As a result of the Budget and the Pensions Tax Bill, financial advisers have more options to consider in the retirement income space.
Defaqto, an independent researcher of financial products, has launched a new facility within its Engage adviser research tool to help them segment the fixed term annuities market easily and quickly, with the added advantage of a compliant audit trail.
Defaqto’s unique positioning as a major provider of data and software as well as tailored consultancy services allows us to align our offering to adviser workflows. With the pensions reforms bringing greater flexibility to pension consumers, Defaqto has launched a new fixed term annuities data table to be accessed through leading adviser research software Engage to help financial advisers:
- Segment and navigate the complex fixed term annuities market
- Conveniently access key data features all in one place
- Get an at-a-glance overview of the product and provider spectrum
- Easily compare various offerings
- Save research time
- Produce compliant reports
Fixed term annuity products form an integral part of the retirement income landscape, which comprises fixed term annuities, unit-linked guaranteed (variable annuities) plans, conventional annuities, invested annuities, enhanced and impaired annuities and drawdown variants.
David Cartwright, Head of Insight and Consulting (Wealth and Protection) at Defaqto, says:
“Defaqto has always provided access to a comprehensive set of data supporting the retirement income plans and annuities but with the introduction of the new standalone fixed term annuities table we have made research and analysis far quicker and simpler. Also, with greater freedom and choice over access to pension pots, it is now more important than ever to be able to easily research and compare the options available.”
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