Defaqto

We’re transforming Engage - our leading financial planning tool - to give advisers a smart advantage and their clients a brighter financial future. Explore the future of smarter financial decisions. View here https://ow.ly/LunY50OO2G8

📣 CALLING ALL ADVISERS There's still time to register for the Future of Advice Conference on 26 November. With keynote presentations from top industry partners, including Premier Miton Investors, EdenTree Investment Management, Orbis Investments, and Scottish Widows. Talks from Anand Menon where he'll look at the UK’s economic and political landscape following the budget and US election. And also, the latest on regulations and emerging risks with Nick Hulme, FCA. As well as panel discussions with Waverton Investment Management, Brookfield Oaktree Wealth Solutions, Carmignac, TIME Investments and abrdn You can also meet our exhibitors: Aegon UK | BNY Mellon | Canada Life Asset Management | Vanguard Reserve your spot now: https://lnkd.in/eZ7iTis9

Join Andy Parsons, and Richard Hulbert for this webinar as they share insights from the FCA’s thematic review on retirement income advice.

Unveiled the top 10 recommended single-asset investment solutions through Q3 2024. Andy Parsons, Chartered FCSI comments: "What does remain noticeable, is that despite continuing to be an attractive opportunity from an equity valuation standpoint, advisers overall still appear to be avoiding UK-focused equity solutions, given the lack of visibility within the top 10." https://lnkd.in/eF_7WbEC

Join us at the Defaqto Adviser Conference on November 26th for an unmissable event that will shape the future of financial advice. Hear from two keynote speakers: Anand Menon, a top authority on the UK's evolving role in Europe and global affairs, and Nick Hulme, Head of Advisers, Wealth, and Pensions at the FCA, as they deliver crucial insights. Get ready for hard-hitting presentations from leading industry partners like Premier Miton Investors, EdenTree Investment Management, Orbis Investments, and Scottish Widows. We’ll tackle issues like Consumer Duty, risk and return strategies, and navigating investor behaviour in today’s volatile markets. Don't miss it – secure your spot now! https://lnkd.in/eZ7iTis9

Join Andy Parsons, Chartered FCSI and Richard Hulbert for this webinar. They will share insights from the FCA’s thematic review on retirement income advice. Don’t miss this opportunity to learn from industry leaders!

Four key predictions for this week’s UK Budget 📊 Richard Hulbert, Insight Consultant at Defaqto, shares his top predictions for the upcoming UK Budget, highlighting potential shifts in fiscal strategy, pensions, financial independence, and business investment. https://lnkd.in/erHZ_Uge #UKBudget #Finance #Investment #Pensions

Calling all IFAs We've partnered with Standard Life Adviser to bring you a new report on the smoothed funds market. Discover how they work, when to consider using them, and how they differ from other investment options. Download the report today: https://lnkd.in/eHhPgQQq

📣 Attention General Insurers 📣 Matrix 360 - a one-stop shop and single point of truth for organisations looking to understand a particular market. Stay tuned as we continue to empower insurers with deeper market intelligence, helping them stay compliant and informed. https://lnkd.in/e3yt-B9z #Insurance #ConsumerDuty #MarketIntelligence #Innovation #InsurTech

Exploring mortgage options for borrowers in later life 🏡 As more individuals find themselves considering borrowing into retirement, it’s important to understand the options available. Defaqto banking expert Katie Brain shares insights into the various mortgage solutions designed to support those in later life. https://lnkd.in/etVBuyVp