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Defaqto

RDR

FSA expecting advisers to help publicise RDR

The Financial Services Authority (FSA) has admitted it still has plenty of work to do on educating the public on the Retail Distribution View (RDR), but said advisers will also have to play their part in explaining the changes to the market.

clock 06 July 2012 •

uncategorised

Flex drawdown increase predicted post-protected rights abolition

The abolition of protected rights from pension saving will make setting up flexible drawdown easier and quicker for advisers, providers have said.

clock 31 May 2012 •

Long Term Care

Advisers still neglect long-term advice

Two-thirds of IFAs do not account for long-term care within clients' financial planning; according to a survey.

clock 27 April 2012 •

Wrap/platforms

Advisers unsure if single platform scuppers independence

Advisers continue to be confused by the FSA's stance on single platform use, research suggests.

clock 27 March 2012 •

TCF

Banks urged to reform packaged accounts to stop mis-selling

Banks should allow consumers to select the benefits they want with their packaged accounts to help combat mis-selling of the products, Defaqto has said.

clock 07 February 2012 •

PMI

Brokers slam Defaqto's 'highly dangerous' PMI ratings

Medical insurance brokers have branded Defacto's new private medical insurance (PMI) star ratings as ‘highly dangerous and not in the best interest of customers'.

clock 03 February 2012 •

Emerging Markets

How are global equity income funds faring?

Charlotte Richards talks to global equity income fund managers about the benefits (and drawbacks) of the new sector classification, and what is driving the performance of their portfolios and dividend growth

clock 02 February 2012 • 5 min read

PMI

Defaqto introduces PMI ratings

Defaqto has released its Star Ratings for private medical insurance (PMI) for the first time.

clock 01 February 2012 •

RDR

Independence still priority as advisers eschew retirement

The overwhelming majority of advisers using platforms are still aiming to remain independent after the implementation of the retail distribution review (RDR), with only a handful looking to retire, it has been suggested.

clock 23 January 2012 •

Structured Products

DFM analysis shows direct investment shortcomings

Almost a third of discretionary fund managers (DFM) cannot deal with direct investments into structured products, according to an analysis of the market.

clock 06 December 2011 •
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