Post on 26-Jul-2020
transcript
November 2017
Panacea Adviser Pensions & Retirement
Summary 2017
Panacea work with Pension Providers
Panacea currently work with the following firms in a Pensions & Retirement capacity:
Site statistics Ave unique users per month - 2690 Ave visits per month – 3640 Ave number of page views per moth – 6656 There are 7,539 advisers within the Panacea community that write personal protection business who work within 2,917 companies
The following pages provide a further breakdown of those Advisers within the Panacea community that specifically write group and individual pension business.
Q3 2017 Touchstone data
Product Panacea
Community Rest of IFA Market TOTAL
Panacea % Market Share
Flexible Drawdown (SP) £250,609,959 £201,550,967 £452,160,926 55.42
lexible Drawdown (T) £344,481,965 £335,588,314 £680,070,279 50.65
Pension Trans. (T) £571,334,367 £597,391,130 £1,168,725,497 48.89
Personal (SP) £2,158,772,453 £1,674,473,208 £3,833,245,661 56.32
SIPP (SP) £69,503,009 £68,995,122 £138,498,131 50.18
SIPP (T) £328,488,222 £246,183,707 £574,671,929 57.16
On Platform - P-Flexible Drawdown (T)
£127,759,647 £100,556,872 £228,316,519 55.96
On Platform - P-SIPP (SP) £1,238,709,960 £1,013,147,390 £2,251,857,350 55.01
On Platform - P-SIPP (T) £1,858,686,453 £1,115,616,824 £2,974,303,277 62.49
Regional Breakdown of Pension Advisers
East Midlands 355
East of England 602
London 1213
North East 510
North West 610
Northern Ireland 150
Scotland 514
South East 1148
South West 826
Wales 236
West Midlands 613
Yorkshire and The Humber 639
Controlled Function Breakdown of Pension Advisers
CF1:Director 3819
CF2:Non Executive Director 35
CF3:Chief Executive 124
CF4:Partner 438
CF8:Apportionment and Oversight 5
CF10:Compliance Oversight 1184
CF11:Money Laundering Reporting 1135
CF21:Investment Adviser 2
CF28:Systems and Controls 56
CF29:Significant Management 57
CF30:Customer Adviser 5136
Responsible for Insurance Mediation 1287
Support Services used by Pension Advisers
Compliance First 137
IFA Professional 25
Paradigm 144
Portfolio Member Services 30
SIFA 95
Sesame Bankhall 423
Simply Biz 583
Tenet Group 244
Three Sixty Services 379
True Potential 125
Top Networks used by Pension Advisers
TenetConnect Limited 471
Intrinsic Mortgage Planning Ltd 312
St. James's Place Wealth Management Plc
309
Intrinsic Financial Planning Ltd 279
Sesame Limited 171
Openwork Limited 147
Best Practice IFA Group Limited 141
Intrinsic Independent Limited 140
The On-Line Partnership Limited 133
CAERUS Financial Limited 127
Personal Touch Financial Services Ltd 112
Lighthouse Advisory Services Limited 89
Solus emails
Emails can be tailored to an exact target market, by slicing and dicing data that we hold.
We can segment our community and create very focussed and targeted solus mails based on what we know about our audience. Partners receive data of those that have ‘clicked’ for follow up. This include at the very least the email address, but in the majority of cases, will include: Name, Email, RI Number, FCA Number, Firm Name, Address, Telephone number for follow up purposes.
Pensions & Retirement specific solus mail average stats in 2017 are:
•Sends – 15,455 •Opens – 2,357 (15.25% open rate) •Clicks – 135 (5.72% CTR)
View examples of solus mails here
Bento email bulletins
Sent 2-3 times per week via email and social media. Words, number of inserts into bulletins and links within articles aren’t limited/restricted. the average Bento bulletin open rate for 2017 is 13.6% the average Bento bulletin click through rate is 5% In 2017 relevant articles that were tagged with the ‘Pensions’ or ‘Retirement’ category have 20% of the total click throughs from Bento Bulletins. Pensions/retirement related lead bento articles receives an average of 73 clicks
A general pension article receives an average of 23 clicks A general retirement article receives an average of 35 clicks
View examples of Bento bulletin mails here
Pension & Retirement Article Summary Overall
Relevant articles that have performed particularly well in 2017 are below. This demonstrates the the varied content that our community is receptive to.
Just How safe is 4% withdrawal rate - compare with personalised underwriting
Just Finding retirement a bit scrambled up?
Prudential Addressing key regulatory concerns for advisers
Prudential Time to talk ‘Retirement Plans’
Royal London Risk targeted governed retirement income portfolios prove their resilience at five-year anniversary
Aviva Are pensions moving into the digital age?
Just Rethinking retirement together - Financial Adviser Service Awards 2017
Aviva Pensions v buy to let - what do your clients need to know?
Prudential Planning now for the residence nil rate band
Aviva Pension freedoms: what do clients think?
Industry events
Every week our community are asked to attend events. Given the significant cost and organisation required in putting them together it is important that it is well-promoted to attract attendance.
The Industry events table is easily accessed via every page on the site, and most recent events are featured on the home page, which was viewed 14,000 times over the course of 2016.
We also offer you the additional option of enabling our community to register directly from the Panacea website, to reduce clicks and improve responses. Each event will be promoted once within the Bento Bulletin once added to the event page. Additional Bento Bulletin space can be purchased if required.
View the web page at www.panaceaadviser.com/events.htm
Packages available
Gold Package Platinum Package Titanium Package
Monthly Newsletter & MI Monthly Newsletter & MI Monthly Newsletter & MI
Unlimited Bento bulletin inserts Unlimited Bento bulletin inserts Unlimited Bento bulletin inserts
Two lead Bento articles /solus mails Six lead Bento articles /solus mails Eight lead Bento articles /solus mails
Lead Bento & Solus follow up data Lead Bento & Solus follow up data Lead Bento & Solus follow up data
Site tenancy & unlimited links Site tenancy & unlimited links Site tenancy & unlimited links
News on home page News on home page News on home page
Access to events calendar Access to events calendar Access to events calendar
Panacea survey results Panacea survey results Panacea survey results
Six months cross-site banner advertising 12 months cross-site banner advertising 12 months cross-site banner advertising
Launch press release Launch press release Launch press release
Setting the Record Straight article
Three months billboard advertising
Speaker opportunities
Contribution to company communications
Further information
More information about Panacea and its community can be found on it’s dedicated Partner website – www.panaceapartners.co.uk
For any additional information or if you have any questions please contact:
Derek Bradley, CEO Panacea Adviser 07595 892930 derekbradley@PanaceaAdviser.com Sarah Paul, Marketing Director Panacea Adviser 07725 482150 sarahpaul@PanaceaAdviser.com
Important Information
This document is private and confidential and may contain privileged material. You must not copy, distribute, disclose or use any of the information within it. Any data contained herein is the property of Panacea Adviser and provided “as is”. It is not warranted to be accurate, complete or timely. Panacea Adviser (Panacea) is a trading name of GRANTMELL LIMITED incorporated and registered in the UK with company number 05688007 whose registered office is at St Ann’s Wharf, 112 Quayside, Newcastle Upon Tyne, NE99 1SB www.panaceaadviser.com © 2017 Panacea Adviser, images reproduced under license