Publications

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

DFM satisfaction study 2021 Content only accessible to registered users

February 2021

This document reviews the service provided by DFMs, as rated by financial advisers. Despite 9 out of 14 categories not meeting expectations, satisfaction has improved overall.

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Protection service review 2021 Content only accessible to registered users

February 2021

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.

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Using drawdown to provide a sustainable income Content only accessible to registered users

September 2020

The current climate has further highlighted the need for advisers to take a more tailored approach to clients’ investments. It is not uncommon for advisers to recommend investment strategies designed for accumulation to clients in need of income.

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Drawdown review guide: How to assess ongoing suitability Content only accessible to registered users

July 2020

COVID-19 has not only changed the way financial advisers work, but it has also brought with it increased uncertainty. Stock markets around the world fell by up to 35% between the start of the year and late-March, creating the perfect storm for those in drawdown that many may never fully recover from, primarily due to sequencing risk.

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How to analyse workplace pension default funds Content only accessible to registered users

April 2020

The workplace pension arena provides a great opportunity for advisers. There are over 1.4 million employers with schemes, and this is growing by around 175,000 each year as every new business must have one in place.

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