Defaqto tool aims to help advisers meet Consumer Duty rules

Exciting news from our sister company, Defaqto in today's FT Adviser, as its Head of Insight and Consulting, Paul Tinkler, discusses plans to introduce Consumer Duty profiles to its engage and Centra solutions.

The profiles, which will be launched following the Consumer Duty implementation date at the end of this month, will allow advisers to compare products, funds, and discretionary fund manager prtfolios using the same data, and will assess whether a product offers fair value compared to others or a fund’s peer group.

 

Read the story in full here

 

SimplyBiz Members, find out more about Centra, powered by Defaqto, here: https://members.simplybiz.co.uk/investments/planning-tools/centra/

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