We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
What advisers should have learned about MiFID II so far
10 March 2020
As 2020 has begun we are all preparing for Boris’s Brexit Express to leave the station and take the UK on a journey into the unknown.
Record low-interest rates for Equity Release loans
25 February 2020
Equity Release (ER) loans, that are secured against a property and paid off from the sale of that property when the borrower dies, are being offered at record low-interest rates.
Key aspects of the retirement landscape
11 February 2020
It is now five years since the announcement of pension freedoms, and four years since they were passed into legislation. In the grand scheme of things, it is still very new, but that has not stopped retirement outcomes being the subject of regulatory scrutiny.
Analyse pension switching scenarios with latest update to Engage Core
04 February 2020
The latest functionality in Engage Core allows you to compare pension switching scenarios in an efficient and compliant way, bringing consistency to you and your clients across the pension switching process.
SIPP v PPP
28 January 2020
At Defaqto, we have often wrestled with how products should be compared to one another within our database especially when those products potentially straddle two different, perceived markets.