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Investment bond service review 2023
Results of our latest service survey for Investment bond providers are now available. The study measured how satisfied the advisers are with their preferred providers and identified where expectations were being met by cross-matching ranked importance to ranked satisfaction.
Platform service review 2023
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.
Pension service review 2023
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.
DFM Satisfaction Study 2023
This is the eighth Defaqto discretionary fund manager (DFM) satisfaction study based on feedback from adviser firms that have outsourced their client investment assets to third-party discretionary managers.
Protection service review 2023
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, Level term assurance, critical illness with life cover and decreasing term assurance remain the most popular product options.