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How to do client reviews efficiently
07 January 2019
Often, when we talk about reviewing existing holdings, we mean client reviews. After all, the relationship between a client and an adviser is often for a sustained period of time, if not for life.
Key ingredients of suitable advice
18 December 2018
Delivering suitable advice doesn’t stop with risk profiling your client. Interestingly, the Financial Conduct Authority (FCA) doesn’t recommend a specific process or tools that firms should use, but firms must take reasonable steps to ensure a recommendation is suitable for their client¹. What’s more, in the very same document, the FCA states that “all firms, regardless of size or type, can carry out good research and due diligence”.
How the Ssas market has evolved
11 December 2018
Richard Hulbert discusses how the small self-administered schemes market has evolved.
Positive indicators for income protection insurance
05 December 2018
Ben Heffer discusses income protection insurance, and how advisers view this protection product.
KIIDs and fund factsheets now available through Engage Core
03 December 2018
Defaqto has added Key Investor Information Documents (KIIDs) and fund factsheets to Engage Core, our award-winning end-to-end financial planning software, to further the offering we provide.