Multi-asset risk bound fund families: how to rate and select them. View here>>
This document takes a closer look at the multi-asset funds universe and in particular risk bound funds.
Guide to reviewing workplace pensions. View here>>
This guide is designed to help advisers identify triggers for change, re-evaluate the suitability of the existing workplace pension scheme, identify good governance, and evidence value for money while highlighting opportunities that benefit all parties.
How to analyse workplace pension default funds. View here>>
This guide provides an independent analysis of the workplace pension schemes available and their default funds.
Professionals’ guide to drawdown 2018-19. View here>>
The latest edition of Professionals’ guide to drawdown gives an overview of the retirement landscape and all you need to know when advising on drawdown income in retirement.
DFM service review 2018 . View here>>
This annual discretionary fund manager survey asked financial advisers to rate their experience of DFMs.
Platform service review 2018. View here>
This service review is based on Defaqto's platform service survey where they asked advisers to rate pension providers in eleven categories.
Protection service review 2018. Details>>
This independent publication provides financial advisers with insight to help them benchmark their own personal experiences of protection providers with those of their peers, enabling them to select partners based on service criteria.
Pension service review 2018. Details>>
This service review is based on Defaqto's pension service survey where they asked advisers to rate pension providers in seven categories.
DFM market update. Details>>
This CPD accredited DFM market update will keep advisers up to date on what’s happening in the market and provide fundamental data on more than 180 discretionary solutions.
About Defaqto Engage Core
Financial planning is fragmented, there are numerous tools, systems and methodologies which leads to inconsistencies and can increase costs.
Defaqto Engage is an end-to-end financial planning software, developed by our team of experts, which adapts to your centralised investment proposition (CIP) and client segments.
You can create, store and manage client information, investment goals and fund research all in one place and seamlessly integrate with your back office, ensuring a consistent and efficient advice process.
Click here for more information.