Defaqto
Retirement | 3 Sep 14
Unit linked guaranteed products could plug
Unit linked guaranteed products could be a useful tool for advisers looking to meet clients retirement income following changes made in the Budget, according to Defaqto.
United Kingdom | 10 Apr 14
Defaqto research points to DFM growth
45% of IFAs were outsourcing their investment propositions in 2013, with more than half doing so via discretionaries, a pointer that the DFM sector is on a growth path, according to Defaqto.
United Kingdom | 15 Oct 13
ifa outsourcing increases but defaqto warns
The number of UK-based advisers outsourcing some or all of their client investment proposition has increased by just 3% over the past three years, although this still represents a high number of advisers.
United Kingdom | 13 Aug 12
Two thirds of platforms offer offshore bonds
Offshore bonds are available on nearly two thirds of the 24 platforms surveyed by Defaqto for its new star ratings based on the range of features offered.
defaqto research foresees post rdr fall
The proportion of business focused on tax wrapped investments is likely to fall from 21% in the pre-retail distribution review UK market to 13% in 2013, according to a survey of advisers carried out by Defaqto, the financial research organisation.