Publications

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

Platform service review 2021 Content only accessible to registered users

March 2021

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 2021 Content only accessible to registered users

March 2021

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 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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