Doing your research

clock

Matt Ward talks to Helen Morrissey about how Defaqto is helping advisers to research the third way product market

Tell me about the new service? We have added income guarantee and capital data guarantee columns to the income drawdown product research area of our Aequos Online and Engage IFA research tools. This will allow IFAs to research the latest third way products on the market. Aequos is an online tool offered to IFAs to help them with their product research and recommendation work. The tool allows advisers to conduct a fact find and decide on the right type of product for their client. They can use it to search through many different types of product depending on the criteria that they have e...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Webinar: IHT on pensions from April 2027 – what financial planners need to know

Webinar: IHT on pensions from April 2027 – what financial planners need to know

Sign up to join L&G, Octopus, Quilter and TIME on 24 September

Professional Adviser
clock 05 September 2025 • 1 min read
Scotland Investment Roadshow 2024: Last chance to join PA in Edinburgh and Glasgow

Scotland Investment Roadshow 2024: Last chance to join PA in Edinburgh and Glasgow

The Scotland Investment Roadshow kicks off next week

Professional Adviser
clock 18 September 2024 • 2 min read

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read