Publications

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

Managed portfolio services – market update 2015 Content only accessible to registered users

April 2015

Discretionary solutions are now an important part of an adviser’s toolkit. We’ve launched this managed portfolio services (MPS) market update to give you a comprehensive overview of the space, including compliance challenges and business opportunities.

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Changing retirement planning – financial adviser guide Content only accessible to registered users

March 2015

The pension reform means that your clients face even more choice in creating retirement income, having to consider blending pension products with other investments and sources of income. Our CPD-accredited guide will help you consider whether these significant market changes require a new approach to the advice process.

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The cost and value of adviser investment solutions – case study Content only accessible to registered users

March 2015

A recent Defaqto survey shows that approximately two-thirds of adviser business is now directed towards using multi-asset funds, either as unitised products or as model portfolios on a platform.

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The value of using a capped volatility investment strategy – case study Content only accessible to registered users

January 2015

Life expectancy is increasing and adviser clients will require sustainability of both income and capital with their retirement funds. While this case study acknowledges that product selection to support this strategy for the client is extremely important, it explores what the underlying investments do for returns and the protection of client funds.

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Business property relief: an essential financial planning solution - case study Content only accessible to registered users

September 2014

Defaqto has seen steadily increasing use from financial advisers in tax shelter investing over the past few years. Venture capital trusts, enterprise investment schemes and BPR are now in the process of becoming mainstream product solutions for adviser clients.

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