Defaqto adds pension switching to end-to-end financial planning tool

The new functionality is an optional module that allows advisers to compare multiple pension switching scenarios, including partial switches.  Defaqto said the new addition will help advisers stay compliant around pension switching decisions and that it was designed to bring consistency to advisers and their clients across the pension switching process.  The pension switching tool offers integrated risk profiling and product, fund and platform research functionality. Defaqto said by collating the functionality advisers rely on into one solution, advisers benefit from a unified meth...