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Defaqto
Financial Services
Haddenham, Buckinghamshire 4,572 followers
Defaqto is a leading financial information, ratings and fintech business.
About us
Defaqto is the UK’s most trusted source of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions. We maintain the UK's largest financial product database and use proprietary research methodology to develop independent ratings, reviews, insights and technology. By bringing together product data, technology and consumer insight we are in a unique position to help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.
- Website
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http://defaqto.com
External link for Defaqto
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Haddenham, Buckinghamshire
- Type
- Public Company
- Founded
- 1994
Locations
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Primary
Unit 12, Pegasus Way
Haddenham Business Park
Haddenham, Buckinghamshire HP17 8LJ, GB
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Employees at Defaqto
Updates
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🔍 Top Performing Portfolios in the Defaqto MPS Adventurous Comparator Andy Parsons, Chartered FCSI, Insight Manager at Defaqto, highlights the top 10 portfolios delivering standout 3-year cumulative returns, outperforming the Comparator average (8.26%) and maintaining competitive costs. Defaqto’s MPS Comparators provide the clarity advisers need for informed client solutions. https://lnkd.in/evJ2puhg #Investments #MPSAnalysis #DefaqtoInsights
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Have you seen Defaqto's Resource Hub? 🚀 Explore the latest insights in financial services with the Defaqto Resource page, your go-to destination for: 📣 Industry News – stay updated with the newest developments in the financial world. 📄 In-Depth Publications – access expert reports, whitepapers, and guides to help you navigate financial products with confidence. Whether you're a professional keeping up with trends or looking for detailed research to shape your strategies, the Defaqto Resource Hub is here for you. 👉 https://lnkd.in/g8pJUfNF #Defaqto #FinancialServices #IndustryInsights #Research #Publications #FinTech #FinancialNews
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Wrapping up the year with fun at Defaqto HQ! 🎉 As the year winds down, we've been making the most of the festive season here at Defaqto HQ! From testing our luck (and our card game skills) with "Play Your Cards Right", to bonding over a delicious staff lunch, and even donning our running shoes for the 5k Santa Run! 🃏🍴🏃♂️🎅 It’s been great to see everyone come together, not just for the hard work and dedication that define our team, but also for moments like these that remind us why we’re such a special group. Here’s to closing out the year on a high and gearing up for an exciting 2025! Cheers to teamwork, laughter, and plenty of holiday cheer. 🌟 #WorkplaceCulture #TeamSpirit #FestiveFun #Defaqto
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We’re thrilled to be shortlisted for Best Technology Provider at the 2025 Professional Adviser Awards! 🏆 This recognition reflects our team’s hard work and innovation, and we’re honoured to be among such amazing finalists. https://lnkd.in/erXuH-wm
Professional Adviser Awards 2025 - Home Page
event.professionaladviser.com
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Engage Insights – a game-changer for asset managers Our powerful analysis and research tool- Engage Insights - combines market intelligence, performance analysis, and detailed cost data all in one place. Fulfil market understanding: ✔️ Stay ahead of competitors with in-depth insights into peers and market trends ✔️ Easily compare like-for-like propositions and portfolios to understand how your offering stacks up ✔️ Optimise your product offerings with access to key performance metrics and asset allocation data. Plus, access Defaqto’s unique MPS comparator series within Engage Insights. https://lnkd.in/gQT3y2HN
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ICYMI: Autumn Budget 2024: Navigating new IHT rules on Pensions The recent Autumn Budget has introduced a significant and unexpected change—pensions are now subject to inheritance tax (IHT). This shift has sent shockwaves through the financial planning world, as advisers work swiftly to adapt estate strategies for their clients. https://lnkd.in/eK6NQENH
Autumn Budget 24: 'Surprise' IHT on pensions puts advisers on high alert
professionaladviser.com
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A huge thank you to all the attendees, speakers, and sponsors who made the ‘Future of Advice’ conference a resounding success. The event brought together industry leaders, professionals, and experts to explore the trends and strategies shaping the future of financial advice. Through engaging sessions and insightful panels, participants gained valuable knowledge to enhance client service and navigate a rapidly evolving industry. Stay tuned for more exciting Defaqto events in the coming year! Premier Miton Investors | Orbis Investments | EdenTree Investment Management | Scottish Widows | Waverton Investment Management | Brookfield Oaktree Wealth Solutions | Carmignac | Time Value Investments, Inc. | abrdn | Aegon UK | BNY Mellon | Canada Life Asset Management | Vanguard
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Defaqto reposted this
Given the ever changing financial landscape, taking in different perspectives around key topics is invaluable. Yesterday, the Defaqto Future of Advice Conference was the perfect opportunity to engage with the industry and get an insight of how things might look over the coming years. A really insightful event with impressive presentations and panel discussions. Plenty of ideas to take home and think about with clients. #futureofadvice #financialplanning
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Neale Smith from Scottish Widows is currently exploring how behavioural science can improve client outcomes by addressing the biases that influence financial habits and decision-making.