Publications

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

DFM service review 2018 Content only accessible to registered users

May 2018

This document reviews the service provided by DFMs, as rated by financial advisers. While four out of the top seven aspects of service are either meeting or exceeding adviser expectations, satisfaction levels have fallen overall across the 14 aspects of service.

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Protection service review 2018 Content only accessible to registered users

May 2018

With many providers offering similar products, service is now often one of the key differentiators for advisers when researching and selecting a product. As part of Defaqto’s service satisfaction survey, advisers ranked ‘underwriting services and ‘new business processing’ the most important aspect of service.

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

April 2018

This guide provides an independent analysis of the workplace pension schemes available and their default funds. The document highlights a great variety between default funds in terms of benchmarks utilised, manager structure, investment approach, level of diversification, attention paid to responsible investing, performance and costs, which advisers need to be aware of when making recommendations.

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Professionals’ guide to drawdown 2018–19 Content only accessible to registered users

April 2018

Pension freedom has brought drawdown to the masses and moved existing pension savings from a source of income in retirement to a financial planning vehicle. This document will help advisers identify the factors to consider in their advice process and determine how to mitigate some of the issues and risks involved.

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Guide to reviewing workplace pensions Content only accessible to registered users

April 2018

Many employers are now realising they can change their pension provider to avoid frustrations or save time and money, and so we are seeing the secondary market bursting into life. This document takes a closer look at reviewing existing workplace pensions.

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