Defaqto adds pension switching to end-to-end financial planning tool
Optional add-on
“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 stay compliant...
More on Retirement
Revealed: Pension transfer permission application withdrawals jump 1,466% in 12 months
94 withdrawals in 2019
Keith Churchouse: Just when you thought you had a clear view
Life's rich tapestry
Parliamentary steelworker summit: FCA 'actively looking' at adviser PI and cap ad requirements
Westminster steelworker meeting
Resignations down, earnings up: The power of mentoring
How female role models in the office make a huge difference
Giles Dunning: Expect no slowdown in advice consolidation market
Three-part series of articles
Back to Top
More news
Revealed: Pension transfer permission application withdrawals jump 1,466% in 12 months
94 withdrawals in 2019
Market Movers Blog: FTSE 100 tumbles 4.5% as coronavirus spreads
Latest news and analysis
Reactions to stockmarket falls: Markets entering 'period of peak fear'
Equity investors ‘jolted into action’
Keith Churchouse: Just when you thought you had a clear view
Life's rich tapestry
