Publications
Gain insights into topical issues through our wide range of CPD-accredited publications.
Protection service review 2019
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.
Platform service review 2019
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.
DFM service review 2018
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.
Protection service review 2018
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.
How to analyse workplace pension default funds
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.