Publications

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

DFM satisfaction study 2019 Content only accessible to registered users

March 2019

This document reviews the service provided by DFMs, as rated by financial advisers. Broadly, the emphasis that advisers have put on the importance of each category of satisfaction is similar to last year.

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Pension service review 2019 Content only accessible to registered users

March 2019

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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Protection service review 2019 Content only accessible to registered users

February 2019

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 ‘claims handling and administration' and ‘new business processing’ the most important aspect of service.

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Platform service review 2019 Content only accessible to registered users

February 2019

The results of our annual platform service review 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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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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