40 minute session will begin at 1pm on Monday 19th December, make sure you book your place now.
  • Bento for One Webcast – Getting ready for 2017 Recorded: Nov 4 2016 32 mins
    Sarah Paul, Panacea Adviser & John Joe McGinley, Glassagh Consulting
    As we move towards 2017 we all need to consider what our businesses will look like in this new landscape. It's vital we all have an action plan to take our ideas forward. In the first of a three part series, Panacea Adviser and Glassagh consulting will look at how you can:

    - Define the key opportunities for you and your clients in 2017
    - Set yourself the goals to take your business forward and most importantly
    - Start to draft your 2017 business action plan

    This 30 minute session and is one not to miss and can help any business no matter their experience.
  • Strategic Alliances Part 2 - Working with Solicitors and Accountants Recorded: Sep 30 2016 37 mins
    Hannah Hutcheon, Panacea Adviser & John Joe McGinley, Glassagh Consulting
    Good solid relationships with the right solicitors and accountants can help any business develop a stronger and more profitable proposition for clients. However while many people talk about it how many do it well?

    Panacea Adviser and Glassagh Consulting in their next Bright talk TV session will outline the key steps to success in working with Solicitors and Accountants. It will cover:

    - Making contact
    - The nuts and bolts of working with solicitors and accountants
    - The key opportunities not to miss
    - Keeping it the relationship going.

    This session which will last 45 minutes and is one not to miss and can help any business no matter their experience with strategic alliances.
  • Bento for One Webcast - Developing Strategic Alliances Part 1 Recorded: Aug 25 2016 29 mins
    Hannah Hutcheon, Panacea Adviser & John Joe McGinley, Glassagh Consulting
    Forging business relationships with like-minded fellow professionals can be one of the most empowering and profitable experiences of your business life.

    A growing number of businesses do it well, some do it badly and sadly many more don’t do it at all.

    Everyone in business needs to make the most of the opportunities available to them that means looking at new ways to increase revenue and maximise profits.

    In the first of a 2-part series on developing strategic alliances, John Joe McGinley from Glassagh Consulting will look at:

    Why strategic alliances can work for your business
    How to develop a strong business network
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    An eight-step approach to powerful and profitable strategic alliances.

    Book your place now on this free BrightTalk session.
  • Getting your Human Resources in Order Recorded: Aug 11 2016 38 mins
    Hannah Hutcheon, Panacea Adviser, Sarah Paul, Panacea Adviser
    As regulation continues to drive financial services to the brink it is more important than ever to get the best from your staff

    This Bento for One will discuss the latest guide we have produced and cover off:

    - How to hire, manage and get the best from employees
    - How to deal with disciplinary issues
    - Maternity leave & return to work
    - How to handle redundancies

    A business is far likely to succeed if their best assets are being looked after. So if you are a business owner or team manager then this webcast is a must to tune into.
  • Bento for One – Using Social media to retain clients and increase sales Recorded: Jul 15 2016 34 mins
    Sarah Paul, Panacea Adviser & John Joe McGinley, Glassagh Consulting
    In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to team up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.

    The way in which we communicate with friends, family and businesses has changed forever. We are now in the age of the instant like, dislike, friend and unfriend. An age where recommendations on your service and proposition are shared and discussed on social media such as Twitter, Facebook and LinkedIn.

    How prepared is your business to promote your proposition in the digital age? John Joe McGinley from Glassagh Consulting and Panacea Adviser will outline in their next Bright Talk session.

    This webcast will cover 10 ways in which every business, large or small, can effectively use social media to promote their proposition, communicate with clients and increase sales and client retention.
  • Saver & Investor Insights and Predictions Recorded: Jul 6 2016 31 mins
    Sarah Paul, Panacea Adviser & Holly Mackay, Boring Money
    Q. What do you get when you take a commission-free world, stir in pensions freedoms, automatic enrolment, FAMR, some digital disruptors and now LISAs to the mix?

    A. We can’t find anyone who has worked out the answer to that riddle.

    These days, most people at least agree that the starting point has to be the customer. As a result, Panacea Adviser is delighted to team up with Holly Mackay from Boring Money for their next Bento for One Webcast.

    Using data from the Boring Money website, YouGov, non-financial customer-facing businesses and financial providers, Boring Money will be discussing its first Census report. This report will provide unique insights into British savers and investors and can hopefully help answer that riddle. Or at least make a prediction.
  • How to design a profitable proposition for your business Recorded: Jun 3 2016 34 mins
    Derek Bradley, Panacea Adviser & John Joe McGinley, Glassagh Consulting
    In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.

    What is your business value proposition? Are you and your clients clear about the value you add? The answers to these 2 questions are key to the future profitability of your business.

    Glassagh Consulting and Panacea Adviser in their next webinar will highlight the simple steps you can take to:

    •Create a strong differentiation between you and your competitors.
    •Increase not only the quantity but also the quality of prospective clients.
    •Gain market share in your targeted segments.
    •Improve your operation efficiency.
    •Increase your revenue.
    •Ensure that everyone in your company communicates the same message.
  • Bento for One - The power of retainers for your business Recorded: Apr 29 2016 45 mins
    Derek Bradley, Panacea Adviser & John Joe McGinley, Glassagh Consulting
    Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting for the latest in our series of free ‘Better Business’ webcasts to support and educate advisers.

    If you have clients who use your business on a regular basis find out how retainers can establish real and lasting value for your business and create customer loyalty.

    Whilst retainers are commonplace in many service professions their adoption has been slow in financial services.

    Panacea and Glassagh Consulting will explore with you:

    - What a retainer programme could look like for your business
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    - Why retainers makes you attractive as a strategic alliance for other professionals
    - Why retainers can be your Trail of the future

    A powerful tool to help you establish your retainer model now
  • How to plan and manage change in your business Recorded: Apr 1 2016 37 mins
    Derek Bradley, Panacea Adviser & John Joe McGinley, Glassagh Consulting
    In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to have oncea gain teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.

    New technology and consumer behaviour are driving a socio-economic tsunami with the ascendancy of the informed consumer and the growing fashion of self-service. So, any individual or business that does not prepare for the changes it faces is in danger of missing out on the opportunities that every change always brings.

    Remember, the asteroid that ended the world of the dinosaurs also allowed the rise of the mammals.

    Change is a constant of life and business, so in this latest webscast, John Joe McGinley of Glassagh Consulting will provide some simple but effective techniques and tools to help you manage the stressful and sometimes time consuming experience it can bring.
  • Panacea Adviser Retirement Choice 2016: Aviva Keynote Recorded: Mar 1 2016 7 mins
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    Panacea Adviser Retirement Choice 2016: Aviva Keynote
Empowering advisers
View the latest videos, webcasts, news and presentations from Panacea Adviser and partners.

This area provides free thought provoking webcasts to support and educate Advisers and includes general industry webcasts surrounding the FSA, Retail Distribution Review (RDR), FOS and features articles from Derek Bradley.

The schedule of programmes is updated on a regular basis so keep coming back to stay in touch.

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  • Title: Getting Ready For 2013: Due Diligence
  • Live at: Nov 23 2012 1:00 pm
  • Presented by: Derek Bradley, PanaceaIFA; Peter Welch, Touchstone; Emma Napier, Platforum
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