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Professionals' guide to drawdown
The Professionals' guide to drawdown from Defaqto, forms an independent guide to advising on drawing income from pension savings and updating the changes that have occurred and their impact since the last update produced in 2015. It is also CPD accredited so readers can record their reading and learning on their CPD logs.
The case for hybrid: simplicity, flexibility, security
Providing retirement solutions for the high net worth investor is a natural market for the financial adviser community. Advisers are familiar with the need to balance competing personal and financial objectives, whilst taking account of present day and future priorities, and weighing up income, capital and inheritance taxation issues.
The cost and value of adviser investment solutions – case study
A recent Defaqto survey shows that approximately two-thirds of adviser business is now directed towards using multi-asset funds, either as unitised products or as model portfolios on a platform.
The value of using a capped volatility investment strategy – case study
Life expectancy is increasing and adviser clients will require sustainability of both income and capital with their retirement funds. While this case study acknowledges that product selection to support this strategy for the client is extremely important, it explores what the underlying investments do for returns and the protection of client funds.
A review of platform service 2014 - Measuring adviser satisfaction in the platforms industry
In a platform market that is becoming increasingly homogeneous in terms of the availability of tools, tax wrappers and investment choice, service is now one of the key differentiators.