Defaqto releases guide to pensions drawdown

IFA Defaqto has released an updated version of its annual guide to pensions drawdown, in conjunction with Prudential.

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Financial Planning firm makes managed portfolio appointment

Smith & Williamson has been appointed by Truro-based independent financial advisers Worldwide Financial Planning to provide its 5-star Defaqto rated managed portfolio service to clients. 

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Defaqto Content: Helping advisers face compliance challenges

Financial services regulation continues to present major compliance challenges and business opportunities for financial advisers. Suitability letter writing is one of the challenges that financial planning tools can help with.

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‘No job losses’ in SimplyBiz Defaqto takeover

Defaqto has moved to reassure staff that there will be no job losses as a result of its takeover by SimplyBiz.

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