We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
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.
Creating and managing an investment proposition – part one
25 August 2020
This is the first article in a series entitled “Creating and managing an investment proposition”. In this first part, Paul Tinkler will focus upon the attitude to risk piece of the process.
ESG Reviews now launched within Defaqto Engage
18 August 2020
Over the last few years the demand for ESG investing has grown strongly. As a result, advisers need access to ESG data and fund/DFM research, and providers need to be able to communicate and share the information with advisers. We have launched ESG Reviews in Defaqto Engage to provide you with an easy way to access the data you need.
Adviser satisfaction with investment bonds on the up
12 August 2020
How satisfied are financial advisers with the service they receive from their investment bond providers? We asked them as part of our latest investment bond service survey.