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Defaqto

Defaqto expands Engage to include all tech required for advice

Individual Protection

Defaqto expands Engage to include all tech required for advice

Now includes protection research

clock 29 February 2024 • 1 min read
Provider satisfaction dropped 8% in 2023

Individual Protection

Provider satisfaction dropped 8% in 2023

According to a report by Defaqto

clock 15 February 2024 • 4 min read
Defaqto's Heffer: The evolution of value-added benefits and providers leading the way

Individual Protection

Defaqto's Heffer: The evolution of value-added benefits and providers leading the way

Continuous product development across the industry

clock 15 December 2023 • 4 min read
Fintel hires Keith Hare to support Plannr Technologies' growth

Adviser / Broking

Fintel hires Keith Hare to support Plannr Technologies' growth

Following 25% equity stake in the start-up

clock 11 August 2023 • 1 min read
Fintel takes 25% stake in tech start-up after successful adviser pilot

Adviser / Broking

Fintel takes 25% stake in tech start-up after successful adviser pilot

Invested in CRM specialist via Fintel Labs project

clock 20 June 2023 • 1 min read
Advisers critical of claims handling service levels

Adviser / Broking

Advisers critical of claims handling service levels

Defaqto Protection Services Review 2023

clock 17 February 2023 • 4 min read
SimplyBiz launches campaign to address advice firms' profitability concerns

Adviser / Broking

SimplyBiz launches campaign to address advice firms' profitability concerns

'Fresh perspectives'

clock 26 April 2022 • 2 min read
Advisers utilised fewer protection providers and products in 2021

Adviser / Broking

Advisers utilised fewer protection providers and products in 2021

Defaqto Protection Services Review 2022

clock 16 February 2022 • 4 min read
The opportunities in protection advice

Individual Protection

The opportunities in protection advice

"The value add is demonstrated by robust, transparent advice based on a deeper appraisal of the clients’ needs"

clock 13 January 2022 • 5 min read

Adviser / Broking

Protection industry 'meeting or exceeding' expectations say advisers

Defaqto Protection Services Review 2021

clock 17 February 2021 • 4 min read
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