Defaqto's acquisition by SimplyBiz Group
20 March 2019
The SimplyBiz Group announces today that it has conditionally agreed to acquire the entire issued share capital of Regulus Topco Limited, owner of Defaqto Ltd. SimplyBiz Group, based in Huddersfield, is the largest independent provider of compliance and business services to financial advisers and financial institutions in the UK, supporting over 3,700 professional firms.
Most savers better off avoiding Cash ISAs this ISA season if they wish to grow their savings
18 March 2019
Basic rate taxpayers would need to save at least £95,000 and higher rate taxpayers at least £47,500 before a 1 Year Fixed Term Cash ISA is better for savings
Defaqto DFM satisfaction study reveals encouraging service improvements
12 March 2019
The study shows adviser satisfaction with discretionary fund managers (DFMs) improves overall but so too does the demand in terms of the service standards they received, meaning there’s still room for improvement.
Defaqto Discovers Potential Additional Costs in your Car Insurance Policy
11 March 2019
Of 329 car insurance products analysed by Defaqto, 72% (237) apply an adjustment fee and three in ten (36%) car insurance products include a ‘setup’ fee, with some including a fee of £50 or more
Defaqto’s Pension Service Review reveals mixed bag with the performance of providers
06 March 2019
The survey measured the relative importance of seven satisfaction categories and identified the advisers’ preferred providers of individual pension business.