Publications

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

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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Protection service review 2020 Content only accessible to registered users

March 2020

With many providers offering similar products, service is now often one of the key differentiators for advisers. As part of Defaqto’s protection service satisfaction survey, advisers ranked ‘underwriting services’ and ‘claims handling and administration’ the most important aspect of service.

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Pension service review 2020 Content only accessible to registered users

February 2020

This independent publication provides financial advisers with insight to help them benchmark their own personal experiences of individual pensions providers with those of their peers, enabling them to select partners based on service criteria.

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Balancing pension freedoms and risk in the modern advice world Content only accessible to registered users

January 2020

Over the last five years there have been several key legislative changes, leaving advisers with a requirement to quickly adapt their processes to ensure they continue to be fully compliant.

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