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Key aspects of the retirement landscape
11 February 2020
It is now five years since the announcement of pension freedoms, and four years since they were passed into legislation. In the grand scheme of things, it is still very new, but that has not stopped retirement outcomes being the subject of regulatory scrutiny.
Analyse pension switching scenarios with latest update to Engage Core
04 February 2020
The latest functionality in Engage Core allows you to compare pension switching scenarios in an efficient and compliant way, bringing consistency to you and your clients across the pension switching process.
SIPP v PPP
28 January 2020
At Defaqto, we have often wrestled with how products should be compared to one another within our database especially when those products potentially straddle two different, perceived markets.
Key questions in DFM due diligence
14 January 2020
At times when scandal tears through the industry, David Boyle believes in the importance of regrouping, learning and making sure all bases are covered with sound due diligence practices.
How master trusts are regulated
30 December 2019
In this article, Richard Hulbert explores the new regulatory standards for Master Trusts, and explains the demanding authorisation process every scheme open to new business has been through in 2019.