Westerby Private Pension awarded a Defaqto 5 star rating for the 8th year.

September 3, 2024

We are delighted to announce that our full SIPP product, has been awarded a Defaqto 5 Star Rating for 2024. We have proudly achieved this prestigious rating 8 years in a row since first entering for the first time in 2016.

Defaqto Star Ratings independently rate propositions from 1 to 5 based on the quality and comprehensiveness of the features and benefits they offer. They provide an excellent, unbiased mechanism to help financial advisers – and their clients – see at a glance where a proposition sits in the market in terms of the quality it offers.

Star Ratings are a powerful tool to support the financial advice research process:

  • Aiding product selection and panel creation decisions
    As part of Defaqto’s adviser research software ‘Defaqto Engage’ helps segment the market and compare a shortlist of propositions.
  • Giving advisers post-recommendation assurance and helping with suitability letters.
  • Providing a high-level view to help advisers understand the industry landscape and compare propositions on a like-for-like basis.

For more information about Defaqto, their services and the Star Ratings, please visit www.defaqto.com/advisers/ratings/star-ratings/

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