We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Adviser satisfaction with service provided by DFM providers is growing, but leaves room for improvement
09 July 2019
Are financial advisers satisfied with the service they receive? What areas of service are actually important to them? We asked advisers like you for their opinion, and compared the results to previous years. Here’s what we learnt.
London Stock Exchange Group lists Defaqto among 1000 companies to inspire Britain
03 July 2019
Published annually, the report celebrates the UK’s fastest growing and most dynamic Small and Medium Sized Enterprises (SMEs).
Discretionary Management and CGT
19 June 2019
One of the reasons for selecting a discretionary managed, segregated portfolio over a portfolio in a collective structure, such as ETF or OEIC, could be the treatment of tax. Specifically, the management of Capital Gains Tax.
Pension service review shows mixed bag with the performance of providers
06 June 2019
Since 2005 we've been conducting service satisfaction surveys across different product areas to collate advisers’ views on the service they receive from product providers.
Master trusts have to shape up
29 May 2019
Over 1m employers and 10m employees are now using workplace pension schemes. Opportunities for advisers have been created by the new standards for master trusts and the triennial re-declarations of compliance every employer must complete.