Publications

Gain insights into topical issues through our wide range of CPD-accredited publications.

How to analyse workplace pension default funds Content only accessible to registered users

April 2020

The workplace pension arena provides a great opportunity for advisers. There are over 1.4 million employers with schemes, and this is growing by around 175,000 each year as every new business must have one in place.

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Investment bond service review 2020 Content only accessible to registered users

April 2020

Results of our latest service review for investment bond providers are now available. The survey measured the relative importance of seven satisfaction categories and identified the advisers’ preferred providers of onshore and international investment bonds.

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Platform service review 2020 Content only accessible to registered users

April 2020

The results of our annual platform service survey are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of platform providers. The results were then plotted, identifying gaps in satisfaction experience.

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DFM satisfaction study 2020 Content only accessible to registered users

April 2020

This document reviews the service provided by DFMs, as rated by financial advisers. Broadly, the ranked order of importance of the 14 categories is largely similar to last time.

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Researching and selecting a managed portfolio service Content only accessible to registered users

March 2020

It is only in the past decade or so that for many advisers, on behalf of their clients, the primary investment focus has shifted from return to risk. This document looks at discretionary multi-asset solutions available on a platform.

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