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Partner Update_
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20 Years of Supporting Providers to Reach and Engage the Adviser Community
Thank you to everyone who has completed our partner onboarding document. Your input ensures we have the right details in place and helps us focus on delivering the best results from your Panacea partnership. As we head into the final stretch of 2025, many of our partners are already turning their attention to next year’s plans. For Panacea, 2026 will be a landmark year as we celebrate 20 years of connecting providers with the adviser community. To mark this milestone, we’re offering existing partners the chance to secure added value for the year ahead when packages are confirmed in Q4 2025, including: - 2026 packages held at 2025 rates
- Flexible invoicing options to make the most of any remaining 2025 budget
- Additional package enhancements available to mark this anniversary year
It’s a simple way to secure your 2026 presence while maximising this year’s resources. Get in touch to find out more. Sarah Easton
Chief Operating Officer |
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Chris’s Take on the Trends
Each month, Chris, our resident data expert, will share his observations on adviser investment behaviour and what it might signal next.
Is Adviser sentiment turning a corner?
UK IA Sector Flows: Feb–Jul 2025. Panacea’s latest analysis of on-platform net flows* shows advisers reallocating with more confidence, while still favouring a cautious stance. Panacea’s adviser community represents an impressive 75% of all on-platform net flows across IA sectors over the period. - +£6.91bn in net inflows across all IA sectors over six months.
- July was the strongest month (£1.6bn inflows), following softer activity in April (£699m).
- Global Equity and North America led inflows (+£1.08bn and +£685m respectively).
- Defensive allocations held firm: Short-Term Money Market (+£525m) and UK Gilts (+£432m).
- Outflows concentrated in UK equity and balanced strategies, including IA UK All Companies (−13.8%) and Mixed Investment 20–60% (−9.8%).
Panacea’s adviser community continues to closely mirror broader market trends, providing a reliable lens on adviser behaviour and helping providers assess where demand is growing or waning. * Source: On-Platform IA sector data by Finscape, February–July 2025. Analysis by Panacea Adviser.
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Top 5 Partners by Share of Bento Clicks (2025 to date)_
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Position
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Partner
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Total % of Partner Clicks
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1
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Schroders
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13.9%
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2
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PIMCO
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10.8%
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3
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Rathbones
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10.7%
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4
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Aberdeen
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9.9%
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5
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AXA IM
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8.5%
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Partner email - best open rate_
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Congratulations to Aberdeen, who won our 'Partner email - best open rate' award with their email "Global infrastructure equity: connecting the world from roads to routers ".
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View it here
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Most clicked Bento article_
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Congratulations Fidelity Adviser Solutions who won our 'Most clicked Bento article' award with "Update: Unused pension funds and inheritance tax".
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Partner dashboard_
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Don't forget you can view your package info and stats on your partner digital dashboard. If you need a reminder of your login details, do let me know.
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Login now
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August 25 Top Ten most viewed Partner articles_
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August 25 Bento bulletin statistics_
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Issues
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Sends
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Opens
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Open rate
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Clicks
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CTR
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14
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247,357
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112,975
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45.7%
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8,312
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7.4%
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Aug Issue Average
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17,668
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8,070
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45.7%
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594
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7.4%
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YTD Issue Average
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17,154
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4,745
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27.7%
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781
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16.5%
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