Defaqto

Great insight from Harry Morrison, Investment Analyst & Panel Consultant at MICAP (part of Defaqto), in the latest issue of IFA Magazine’s Tax-Efficient Investment publication. Harry explores how EIS, SEIS, VCTs and Business Relief (BR) schemes can strengthen client outcomes while supporting innovation and growth across the UK economy. A brilliant read for advisers looking to navigate the fast-evolving world of tax-efficient investing.

Great to see the team out at the #pfsroadshow! There's still time to catch up with out team at a location near you — check out the upcoming dates here: https://lnkd.in/dcZMf-c4 We look forward to seeing you there! #Defaqto #FinancialPlanning #Advisers #Events

“𝘔𝘰𝘥𝘦𝘭 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘢𝘳𝘦 𝘵𝘩𝘦 𝘵𝘪𝘥𝘢𝘭 𝘸𝘢𝘷𝘦 𝘵𝘩𝘢𝘵’𝘴 𝘤𝘰𝘮𝘪𝘯𝘨 𝘢𝘯𝘥 𝘢𝘵𝘵𝘢𝘤𝘬𝘪𝘯𝘨 𝘮𝘶𝘭𝘵𝘪-𝘢𝘴𝘴𝘦𝘵.” That was the message from Andy Parsons, Chartered FCSI, our Head of Investments & Protection, speaking at the Defaqto Annual Conference last month - and in the latest FT Adviser coverage: https://lnkd.in/eaWfZyU7 Drawing on insight from Defaqto Engage, Andy explored the rapid rise of MPS and what it means for advisers and wealth managers: 🔹 Exponential growth in MPS over the past five years — now set to overtake multi-asset 🔹 How fair value and cost transparency are driving adoption 🔹 Why variety in MPS ranges makes switching easier for advisers 🔹 And how MPS, alongside assessment of value, has helped push down costs across the market As MPS continues to reshape the investment landscape, Defaqto will keep shining a light on the data behind the change. #DefaqtoConference2025 #MPS #MultiAsset #WealthManagement #FinancialAdvisers #Investments #DefaqtoInsights

Great to be out in Southampton with the team from #Defaqto at the latest #pfsroadshow

“𝘈𝘐 𝘸𝘪𝘭𝘭 𝘪𝘯𝘧𝘰𝘳𝘮 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴, 𝘣𝘶𝘵 𝘪𝘵’𝘴 𝘢 𝘭𝘦𝘢𝘱 𝘵𝘰 𝘴𝘢𝘺 𝘤𝘰𝘯𝘴𝘶𝘮𝘦𝘳𝘴 𝘢𝘳𝘦 𝘳𝘦𝘢𝘥𝘺 𝘵𝘰 𝘭𝘦𝘵 𝘪𝘵 𝘥𝘦𝘤𝘪𝘥𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦𝘮. 𝘛𝘩𝘦 𝘳𝘦𝘢𝘭 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺 𝘭𝘪𝘦𝘴 𝘪𝘯 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺 𝘵𝘩𝘢𝘵 𝘩𝘦𝘭𝘱𝘴 𝘱𝘦𝘰𝘱𝘭𝘦 𝘮𝘢𝘬𝘦 𝘴𝘮𝘢𝘳𝘵𝘦𝘳 𝘤𝘩𝘰𝘪𝘤𝘦𝘴 𝘸𝘪𝘵𝘩 𝘤𝘭𝘢𝘳𝘪𝘵𝘺 𝘢𝘯𝘥 𝘤𝘰𝘯𝘧𝘪𝘥𝘦𝘯𝘤𝘦.” At the Defaqto Conference 2025, our CEO John Milliken opened the day by exploring one of the industry’s biggest questions: what role will AI really play in the future of financial decision-making? While AI will shape the journey, the data shows us that trust still rests with recommendations from friends and family, finance professionals, price comparison sites — and independent signals like Defaqto Star Ratings. Key points from John's session included: 🔹 79% of consumers feel reassured when they see the Defaqto Star Rating badge, and 6 in 10 say it improves trust in the brands they buy from. 🔹 AI has the potential to enhance recommendations – but unregulated, black-box guidance risks undermining consumer confidence. 🔹 Consumer Duty reinforces the need to evidence value beyond price, ensuring customers get outcomes that are both fair and fit for their needs. 🔹 Defaqto is working with providers and price comparison sites to make journeys more intuitive, keeping the customer in control. #DefaqtoConference2025 #TheConfidenceFactor #AI #InsuranceInnovation #ConsumerTrust

