We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
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.
Fund Reviews launch in Defaqto Engage
21 August 2019
Available to advisers through Defaqto’s end-to-end financial planning tool, Engage, Defaqto Fund Reviews combine detailed quantitative and qualitative data to produce an in-depth report on not just fund families but also single funds. These can also be used by fund managers to provide more information to advisers beyond the fund fact sheet or KIID.
Financial advisers and pre-paid funeral planning
16 August 2019
Unlike the general insurance market where consumers recognize their need for home insurance, travel insurance and car insurance and buy of their own volition, suppliers of life and protection products typically have first to convince the target audience that they are financially vulnerable.