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Defaqto

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 •

Critical Illness

Onus on insurers to make CI changes work - Defaqto

Defaqto believes the onus is on insurers to make the new ABI critical illness (CI) statement of best practice a success.

clock 04 March 2011 •

Income Protection

Short term IP rated by Defaqto

Defaqto has launched new Star Ratings for short-term income protection.

clock 28 February 2011 •

RDR

Fewer IFAs eyeing restricted space

A tenth of advisers are considering the 'restricted' advice route after 2012, significantly fewer than recent estimates, new research suggests.

clock 22 February 2011 •

Protection

Interview - Ben Heffer

Ben Heffer provides Paul Robertson with an insight into the workings behind Defaqto and an analysis of the market's future

clock 08 February 2011 •
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