Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
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.
Fettered versus unfettered funds
14 May 2019
Multi-manager funds, where the manager selects the funds they believe to be the best in each asset class for their portfolio (rather than investing in shares, bonds or other investments directly), can be either fettered or unfettered, Patrick Norwood explains in this article.
Investment outsourcing – where are we now?
02 May 2019
Asset managers have been pretty good at designing solutions to take clients' money and accumulate wealth, but now they need to innovate and provide solutions for decumulation.
Analyse Critical Illness Cover policies side by side
05 April 2019
With a number of factors to consider, Critical Illness Cover (CIC) policies are complex and analysing them is time-consuming. Defaqto’s new critical illness cover comparison tool, CIC Compare, provides an easy-to-use way for advisers to compare new and historic critical illness policies in under five minutes, on a whole of market basis, including white labels and direct products.
Helping adviser firms face compliance challenges head on
27 February 2019
Financial services regulation continues to present major compliance challenges and business opportunities for advice firms. Suitability reports are one of these challenges that financial planning tools can help with.