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Pension service review 2018
‘Pension freedom servicing’ is most important to advisers, followed by ‘product and proposition’ according to our annual pension service survey. Personal pension, drawdown and SIPP are the three most recommended types of pension solutions, so focus on drawdown should be a priority for providers in terms of communication and service and allocate appropriate resource to these areas.
Platform service review 2018
Results of our annual platform service review is 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.
Personal protection for small businesses
Our new guide considers personal protection for small businesses, which is still an important growth opportunity for advisers and looks in detail at executive income protection and relevant life.
Investment bonds service review 2017
Results of our annual service review for investment bond providers is now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of onshore and international bond providers. The results were then plotted, identifying gaps in satisfaction experience.
How to analyse auto-enrolment default funds
How to analyse auto-enrolment default funds is a CPD accredited document that highlights the factors advisers need to consider and understand when reviewing a default pension fund for their clients.