Defaqto has published a review of the service provided by protection providers as rated by financial advisers.
The independent publication provides financial advisers with insight to help them benchmark their own personal experiences of protection providers, with those of their peers, enabling them to select partners based on service criteria. Defaqto asked financial advisers about their views on the service they receive from over 200 providers covering DFMs, protection insurers, platforms, pension and bond providers. Product providers are then rated Bronze, Silver or Gold based on their overall...
The Big Interview
Total of 16 providers
‘Either write it or refer it. Do not ignore it’
'We've seen a lot of changes over that time'