Publications

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

DFM market update 2021 Content only accessible to registered users

April 2021

The outsourcing theme is now firmly embedded and the DFM market update is designed to help advisers keep up to date with the evolving DFM market.

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Investment bond service review 2021 Content only accessible to registered users

March 2021

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.

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Platform service review 2021 Content only accessible to registered users

March 2021

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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Pension service review 2021 Content only accessible to registered users

March 2021

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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DFM satisfaction study 2021 Content only accessible to registered users

February 2021

This document reviews the service provided by DFMs, as rated by financial advisers. Despite 9 out of 14 categories not meeting expectations, satisfaction has improved overall.

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