At the IFP we are always looking for ways to support members and provide you with practical tips and resources that are meaningful and easy to use. We've teamed-up with Defaqto to develop a series of resources to help financial planners harness Defaqto’s considerable expertise and research capability.
The objective behind this collaboration is to take a complex issue and do the legwork for you enabling you to focus on its application to specific client circumstances.
If you have any ideas for future areas of work, or for types of resources you would find useful, we’d love to hear from you.
Multi-asset funds: Choice, complexity and client outcomes
The factsheet that we’ve developed jointly has been designed to be deliberately short and easy to use, combining an overview of the landscape of multi-asset funds and crucially, a set of targeted questions that you can use in relation to clients and to your business as a whole. Access the factsheet.
Fact finding: no-one expects the Spanish Inquisition
Consumers who haven’t visited a financial planner before are often surprised by the number and the nature of the questions asked in the initial data-gathering process. The second joint factsheet from Defaqto and the IFP explains in detail what consumers should expect and how they can get the most out of the advice process. Download the factsheet.