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DFM satisfaction study 2020
This document reviews the service provided by DFMs, as rated by financial advisers. Broadly, the ranked order of importance of the 14 categories is largely similar to last time.
Researching and selecting a managed portfolio service
It is only in the past decade or so that for many advisers, on behalf of their clients, the primary investment focus has shifted from return to risk. This document looks at discretionary multi-asset solutions available on a platform.
Protection service review 2020
With many providers offering similar products, service is now often one of the key differentiators for advisers. As part of Defaqto’s protection service satisfaction survey, advisers ranked ‘underwriting services’ and ‘claims handling and administration’ the most important aspect of service.
Pension service review 2020
This independent publication provides financial advisers with insight to help them benchmark their own personal experiences of individual pensions providers with those of their peers, enabling them to select partners based on service criteria.
Balancing pension freedoms and risk in the modern advice world
Over the last five years there have been several key legislative changes, leaving advisers with a requirement to quickly adapt their processes to ensure they continue to be fully compliant.