𝐂𝐥𝐨𝐬𝐞 𝐐4 𝐬𝐭𝐫𝐨𝐧𝐠. 𝐖𝐢𝐧 𝐢𝐧 2026.   We’re back with the 𝐀𝐮𝐭𝐮𝐦𝐧 𝐀𝐝𝐯𝐢𝐬𝐞𝐫 𝐂𝐨𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞 on 27 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 𝐢𝐧 𝐖𝐚𝐫𝐫𝐢𝐧𝐠𝐭𝐨𝐧 – and you’re invited. 👉 Register now: https://lnkd.in/e2DU_qbh   𝘛𝘩𝘦𝘮𝘦: 𝘝𝘰𝘭𝘢𝘵𝘪𝘭𝘪𝘵𝘺 𝘵𝘰 𝘝𝘢𝘭𝘶𝘦 – practical tools to turn market change into client opportunity. • Hear from Sarasin & Partners LLP, Quilter, Fundhouse (UK) and Scottish Widows on the forces reshaping investment propositions • Gain exclusive Defaqto insight from Mike Turner and our expert panel • Earn CPD hours while connecting with peers, providers and Defaqto experts 𝐏𝐥𝐚𝐜𝐞𝐬 𝐚𝐫𝐞 𝐟𝐫𝐞𝐞 – 𝐛𝐮𝐭 𝐠𝐨𝐢𝐧𝐠 𝐟𝐚𝐬𝐭. Reserve your place today! #DefaqtoEvents #DefaqtoConference

"The real edge in financial services isn’t more data - it’s more humanity".    A huge thank you again to the brilliant Neil Bage for presenting our first keynote at the Defaqto Conference 2025 ⭐⭐⭐⭐⭐: The Confidence Factor – Why Money Decisions Are Never About Money.   Neil applied his rich knowledge of behavioural science to today's financial services landscape. Most critically, he observed that: 🔹 Confidence is the goal. Data is the tool. Psychology is the bridge. 🔹 Investing isn’t about percentages – it’s about the confidence you can live a life of meaning and purpose. 🔹 Insurance isn’t just policies – it’s the confidence that someone has your back when you need it most.   It was a powerful session showing why confidence is the missing link between understanding and action - for advisers, insurers and providers alike.   #DefaqtoConference2025 #TheConfidenceFactor #CustomerUnderstanding #FinancialBehaviour

The afternoon at the Defaqto Conference 2025 ⭐⭐⭐⭐⭐ kept the momentum going with more big ideas, fresh perspectives, and plenty to celebrate. After lunch and networking at 22 Bishopsgate, delegates were treated to: 🔹 Declan Curry, our host for the day, with a powerful Geopolitical Snapshot that set the global context for financial services. 🔹 Sally Boyle, Defaqto Chief Sales Officer, with an inspiring look at The Defaqto Difference — showcasing how our unrivalled data, ratings and insights deliver so much more than a licence, powering solutions across the industry. The energy continued into three expert-led breakout panels shaping the future of ratings: ⭐ Star Ratings 2026 — Paul Tinkler TDipIT (Defaqto) with Angela Pilley, Mike Powell and Anna-Marie Duthie, spotlighting what’s next across Home, Motor, Pet & Travel. 📈 Star & Service Ratings 2026 — Andrew Duthie (Defaqto) with Ben Heffer, Richard Hulbert, Darren Winfield and Matt Ward, offering fresh insight into Wealth and Protection. 💎 Diamond & Emerging Diamonds — Mike Turner (Defaqto) with Fraser Donaldson, Danny Luggah, CFA and Mark O'Donnell, unpacking how asset managers and IFAs are adapting to new realities. We rounded off the day with: ✨ Justin Ibbett, Founder & CEO of Focaldata, challenging us to think differently in his keynote 'Hidden in plain sight: overlooked shifts that could move markets.' 🏆 The official Defaqto Insurer of the Year prizegiving — a proud moment celebrating Aviva, Halifax, Coverwise Ltd. and Sainsbury's Bank as our 2025–26 winners. 🥂 And finally, networking drinks to close — the perfect way to connect, reflect and celebrate another successful conference. A huge thank you to all our speakers, panellists and delegates for making the afternoon so impactful. #DefaqtoConference2025 #TheConfidenceFactor #StarRatings #InsuranceAwards #FinancialServices

