We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
The impact of COVID-19 on drawdown review meetings
13 October 2020
COVID-19 and isolation rules have changed the way financial advisers work. Traditionally, drawdown review meetings are best-done face-to-face. But even with lockdown rules easing, this is no longer the default option.
How income protection has 'held its value'
30 September 2020
In May, the Association of British Insurers (ABI) and Group Risk Development (GRiD) reported that 98.3 per cent of protection claims were paid in 2019, the highest percentage of claims paid on record.
Opportunities available for advisers in the workplace pension arena
23 September 2020
When it comes to choice, there is a healthy and diverse array of scheme types and investment strategies to choose from. However, there is a void growing between the well-managed and performing default funds, and those where improvements are needed.
Latest update to client reviews now available in Defaqto Engage
15 September 2020
We have now added a Client Summary hub in Defaqto Engage to help you with client reviews, whether you do them face-to-face or via a conference call.
Creating and managing an investment proposition – part one
25 August 2020
This is the first article in a series entitled “Creating and managing an investment proposition”. In this first part, Paul Tinkler will focus upon the attitude to risk piece of the process.