Panacea top industry tweeters of 2016

social media update for Financial Advisers and Paraplanners

5 May 2016

Panacea top industry tweeters of 2016

We first ran the Top Industry Tweeter awards in 2014 as we were keen to demonstrate excellent examples of Tweeters that post regular, useful and informative tweets.

With almost 70 nominations and over 780 votes, the awards proved to be a success.

Congratulations to all of our winners and shortlisters.  All of those shortlisted demonstrated engagement with their audience by the number of nominations they received and the winners really are the best of breed.

So, if you are just starting out on Twitter then these are the ones to follow.


Most Prolific Adviser Tweeter

For the second year in a row, @martinbamford

Author, filmmaker, podcast host, Financial Planner ‪@InformedChoice, SOLLA Accredited Later Life Adviser & Open Water Swimmer.

Others shortlisted were:

@rhgherts (Richmond House Group)


@Cunningham_UK (Alistair Cunningham)



Most Interesting Provider Tweeter

For the second year in a row, @FundsNetwork

A leading investment platform, with a constantly improving range of services and choice – for UK investment professionals only

Others shortlisted were:

@Nucleuswrap (Nucleus)

@bondvigilantes (M&G)

@sl_adviser (Standard Life)


@Toby_n (Toby Nangle)


Most Valuable Paraplanner Tweeter

@AbrahamOnMoney (Abraham Okusanya)

Principal of ruthlessly independent and insanely brilliant platform, pension & investment research firm ‪@FinalytiQ | NOT known for kissing anyone’s bum!

Others shortlisted were:

@theparaplanner (Richard Alum)

@Thetimebank (Damian Davies)

@cathiparasols (Cathi Harrison)

@JoCHague (Joanna Hague)


Most Useful Intermediary Journalist Tweeter

@MoorgateMermaid (Simoney Kyriakou, FT Adviser)

Financial Reporter provides industry-relevant news to the financial services industry.

Others shortlisted were:

@Citizenlaura (Laura Miller, FT Adviser)

@Josephinecumbo (Josephine Cumbo, Financial Times)

@PensionsSam (Sam Brodbeck, Money Marketing)

@Justin_Cash_1 (Justin Cash, Citywire)

Most Insightful Support Service


Leading technology solutions for the Wealth Management, Financial Markets and Mortgage sectors. Fintech news and insight from IRESS – Twitter exclusives.

Others shortlisted were:

@Hulbert_Money (Richard Hulbert, Defaqto Wealth Analyst)

@theactualpolson (Mark Polson, The Lang Cat)

@threesixtySvcs (ThreeSixty Services)

@CatrionaBrand (Catriona Standingford, Brand Financial Training)

Avatar, a glimpse into the future

3 Mar 2016

Avatar, a glimpse into the future

Last Thursday morning I created my own avatar but I was neither blue, nor visiting Pandora and falling for an ex-marine.

I was visiting a City conference centre smartly dressed with perfectly coiffed hair and collecting financial product literature courtesy of Panacea Adviser, which is claiming the UK’s first virtual financial services conference.

As for real me, I was sitting at my desk in my home office (read = spare room) in a hoody and tracksuit bottoms about to discover what it was all about.

By nature I am a cynic, a mild Luddite and not in any way a member of the gaming community. Which gives me more in common with many IFAs than I would ever care to admit. But it also made me a perfect test candidate for this virtual conferencing malarkey.

Meet your avatar

Having created my ‘look’ for the day, and entered my details into my business card, once inside, I heard a ‘ping’ and realised I had a couple of messages from people already at the event saying hello. As I was engaging in the real time ‘chat’, at one point I realised I was standing right next to them. Or rather, my avatar was standing right next to theirs.

That was when I realised the beauty of the search function. Vastly better use of time than at real conferences where often you bump into people by chance, this allows you to navigate directly to your selected target.

This is either done by walking around the centre or by ‘teleporting’ directly to them. Some may refer to this as virtual ‘stalking’, but hey, it worked…

With hindsight I might have asked for a delegate list in advance, but as the other delegates’ details ‘beamed up’ above them as they came within eyeshot, it was still better than having to randomly spot someone to try and spy their name badge, which may or may not be worn, at a conference in real life.

You could also teleport directly to product information by topic, head directly to a certain provider’s stall, or land in the auditorium for the video events or the live Q&A area.

All the multimedia gave the opportunity to share via the usual social media platforms to invite discussion and promote the event.

Panacea called on the services of San Francisco-based production company Hyperfair to bring ‘Retirement Choices 2016’ to life.

With key sponsors from the product provider community including Aviva, BNY Mellon, Canada Life, GAM, Just Retirement, M&G and Royal London, the conference layout was much like any other.

