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Partner Update_
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Looking back at September…Last month we launched our AI Guide for Financial Advisers, which explores how AI can be utilised in day-to-day business. The strong engagement we’ve seen highlights advisers’ appetite to learn more about how AI could support their advice process, communications, marketing, and compliance. It’s well worth a read for partners too, not only to see the themes advisers are exploring, but also to consider how your own content could align with these emerging conversations. …and looking ahead as we hurtle into Q4As we move into the final stretch of the year, many of you will be turning your attention to 2026 plans. A quick reminder: partners confirming a 2026 package in Q4 can lock in 2025 prices, with flexible or split invoicing available to make the most of any remaining 2025 budget. Let us know if you want to discuss this further. Sarah Easton
Chief Operating Officer |
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Chris’s Take on Investment Trends
- Equities remain the dominant asset class by AUM, with over £140.5bn under management, but have experienced net outflows of nearly £500m, indicating some adviser repositioning away from risk assets.
- Mixed Asset sectors remain relatively stable, with £6.2bn in gross flows and £37m net inflows. However, net growth is increasingly being redirected towards Model Portfolio Services (MPS) - a trend we’re actively tracking across adviser firms and platform flows.
- Fixed Interest continues to attract strong flows, with £7.3bn in gross flows and £1.7bn in net inflows, as advisers lean into income strategies and lower-volatility assets.
- Specialist sectors posted £103m in net outflows, suggesting advisers are reducing exposure to niche or higher-risk areas.
- Property saw £228m in net inflows, the strongest relative to gross flows, indicating selective re-entry into real assets.
- Cash funds hold £3.6bn in AUM, with £98m in net inflows this quarter. Whilst modest, this reflects ongoing adviser caution and highlights the significant opportunity for providers, when interest rates begin to fall and cash is redeployed.
* Source: On-Platform IA sector data by Finscape, March–August 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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13.8%
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2
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Rathbones
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11.2%
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3
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PIMCO
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9.8%
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4
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Aberdeen
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9.7%
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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 Charles Stanley, who won our 'Partner email - best open rate' award with their email "Tailored discretionary services: skilfully bridging the gap and delivering for clients".
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View it here
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Most clicked Bento article_
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Congratulations Rathbones who won our 'Most clicked Bento article' award with "Register now: Rathbone UK Opportunities Webcast".
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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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September 25 - Top Ten most viewed Partner articles_
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September 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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13
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237,661
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131,102
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55.2%
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8,331
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6.4%
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Issue Average
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18,282
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10,085
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55.2%
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641
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6.4%
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YTD Issue Average
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17,295
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5,413
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31.3%
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763
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14.1%
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