A packed day so far at the Defaqto Conference 2025 ⭐⭐⭐⭐⭐ Our host, broadcaster Declan Curry, opened the day at 22 Bishopsgate before handing over to John Milliken, Defaqto CEO, who set the scene around our theme — The Confidence Factor: how empowering customers to make smarter financial decisions can unlock commercial advantage. We then heard from Neil Bage on the psychology of financial decision making — a powerful reminder that confidence is the bridge between understanding and action. Panels followed on: 💡 Digital & AI integration and the customer experience — with Emma Ann Hughes (Insurance Post), Richard Pugh), Ben Randall (Defaqto) and David Allison Compliance Services). 💡 Making the value case for products — with Stephen Jones Creator), Mike Powell) and Dipesh Sanghrajka (Defaqto). Delegates also heard from Andy Parsons, Chartered FCSI on Defaqto In Focus: MPS,Sam Leonard-Williams on Matrix 360: one year on, Renny Biggins(TISA) on pensions and retirement reforms, and Alex Ward-Booth) on Confidence in the Age of Complexity. Plenty still to come this afternoon — with more talks, panels and the official Defaqto Insurer of the Year prizegiving to close the day. #DefaqtoConference2025 #TheConfidenceFactor #CustomerValue #InsuranceInnovation

"𝘐𝘵’𝘴 𝘨𝘦𝘯𝘶𝘪𝘯𝘦𝘭𝘺 𝘣𝘦𝘦𝘯 𝘳𝘦𝘧𝘳𝘦𝘴𝘩𝘪𝘯𝘨 𝘵𝘰 𝘧𝘦𝘦𝘭 𝘵𝘩𝘢𝘵 𝘵𝘩𝘦 𝘋𝘦𝘧𝘢𝘲𝘵𝘰 𝘵𝘦𝘢𝘮 𝘳𝘦𝘢𝘭𝘭𝘺 𝘭𝘪𝘴𝘵𝘦𝘯𝘦𝘥 𝘵𝘰 𝘰𝘶𝘳 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘮𝘦𝘯𝘵𝘴, 𝘢𝘯𝘥 𝘵𝘩𝘢𝘵’𝘴 𝘳𝘦𝘧𝘭𝘦𝘤𝘵𝘦𝘥 𝘷𝘦𝘳𝘺 𝘸𝘦𝘭𝘭 𝘪𝘯 𝘵𝘩𝘦 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮. 𝘐𝘵’𝘴 𝘨𝘳𝘦𝘢𝘵 𝘵𝘰 𝘩𝘢𝘷𝘦 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘵𝘢𝘪𝘭𝘰𝘳𝘦𝘥 𝘵𝘰 𝘰𝘶𝘳 𝘯𝘦𝘦𝘥𝘴, 𝘯𝘰𝘵 𝘫𝘶𝘴𝘵 𝘢𝘯 𝘰𝘧𝘧-𝘵𝘩𝘦-𝘴𝘩𝘦𝘭𝘧 𝘴𝘰𝘭𝘶𝘵𝘪𝘰𝘯.” - Luke Allen, Retail Propositions Specialist at Zurich Insurance Since adopting Defaqto's Matrix 360 product, Zurich Insurance has: • Responded faster to internal and external requests • Built a stronger evidence base for Consumer Duty reviews • Gained sharper visibility of market dynamics and product shifts • Rolled out internal demos to drive wider adoption Read the success story here: https://lnkd.in/emjNhXJn Want to see what’s next? We’ll be sharing updates since last year’s launch — plus a look at the future roadmap — at the Defaqto Conference on 24 September. #ProductInsights #InsuranceInsights #Defaqto #DefaqtoConference2025 #Matrix360