Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Providing suitable advice resulting in sustainable income
27 October 2020
Covid-19 has created the perfect storm of falling capital values, combined with income drying up due to dividend suspensions and reductions, creating a greater need for advisers to sharpen their focus on risk and sustainability.
The impact of COVID-19 on drawdown review meetings
13 October 2020
COVID-19 and isolation rules have changed the way financial advisers work. Traditionally, drawdown review meetings are best-done face-to-face. But even with lockdown rules easing, this is no longer the default option.
How income protection has 'held its value'
30 September 2020
In May, the Association of British Insurers (ABI) and Group Risk Development (GRiD) reported that 98.3 per cent of protection claims were paid in 2019, the highest percentage of claims paid on record.
Opportunities available for advisers in the workplace pension arena
23 September 2020
When it comes to choice, there is a healthy and diverse array of scheme types and investment strategies to choose from. However, there is a void growing between the well-managed and performing default funds, and those where improvements are needed.
Latest update to client reviews now available in Defaqto Engage
15 September 2020
We have now added a Client Summary hub in Defaqto Engage to help you with client reviews, whether you do them face-to-face or via a conference call.