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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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