Publications

Gain insights into topical issues through our wide range of CPD-accredited publications.

Pension Consolidation: A practical guide to achieving better client outcomes Content only accessible to registered users

April 2022

Since 2015 clients have been able to access their pension benefits flexibly however what was not necessarily considered at the time, were the changes this would then bring to both adviser and client practices once clients reached retirement. The different ways of planning for retirement have become as varied and, arguably, more important than those in the accumulation phase.

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Investment bond service review 2022 Content only accessible to registered users

March 2022

Results of our latest service survey for investment bond providers are now available. The study measured how satisfied the advisers are with their preferred providers and identified where expectations were being met by cross-matching ranked importance to ranked satisfaction.

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Platform service review 2022 Content only accessible to registered users

February 2022

The results of our annual platform service survey are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of platform providers. The results were then plotted, identifying gaps in satisfaction experience.

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Pension service review 2022 Content only accessible to registered users

February 2022

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.

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DFM Satisfaction Study 2022 Content only accessible to registered users

February 2022

The DFM Satisfaction Study measured how satisfied the advisers are with their preferred providers and identified where expectations were being met by cross-matching ranked importance with ranked satisfaction.

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