We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Factors to consider in the drawdown advice process
30 October 2019
One of the main issues with drawdown is that individuals enter into it without understanding the implications. In addition, advisers have not always evidenced the suitability of their strategy and so may not understand the implications of their decisions.
The key considerations for risk bound funds
23 October 2019
In recent years, with the market volatility we have seen, there has been a shift in investors’ primary focus from being on return, to being on risk. It is therefore increasingly important to remain informed of the key considerations surrounding risk bound funds.
Confidently recommend a workplace pension scheme
15 October 2019
Default fund performance will often be the deciding factor as to when individuals can afford to retire. There are many factors that you should be aware of, understand and consider when reviewing default funds.
Decreasing term critical illness added in latest update to CIC Compare
02 October 2019
CIC Compare, our tool allowing advisers to easily compare new and historical critical illness policies in under five minutes, has been updated to include decreasing term critical illness.
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.