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Defaqto

Your profession

Discretionary managers winning outsourcing war

Multi-manager outsourcing solutions have suffered a decline in popularity as advisers turn to discretionary managers who have seized the opportunity presented by regulatory change to grab market share.

clock 02 June 2011 •

Income Protection

IP will replace PPI - Defaqto

Defaqto has said it believes short term income protection (IP) products are likely to become the replacement for payment protection insurance (PPI).

clock 13 May 2011 •

Protection

Protect expands its reach with protection industry speakers

Protect has confirmed representatives from the Protection Review, Income Protection Task Force and Defaqto will be speaking at its May meeting.

clock 04 May 2011 •

Wrap/platforms

Quarter say single platform compromises independence

Nearly a quarter of advisers think using a single platform for their clients will jeopardise their claims of independence, research suggests.

clock 21 April 2011 •

uncategorised

IFAs told to check flexible drawdown terms for SIPPs

IFAs have been told they need to be familiar with the flexible drawdown terms offered by their SIPP providers if they are to take advantage of the new income drawdown framework.

clock 06 April 2011 •

Investment

Looking to the stars

Fraser Donaldson explains how Defaqto's star ratings work

clock 30 March 2011 •

Wrap/platforms

Platform usage increasing 'significantly', says Defaqto

The number of advisers planning to move to a platform-based business in the run up to RDR has increased "significantly", suggests recent research.

clock 14 March 2011 •

Individual Protection

Defaqto - ECJ ruling an adviser opportunity

Defaqto has called the European Court of Justice's (ECJ) ruling to ban gender based pricing as "probably the biggest change to affect the life and protection industry for a long time."

clock 11 March 2011 •

Your profession

Should you consider a discretionary manager?

Defaqto's Fraser Donaldson takes a closer look at the discretionary management route.

clock 10 March 2011 •

uncategorised

IFAs still switching pensions despite FSA crackdown fears

Over a fifth of IFAs still switch personal pensions for clients despite fears of heavy-handed FSA anti-churn measures.

clock 08 March 2011 •
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