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The Institute of Financial Planning has teamed up with Defaqto to offer Financial Planners and Paraplanners greater support by providing new practical resources.
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The founder and former head of the IFA Centre has joined Defaqto's wealth and protection team.
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New guides explaining the sweeping reforms to pensions in "plain English" have been created for advisers and retirees.

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Employers could be heading towards a "pensions disaster" due to leaving it too to meet auto enrolment deadlines – and therefore risking large penalties.

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A new tool has been created for financial advisers to help navigate the complexities of the fixed term annuities market.

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The number of advisers using discretionary management services will increase in the coming years according to financial researcher Defaqto.
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Research results from financial research company Defaqto has found show that 45 per cent of financial advisers are outsourcing some or all of their investment management.
Published in Articles
Thursday, 15 August 2013 12:48

Cover feature: Wrap and platform survey

Regulation and best practice issues are spurring the evolution of wrap and platform usage for Financial Planners as they adapt to a new post-RDR environment. Laura Dew talks to some leading Financial Planners about how their use of platforms is changing.
Published in Insight & Analysis
Defaqto has found the number of advisers switching platforms has increased from 21 per cent to 29 per cent in the past year.
Published in Articles
Suffolk Life will be holding due diligence seminars on Sipps, accredited for CPD by the Institute of Financial Planning.
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