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

Optional add-on

Hannah Godfrey
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“A streamlined process will improve efficiency in defined contribution pension switching" - Defaqto's Paul Dagley-Morris.
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“A streamlined process will improve efficiency in defined contribution pension switching" - Defaqto's Paul Dagley-Morris.

Defaqto has added a pension switching tool to its end-to-end financial planning tool Engage Core.

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 st...

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