Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Confidently recommend a workplace pension scheme
15 October 2019
Default fund performance will often be the deciding factor as to when individuals can afford to retire. There are many factors that you should be aware of, understand and consider when reviewing default funds.
Decreasing term critical illness added in latest update to CIC Compare
02 October 2019
CIC Compare, our tool allowing advisers to easily compare new and historical critical illness policies in under five minutes, has been updated to include decreasing term critical illness.
MiFID II portfolio cost analysis added to Defaqto Engage
25 September 2019
To further help you meet regulatory requirements, we have extended the capability of Engage, our end-to-end financial planning software, with the addition of in-depth MiFID II portfolio cost analysis functionality.
Level Term Critical Illness market overview
18 September 2019
As a part of our annual review of our Critical Illness Level Term Star Rating, we look at the market developments in the past 12 months.
Regulation: No guesswork, no crystal balls
11 September 2019
It may well feel like there is a never-ending stream of rules telling you how to approach client portfolios, but the underlying principles have never really changed.