There were stalls, stands, screens and tables manned by smartly dressed (virtual) ladies and gents with lots of people wandering around not really quite sure where to head next.

Roger Edwards of the eponymous marketing consultancy told me (virtually) that he felt like he should be running around shooting people, one woman told me she was concerned about her avatar’s bad hair day, and I kept walking into walls, and people. Others noted the lack of virtual buffet and bar.

But once the comic relief wore off and the novelty factor subsided, I found myself comparing the event to the many financial services conferences I’ve attended over the years.

While free of the mints, (good) pens and the USB sticks I tend to favour in terms of corporate giveaways, I did have a ‘bag’ which I was able to fill up with product literature, which took a number of formats: interactive fund factsheets and manager videos, literature on personal or workplace pensions with microsite pop-ups, key checklists on tax year-end, animations about the decumulation challenge.

Time and budget better spent

The breadth of media different content types was impressive. We’ve all been to conferences where iPads are laid out or nice shiny plasma screen showcase the latest corporate video, but you don’t necessarily find them, or have time to wait for the person ahead of you.

This puts everything in your hands, on your timeframe, without having to travel the length and breadth of the country.

A couple of the videos didn’t have ‘chapters’ listed or timestamps, so if you weren’t sure of the content you either had to watch the whole thing or do it by guesswork – which might have put off those who were particularly time-poor, or just view it from your bag later.

So this was a bit of a test bed, but during the conference people enjoyed it: far better use of time, better analytics, more practical gathering of marketing materials.

A few notes, as always: what do you do with ‘the bag’ at the end? Can I jump out and back in again or do I need to re-enter every time? How do you know who is there to connect with?

Do we think this is the norm for the adviser community? Or are we still going to be heading off to the ICC or the Celtic Manor every few months?

Panacea Adviser’s founder Derek Bradley said: “I suspect by the end of the decade technology will see virtual conferencing become the norm, but what technology cannot influence is the industry’s vision and willingness to engage.

“Technology is something that financial services can often be accused of being slow to embrace, that will change along with the reducing age demographic by the end of the decade.”

*A report by Sam Shaw on the event appeared in Professional Adviser 2nd March 2016

Virtual meets Robo Retirement Choices 2015 a virtual event

Pensions Freedom has brought a wealth of new ideas and opportunities for those clients either planning for or at-retirement. Indeed, the full impact of what this means has not yet had the chance to properly sink in – and for many in our industry, there are a lot of conversations on the subject that they still want to have.

With this in mind Panacea Adviser are delighted to bring you the first FREE UK virtual event for financial advisers and paraplanners:

Retirement Choices 2015 – a virtual conference 3rd December 2015

 A virtual trade show is a cross between a webcast meeting and a video game. And it’s the next big trend in trade shows. Although a mere 1% of all trade shows are now held online, industry experts expect that by 2016, more than 25% of trade shows will be conducted in virtual environments. That’s a market you can’t afford to ignore.

Susan A. Friedmann, CSP 

Retirement Choices 2015 will bring together many big names from the pensions and fund management industries. FREE for advisers and paraplanners, the conference will offer a range of seminars, demonstrations, an exhibition and the opportunity to network with a wide range of industry people.

The big difference with this event is that adviser delegates can attend from the comfort of ‘your’ desktop Our event will replicate real-life dynamics and people can walk, talk, chat, exchange business cards, teleport and visit booths as avatars. You can attend learning sessions, watch keynotes in dedicated auditoriums and get CPD hours, all at a time to suit you.

It is both a “personal-to-many”, as well as a “many-to-many” technology, it enhances peer-to-peer interaction providing a pure social business experience.

Benefits of attending

  • Thanks to the 3D immersive technology, it is extremely easy to use.
  • It is engaging as a social network.  Everyone has a nametag that is visible to the other, so it is easy to engage in conversations with those you are interested in getting to know.
  • Getting more done in less time is crucial. With no travel and immediate online access, you can maximise your time. No travel means no traffic jams, flights, or weather constraints.
  • It is barrier-free technology, so anyone can attend irrespective of where you live.
  • Many of the learning sessions will be CPD accredited.
  • It accommodates your schedule so you can easily attend other important meetings in person and go back to the event later.
  • All the information you collect such as business cards, and conversations can be collected and downloaded so any follow-up is easy!

Still unsure of how it works? Watch a short demo here.

How to register

For more information and to easily register, just go to and simply click on the Facebook, Linkedin or Google+  icon and ‘Bob’s your uncle’. If not connected with any of these social media channels, simply type in your name, email address and follow the few prompts that follow.

The information these actions initiate will then go to forming your virtual business card on the day, something that you will soon understand is vital to the getting the best out of this fantastical, immersive experience.