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CPD-accredited publications for UK financial advisers. Download independent guides and case studies on DFM, funds, retail investment products, pensions and retirement, platforms, life and protection and general insurance http://www.defaqto.com/advisers/resources/publications/
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Defaqto Star Ratings assess #financial products based on the features and benefits they offer. Read more http://www.defaqto.com/star-ratings/
Loading Star Ratings... Twitter · Linked In · You Tube · Google + · Privacy policy Terms of use. Copyright © 2015 Defaqto. All rights reserved.
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Defaqto and the Institute of Financial Planning (IFP) have published a new factsheet to help consumers understand the fact-finding process. Download this factsheet http://www.defaqto.com/advisers/resources/insights/adviser-fact-finding-no-one-expects-the-spanish-inquisition-factsheet/ #FinancialPlanning  
Consumers can sometimes feel interrogated or don’t take the fact-finding phase quite as seriously as they probably should. Read more
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Did you know that you can view the Defaqto Star Ratings for #BusinessInsurance on our website? View them now http://goo.gl/X2TFQS
Star Ratings indicate where a product sits in the market in terms of the features and benefits it offers. Read more.
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Why do financial planners need so much information from the client in order to give the best possible retirement income advice? More
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Defaqto and the Institute of Financial Planning (IFP), the UK professional body for financial planners and paraplanners, have published a new factsheet to explain to consumers the information financial planners need in order to give the best possible retirement income advice.

Consumers who haven’t visited a financial planner before are often surprised by the number and the nature of the questions asked in the initial data-gathering process. Knowing enough about a client’s overall situation helps financial planners establish whether clients have enough money to live the life they are hoping to lead in retirement and what to do if they haven’t.

Read the full press release http://www.defaqto.com/media-centre/press-releases/defaqto-and-the-ifp-help-consumers-understand-the-retirement-planning-process/
Why do financial planners need so much information from the client in order to give the best possible retirement income advice? More
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Single-manager and multi-manager funds - how financial advisers can assess value. It's important to identify the key metrics that determine value and to understand how such metrics sit in relation to funds with similar investment mandates. Read our post on this topic http://www.defaqto.com/advisers/zones/multi-asset-funds-zone/features/assessing-value-2015/
In this article, Defaqto shows the differences between two key groups of funds within the multi-asset universe. Read more
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Financial advisers in the UK, join us at the Defaqto Retirement Conference - embracing pension freedom. Tuesday, 3 November 2015. etc venues, 200 Aldersgate, London. Register http://www.defaqto.com/advisers/events/defaqto_retirement_conference2015
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This factsheet explains what #financial planners need from consumers to give #retirement income advice. Download http://www.defaqto.com/star-ratings/adviser-fact-finding-no-one-expects-the-spanish-inquisition/
Adviser fact-finding: No-one expects the Spanish Inquisition! Financial planning is a professional advice service which helps you organise your financial affairs so that you can achieve your personal and financial objectives, many of which revolve around ensuring a happy and prosperous ...
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What do you know about Defaqto? At our heart is the UK’s largest retail financial product and fund database – we maintain it by collecting data from across the whole market, and using our expertise and insight to analyse this data and make it comparable. From this, we create a range of products and services – ratings, software solutions, consultancy services, data services, and publications and events – to deliver this information in a meaningful way. For more visit defaqto.com
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This new #Investment #Bond Service Rating reflects advisers’ experience of the service they receive from bond providers. Read the full press release http://www.defaqto.com/media-centre/press-releases/defaqto-launches-new-service-rating-to-help-financial-advisers-assess-investment-bond-provider-service/
New Investment Bond Service Ratings cover both onshore and offshore bonds.
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Last in series: The Defaqto Retirement Roadshow 2015 for financial advisers is in Twickenham today. Join the discussion on Twitter using the #DefaqtoRetirement hashtag. We'll be on the road again in June for the Defaqto Investment Roadshow: Making risk return. To join us in Southampton, Exeter, Sutton Coldfield, Barnsley or Glasgow register on the event webpage http://www.defaqto.com/advisers/events/making-risk-return
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