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Defaqto

Pensions

PFS chief: We need advice models we've never seen before

Financial advisers are willing and able to break through the "perceived barriers" to at-retirement advice by inventing simpler offerings, chief executive of the Personal Finance Society (PFS) Keith Richards has said.

clock 11 November 2014 •

Industry voice

Industry Voice: Implications and solutions resulting from Budget 2014

With the unprecedented Budget changes heralding new investment avenues for retirees, how can advisers pick the right solutions for their clients?

clock 11 November 2014 • 6 min read

Pensions

'Selfish' providers that exit auto-enrolment should be fined - Defaqto

Pension providers that "cream off profits" and withdraw from the auto-enrolment (AE) market just as small and medium-sized employers (SMEs) stage should be fined, Defaqto says.

clock 11 September 2014 •

Economics / Markets

Should we replace IMA sectors altogether?

Should we replace IMA sectors altogether?

clock 04 August 2014 • 3 min read

Managed solutions

'Subscale' DFMs face M&A boom

The smallest discretionary fund managers in the UK market could be vulnerable to a fresh wave of takeovers by larger rivals, new research has suggested.

clock 17 June 2014 • 3 min read

Income

Innovation required: How the annuity market is adapting to survive

Innovation required: How the annuity market is adapting to survive

clock 29 May 2014 •

Whole of Life

Defaqto launches star ratings for life cover policies

Research business Defaqto has added whole-of-life protection policies to its star ratings service.

clock 01 May 2014 •

Investment

Defaqto adds tracker funds to rating system

Defaqto has expanded its Diamond Rating system to include index tracker funds, incorporating Exchange Traded Funds and Open Ended Funds.

clock 04 February 2014 •

Your profession

Defaqto hires network chief Potaczek

Financial research group Defaqto has appointed former adviser network director Frank Potaczek to head up its insight and consulting wing.

clock 23 January 2014 •

Your profession

Decumulation: Is this the most important risk profile advisers will ever do?

DECUMULATION

clock 12 December 2013 •
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