Partner Newsletter
 
 
July 2026
 
-
Partner Update

It’s been another busy month behind the scenes at Panacea. Alongside continuing investment in our adviser community, we’ve also strengthened the quality of our data by moving our Autus data cleansing process from quarterly to monthly updates. This means even greater confidence in the accuracy of the community, ensuring partners continue to benefit from high-quality targeting, reporting and campaign insight.

The biggest news, however, is that after many months of development we’re almost ready to unveil a completely redesigned Panacea.

Over the past few months we’ve been assessing almost every aspect of our proposition - from our adviser website and partner dashboards to enhanced reporting capabilities, richer audience intelligence and an entirely new way of understanding campaign engagement.

Before we officially launch, we’d like to invite partners for an exclusive preview during August. During these sessions we will demonstrate the new Panacea Adviser website, our enhanced Partner Dashboard and Market Profile - a powerful new reporting capability that provides a much richer understanding of the advisers engaging with your campaigns.

This isn’t simply a redesign. It’s another step in our ambition to become the UK’s leading Strategic Adviser Engagement Platform, helping providers build adviser influence through sustained visibility, behavioural insight and measurable engagement.

If you’d like an early look, then please email me to arrange a 30-minute preview during August.


Sarah Paul
Chief Operating Officer


This month saw the release of the second episode in our Panacea Conversations podcast series, Beyond the Questionnaire: Rethinking Attitude to Risk. The series is designed to share practical ideas that help advisers build stronger businesses, and we’ve had some fantastic feedback so far.

If you have a topic you’d like to explore or would be interested in joining us as a future podcast guest, we’d love to hear from you.

Listen here

We also launched a new AI content series for advisers, alongside Panacea’s Guide to AI for UK Financial Advisers, which is available as a free download. As AI continues to reshape the advice profession, our aim is to provide practical, responsible guidance that advisers can apply immediately within their businesses.

View the guide
 
 
 
Partners leading adviser engagement - Top partners by share of Bento clicks 2026
Position Partner Total % of Partner Clicks
1 Artemis 12.7%
2 M&G 11.3%
3 BNY Investments
11.2%
4 Schroders
10.7%
5 Aberdeen
10.6%

 
 
 
 
 
Partner email of the Month

Congratulations to M&G who won both the Best Open Rate and Most Clicked Email awards in June, with their Solus Mail 'Trusts School Events'.

Take a look

-

 
Most clicked Bento article

Congratulations to Schroders for June's most-clicked Bento article '2026 UK Adviser Pulse Survey: Navigating opportunity in a more uncertain world'.

Take a look

-

 
 
 
Engagement signals from May
Issues Sends Opens Open rate Clicks CTR
12
222,031 31,574 14.2% 2,465 7.8%
YTD Average
18,542 2,754 15.0% 246
8.9%
This Month Ave
18,503 2,631 14.2% 205 7.8%

 
 
 
June's most viewed partner content
2026 UK Adviser Pulse Survey: Navigating opportunity in a more uncertain world Schroders
AI changes everything - so why do you have the same portfolio? Artemis
The Sharpe End podcast: Space X-Rated Rathbones
How will the Fed's new leadership impact bond markets? Artemis
The hidden cost of sitting on the sidelines Hymans Investments Services
Gilts Under Pressure: When Politics Meets Market Expectations Quilter
Advising with empathy: why recognising and recording client vulnerability is important Quilter
Tracking the margin uptrend BNY
Geopolitical risk can't be forecast but investors can control their instincts Schroders
Making protection personal to every client LV=

 
 
 
 

Like our content? Please share with a colleague.

Share this

 

Follow us on

contact@panaceaadviser.com | View in browser | Manage my preferences | Unsubscribe