We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Video conferencing within Defaqto Engage now available
23 June 2020
We have launched our own video conferencing and screen sharing capability in Defaqto Engage, our financial planning software, to aid interaction between advisers and their clients.
DFM satisfaction study shows little room left for complacency from providers
17 June 2020
Our fifth discretionary fund manager (DFM) satisfaction study, based on feedback from adviser firms that have outsourced their client investment assets to third-party discretionary managers, shows a slight drop in overall satisfaction.
Pension service review shows improved satisfaction across the board
28 May 2020
By asking advisers their opinion, we measured the relative importance of seven satisfaction categories: provider strength and brand, provider staff, product and proposition, new business servicing, pension freedom servicing, existing business administration and online services for advisers’ preferred providers of individual pension business. We then looked at how satisfied the advisers were with their preferred providers, and identified where expectations were being met by cross-matching ranked importance to ranked satisfaction.
The adviser and discretionary world
14 May 2020
Every 12 months for the last five years Defaqto has conducted a satisfaction study among advisers to measure the service standards in the discretionary market. Fraser Donaldson shares a few of the results.
Providers be aware, advisers have long memories
22 April 2020
When it comes to Sipps, we have read much in the industry press of court cases and due diligence for what seems many years.